• Initiated a lending relationship, constructed loan application presentations, and negotiated terms of collateralized loans• Facilitated property acquisition by researching title information and doing comparative market analyses on up to 400 potential purchases per month which resulted in a 10% growth in the property portfolio• Supervised daily transaction reporting and compiled financial statements and budget analyses for review monthly

• Prepared federal and state partnership tax returns and K-1s for a variety of asset management clients including private equity and hedge funds• Analyzed complex partnership transaction and investment data to determine tax consequences and to anticipate and plan for future tax issues• Worked directly with clients by answering questions and concerns during the tax preparation process and discussing budget, timing, and overall satisfaction after tax season to facilitate a successful continuing relationship

• Coordinated scheduling appointments for 50 patients per day with a nationwide network of clinics• Handled questions and concerns from clients and patients regarding scheduling, testing, and reporting• Implemented use of Access in logging calls which enhanced scheduling department efficiency

• Earned IRS VITA Certification at a basic and intermediate level• Completed and Reviewed returns resulting in $38,000 in refunds to low-income families and saving those families $3,450 in tax preparation fees

• Develop and implement lessons in various subjects including SAT and ACT prep for up to 12 students per week• Asses students' abilities and learning styles to personalize their learning experience

• Managed filing and daily office administration• Scanned and archived five years of past files• Processed, packaged, and mailed completed extensions and returns• Developed and mailed engagement and transmittal letters to clients