•Prepared client 1040 Income Tax Returns and Estates and Trusts 1041 Income Tax Returns using the CCH ProSystem tax software• Managed the extensive accounting process for an individual client’s Schedule C income• Documented and input client information and work papers into tax software

• Allocated business account transactions on QuickBooks, ensuring accurate reconciliation of accounts• Ensured accurate treatment of taxable income and business expense deductions• Implemented new software to simplify and improve financial management processes

- Assembled outing and documented incoming positive and negative audit confirmations from multiple banks- Prepared Individual client 1040 tax returns using the UltraTax software- Traveled delivering and picking up confidential client tax documents - Organized client tax documents, ensuring a quick and smooth preparation of tax returns

- Provided exceptional customer service through in-person and phone interactions - Created historical customer summaries using CSI NuPoint to prepare supervisor for one-on-on client meetings - Maintained confidential customer records across enterprise systems - Initiated money transfers between customer accounts

• Tended to customer needs when loading their vehicle with good communication skills• Moved and replaced merchandise and product on the floor using pallet jacks• Participated in the nightly cleanup crew around the whole store• Moved the used replaceable batteries to the back of the store and carefully prepared them on pallets to be shipped off and replaced• Communicated and help customers when they had a problem with the product they purchased from our store• Provided training to new employees

• Created a welcoming environment by greeting and connecting with each customer• Worked with speed and efficiency when the work pace increased• Managed customers money responsibly with care• Serviced customer needs with good communication skills when they had a problem with theirorder• Moved and help set up our shop into a new restaurant complex• Helped train new employees