Juddi Morris Email & Phone Number
Who is Juddi Morris? Overview
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Juddi Morris is listed as Tax Accountant at Carson Group, a company with 150 employees, based in Arvada, Colorado, United States. AeroLeads shows a matched LinkedIn profile for Juddi Morris.
Juddi Morris previously worked as Tax Associate at Traxion Tax and Tax Associate at Rush Tax Resolution. Juddi Morris holds Associate Of Science - As from California State University, Monterey Bay.
Email format at Carson Group
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About Juddi Morris
I am a bilingual tax associate with over ten years of experience in tax resolution. I have an extensive skill set nurtured through my expansive work experience and am eager to master additional skills to broaden this list. I have a developed ability to work in a fast-paced atmosphere, maintain excellent customer relations and develop customer rapport. I am experienced in managing clients' tax liability cases with tax compliance, garnishments and bank levies, appeals, abatements, and much more. I am also highly skilled in maintaining all record-keeping procedures without error, delegating responsibilities to employees to meet company’s expectations, managing a team of employees to execute essential tasks, and managing multiple phone lines while performing excellent customer service. I am also proficient in Microsoft Office, I type 65WPM and 8000KPH, and can efficiently multi-task.As a very ambitious individual, I accept all challenges and ensure my success in overcoming the challenges. My passion to succeed enables me to demonstrate an exceptional work ethic in any position in my career and life.
Juddi Morris's current company
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Juddi Morris work experience
A career timeline built from the work history available for this profile.
Tax Associate
- Written Correspondence: drafting of formal appeal requests, resolution proposals, business letters
- Accounting/Bookkeeping: analysis of business/personal financials
- Creation of financial, expense and statistical reports
- Propose and negotiate appropriate resolutions with the IRS and State Taxing Authorities
- Interpret and adhere to procedures and laws set forth by the IRS and each state’s taxing agency(s)
- Research and investigate clients’ cases with the taxing authorities to assist the Enrolled Agent to strategically decide the best resolution option for the client.
Tax Associate
- Written Correspondence: drafting of formal appeal requests, resolution proposals, business letters
- Accounting/Bookkeeping: analysis of business/personal financials
- Creation of financial, expense and statistical reports
- Propose and negotiate appropriate resolutions with the IRS and State Taxing Authorities
- Interpret and adhere to procedures and laws set forth by the IRS and each state’s taxing agency(s)
- Research and investigate clients’ cases with the taxing authorities to assist the Enrolled Agent to strategically decide the best resolution option for the client.
Associate Processor Ii
- Answered and managed incoming and outgoing calls while recording accurate messages.
- Compiled daily transaction reports for 30 different branches.
- Assessed cash balancing procedures for each branch, while ensuring all credits and debits were accounted.
- Investigated any discrepancies in each branch’s daily report to ensure 100% accuracy.
- Assisted in processing bank loans, ensuring that all of the information was accurate and verified.
- Responsible for inquiring on borrowers’ credit history to ensure they would be able to qualify for their lending.
Colleagues at Carson Group
Other employees you can reach at carsongroup.com. View company contacts for 150 employees →
Josh Mcdonald
Colleague at Carson Group
Appleton, Wisconsin, United States, United States
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Lacey Christiansen
Colleague at Carson Group
Greater Tucson Area, United States
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Julie Ragatz, Ph.D
Colleague at Carson Group
Greater Minneapolis-St. Paul Area, United States
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AP
Ammone Phimvongsa
Colleague at Carson Group
Omaha, Nebraska, United States, United States
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JR
Josh Ream
Colleague at Carson Group
Omaha, Nebraska, United States, United States
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AB
Alex Beiting
Colleague at Carson Group
Omaha, Nebraska, United States, United States
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IJ
Isaiah Jones
Colleague at Carson Group
Omaha Metropolitan Area, United States
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JB
Joe Baker
Colleague at Carson Group
Omaha, Nebraska, United States, United States
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JG
Josh Gray
Colleague at Carson Group
Omaha, Nebraska, United States, United States
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ZB
Zachary Bonnstetter
Colleague at Carson Group
Omaha, Nebraska, United States, United States
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Juddi Morris education
Associate Of Science - As
3.8 Gpa
Frequently asked questions about Juddi Morris
Quick answers generated from the profile data available on this page.
What company does Juddi Morris work for?
Juddi Morris works for Carson Group.
What is Juddi Morris's role at Carson Group?
Juddi Morris is listed as Tax Accountant at Carson Group.
Where is Juddi Morris based?
Juddi Morris is based in Arvada, Colorado, United States while working with Carson Group.
What companies has Juddi Morris worked for?
Juddi Morris has worked for Carson Group, Traxion Tax, Rush Tax Resolution, and Union Bank Of California.
Who are Juddi Morris's colleagues at Carson Group?
Juddi Morris's colleagues at Carson Group include Josh Mcdonald, Lacey Christiansen, Julie Ragatz, Ph.D, Ammone Phimvongsa, and Josh Ream.
How can I contact Juddi Morris?
You can use AeroLeads to view verified contact signals for Juddi Morris at Carson Group, including work email, phone, and LinkedIn data when available.
What schools did Juddi Morris attend?
Juddi Morris holds Associate Of Science - As from California State University, Monterey Bay.
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