Tyson Tanner Email and Phone Number

Prepare various Excel spreadsheets to enhance the management of the P&L of trading revenue with legal entitiesContact other financial control teams for detailed and accurate asset allocation splits on financial trades Conduct financial investigations on legal entity pairs for proper split-outs not netting to zero Make manual entries to the Consolidated Daily General Ledger and the Investment Bank Sub LedgerCreated Vlookups, Countifs, and revised mapping formulas on Excel to improve workload and analysisAnalyze and manipulate workbooks created to research developed data for solutions to check breaks existing

 Greet every customer with a welcoming smile and help with office promotions to attain new customers  Obtained certification as a Tax Professional with H&R Block; registered in New York State, and federal government  Help taxpayers by using their federal, state, and local codes to determine that the client receives the maximum benefit permitted under the law Prepare or assist in preparing simple to complex tax returns for individuals or small businesses Uncover potential deductions and credits and advised against potential tax liabilities Manage the confidentiality and security of client documents along with ensuring clients avoid paying unnecessary taxes Assess potential client tax structure and consultation then prepare and file taxes for residents and nonresidents of the USA Provide options for possible services by recommending additional products and services to client optimize maximum tax associated sales for H&R Block along with providing future tax and financial planning for the clients; 94% client retention rate Ranked 2nd in USA for most clients obtained by new Tax Professionals with company (2014)

 Research stocks, bonds, and other investment details using Bloomberg and analyze Morningstar reports for Senior VP Create PowerPoint presentations and Excel spreadsheets for Senior Vice President/Financial Advisors to consult with high net worth clients on financial and tax planning options and opportunities Attend company meetings on investment, marketing, and management strategies to assist FA’s in implementation techniques, along with discussing investment performance, economic and market trends

 Participated in business meetings with Source Magazine and other companies to obtain new client relations Helped with business development and expansion efforts to reach a wider demographic base Followed up on sales calls with a database of over 8,000+ schools and organizations  Managed and created proposals, invoices, and customer relations with companies Delegated and supervised employees as they lead tours in New York City to ensure an unforgettable memory Conducted one-on-one and group interviews to prospective employee recruits Managed and finalized how tours are to be conducted to attain highest tour experience Consulted with CEO on all new business ideas and marketing strategies to enhance company productivity Negotiated with local politicians and TV personalities for proposed educational student activities Created and managed existing/new customer accounts in excess of $20,000 during recession; record holder for highest customer transaction for the company Promoted from Tour Leader to Manager of Sales and Operations then to Vice President of Tour Operations in 18 months Worked with diverse clients while leading tours in excess of 200 students and adults

 Maintained and updated sales pricing structure for catalog pricing; inventory control and produced customer renewal packets Revised logistic strategies for renewal price log, account information, supply material log, quote log and proposal log  Created pricing structure with MS Excel for existing/new customer accounts for sales representatives  Balanced annual proposal sale price, account review, and troubleshooting reports