Prepare simple to complex tax returns for individuals and small businesses, uncover potential deductions, credits and advise against potential tax liabilities• Assist taxpayers by using their federal, state and local codes to ensure clients doesn’t acquire unnecessary tax payments which include tax amendment preparation • Prepare tax returns using electronic filing software and ensure a copy of the completed return is provided to clients

• Responsible for improving customer retention through programs and service provided to best fit the customer• Mentor representatives to build system knowledge and troubleshooting skills • Utilize the related mechanized systems to initiate and complete service orders and handle customer requests.• Provide excellent customer service on escalated calls with to resolve any issues regarding corporate invoices• Utilize operational systems to process purchases of AT&T products and… Show more • Responsible for improving customer retention through programs and service provided to best fit the customer• Mentor representatives to build system knowledge and troubleshooting skills • Utilize the related mechanized systems to initiate and complete service orders and handle customer requests.• Provide excellent customer service on escalated calls with to resolve any issues regarding corporate invoices• Utilize operational systems to process purchases of AT&T products and services; i.e. collections, payments for Wireless bills and accessories. Show less

• Maintain appointments, returned calls, organize billing statements and financial transactions • Reconcile customer’s contracts, dissatisfaction discrepancies, maintain employee’s payroll, and business tax preparation• Maintain monthly financial obligations and Workers’ Compensation records

• Managed employees job performance, communicated job expectations, and counseled employees, • Created business plan and strategies to ensure that the organization operated with efficiency• Prepared contracts and other documents required with builders and subcontractors while maintained customer satisfaction. Documented financial transactions by entering account information and payroll