Senior Tax Associate

• Oct 2020 - Present

Accounting Supervisor

• Jan 2019 - Jun 2021

•Responsible for the timely preparation and filing of individual(1040), corporate (1120,1120s,1065) trust(1041), gift(790) and not-for-profit (990) tax returns.•Accurately compiles quarterly and yearly financials statements. •Supervises a staff of three accountants; assigns projects, reviews work, and provides notes for coaching and development.•Works with clients on tax planning, budgeting, retirement planning, and general accounting questions. •Champions the effort to research new tax law and consult on technical tax questions.

Accountant

• Aug 2017 - Jan 2019

•Prepare corporate and individual tax returns.•Perform bank reconciliations and journal entries to book payroll.•Responsible for the preparation of quarterly payroll and sales tax returns. •Responds to inquires from the IRS, states, and other taxing authorities.

Financial Specialist II

• Apr 2015 - Apr 2017

•Built strong customer relationships through sales and service interactions. •Grew investment revenue to the branch by capturing over 3 million dollars of new business. •Ranked #1 in the district for new account openings. •Leveraged partners to build a referral network to grow business and drive revenue. •Responsible for coaching and training staff members on investment sales calls and relationship building. •Built strong customer relationships through sales and service interactions. •Grew investment revenue to the branch by capturing over 3 million dollars of new business. •Ranked #1 in the district for new account openings. •Leveraged partners to build a referral network to grow business and drive revenue. •Responsible for coaching and training staff members on investment sales calls and relationship building.

Personal Banker

• Feb 2014 - Apr 2015

•Responsible for sales growth while providing excellent customer service. •Ranked in the top 10% among peers in sales production and new client acquisition. •Lead district in investment referrals month over month. •Responsible for sales growth while providing excellent customer service. •Ranked in the top 10% among peers in sales production and new client acquisition. •Lead district in investment referrals month over month.

Financial Advisor Associate

• Jan 2012 - Feb 2014

•Worked with clients to plan and achieve their financials goals. •Trained and coached a staff of 12 bankers and tellers on sales techniques. •Made 20 to 30 warm sales calls per day. •Grew book of business by 5 million dollars. •Worked with clients to plan and achieve their financials goals. •Trained and coached a staff of 12 bankers and tellers on sales techniques. •Made 20 to 30 warm sales calls per day. •Grew book of business by 5 million dollars.

Personal Banker

• Sep 2008 - Jul 2012

•Received “National Achiever” recognition which is given to people that rank in the top 10% nationally in sales. •Built lasting relationship by providing excellent customer service and offering products that helped fill client’s needs. •Received “National Achiever” recognition which is given to people that rank in the top 10% nationally in sales. •Built lasting relationship by providing excellent customer service and offering products that helped fill client’s needs.

Office Administrator - Intern

• May 2006 - Sep 2008

Implemented QuickBooks and ran detailed financial reports depicting monthly revenue and expenditures Conducted research and analysis of potential properties to determine high margins of ROI Oversaw administrative duties to maintain an efficient working environment, including meeting potential buyers, screening third-party vendors and scheduling appointments Presented both detailed and high level monthly financial summaries of income/expenditures Implemented QuickBooks and ran detailed financial reports depicting monthly revenue and expenditures Conducted research and analysis of potential properties to determine high margins of ROI Oversaw administrative duties to maintain an efficient working environment, including meeting potential buyers, screening third-party vendors and scheduling appointments Presented both detailed and high level monthly financial summaries of income/expenditures