Handled all Client calls, emails, and correspondence for 100 accounts at any given time. Provided up-to-date financials for the client to produce for theirCPA or provided ABA tax team with financials.Assisted clients with proper bank reconciliation and inputting banking information into the provided workbook. Assisted clients with financial decisionsand proper IRS protocol. Assisted clients in QuickBooks navigation over the phone.Performed QuickBooks data entry and bank reconciliation. Created and maintained files on Cloud Servers and used computer software to createspreadsheets and manage accounts for clients.Assisted with Virtual Bookkeeping Office hours held twice monthly. Assisted Anderson tax team with all questions regarding financials provided forclient tax return. While assisting fellow bookkeepers during 1099 season to ensure all 1099s requested were filed correctly.Trained new bookkeepers on data entry and accounting information and assisted fellow bookkeepers with their clients during year-end tax season.Created training, SOPs, and templates for departments and clients.Bookkeeper and financial auditing for proper IRS guidelines and procedures.

Performed routine clerical and administrative duties. Created and maintained files on Cloud Servers. Edited documents and maintained databases andfiling systems, both electronic and paper. Used computer software to create spreadsheets and manage databases for clients.Assisted clients with proper bank reconciliation and inputting banking information into the provided workbook. Assisted clients with financial decisionsand proper IRS protocol. Assisted clients in QuickBooks navigation over the phone.Performed QuickBooks data entry and bank reconciliation. Created and maintained files on Cloud Servers and used computer software to createspreadsheets and manage accounts for clients.Processed client payroll on QuickBooks and other payroll software.Entered tax return information for corporate, self-employed, partnership, and individual returns into tax return software such as Thomson ReutersUltraTax.Assisted clients with tax help such as documents needed to complete taxes.Assisted clients with refund help and help with IRS.gov page navigation, stimulus check help such as look up and non-filer applications, and other IRSdocuments or questions.Remotely worked as needed during busy seasons

Assisted members and providers with various issues, including claims information, payment status/processing, benefit information and eligibility status. Assisted members in understanding insurance coverage and copays. Processed payments for premiums. Follow-up with doctors and nurses to obtain necessary information to complete member records. Provided necessary information regarding the facility’s services and doctors’ availability. Understood the company’s insurance policies and products and tell whether a policy covers a specific benefit or not.

Assisted agents with Supervisor calls. Assisted other agents with all other questions. Assisted Tax Professionals with technical support of proprietary software for tax preparation, computer hardware/software, and multiple applications. Troubleshooting and problem solving of diagnostics on tax returns. Research required information using available resources. Followed standard processes and procedures. Stayed current with system and tax information, changes and updates. Trained for calls and live chat. (This position was only available through “tax season” months Jan-April)

Directed the efforts of employment agencies and search firms, including negotiating and controlling employment-related fees. Scheduled and attended job/career fairs with appropriate staff to generate qualified applicants. Handled sensitive information such as social security numbers and driver’s licenses. Provided information on company operations and job opportunities to potential applicants. Maintained records on recruiting activities as required. Planned, organized and controlled all activities of the department. Participated in developing department goals, objectives and systems. Wrote and placed advertisements; extends job offers. Conducted new-employee orientations. Trained new employees on Company regulations and Anti-Terrorism. Established and maintained department records and reports. Participated in administrative staff meetings and attended other meetings, such as seminars. Maintained organizational charts and employee directory. Provided general administrative and clerical support. Maintained electronic and hard copy filing system and performed data entry. Assisted in resolving any administrative problems. Coordinated officer assigned duties at work site. Organized shift schedule to include proper rotation and breaks as mandated by law. Briefed, debriefed and updated all staff during shifts. Managed groups of 10 employees or more. Trained new officers on company policy and procedures. Contacted client and venue manager for all site information. Check credentials of all crew members actively to maintain that they are up to date with state/federal requirements. Maintain proper inventory when issuing and collecting equipment (flashlights, headsets, earpieces, radios).