- Helped implement new tax preparation service for the 2020 tax season- Lead trainer for the new preparation service, trained 25 temporary employees on how to successfully use the tax preparation software.- Responsible for verifying and inputting tax data submitted by accounting firms for thepurpose of filing tax returns.- Utilize an in-house software called 1040SCAN that utilizes a new technology called OpticalCharacter Recognition (OCR) and verify efficiency of the software’s operations.- Constantly focusing on details and accuracy of the software’s functionality to successfullyprepare tax documents for clients.- Analyze, compare, and correct tax documents on multiple screens for tax season. High volumeand fast paced environment with heavy data entry, up to 2000+ pages per day.

• Enter tax information and data for various CPA firms as assigned by supervisor.• Analyze, compare, and correct tax documents for tax season in a high volume and fast paced environment with heavy data entry, meeting daily quota of 1500+ pages.• Provide exceptional attention to detail and accuracy for client tax information.• Utilize Excel for keeping records of progress and completed tax returns.

• Establish new clientele on a regular basis throughout multiple Costco locations.• Developed relationships with new and existing customers, store employees, and other vendors.• Prepare appointments and documentation with client personal information.• Promote and recommend products and services to customers.