Insurance Agent Human Resources

Moet Mendes - Accountant

917-***-**** **********@*****.***

Education

Gleim Exam Prep AFSP Certified June 2022

Pearson Vue NC Health Insurance Agent License

October 2020, Charlotte, NC

CUNY - Brooklyn College

B.A. Psychology

December 2015, Brooklyn, NY

CUNY - Kingsborough Community College

A.S. Accounting

December 2012, Brooklyn, NY

Program Knowledge

● CISCO

● Citrix Receiver/CIS/OASIS

● Google Drive

● Microsoft Office Suite

● Phoenix/LibTax/Fusion/Drake/ZeeNet/ZeeHub

● QuickBooks

● ADP

Certifications/Licenses

Notary Public & E-Notary

IRS - AFSP

NC Health Insurance Agent License

Registered & Certified Tax Preparer

TABE Administrator

Mental Health First Aid

Suicide Assessment & Prevention

Mandated Reporter

Experience

ALS Insurance Agency/Human Resources Manager Sep 2020 - Present, Concord, NC

Manage accounts receivable and accounts payable, including invoicing,collections, and payments

Process payroll for up to 5 employees

Reconcile bank accounts and credit card statements

Prepare and file monthly, quarterly, and annual financial reports

Maintain accurate records of all financial transactions

Assist with bookkeeping, budgeting, and forecasting Liberty Tax Service/Office Manager & Tax Instructor Jan 2019 - April 2023, Kann & Concord, NC

Train Tax Preparers on the latest tax laws and regulations

Prepare and file tax returns for individuals, corporations, partnerships, trusts, and estates for 10+ years

Transmit 1099’s to IRS TCC and FIRE portals

Monitor and review tax returns for accuracy and completeness before processing

Effectively schedule Tax Preparers and Wavers to improve client retention

Assist clients with any questions or concerns regarding their tax returns

Assess and interpret IRS and State Revenue letters as it pertains to the clients’ tax return

Provide guidance and support to Tax Preparers to ensure accuracy of returns

Ensure compliance with all applicable federal and state tax laws and regulations Amazon DLT1 & CLT5 /Quality Ambassador May 2019 - November 2020, Charlotte, NC

Operations, leadership and supervision of teams

Used communication skills to delegate tasks to associates and provide superior results

Trained and mentored associates on safety practices and task performance

Using analytical skills and computer applications to locate miss-stowed/miss-inducted and missing packages

Assessed all aspects of associate work performance and provide feedback and/or coaching

Utilized problem solving skills to resolve conflict between associates

Proficient in multiple warehouse tasks (Stow, Pick, Induct, Device setup, unload, quality, problem solve, lane running etc.)

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