Sam Hoffman Email & Phone Number

Minneapolis, Minnesota, United States

- Managed 25+ accounts and guided my clients through accurate and on-time tax reporting- Utilized Sovos' Taxport, TIR-E, and ACA Manager software to complete daily tasks- Navigated Salesforce to create reports, organize client account information, and track client schedules- Built and maintained personal relationships with clients through regular email and phone communication- Presented during team training sessions on job processes and procedures and mentored new hires

St Paul, Minnesota, United States

- Configured vendor profiles using Banner, Optix, and SciQuest to allow the school to pay vendors- Performed project-based work for data cleanup and maintenance to ensure accurate record keeping- Provided customer service through phone and email to vendors and university faculty - Trained new employees on job responsibilities, systems, and processes