• Prepare on average 50 federal or state tax-returns using Lacert software.• Review each client’s financial and tax documents and provide appropriate suggestions.• Assist in the analysis and recommendations of tax savings strategy to help reduce client’s tax liability.• Assist with accounting bookkeeping using Quickbooks.

• Officiate and manage on average 15 fast-paced varsity basketball games per month in both northern and southern California• Communicate effectively with at least 24 players and 4 coaches during the game, addressing and resolving all questions • Consistently score in the 90th percentile on the annual rule’s examination • Continuously rise in the ranks amongst officials in the association• Maintain my composure during stressful situations during the game• Volunteer extra time to help various leagues for children

• Prepared and submitted client’s state Income, Worker’s Compensation, and Unemployment Insurance tax returns.• Analyzed and audited up to 5 years of client’s quarterly tax returns and payrolls to rectify errors and discrepancies with state agencies.• Developed relationships with 100+ clients and various government state agencies for Unemployment Insurance, Income, and Worker's Compensation tax.• Collaborated with agency representatives daily in 9+ states to rectify client accounts and resolve their tax notices, credit statements, and tax return discrepancies.• Utilized Salesforce daily to manage up to 100+ cases for clients of various industries and state jurisdictions.• Resolved cases timely by communicating my research assessments and strategized solutions to clients and if necessary, assist with payment or refund processing.• Created SQL scripts to pull specific payroll data and generate reports from internal system called Back Office.• Strategized and collaborated with the Accounting and Amendments departments to process, confirm, and locate client payments.• Organized and led training sessions on specific state jurisdictions and processes for new team members, both in person and virtually via Microsoft teams.

• Proactively sought out prospects by calling 20 prospective clients per week via cold-calling • Scheduled 5 appointments per week with prospective clients to discuss retirement planning, educational planning, and life insurance planning• Attended weekly sales training meetings about prospecting and communicating with prospective clients• Completed requirements for California Life-only and Accident & Health Insurance certification

• Answered incoming calls from clients and resolved their inquiries • Prepared detailed financial planning reports for private clients• Assisted in one-on-one appointments between financial planners and their private clients• Continuously updated client accounts by entering their data into Cetera’s Redtail and Smartworks program• Worked independently to resolve asset allocation errors by communicating with financial institutions• Assisted in generating prospecting strategies by collaborating with the financial planners• Attended 5 wholesaler presentations and evaluated their new options and products

• Delivered excellent customer service by answering incoming calls, scheduling appointments, and resolving patient inquiries• Prepared insurance documents and completed all pre-examination tests for patients• Analyzed patient’s insurance plans and gave recommendations that best utilized their vision benefits • Sold on average 10 products per week to patients as the office’s sales leader• Lead a team of 4 to implement a computer program that decreased monthly costs by 13% and improved office efficiency• Assisted in the preparation and execution of 3 Lasik seminars with an average of 20 prospects per seminar• Collaborated on new marketing strategies for the office’s newly hired optometrists• Listened to patient’s vision-related problems and reported every detail to the optometrists• Communicated with insurance companies regarding patient’s vision plan or to resolve errors in payments