Dynamic, innovative and engaging professional More than 23 years of experience in human service field with excellent interpersonal skills Excellent problem identification, analyses, tax preparing, business and community development skills Empathic listener; ability to build co-operative relationships by establishing mutual trust and respect. Creates service plans and prepares required documentation in a timely manner Ability to work well one on one, independently or as a part of a team Proficiency in Microsoft Office (Word, Excel, Power Point) and Social Media and various platforms Driver's License Class G with good driving record, valid insurance and a reliable vehicle Fluent in English, Spanish (Written and Oral) with conversational Italian and Portuguese Savvy Tax Associate develops well-rounded tax foundation by preparing various tax returns, tax planning, and special projects for tax engagements within variety of industry niches. Knowledgeable of tax laws related to all reporting entities and taxing authorities to prioritize and manage assignments of varying sizes and complexity within schedule and budget. Proficient in Microsoft Office tools, tax compliance process software and tax research databases.
Researched and developed plans to identify the needs of clients, Effectively cold called business/client prospects to recruit new clients, Worked closely and create a network of companies and clients through a referral system, Created a network of community partners to provide clients with best service possible, Created promotional materials such as flyers, business cards, banners, posters, website, social media and advertising to engage potential clients in the community, Collect and compile stats, logs and client information using MS Excel to better serve the population, Maintains precise and accurate documentation of client files and entries into the databases, Ensure programs run in a trusting, comfortable, non-violent, safe and friendly environment, Facilitates informal counseling in the areas of social, life, communication and behavior management, Facilitates clinics and workshops to empower participants so they can gain self efficacy, Harmonizes the distribution of learning materials in accordance with client's need, Develops community connections and facilitates a network of care to enhance social capital for clients, Facilitated English as a Second Language Classes, Facilitated communication and support between client and Revenue Canada Agency (CRA), Provide services to the homeless, under housed and participants that endure the effects poverty, mental health and addictions issues such as housing, income support, informal counseling, advocacy and referrals, Conducted home visits to address internal and external barriers related to severe mental health challenges, Sets and observes appropriate boundaries and maintains client confidentiality and organizational protocols, Helps adults to integrate in the community and enhance the quality of life of persons living with mental health and drug addictions to prevent and lessen discrimination and Isolation, Created S.M.A.R.T. Goal plans to assist clients achieve their goals in the areas of desired guidance, Prepare Personal and Business Income Returns for a diverse population, Maintains inventory control, cross referencing and reports in a database, Participates in program reporting, program evaluation and team development activities, Creates and maintains resource directories and referral materials, Answers multi-phone line and provides phone assistance to schedule interviews and meetings, Creates and distributes promotional materials outlining the program's services