Iwona Rebiszewski

• Promoted company products and services across assigned territories through networking and cold calling.
• Set up clients with new policies, calculated premiums, and established payment methods.
• Maintained clients through personalized acquisition and retention strategies.

• Received inbound calls, emails and web chat requests for customer support.
• Delivered skilled administrative support for diverse daily staff needs and special projects.
• Placed orders, monitored usage and coordinated stocking to control office supplies.
• Received and directed incoming calls to personnel and voicemail, facilitating office communications.
• Supported individual and business tax clients and prepared simple to complex tax returns.
• Adapted to new technology and conducted virtual tax interviews and planning sessions with clients.
• Created spreadsheets detailing assets, expenses, deductions, and income used in preparing returns.
• Assisted with audits conducted by the IRS or other government agencies when needed.
• Prepared and filed federal, state, and local income taxes for individuals and businesses.
• Collaborated with accountants and other professionals when needed regarding complicated tax matters.
• Participated in professional development activities such as seminars or conferences related to taxation.
• Conducted research on complex tax issues to determine the best course of action for clients.
• Performed calculations to determine taxable income, capital gains, losses.
• Generated reports summarizing findings from completed work assignments.

• Closed out records daily, transitioning the business to fresh tracking for new business days and resolving discrepancies.
• Served as point of contact for a team of supervisors, owning complex and escalated issues.
• Backed up the front desk, handling diverse customer and operational issues throughout the night.
• Received and directed incoming calls to personnel and voicemail, facilitating office communications.

• Managed daily workloads by organizing schedules and delegating tasks.
• Coordinated staff schedules to meet forecast housekeeping needs.
• Protected guests and staff by enforcing compliance with infection control policies and procedures.
• Enforced compliance with OSHA regulations and company policies.

• Adhered closely to health and safety regulations when handling food and beverages.
• Maintained a warm and professional demeanor, welcoming and directing event attendees to designated tables or venue areas.
• Gathered and transported food and supplies to and from event locations.

Commercial

• Maintained relationships with existing clients by providing superior customer service.

• Developed and implemented procedures for managing accounts payable and receivable, payroll, bank reconciliations, and financial reporting.
• Created financial statements for filing purposes.
• Handled confidential information with discretion and integrity.
• Gathered and sorted data for reports and files.