Off Site Tax Season
Resume:
HEATHER ANDERSON
**** ****** # *** ******** ****** J4W 2W3
**********@*****.***
Employment
Richter
February 19th 2024 – April 30th 2024 (Contract Tax Season) T1 Scanner/Administartion Assistant Audit Department Receive and process all client documentation related to the filing of personal tax returns Organize and scan hard copy documents using integrated software Maintain database information and respond to requests for status of information; Assist with the assembly of tax returns (soft copies) Salesforce & CCH Ifirm software
McMillan LLP
November 8th 2022 - June 30th 2023 (Contract)
Information Governance Assistant
Prepping files prior to scanning documents to digital system management Receiving files from off site storage to enter data in system Prepare files for Off Site Storage with Iron Mountain Reviewing files- entering any missing information
Destruction of files for shredding
Sorting of files, update data base
Bank of America
September 5th 2017 to September 30th 2021 / April 2021 to September 2021 Home Office – Admin Assistance ( Montreal Lockbox Department Closed ) Leads Operations Representative - Lockbox Division Global Technology Operations Receive incoming mail, courier packages, open, sort by LBX Negotiate and verify check payments before depositing via in office cheque scanner Prepping and Scanning Documents
Operate KXT machine / check scanner / document scanners Administration Check reviews and check keying
Scan /auto save documents into Clients files
Complete daily logs
Prepare courier documents for end of day shipments Prepare and file daily work documents for secure storage and filing Complete and maintain daily logs as required
Destruction of documents for Shred-It
Education and Trainings
Chateauguay Valley Regional High School, Sales IT Indusrty
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