Kyle Vaughan Email & Phone Number

Northbridge, Ma, Us

-Entrusted with numerous tasks at the same time from different actuaries in order to assist them with meeting client deadlines. While still maintaining a keen attention to detail.-Maintained and managed data entry requirements by following data program techniques and producers, needed for actuarial calculations.-Responsible for sorting, scanning, and logging 100+ confidential documents to prepare for actuarial review.-Handled all incoming and outgoing mail procedures, as well as assisted with answering phones with the purpose of building and maintaining strong client relations.-Utilized Excel to sort, organize, and prepare data, in order to complete the actuarial calculations and tasks required.

-Generated new client profiles into the electronic database where I could log and scan their tax documents.-Responsible for sorting and logging 2,000+ tax returns into the Ultra Tax Software, where they could be handed off to the preparer to complete the tax rerun.-Reviewed and sorted individual tax documents every day in order to scan any and all-important tax documents into an electronic file cabinet, where I would then start the task.-Organized and maintained an electronic filing database as well as a paper copy filing system.-Upon completion of the tax return, I would print and gather the original tax documents, as well as notify the client their tax return had been completed and ready for pick up.-Maintained and built customer relationships with 2,000+ customers, to ensure exceptional customer service, where I would walk them through the completed outcome of their tax return, and ensure they paid for the services completed.