Dynamic, results-driven former Sergeant of Marines with 5+ years of leadership/management and 5 years tax resolution/preparation in conjunction with client services for large client basis with time sensitive goals. Continuous track record with clients, both in securing additional clientele and maintaining existing clients, ensuring loyalty and extended service. Excellent investigative skills, ability to combine strong business acumen with abilities to educate, process, and keep a high level resolution/preparation team working together in unison.

COMPANY	POSITION HELD	DATES WORKED
Strategic Tax Resolutions	(Confidential)	3/2006 - 1/2008
USMC	(Confidential)	4/2002 - 4/2006

SCHOOL	MAJOR	YEAR	DEGREE
North Charleston High School	n/a	2000	High School/GED Degree

Highlights:

Integration of new, more advanced tax preparation software which became the standard program used, this program resulted in a 76% rise in efficiency. Instituted employee shadowing program, enhancing employees in their time management skills, tax knowledge and proficiency, and client service skills. Introduced new pricing and sales platform for tax preparation, resulting in a 93% rise in completed sales and returns.

Companies I like:

JK Harris, Ronnie Deutch

P&L responsibilities
Presentation
Ecommerce Strategy and digital marketing channels optimization - SEO, SEM, email, affiliates - for high-profile accounts.
Technology Solutions
Sales Support
Software Implementation
Requirements Analysis & Specification
Leadership

• Tax
• Manager
• Admin
• Financial

Oversee all tax return cases, from start to completion, with maintained client contact and commitment as both leader, return preparer and designer for client relations and document collection. Direct return preparation development functions, client relations and resolutions, organize client figures and expenses/income into a form which can be applied best to a tax return towards the client’s best interest. Assembled teams of Account Managers to collect, coordinate, and complete document packages for the clients in an easy to read and understand format. Initiated employee tax return protocol and regulation education program, furthering the sharpness for which they may respond to client needs autonomously. Maintain client accounts receivable, collecting fees due in a timely manner as well as initiating new and additional sales to further the department.