Joel Smith Email & Phone Number

Anaheim, CA, US

- Investigated and resolved tax and licensing issues with state and local agencies- Trained new hires on software usage, return review, journal entries, account reconciliation, and resolving taxation disputes- Utilized Excel, Infor, BI Microstrategy, Mainframe, Vertex, Showcase, and other software to extract relevant datafrom large datasets.- Managed.

Seattle, WA, US

• Organize and manipulate large sets of data using Excel and other various tax assessment software in order to find relevant information
• Manage 2-6 weekly projects determining the correct taxability of misclassified products using taxonomy department guidelines
• Improve the functionality of taxonomy classification tools by creating more efficient processes and providing frequent user interface feedback
• Creat guidelines for classifying various tax categories by researching common marketing and referencing that to Product Tax Category rules

Milwaukee, WI, US

• Created Personal Planning Analyses for individual clients
• Built relationships with clients to help them reach short and long-term financial goals
• Used Network Illustrations to create specific policies
• Obtained clientele through cold calling and networking.
• Developed an understanding for various insurance products

• Created brochures, advertised door to door
• Estimated project cost
• Managed three other workers