Manuel Bahena Email & Phone Number

Los Angeles, Ca, Us

Paso Robles, California, United States

Remote

Orange County, California, United States

Orange County, California, United States

Greater Los Angeles, California, United States

Los Angeles, California, United States

Fullerton, California, United States

Remote

· Attained 99% client satisfaction rate by strategically advising over 200 clients weekly· Decreased call wait times by leveraging and designing custom protocols in resolving client issues · Consulted and advice clients with complex tax situations in order to adhere to federal and state guidelines · Streamed lined Tax Act CRM by allocating client interactions to ensure 100% accuracy of client records

Irvine, California, United States

· Verifying detailed tax data from documents and returns for “Big 4” and top CPA firms nationwide· Ensuring the accuracy of the tax software's functionality to successfully prepare tax documents· Working with multiple clients in various industries to help to expedite the overall tax season process with a paperless workflow.

-Work independently to accurately input work order data in the company database, identify missing details and follow up with clients to ensure records are complete and accurate.-Heavy use of Microsoft Excel

• Redesigned and instituted new inventory protocols; leading to a 25% increase in new and & pre-owned vehicle sales• Streamlined vehicle delivery experience while maintaining client satisfaction at 98% per month • Performed regular inventory audits leading to a 30% decrease in quarterly inventory discrepancies • Improved stock visibility by 15% through streamlining of inventory and sales reports

• Revamped district marketing and outreach plan, improving overall store foot traffic by 15% • Improved district profit margins by 10% monthly through upselling strategies and client engagement • Collaborated with Business Development team to acquire investment opportunities for new locations valuing in $500,000 • Strengthen productivity of operations departments while reducing staffing and operational cost by 20% • Facilitated development of annual budget, operational process and strategic business goals by devising tailored proposals

• Managed complex hardware, software and network problems to accurately resolve issues • Provided customers with repairs, installations, customizations, optimizations, upgrades and negotiated pricing of service • Removed malware, ransomware, and other threats from laptops and desktop systems • Able to set up test and configure networks, desktops, laptops, printer and replace malfunctioning software

• Analyzed financial statements and filed consolidated tax returns for 25 major corporate clients • Prepared 75 client tax returns during tax season with 100% accuracy following all relevant federal and state guidelines• Acquired new clients by actively developing and executing plans through local marketing leading to 200% increase in client bookings • Filed amended tax returns for clients, leading to an increase in refunds by 75% by identifying additional deductions

Bachelor'S Degree, Economics

Business Administration And Management, General