Sacramento, California, United States
- Assist the Multi-Unit Lead with daily operations, workflow, and ensuring tax professionals are surpassing prior year goals. - Coach, mentor, and motivate team members, providing guidance and development opportunities. - Monitor individual and team performance, offer constructive feedback, and ensure targets are achieved. - Provide updates and reports on team progress to senior management. - Address issues, resolve client concerns, and find solutions to operational challenges. - Foster a positive, collaborative, and encouraging work environment.
Managed complex individual and retirement tax returns, applying advanced knowledge of tax codes to maximize client refunds and minimize liabilities. Provided expert consultation to clients regarding tax planning strategies, recordkeeping, and potential impacts of tax law changes. Researched and resolved tax issues including notices and amendments to maintaining strong relationships with clients.
Prepared and reviewed individual federal and state tax returns, ensuring accuracy and compliance with current tax laws and IRS regulations. Conducted client interviews to gather financial data, identify deductions and credits, and resolve discrepancies in income or documentation. Supported senior tax professionals during tax planning engagements by scanning records and performing preliminary tasks.
Coordinate package arrivals to be sorted and assigned for outbound delivery. Work with team associates and assist management to find new ways to process volume safely and efficiently.
Through the Sacramento County Office of Education, provide mentorship and leadership to schools in need of additional support to help students learn social-emotional skills. Used the practice of sketch art as the primary method to teach students the value of patience, self-appreciation and acceptance of others. Generate valuable discussions with students about their education and future.
Received inbound call volumes from USAA members about the status of their accounts. Research and answer questions to ensure member satisfaction at the end of every call. Utilize fraud prevention strategies to protect and secure member accounts from suspicious activity.
Worked with team professionals to provide Sacramento residents relief for rental and utility bills in wake of the COVID-19 pandemic Kept Sacramento residents up to date about changes to the rental assistance program Provided Sacramento residents with a variety of resources to aid in economic recovery