Trained new hires on office procedures and policies, as well as how to interact with clients, in addition to reviewing their returns.Expanded my tax preparation to trusts and partnerships.Continued developing and expanded existing tax knowledge in order to serve new and existing clients with more complex tax situations. Prepared, 1040EZ, 1040A, and 1040 with Schedules A, B, C, & D, Amendments, California NRAttached Proprietary Products and ServicesCompleted additional continuing education for CTEC renewal Completed tax continuing education courses including Small Business, Tax Update, Financial Product Compliance Training, California NR returns, Tax Planning, and others

Expanded existing tax knowledge in order to serve new and existing clients with more complex tax situations. Prepared, 1040EZ, 1040A, and 1040 with Schedules A, B, C, & D, Amendments, California NRAttached Proprietary Products and ServicesCompleted additional continuing education for CTEC renewal Completed tax continuing education courses including Small Business, Tax Update, Financial Product Compliance Training, California NR returns, Tax Planning, and others

Greeting and getting to know customers, preparing their tax returns and selling tax related products, providing customers with tax tips and suggestions for next tax season. AccomplishmentsWas the top First Year Tax Preparer and won Product Attach sales contest during first half of tax season.Attach rate was 101.5%Completed over 60 hours of trainingCompleted several continuing education courses including Bank Agency, Compliance Training, and others.

Greeted store customers and offering assistance with purchases. Assisted in merchandising and operational functions within sales floor areas where assigned. Key Skills and AbilitiesExcellent written and verbal communication skillsCustomer-oriented, active listening skillsAbility to handle multiple tasks simultaneouslyKnowledge of POS systems Merchandising

Responsible for handling all day-to-day aspects of running a boutique retail store including, but not limited to:Key Duties and Responsibilities Processed merchandise and designed visually appealing displaysAlerted customers to upcoming sales events and promotions, maintained inventory of suppliesInteracted and communicated with vendors and suppliers to resolve inventory, shipping, and product issues and concernsCompleted point of sale opening and closing procedures Handled customer relations issues in a gracious manner and in accordance with company policiesWelcomed customers into the store and helped them locate items, Resolved customer complaints in a professional manner while prioritizing customer satisfactionTrained 2 new sales associates Shared best practices for sales and customer service with other team members to help improve the store's efficiency, identified potential shoplifters and alerted managementActively pursued personal learning and development opportunities related to running a small business, assisted owner by strategically scheduling team members to maintain optimal staffing levels at all times