Tax Preparer Hr Assistant
Resume:
Padma Sirisha Raavi
Novi, Michigan – 48375 Mobile: +1 (248) 982 – 1757
USA E-Mail:ad5n6j@r.postjobfree.com
EXPERIENCE SUMMARY
Having 4 years of overall experience in Banking, Taxation and HR domains and fulfilled different roles like Teller, HR Assistant, Tax Preparer Assistant.
H&R Block Nov 2022 to April 2023
Novi, Michigan
Title : Tax Preparer Assistant - Seasonal
Responsibilities:
Filing Tax returns of clients using Blockworks online.
Preparing various documents for Taxation.
Communicate with clients to-gather necessary financial information and documents via emails and calls in a Professional manner.
Assist in responding to client inquiries or requests for information and booking appointments through emails and phone calls in a professional manner.
Review prepared tax returns for accuracy and completeness.
Trained Tax Accelerated Preparer, having PTIN
Stay informed about changes in tax laws, regulations, and industry practices.
Attend training sessions or workshops to enhance knowledge and skills.
Follow guidelines and regulations related to the handling of sensitive financial data.
Performing general administrative duties such as photocopy, scanning and emailing.
Cross selling H&R block Products and services like Emerald card, Spruce App, Debit card etc.
Performing lobby duties like greet visitor’s and direct them to the appropriate person or department.
Target goals during season Jan 1st to April 15 of every year.
Helping the Tax Preparer sorting documents and entering Clients data in the System.
Performing file management duties including organizing and maintaining paper and electronic files.
Kelly Services Inc Mar 2021 to Sept. 2022
Michigan, USA
Title : HR Assistant (Sept. 2021 to August 2022)
Client : Testek Solutions Inc. - Wixom, MI
Responsibilities:
Searching resumes for job posting from various portals.
Filing and Scanning Present Employee’s HR documents and saving in a system.
Maintain and update employee records, ensuring accuracy and confidentiality.
Scanning Terminated Employee’s HR documents and Maintaining Data in a electronic files
Checking and updating Office stock like Stationary, food Items and Other stuff .
Co-ordinate the exit process for departing employees, including conducting exit interviews.
Process termination paperwork and update relevant records.
Generate and compile HR-related reports for management.
Having experience in using office Equipment’s like Desktop, Scanner, Xerox, Fax Machine.
Filing HR Documents like w2, Insurance Papers, Appointment letters, Tax returns, I-9 Forms, Performance or Appraisal letters and Termination Documents of Employees,Insurance documents and electronic files
Coordinate with HR Manager in corporate events and meetings and assist with project management tasks as needed
Performing general administrative duties such as scheduling meetings, maintaining calendars, and managing HR-related documentation.
working on Epicor -Magic software for cleaning workshop parts.
Helping administrative Support to various departments as needed.
Answering and managing incoming phone calls in a professional manner.
Title : Commercial Loan Business Specialist (March 2021 to August 2021)
Client : Comerica Bank - Livonia, MI
Responsibilities:
Imaging, Printing and Sorting of Commercial Loan Documents.
Daily saving QC and Archive Documents in System.
Filing Commercial Loan Documents of various accounts.
Mailing loan interest letters to Commercial Loan Customers.
Maintaining and keeping commercial loan customer documents in locker room.
Checking Customer account numbers using Bluezone -Mainframe software.
Participating in team meetings and reporting and Attend training sessions or workshops to enhance knowledge and skills.
Collecting and organizing all necessary documents for loan applications.
Verify the accuracy of applicant information and documentation.
Communicate with applicants to obtain any missing or additional information.
Monitor and update commercial loan customers information like address change, phone number.
Stay up to date information about changes in bank rules and regulations, and industry practices.
Following guidelines and regulations related to the handling of sensitive financial data.
Performing file management duties including organizing and maintaining paper and electronic files.
The Adarsh Co-operative Urban Bank P Ltd. March 2009 to Aug 2010
Hyderabad, India
Title : Branch -Teller(full time)
Responsibilities:
Warm welcoming customers in a friendly and professional manner.
Process deposits, withdrawals, and other cash-related transactions
Accurately accepting cash deposits, loan payments, credit card payments, and utility bill payments.
Providing Professional customer service and responding to member requests and providing effective solutions to resolve situations.
Accurately record and document all transactions in the banking software.
Adhere to security procedures to protect against fraud and theft.
Backend office operations like entering discount Cheques in the system, checking Cheques and receipts of Daily Transactions.
Communicate effectively with other bank staff and departments.
Participate in ongoing training to stay informed about changes in policies and procedures.
Responsible for communicating and recommending the benefits of all products and services offered to bank customers.
Building a good relationship and actively cross-selling bank products and services.
Service member accounts by explaining benefits and opening products; including new accounts, certificates, IRAs and all lending products
Participating in complete daily, monthly and quarterly reports and assignments.
Assist and supporting branch and cooperative personnel as needed.
Process, underwrite, and disburse loan requests for quick cash loans, Line of credit loans, Education loans, Housing loans, Gold loans and Credit cards.
Provide notary and signature guarantee service to bank members.
Following policies and procedures related to Bank Secrecy Act (BSA), Reserve Bank of India (RBI), Anti-Money Laundering (AML), Customer Identification Program (CIP), Pension schemes, and Customer Due Diligence (CDD) daily to ensure compliance with current regulations.
Answering and managing incoming phone calls in a professional manner.
Helping administrative Support to various departments as needed.
Follow guidelines and regulations related to the handling of sensitive financial data.
Collecting and organizing all necessary documents for loan applications, account opening/closing and other transactions in a files and also saving data in a system.
Participating in other special assignments like bank meetings, events, donations etc..
STRENGTH
Highly motivated, innovative and having good communication and interpersonal skills.
Attitude to work in teams and lead the team towards the targets.
Ability to adapt to new changes and attitude to continuously upgrade understanding on the evolving concepts.
Education
Bachelor’s Degree in Commerce(Accounting) and computers from R.G.R. Siddhanthi Degree college(Affiliated to Osmania University), Secunderabad, Telangana, India
Soft skills
Hand -on experience with office equipment (ex: computers, printers and photocopy machine).
Professional Skills
Solid written and verbal communication skills
Phone Etiquette.
Proficient in file management and record keeping.
Technical skills
Operating System : Comfortable to use Windows Systems
Languages : HTML
Packages : MS-Office-MS Excel, Word
Tally 7.2, Accounting Packages, SQL, PowerPoint,
Software : Win Banker software, Epicor - Magic Software
Personal Details
Date of birth : 10th February 1985
Status in USA : H4 EAD valid until Jan 2025
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