Riley Spurgeon Email & Phone Number

Tampa, Fl, Us

Clearwater, Florida, United States

Tampa, Florida, United States

• Prepared over 150 tax returns for individuals, small companies, corporations, trusts, estates, foundations, and non-profit organizations.• Identification, research, and assessment of domestic and international tax matters.• Working on a multitude of client engagements in varying industries and of different size.• Review and entry of journal entries, reconciliations, and client data.• Researching business and industry trends to develop a point of view to leverage in assisting with proposals.

Tampa, Florida, United States

• Welcomed over 100 customers a day with friendly greeting, answered general questions, gathered nature of visit, and directed to specific offices.• Answered questions and addressed, resolved, or escalated issues to management personnel to satisfy students, parents, and staff.• Scheduled office meetings and appointments to give feedback for a team of 14 desk assistants.• Assisted internal staff with clerical and administrative needs to maximize efficiency and team productivity.• Collected and distributed messages to team members and managers to support open communication and high customer service.

Greenwich, Connecticut, United States

• Responded proactively and positively to rapid change in job responsibilities/tasks assigned.• Exhibited high energy and professionalism when dealing with clients and staff.• Carried out administrative tasks by communicating with clients, distributing mail, and scanning documents.• Completed research, compiled data, updated spreadsheets and produced timely reports.• Analyzed problems, identified solutions, and made decisions regarding reinsurance client issues or questions.