Documentation Specialist
Current• Trained to utilize QuickBooks for all financial documents within the company.• Filing all financial documents for over 50+ businesses within our portfolio.• Maintaining 100% accuracy for all documents filed yearly to minimize IRS tax penalties.• Identifying document inaccuracies leading to immediate reconciliation.• Preparing tax returns resulting in 10-15% savings for clients yearly.• Leading new employees within the team in comprehensive trainings in compliance with the… Show more • Trained to utilize QuickBooks for all financial documents within the company.• Filing all financial documents for over 50+ businesses within our portfolio.• Maintaining 100% accuracy for all documents filed yearly to minimize IRS tax penalties.• Identifying document inaccuracies leading to immediate reconciliation.• Preparing tax returns resulting in 10-15% savings for clients yearly.• Leading new employees within the team in comprehensive trainings in compliance with the company.• Ensuring new hires are fully updated on company SOP’s. Show less