• Develop and implement tax-saving strategies for clients resulting in optimal tax savings• Conduct in-depth tax research and analysis to identify potential tax risks and opportunities• Prepare and review complex tax returns and filings or individual, corporate, LLC’s and partnership tax returns, ensuring accuracy and compliance with federal and state tax laws• Provide tax consulting and advisory services to clients• Conduct comprehensive financial analysis, prepare detail reports, and provide actionable recommendations to accounting clients• Develop and implement financial forecasting models to support strategic decision making• Prepare financial statements and reports in accordance with GAAP• Built and maintained strong client relationships through exceptional customer service and communication

• Partner with Hiring Leaders on filling any opening(s) in their department with quality candidates in a timely manner• Create job requisitions, assure job description were accurate and in compliance, complete hiring diligence before posting in our system (Oracle)• Conduct effective Discovery/Intake calls with Hiring Leaders to ensure we were aligned on what candidates to look for and develop action plan moving forward• Fill roles of all levels ranging from Senior Managers, Operations Specialists Consultants, Supervisors of Operations, Quality Assurance Auditors, Claims Processors, Appeals and Grievances Representatives, as well as phone and customer service concierge roles• Identify quality candidates, screen, and present to hiring leaders to determine which to schedule for interviews, if 2nd or 3rd interviews needed would make sure to schedule accordingly• Follow up with Hiring Leaders on who to move forward with on Offers, if candidate identified, provide salary recommendations to ensure we are being fair and equitable across the enterprise• Extend verbal offer to candidate, if accepted generate Offer through our system, submit for approvals for Hiring Leaders and extend to candidate• Participate in many sourcing and testing projects as required

• Source for variety of talent including but not limited to: Physicians, Medical Directors, Registered Nurses, Project Managers, Program Managers, Auditors, Actuaries, Business Analysts, Sales Executives and similar roles.• Manage the sourcing process in the identification, assessment and nurturing of external and internal talent using creative, proactive, cutting edge recruitment methods including Boolean searches.• Fully understand job requirements/needs for open positions; and counsel hiring managers and others on hiring procedures.• Develop a sourcing strategy, including appropriate media and advertising, for each assigned open position.• Strong understanding of internet resources including but not limited to: resume databases, recruiting and search techniques such as LinkedIn, Entelo, Indeed, user group lists, industry-specific online professional networks, advanced Boolean searches, blogs, and job boards.• Execute a sourcing strategy through colleges, trade schools, community agencies, professional groups and organizations and other recruiting sources to ensure staffing goals and priorities are being met.• Generate pool of qualified applicants/candidates and build ongoing pipeline for each assigned open position.• Develop tracking systems, metrics and reports to demonstrate successful lead generation of candidates throughout the different stages of candidate sourcing.

• Research, recognize, recruit, screen, interview, and refer candidates, for all positions, at all levels within LBT to hiring authorities for potential job placement.• Responsible for all facets of the recruitment process from sourcing through onboarding.• High volume recruitment for Bus Operators.• Maintain recruitment database (iCIMS) up to date and status candidates accordingly.• Compose and place job postings and advertising in various social media and recruitment platforms.• Create and send out approved offer letters to viable candidates.• Ensure appropriate, required onboarding employment documents are prepared, signed, properly executed, and maintained for future reference and legal compliance. (ex. background check information, medical certification, Department of Motor Vehicle Records, I-9 documentation, etc.)• Prepare new hire orientation agenda with guest speakers for newly hired candidates and facilitate it.• Gather data/reports on previous hires and analyze data to identify areas of improvement.

• Promoted to a Recruitment Specialist role for hard to fill specialties in hard to fill areas.• Orchestrated the reactivation of inactive physician databases resulting in 28 created profiles, 16 interviews, 7 offers, 5 full time hires and 2 PDM hires.• Effectively and efficiently managed up to 45 candidates/physicians at a time.• Partnered with Recruitment Strategy Leaders regarding strategies and key messages to engage potential candidates.• Built and established relationships and networking opportunities with Residency/Fellowship programs through recruitment visits. • Conducted recruitment presentations to physicians, introducing our practice, structure, brand and opportunities. • Utilized innovative recruitment tools (e.g. LinkedIn, Doximity, Social Media platforms) to market, communicate and engage candidates. • Participated in recruitment events and job fairs to engage potential candidates. • Sourced, qualified and recruited physicians that were pipelined through to Sr. Physician Recruiters; converted leads into candidates.

