Experience

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  Optima Tax Relief

  • Business Owner

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  ProTAXeo Services LLC

  • Business Owner

    • Jan 2021 - Present

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  Optima Tax Relief

  • Associate Director of Tax Preparation

    • Jan 2014 - Jan 2021

    Associate Director’s main objective is to oversee the Tax Preparation department in a high volume tax resolution firm. Associate Director manages a team of Tax Preparers and Support with the end product of getting taxpayers in compliance with the IRS by filing tax returns. Associate Director works closely with the CEO and VP. • Form department protocols to ensure the compliance of company policies• Responsible to report weekly/monthly production to the Executive Management• Create systems and processes for both Tax Preparers and Support to streamline responsibilities/duties with the goal of efficiency• Asses the needs of the department and make necessary improvements• Develop training programs for new hires and on going education for the staff• Verify production reports of all staff members to check accuracy for commission purposes• Set standards for production• Administer monthly meetings. • Provide suggestions/advice to the Executive Management regarding the dept.• Develop internal dept. committees: Fun Committee & Review Team• Member of the Culture and Fun Committee that plans company events

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  Cohesive Tax

  • Sales Manager

    • Sep 2012 - Jul 2013

    Director of Sales’ main objective is to increase productivity by implementing and executing marketing projects, events, and day to day operations. The Director of Sales plays a key role in obtaining new clients and oversees most of the firm’s marketing and sales functions of the company. The Director of Sales works closely with the Director of Marketing and CEO. • Actively seek opportunities from existing clients and leads.• Provide tax consulting to potential clients who are in need of tax and accounting services.• Prepare service estimates of high end clients.• Create engagement agreements for clients and go over details with clients.• Follow up with potential clients and close deals. • Write Scope of Work, which details notes about the new client and action items of the account.• Train new telemarketing employees on sales/marketing process.• Work closely with Office and Operation Managers to ensure client account is in production.

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  Cohesive Tax

  • Vice President of Client Services

    • Apr 2010 - Oct 2011

    Vice President of Client Service’s main objective is to provide constant communication with clients to ensure confidence with Cohesive. Constant contact will provide opportunities to up sale different services and request referrals from clients to have more clientele. The VP of Client Service works closely with the CEO on marketing events to attract leads to Cohesive. The VP of Client Service represents Cohesive in professional events and represents the company outside the office. In addition, the VP of Client Service is also responsible for leading and/or coordinating the strategic planning functions of the firm.• Oversaw the marketing and sales department.• Built relationship with referral sources.• Constantly researched new tax laws to help the firm stay with the current events.• Prepared power points and/or marketing materials for the CEO’s speaking events.• Coordinated events for Cohesive.• Trained Client Service Associates on the firm’s system and process.• Educated clients with QuickBooks product and ensure the ease of transition from their old system to having the firm do full charge bookkeeping.• Off site visit to client’s location to promote the firm or train them on QuickBooks features.• Explained business formation process to clients thinking of establishing a new entity.• Handled damage control, which requires decision-making.

  • Vice President of Operations

    • Mar 2008 - Apr 2010

    Vice President of Operations’ main objective is to work closely with the CEO to plan future operations and execute current operations of the company. VP of Operations oversees most of the firm’s production, marketing and sales functions as well as day-to-day operations of the company. In addition, the VP of Operations is also responsible for leading and/or coordinating the strategic planning functions of the firm. • Oversaw marketing, administrative, tax, and accounting departments.• Oversaw CEO and Enrolled Agents calendar, schedule appointments. • Prepared travel arrangements for the CEO.• Assigned new projects to the production team: Enrolled Agents, Accountants, and Client Service Associates.• Prepared and monitored company statistics.• Handled damage control with clients, which often required decision-making.• Worked closely with the CEO on implementation of new systems and process.• Trained new employees on procedures and the computer system.• Communicated with the CEO on any issues, which required solutions to problems.• Processed accounts receivable and accounts payable.• Maintained employee records.

  • Operations Manager

    • Feb 2007 - Mar 2008

    The Operation Manager’s main objective is to oversee the production department to ensure deadlines are being met and service is being delivered. The Operation Manager prepares the scope of work for each client and assigns it to the production team: Enrolled Agents, Accountants, and Client Service Associates.