Experience

Raymond James Trust N.A.

• United States
• Investment Management
• 1 - 100 Employee

• Fiduciary Tax Associate

  • Jul 2022 - Present

  St Petersburg, Florida, United States



SOUTHWEST IOWA FARM BUSINESS ASSOCIATION

• United States
• Technology, Information and Internet

• Tax Preparer

  • Feb 2022 - Aug 2022

  Treynor, Iowa, United States • Partnered with CPA to solve over 400 tax returns during tax season • Utilized Lacerte Tax software to prepare tax returns for individuals, partnerships, and corporations • Maintained the integrity and security of personal information obtained from our clients • Ensured compliance with tax regulation by researching current regulations • Answered phones, gave information to callers, took messages, or transferred to appropriate individuals



Tractor Supply Company

• United States
• Retail
• 700 & Above Employee

• Sales Floor Team Member

  • Jun 2021 - Jan 2022

  Vermillion, South Dakota, United States • Assisted customers with product and purchase decisions in person and over the phone • Drive sales through engagement of customers, suggestive selling, and sharing product knowledge • Mentored new team members on POS system operations, customer service strategies and sales goals