Call Center Tax Preparer

PROFESSIONAL SUMMARY

●Over a decade of financial services, tax consulting, audits, and operations experience

●Review of business processes to ensure controls are in place to appropriately manage identified risks

●Employs a logical analytical approach to solving complex problems

●Experience of banking, insurance and investment management sectors of finance, compliance, risk management and

accounting

TECHNICAL EXPERTISE

●MS Excel, Pivot Tables, VLOOKUP, Mortgage program, Quality Assurance Analyst & SAS

●Internal Audits, Certified Public Accountant, CPA & Data Analytics & R and D Tax Credits

PROFESSIONAL EXPERIENCE

Platinum Tax Consulting, Chicago, IL (Owner) September 2008 to Present

Tax Preparer /Auditor / Underwriter

●Preparing Federal, State & Business income tax returns

●Performed managed care audits and coordination of Third-Party audits

●Preparing the completion of electronic filing & Mail-In returns, daily updated knowledge

●Auditing meticulous attention to detail, strong aptitude for math

●Data analytic software use SAS, MS Excel & excellent problem-solving skills

●Establish and monitor key performance indicators to assist in the delivery of quality, value added audit projects within

budgeted timeframes

Robert Half Contracts – Insureon/Assurance/AllState/Figo/ACAP/IHDA February 2019 to February 2023

Insurance Agent /Auditor /Administration / CSR (Temp)

●Preparing quotes, binders, issuing policies new & renewals

●Experience with Personal Lines including High Net Worth

●Underwriting applications to view & verify Landlord and Tenant Docs

●Verify Ownership, Past Due, ID’s, Income & previous / current assistance

●Process and file 20 to 30 applications daily for IHDA Rental / Mortgage program

PLS Corporate (Payday Loan Store), Oak Brook, IL October 2015 to March 2018

Insurance Agent / Underwriter / Collections / Call Center/ Support

●Achieve target insurance sales quota

●Experienced in corporate insurance sales

●Proficient networking skills while verifying client data

●Underwrite for insurance, payday loans, and auto loans

●Quality Assurance Analyst. stop payments for money orders & auditing

EDUCATION AND PROFESSIONAL DEVELOPMENT

Cosmopolitan High School Graduate

Certifications

●Tax Expert

●Certified Public Accountant - CPA

●Temporary Life, Accidental & Health Insurance License / Casualty & Property Insurance Licensed

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