• Part of a Physician Recruitment department that hires for all Southern California Kaiser Permanente facilities. (San Diego to Kern County)• Partnered with designated Recruiter on Family Medicine, Urgent Care, Pediatrics, Emergency Medicine, Radiology, Internal Medicine, General Surgery and Otolaryngology specialties.• Scheduled and coordinated candidate interviews with hiring chiefs (Area Medical Directors, Chief of Service, and Physician’s in Charge).• Managed candidate profiles in Applicant Tracking Systems (MD People/Taleo).• On boarded physicians on system, sent out candidate information to new hire coordinators and contract contacts so contracts can be generated. (Flipping the switch)• Processed Per Diems for Physician’s (Initial/Shared Request, Partner to Partner Emeritus, Partner/Associate to Per Diem).• Followed up to ensure newly hired physicians are aware of what next steps are and assist accordingly.

• Facilitate the new hire onboarding of freelance employees. • Follow up with freelance managers to ensure freelance employees are in the system in a timely manner.• Maintain ongoing database of freelance assignments.• Work with HR Business Partners, crewing and field managers, or outside notaries to ensure all freelance new hire and I-9 forms are completed and processed correctly and in a timely manner. • Special projects and other duties as requested, including providing HR VP and manager with overflow assistance for staff employees issues.

• Responsible for maintaining the database of applicant tracking system.• Handle responsibilities of posting job openings onto tracking systems (Akken and Sendouts).• Review resumes to identify qualified applicants via our applicant data base, indeed.com, monster.com, careerbuilder.com, LinkedIn, Cal jobs.• Perform tasks of processing all paperwork from candidates to generate offers for the positions.• Correspond with candidates and newly hired employees via email and phone to insure proper submission of documents.• Verification of new employee hire forms; including professional, personal references. Including SAMS, OIG and criminal backgrounds.• Maintain statistics for advertisements, websites, applicants and phone calls.

• Provides exceptional client service and Human Resources support within the organization.• Oversees the Human Resource database. Ensures that system records are accurately recorded and cross checked.• Maintains employee files in the Human Resources filing system.• Assumes responsibility for maintaining employee files updated and in accordance with payroll changes, performance reviews, or termination check lists.• Ensures that Human Resource files and records are maintained in accordance with legal requirements, policies, and procedures.• Human Resources System maintenance and data entry into GP.• Attends and participates in meetings as required.• Audit of the I9 files for accuracy and legal compliance.• Benefit Administration to include enrollment, status changes, employee assistance.• Verify employee benefits selections for any errors and follow up to ensure process completed properly.• Finalize and approve enrollments upon verifying process done accurately.• Performs miscellaneous clerical functions and special projects as assigned.• All other duties as assigned.

• Work closely with Financial Advisors on their client’s investment portfolios by updating current financial plans and developing new ones.• Outbound contacting of candidates to invite to career orientations.• Source résumés from internet, job postings, and on site career fairs of potential candidates.• Observe/Assist in the interview process of applicants including: selection, application, offering and on-boarding.• Assist individual advisors with their specific marketing campaign.

• Marketing/Customer relations• Income Tax Preparer individual and business returns• Accounting/Payroll data entry for small businesses

• Recommended cell phone plan based on customer’s budget and expected usage• Demonstrated latest features and options on the variety of cell phones• General office duties such as customer qualification, filing, faxing, and terminating contracts• Worked with various Cell phone Providers (T-Mobile, Cingular, AT&T, Nextel, and Boost)• Frequent use of bilingual skills English/Spanish when marketing cell phone plans

• Surveyed customers and recommended products based on their need• Custom built the computers: Ram, Hard drive, cdrw/dvd, cpu, and software• Demonstrated computer components for customers to understand/consider in purchasing• Diagnosed customer computers problems over the telephone and via email• Learned organization and efficiency through completing tasks