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Entry Data Customer Service

Dallas, TX
... Retained, mentored, and groomed first year tax pros in their professional development of their business. Assisted customers with tax planning and investments; small business owners, immigrants and some farm owners and workers with document ... - Aug 12

Service Associate Client Onboarding

Winchester, VA
... historical portfolio performance § Interviewed clients to determine assets, liabilities, cash flow, insurance coverage, tax status, financial objectives § Responsible for executing RMDs including all QCDs § Recorded transactions accurately, and ... - Aug 12

Office Project Government Relations

Bloomfield Hills, MI
... I have a wide range of experience of managing finances, corporate restructuring, Equity and Debt financing, budget and planning, tax planning, investor relations and audits. I also played a leading role in the areas of corporate strategy and ... - Aug 12

Physician Assistant Clinical

Joppa, MD
... BUSINESS OPERATIONS MANAGEMENT EXPERIENCE Powerhouse Partners Business Services, Joppa, MD September 2000 – Present Owner Operator State of Maryland Board Certified Income Tax Preparer. Prepared and processed 175+ individual and business tax returns ... - Aug 12

Service Representative Customer

Parkville, MD
... Reuters EDUCATION BS, Accounting, Loyola College, Maryland PROFESSIONAL EXPERIENCE 1977- Current Specialized Bookkeeping, Accounting & Tax Service (NOTARY PUBLIC) Sole Proprietor • Preparation of personal, corporate, fiduciary & exempt tax returns. ... - Aug 12

Office Assistant Front Desk

Douglasville, GA
... •Filled out tax exempt paper work and 1099s •Processed payments on a System called Yardi. •File Evictions in Yardi and Nationwide Systems. •Communicating with Attorneys on filing and cancellations of evictions. •Wrote correspondents letters to ... - Aug 12

Compliance Auditor Customer Service

Monticello, AR
... Hampton, VA October 2018 – Present Responsible for employee pay and payment calculations Assisted UKG as a part of a contract tax amendment team from 9/21 - 12/21 Assisted ADP as a part of a contract tax amendment team from 3/22 - 5/22 Self-employed ... - Aug 12

Payroll Compliance Practitioner

Guelph, ON, Canada
... SMB LLP, Chartered Professional Accountants February 2022 – April 2022 Accounting Internship oTrained in how to complete a tax return using Taxprep software oCreated systematic spreadsheets to organize financial data oBroadened my knowledge of ... - Aug 12

Contract Manager Certified Trainer

Dillsburg, PA
... Human resources to include pay, benefits, housing, tax changes, school enrollment, transferring from Fleet Navy to Recruiting Command and back. - Aug 12

Customer Service Loan Officer

Jacksonville, FL
... Analyzed financial statements, credit reports and tax transcripts to include Schedule C, 1065, 1120S, and all loss mitigation documents provided by the customer. Completed manual calculations of front end and back end debt-to-income ratios and ... - Aug 12
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