● Preparing and e-filing the federal and state individual and business tax returns in proseries after reviewing relevant tax documents and company financials. (1040, 1120, 1120S, 1065,1041)● Analyzing and reconciling the bank/credit card statements to categorize income/expenses to prepare the profit & loss accounts and balance sheets of companies for tax filing and external use.● Generate P&L, balance sheet and other reports in quickbooks/ xero and allocate uncategorized income and expenses in relevant GL accounts.● Working on excel spreadsheets to calculate the net income by using pivot tables and data subtotal.● Conduct interviews with clients on tax preparation and perform tax research as needed.

● Prepared lesson plans for students and organized the class activities by arranging necessary materialand environment.● Conducted individual and group based teaching to develop academic, social and emotional progressof students.● Evaluated and assessed the student progress and communicated the results with relevant parties.

● Calculated insurance quotes and provided insurance related other services to the clients.● Collected insurance payments from clients and followed up on the late payments by attending to billingand payment inquiries.● Actively engaged with clients by explaining insurance products and services of the company.● Issued monthly payments to outside service providers and reconciled month end cash book and bank balance.● Trained new staff on system and process operations to have a smooth workflow.

● Evaluated applicant's financial status and credit history to determine the loan eligibility and recommend the facility for higher approval.● Conducted property investigations and background checks of clients before recommending housing loan facilities.● Educated customers and sales personnel about company products, process and documentation requirements.● Verified customer information in fixed deposit applications and activated/renewed/closure the deposit accounts.