Christopher Maurer, Cpa, Cfp Email & Phone Number

Dallas, Tx, Us

Dallas, Texas, United States

-Built a strong foundation in private client services, focusing on preparing and reviewing tax returns of high net worth individuals, their family partnerships, small businesses and trusts. -Provided high levels of client satisfaction through effective communication and proactive planning. -Directly managed a large book of business and experienced growth in book size through internal and external referrals-Was a leader in teaching and training the tax team across the firmo Taught and lead Level 1 Training for 3 years for all new associates and internso Met weekly with our team in India to continually train on new initiativeso Spent two weeks in India in June 2024 on a comprehensive training tripo Taught quarterly firmwide trainings about various tax topics-Actively involved in campus recruiting at Baylor and in-office visits-Core Value Award Winner for entire firm’s tax department in 2023

Private Client Services

Dallas, Texas, United States

Private Client Services

Dallas, Texas, United States

Private Client Services

Dallas, Texas

Private Client Services

-Prepared financial statements, performed branch audits, assembled bank reconciliations and account schedules. -Created, analyzed and reviewed fixed asset reports for branches and admin offices.-I continually challenged processes and found efficiencies to benefit the department. I was able to contribute a large cost saving initiative by planning, designing and implementing a paperless system for the business management department that saved both costs and time.

Arlington, Tx

Enterprise has taught me how to develop and train employees, drive sales, manage expenses, and provide incredible customer service. While in daily rental at Enterprise, I have been at the top half of the region's sales rankings 18 out of 19 months. I was quickly promoted to Assistant Manager of a top ten location where, in just four months, we grew the fleet by 17 percent, increased the customer service score, and created an average of 95 percent increase in profitability. I spent my final four months as the Assistant Manager of the largest branch in the region where we saw growth in fleet and profitability.

Bachelor Of Business Administration Degree, Financial Services And Planning, 3.73

Master Of Professional Accounting, Accounting