Sam Truman Email & Phone Number

Portland, Maine, United States

I performed work managing clients information, working with SurePrep to create rough drafts of tax returns, worked with Axcess, GoFileRoom, and SafeSend to organize client folders. I received 8879's, and released tax returns to the IRS for approval. I also complete administrative tasks including filing, organizing and prioritizing client's taxes.

Maine

Work well as a team with other coworkers following specific customer service guidelines with each and every guest. Tasks include greeting tables, running food as well as anything the current moment requires.

My tasks included scanning groceries, bagging groceries, pushing carts and helping customers find their specific products. I was then promoted to work on the service desk in April 2014 which includes tasks such as refunds, western union transactions, processing utilities checks, and answering phones. Then in June 2014 I was promoted to service leader which.

Portland, Maine Area

My assistant tasks included processing completed tax returns with the IRS and appropriate states, getting Taxpayer's Copies and original documentation back to clients. I was also tasked with customer service between clients, helping them with any concerns or questions about e-filing or paper filing.

Only worked during tax seasons. My clerk tasks included scanning client tax documentation used to prepare tax returns using Adobe software and filing in client network appropriately, sending certified and regular postage mail, filing client folders and other various administrative tasks.