● Calculate taxes and prepare financial statements for individual, self-employment, and business tax returns● Perform client interviews to gather additional information on taxable income and deductible expenses and allowances Evaluate financial records such as income statements● Perform data input or validate totals on forms prepared by others to detect errors in arithmetic, data entry and procedures● Advise against potential tax liabilities and ensure clients do not pay unnecessary… Show more ● Calculate taxes and prepare financial statements for individual, self-employment, and business tax returns● Perform client interviews to gather additional information on taxable income and deductible expenses and allowances Evaluate financial records such as income statements● Perform data input or validate totals on forms prepared by others to detect errors in arithmetic, data entry and procedures● Advise against potential tax liabilities and ensure clients do not pay unnecessary taxes● Maintain primary responsibility for JBSCORP’s efforts to increase the client base to 4,000 clients● Develop and institutionalize an outreach plan to foster relationships with as many local businesses as possible ● Research and implement best practices in recruitment for potential clients● Assist in bookkeeping and payroll for local businesses● Implement plan to make office more efficient by having clients meet with front desk associates for information● Intake and then with tax preparers and enrolled agents for actual tax process Show less

Investigated, evaluated, and settled complaints and claims made by customers and dealers● Maximized call intake by taking Spanish calls in peak hours● Reviewed and corrected data changes for customer accounts in system● Responded to customers in a polite, professional manner and attended trainings focusing on customer-dealer services● Coached Toyota clients through webpage and payment systems● Coordinated calls and other correspondence between clients and management●… Show more Investigated, evaluated, and settled complaints and claims made by customers and dealers● Maximized call intake by taking Spanish calls in peak hours● Reviewed and corrected data changes for customer accounts in system● Responded to customers in a polite, professional manner and attended trainings focusing on customer-dealer services● Coached Toyota clients through webpage and payment systems● Coordinated calls and other correspondence between clients and management● Made follow-up and thank you calls to customers Show less