Tax Preparer• Reviewed and analyzed client business accounts in order to reconcile using QuickBooks• Completed tax training pertaining to personal tax and business tax returns• Completed tax returns using Drake SoftwarePayroll Manager• Advised leadership in regards to recruitment, selection, training, retention, and separation of potential candidates and employees for the payroll department• Trained selected candidates in processing payroll for the company’s payroll clients• Provided ongoing guidance and assistance to employees after the training process• Resolved conflicts and issues pertaining to weekly payroll processingPayroll Administrator• Processed payroll for the company’s 120 payroll clients in a detail-oriented manner• Revised and restructured working instructions for the payroll client load, resulting in an increase in efficiency of over 100% in the payroll department• Submitted workman’s comp, retirement plans, and payroll taxes on a weekly, monthly, and quarterly basis for all 120 clients• Distributed payroll checks, paystubs, and associated reports to clients and employees• Submitted ACH transactions pertaining to clients through an escrow account

• Recommended financial strategies based upon the client’s financial goals• Collaborated with business partners to develop relationships with clients, and create customized financial plans based upon the client’s needs• Managed over 100 potential clients in the sales process • Simplified complex financial product explanations for clients