Jai Shet Email & Phone Number

Houston, Tx, Us

Sugar Land, Tx, Us

Houston, Texas, United States

Missouri City, Texas, United States

Missouri City, Texas, United States

■ Interviewed over 100 clients to file their personal federal income tax returns■ Established positive relationships with clients, handled daily in-person/phone communications■ Earned 5-star client reviews with an overall client satisfaction rating above 95%■ Analyzed tax returns to optimize credits and deductions■ Increased the number of clients using the office’s virtual tax prep servicesIn my role, I used active listening techniques and empathy to gain an… Show more ■ Interviewed over 100 clients to file their personal federal income tax returns■ Established positive relationships with clients, handled daily in-person/phone communications■ Earned 5-star client reviews with an overall client satisfaction rating above 95%■ Analyzed tax returns to optimize credits and deductions■ Increased the number of clients using the office’s virtual tax prep servicesIn my role, I used active listening techniques and empathy to gain an understanding of the client's needs and crafted a solution tailored to them. I also persuaded more clients to use the company's app and overall I helped increase the number of clients using it. I researched tax laws and entered data for my senior colleagues so they could focus on more complex issues on the return. I also shadowed my seniors to learn how to do more complicated tax returns. Show less

Missouri City, Texas, United States

■ Interacted positively and professionally with 50+ clients over the phone daily■ Organized completed tax returns and strictly followed client confidentiality proceduresThis role helped me gain exposure into the business of filing taxes for consumers which helped me realize my aptitude for it. I shadowed various tax professionals during off-duty hours in order to become a better candidate for the tax professional role.

Houston, Texas, United States

Stafford, Texas, United States

As a volunteer, I was responsible for organizing and managing astronomy outreach events that attracted anywhere from 50 to 1,000+ attendees. We visited Houston-area schools where I oversaw event activities, communicated with volunteers, directed crowd traffic, and coordinated activities by working closely with school teachers, staff, and event organizers.My key duties included:■ Presenting at outreach events to large crowds of students and parents■ Coordinating with… Show more As a volunteer, I was responsible for organizing and managing astronomy outreach events that attracted anywhere from 50 to 1,000+ attendees. We visited Houston-area schools where I oversaw event activities, communicated with volunteers, directed crowd traffic, and coordinated activities by working closely with school teachers, staff, and event organizers.My key duties included:■ Presenting at outreach events to large crowds of students and parents■ Coordinating with schoolteachers, staff, and volunteers during outreach events■ Writing detailed reports of activities and documenting participationI have been a member of the Fort Bend Astronomy Club since 2018.The Fort Bend Astronomy Club is a non-profit organization dedicated to the acquisition and dissemination of information pertaining to the science of Astronomy. Located in Stafford, Texas, FBAC's goal is to serve not only our members but the general public as well. Show less

Houston, Texas, United States

I served as the Director of Finance for the American Marketing Association – University of Houston Chapter during Spring 2024. My responsibilities included:Creating and managing a $13,000 budget to foster lifelong friendships, professional connections, and valuable skills.Overseeing the budgets of 12 officers to ensure responsible financial management.Planning and leading a full-day officer retreat for 15 officers, coordinating the budget and managing the schedule… Show more I served as the Director of Finance for the American Marketing Association – University of Houston Chapter during Spring 2024. My responsibilities included:Creating and managing a $13,000 budget to foster lifelong friendships, professional connections, and valuable skills.Overseeing the budgets of 12 officers to ensure responsible financial management.Planning and leading a full-day officer retreat for 15 officers, coordinating the budget and managing the schedule effectively.Mentoring a finance intern by providing analytical assignments and guiding her in budgeting and membership pricing, while preparing her for future leadership roles. Show less

Houston, Texas, United States

The Actuarial Leadership and Club Development Program (ALCDP) is the founding product of the Actuarial Development Institute. This program focuses on growing students' skills in emotional intelligence, project management, and club leadership. ADI, helps student leaders nationwide build better actuarial clubs and foster student success. The ALCDP starts with a kick-off event in January followed by biweekly sprints throughout the rest of the semester. These sprints include summaries of… Show more The Actuarial Leadership and Club Development Program (ALCDP) is the founding product of the Actuarial Development Institute. This program focuses on growing students' skills in emotional intelligence, project management, and club leadership. ADI, helps student leaders nationwide build better actuarial clubs and foster student success. The ALCDP starts with a kick-off event in January followed by biweekly sprints throughout the rest of the semester. These sprints include summaries of the student's current initiatives and their progress toward their goals. Students will gain the opportunity to connect with company sponsors and participate in one-on-one mentorship from ADI CEO, Charles Johnson. At the end of the semester, all participating groups will create a final presentation that showcases all the work they did during the semester. Show less

Sugar Land, Texas, United States

Finance, 3.98

Bachelor'S Of Business Administration In Finance, Risk Management And Insurance | Minor In Mathematics, 3.98

Activities and Societies: Asian Business Student Organization, Gamma Iota Sigma, American Marketing Association