Financial Data Analyst
Current• File and received approval for 200+ clients 1040, 1120, and 1065 documents using TaxWise software • Implement Excel skills to manage client analytics for tax season resulting in about $100,000 in revenue• Supervise the processing of 1099 forms for 50+ clients using Adams Tax Software• Collaborate with partner using analytical skills to trace spending, trends, and anomalies using Quickbooks software