Portland, Oregon Metropolitan Area
Completed over 800 Individual, Business, Trust/Estate, and Non Profit tax returns from January thru April.
• Prepare yearly taxes using H&R Block software – Oregon Certified Tax Preparer • Maintain customer service in a high stress environment • Manage tax office, manage 7 employees, and write over 250 tax returns
• Support, monitor, maintenance, and creation of EDI transmission and mapping processes. Troubleshooting and resolution of all EDI production problems. • Created extended rules to program and ensure that special reporting logic could be used for special account reporting. Unix and Bash experience was needed as well as X12 standard EDI protocols • Project management, time management, and collaboration with other departments. Quality, timeliness, and accuracy, all with minimal supervision.
• Manage team of over 16 auditors, including training, scheduling, assigning and reviewing work • Create employee manuals and operational procedures
• Review, highlight, and prep documentation for data entry • Audit freight invoices against carrier tariffs • Maintain contact with carriers and clients regarding industry changes