Examination of federal and state individual 1040 tax returns using commercial tax software· Exhibited working knowledge of Circular 230· Assisted Customers working on their return(s).· Critical Thinking, Problem Solving, Research Skills· Provided technical product/software support in a call center environment.· I researched leveraging government websites, professional resources, and team expertise to seek out and deliver accurate information in real time using everyday language.· Communicated with clients via their chosen communication channels: email, chat, video, or phone.· I applied defined practices, procedures, and company policies to troubleshoot and resolve tax advice and preparation inquiries.· I participated in internal presentations for Tax Expert training.· Documented each customer interaction.

Preparation of federal and state• Exhibited working knowledge of• Assisted Customers working on their return(s)• Full-Service return preparation• Provided product/software support• I researched leveraging government websites, professional resources, and team expertise toseek out and deliver accurate information in real-time using everyday language.• Communicated with clients via their chosen communication channels email, chat, video, orphone• Documented customer interactions• Compliance with paid preparer’s ethical and due diligence obligationsindividual 1040 tax returns using commercial tax software

Set up and maintain the accounting system.• Full Cycle Bookkeeping• Set up accounts with vendors (wholesale and service providers)• Inventory buying and control.• Preparation and file management of financial documents.• Retail Inventory Set Up• Customer Service and Sales• Daily Store Opening and Closing• Preparing Nightly Store Deposits• Creating Weekly Staff Schedule

Recruited and Interviewed clients to decide on tax needs• Financial Objectives & Tax Planning• Prepared Individual and Small Business Tax Return(s)• Exceeded my expected sales goals in each tax seasonDecember 2007 – May 2011 Decatur, Georgia• Practicing and demonstrating paid preparer’s ethical due diligence obligations

Managed Administrative Operations of the Store.• Created Purchase Orders for Custom Made Furniture and Accessories.• Entered Sales Orders in Myriad.• Maintained Inventory, RMAs, and Vendor Invoice Audits.• Solved Client Delivery and Damaged Goods “Issues” Within Store Policy.• Demonstrated Full Cycle Bookkeeping• Daily Store Settlement.• Soft Collections• Monthly Settlement of Books.• Prepared and Filed Weekly, Monthly, and Quarterly Financial Statements.

Preparation and Accountability for Invoice Accuracy from Billing Department• Entered and Verified Billing Rates for Each Project• Adhered to the Stringent Requirements of Government Auditors• Confirmed the Accuracy of All Charges Billed (Payroll, Expense Accounts)• Maintained “Individual Work Authorization” Database for Employees• Created and Maintained the Electronic Filing System for Invoice Storage• Performed Various Tasks in the Accounting Department• Research of Account Receivables in the DFAS Database• Determined Approximate Timetable for Government Payments

Greeted Prospects• Managed Incoming Phone Inquiries• Explained the Services Provided by Pro Move• Supplied Support for Sales• Set Appointments, Sitting Clients, and Running Daily Activity Reports• Prepared Sample Packages to Introduce Properties and Amenities to Potential Lessees• Maintenance of the Client Database and Filing System• Processed and Forwarded Sales Invoices and Expense Reports to Accounting• Collaborated Directly with Vendors to Coordinate Supply Orders and Repairs

Created a Welcoming, Efficient Banking Experience for Each Customer• Followed Appropriate Cash Handling Procedures• Processing Banking Transactions• Balanced and Protected the Interest of Clients and Wachovia Bank• Performed Administrative and Auditing Procedures• Utilized Judgment and Analysis to Discover and Correct Teller Errors• Consistently Exceed Cross-Selling Goals• Prepared Banking Center Money Shipments• Maintained Client Confidentiality while Resolving Banking Matters

Provided an Efficient Banking Experience for Each Customer• Following Appropriate Cash Handling and Auditing Procedures• Cross-Selling of Banking Products and Services• Conducted the Drive Thru in the absence of the Teller Coordinator• Prepared Money Shipments from the Banking Center to The Federal Reserve