James Potter
SilverPay Associate at MineralTree- Claim this Profile
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Bio
Credentials
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IRS Basic Tax Preparation Certification
IRS
Experience
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MineralTree, Inc.
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United States
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Software Development
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100 - 200 Employee
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SilverPay Associate
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Apr 2020 - Present
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College Admissions Consultant
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Jan 2017 - Jan 2020
● Provide customized guidance to domestic and international students throughout their college admissions process to help them secure placement in colleges and universities that match their academic skills, personal strengths and career goals and aspirations. ● Assist with development and editing of a comprehensive résumé and impactful college essays. ● Organize and conduct U.S. college group and individual tours for students and their families.● Assist in promoting the College Bound Charters, LLC services on-line and through social media
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Financial Analyst
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Sep 2015 - May 2016
• Processed company-wide cancellation spreadsheet each month. • Created a spreadsheet template which included macros and filters to help increase the speed and efficiency of the process• Processed updated client information such as: Legal Changes, Bank Changes, Payment Processing Plan Type Changes, and Rate/Fee Updates•Created a step-by-step training document about the account cancellation process that is used by Cayan for training people on potential errors encountered when closing a client account
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Tax Preparer
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Jan 2015 - May 2015
The Boston Tax Help Coalition is a partnership of nonprofits, businesses, and community organizations that prepares and files taxes for eligible individuals and families.Duties included preparing and filing taxes face-to-face with eligible taxpayers.Completed training and earned IRS Basic Tax Preparation certification. The Boston Tax Help Coalition is a partnership of nonprofits, businesses, and community organizations that prepares and files taxes for eligible individuals and families.Duties included preparing and filing taxes face-to-face with eligible taxpayers.Completed training and earned IRS Basic Tax Preparation certification.
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Suffolk University
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United States
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Higher Education
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700 & Above Employee
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Student
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Sep 2011 - May 2015
B.S.B.A, May 2015Major: Accounting Minor: Information Systems and Operations Management B.S.B.A, May 2015Major: Accounting Minor: Information Systems and Operations Management
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Data Assessment and Website Managing Intern
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Jun 2013 - Dec 2013
•Constructed new website design to eliminate clutter, and provide a clearer, more concise viewpoint of company's message to potential clients•Created templates to update the old business forms into a more efficient, and easier to read layout•Created a new excel database to better display client itinerary information•Met with outside consultants about how to clearly project the message of the services College Bound Charter has to offer •Constructed new website design to eliminate clutter, and provide a clearer, more concise viewpoint of company's message to potential clients•Created templates to update the old business forms into a more efficient, and easier to read layout•Created a new excel database to better display client itinerary information•Met with outside consultants about how to clearly project the message of the services College Bound Charter has to offer
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Accounting Intern
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May 2011 - Aug 2012
• Updated client profiles with data received from outside companies• Formatted client data into Excel formats• Organized and scanned tax/financial files• Researched town income and property tax information for tax returns• Updated balance sheets with data received from new fiscal period • Updated client profiles with data received from outside companies• Formatted client data into Excel formats• Organized and scanned tax/financial files• Researched town income and property tax information for tax returns• Updated balance sheets with data received from new fiscal period
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Education
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Suffolk University - Sawyer Business School
B.S.B.A., Major: Accounting Minor: Information Systems and Operations Management -
Bishop Hendricken High School
High School, College/University Preparatory