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– Office and Tax Support Assistant from February to April of Individual Tax Season– Coordinated the distribution of tax organizers via e-mail or Post Office Mail– Received, entered and scanned tax documents into Source Documents Data Entry System– Prepared hard copy files of tax documents for tax prepration by staff acoountants– The ability to track the individual tax return process and status – in review by accountant, return complete, ensure that the returns are signed by accountant andclient, electronically filed to IRS– Assembled, prepared complete client tax returns and orginal source documents along with coordinating the delivery to clients -- Handled incoming calls, client appointments with staff accountant andother office duties as needed.

- Individual Retirement Accounts Officer and Department Assistant Manager- Responsible for statewide Sales, Customer Service, Marketing and BusinessDevelopment for IRA's, IRA Rollovers and Small Business Pension plans - Supervised a staff of 5 Customer Service Representatives- Conducted workshops for product information and training- Responsible for Annual Departmental Budget- Kept abreast of Banking and Government Regulations for IRA's

- Responsible for Statewide Sales Program, Business Development, Marketing Materials and Adminitrative Support - Event Planning for Estate, Wills and Trust Seminars for clients, attorneys and accountants and financial planners- Managed and maintained Will and Trust Files- Supervised a Customer Service Staff of 2