Seeking growth within an established company in which I could become a great asset. Committed with extensive customer service skills, management, reconciliation, office management, audit, great communication skills, bilingual, punctual, detail oriented, expeditious learner, enthusiastic, ethical, cordial, optimistic, take initiative, and reliable.
Overview
10
10
years of professional experience
Work History
Tax Preparer
Robert Half
07.2023 - 09.2023
Contract assignment completed with Seiler LLP.
Assemble and proof Tax Return Extensions.
Identified potential audit red flags to minimize the risk of IRS audits.
Liaised with accountants to confirm accuracy of client tax returns.
Utilized tax software to prepare returns and meet deadlines.
Developed spreadsheet models to accurately track tax information.
Prepared US, multi-state, and international tax returns for business clients.
Maintain detailed, sensitive and confidential files.
Process and input data for tax return filing and tracking (paper filed and e-file).
Utilize firm’s electronic resources and systems (GoFileRoom, GoSystems, etc.).
Send overnight and mail client specific information to clients, IRS , etc..
Assist with organizing offices and files, and return files to designated room daily.
Answer phone; return calls, direct telephone calls; schedule conference calls.
Assist with presentations, personal projects when requested, research, and complete miscellaneous projects and reports.
Catalog Specialist
Aston Carter
01.2022 - 04.2022
Contract assignment completed with DoorDash.
Fulfilled assignments successfully within tight deadlines and fast-paced atmosphere.
Corrected data entry errors to prevent duplication or data degradation.
Revised item names in accordance to company's "Perfect Catalog" policy.
Classified each item to its designated category.
Photo sourced images for each item in compliance to company policy.
Assisted the COO to plan events, submit reimbursement forms, and submit expense reports.
Completed month-end and year-end closings, kept records audit ready and monitored timely recording of accounting transactions.
Recruited ideal candidates and organized onboarding activities for newly hired employees.
Coached new employees on administrative procedures, company policies and performance standards.
Offered office-wide software support and training, including troubleshooting issues and optimizing usage.
Worked closely with Human Resources by terminating agents and filing off boarding documents.
Tracked and recorded expenses and reconciled accounts to maintain current and compliant financial records, reported monthly.
Custodian of records, responded to emails and other correspondence to facilitate communication and enhance business processes.
Oversaw office inventory activities, including ordering and requisitions, stocking and shipment receiving.
Maintained presence on popular social media platforms by posting photos, updates and information.
Personal Banker II
JPMorgan Chase Bank
11.2016 - 03.2019
Supervised a team of 10+ employees and provided overrides when necessary.
Filed Anti-Money Laundering (AML) activities in accordance to the Bank Secrecy Act (BSA) such as Suspicious Activity Report (SAR) and Currency Transaction Report (CTR).
Preformed domestic and international wire transfers.
Adjusted job assignments and schedules to keep pace with dynamic business needs, factoring in processes, employee knowledge and customer demands.
Networked to increase client base and encourage existing clients to expand financial portfolios.
Balanced cash drawers and vault accounts on daily basis with zero discrepancies/preforming audits on all entities.
Cultivated and strengthened relationships with new and existing clients by educating clients on various financial matters, providing professional recommendations on investment opportunities, products and services based on each clients' individual needs.
Personal Banker
U.S. Bank
07.2015 - 11.2016
Cash management of teller drawers in addition to balancing and replenishing the ATM.
Professional customer service handling by answering high call volumes and assisted with opening checking, savings, and loan accounts.
Built client rapport to ensure consistent satisfaction and loyalty.
Worked closely with management to strategize sales techniques to increase branch production and customer service.
Consistently ranked in top 10 for sales in district of over 100 bankers.
Operations Manager
T-Mobile
11.2014 - 07.2015
Reviewed and approved production timecards daily.
Inventory and quality control, shipping, receiving, store display set up, employee scheduling and time keeping.
Developed and implemented daily operations plans such as delivery routes, employee assignments and promotional strategies.
Implemented policies and standard operating procedures for continuous improvement.
Analyze risks and reducing store theft.
Energy Specialist
Rising Sun Energy Center
06.2013 - 08.2013
Summer job which involved going to client's home for scheduled appointments, to perform a greenhouse call which entails energy assessment.
Inspection of the entire house, educating clients on how to save more energy and make sure their house is energy efficient.
Reconciled statements between power producers and third-party entities and achieved all regulatory targets.
Client Services Director at Robert Half Japan, Robert Half Management Resources, FMP ConsultingClient Services Director at Robert Half Japan, Robert Half Management Resources, FMP Consulting