• Provide expert tax advisory services to clients, identifying tax-saving strategies and maximizing deductions for reduced liabilities and increased tax benefits.• Deliver comprehensive tax planning and compliance solutions for small businesses and individuals, improving tax outcomes by up to 20%.• Conduct in-depth tax research and analysis to develop customized solutions for complex tax situations, ensuring compliance with federal and international tax regulations.• Maintain strong client relationships through consistent, accurate, timely advisory services, resulting in an 85% client retention rate.

• Reduced accounts aged past due by 84% in the GPSi portfolio and decreased delinquency by 35% for Club Car accounts within two months.• Improved operational efficiency by 75% through automation enhancements using Microsoft Great Plains.• Conducted root cause analysis to identify delinquency drivers and implemented corrective measures for long-term improvement.• Maintained accurate debtor records, documenting payment plans, disputes, and client interactions.

• Managed a portfolio of 500+ active clients, providing effective support in resolving billing issues, which reduced accounts receivable delinquency.• Built and maintained strong client relationships, developing strategic collection schedules that improved collection rates by 45%.• Collaborated with senior leadership to train and onboard 12 new agents on efficient collection procedures, ensuring adherence to best practices.