♦ Managing client’s accounts receivable through collection and association of credits/debits♦ Reconciling proprietary company systems with third party systems♦ Utilizing client’s systems such as SAP and High Radius to work their accounts receivable ♦ Training employees on ERP systems and assisting them with daily activities♦ Performing month end balancing and invoicing with Excel reports for multiple accounts♦ Traveling out of state or engaging in conference calls for client relations♦ Automating processes with creation of custom reports, functions, and macros via Excel♦ Analyzing and manipulating data to provide valuable reporting and analysis to our clients ♦ Ensuring project goals are exceeded by organizing weekly meetings with my team ♦ Performing independent research of companys' policies, procedures and tax law for client’s benefit ♦ Assisting employees with technical support for computer software and hardware♦ Providing plan of action for resolving accounts receivable issues for clients

♦ Prepared complete and accurate tax returns♦ Delivered outstanding client service♦ Generated business growth by supporting business to business sales activities♦ Conducted tax interviews with clients increasing retention of all clients♦ Assisted Manager with complex tax returns for businesses♦ Provided IRS audit support ♦ Filed amended tax returns for clients to correct prior year’s tax return