Houston, Texas, United States
Specialized in preparing Individual and Trust returns for high net-worth clients using Document and Pro System fx tax return software Conducted Remittance, Contribution, Investment Allocation, Loan, Distribution and Income Allocation testing for multiple publicly held companies to satisfy ERISA 103(a)(3)(C) requirements
Fosters development of newly hired baristas on essential espresso skills and customer service Completes mandatory inventory counts, deposits, purchase orders, and leads risk management training Collaborates with Shift Supervisors teammates to optimize operational success, customer satisfaction while creating an inclusive culture for other partners Adheres to cash management and cash register policies and enforces proper cash management practices among the Shift Supervisor team Organize and distribute over $300 in customer tips weekly to coworkers with assistance from Excel
Processed data for internal auditing company ledgers Organized migration of confidential paper records to electronic records Generated a database and cataloging system to replace original, outdated company record system