IDA JAGNE

• Self-motivated, with a strong sense of personal responsibility.
• Worked effectively in fast-paced environments.
• Skilled at working independently and collaboratively in a team environment.
• Proven ability to learn quickly and adapt to new situations.

• Promoted from Tax Expert to Lead Tax Expert based on technical expertise, leadership abilities, and commitment to service excellence.

• Provided real-time coaching and technical support to tax professionals handling complex individual tax returns.

• Served as a subject matter expert on federal tax law, deductions, credits, self-employment income, rental properties, and investment transactions.

• Assisted tax professionals with complex tax scenarios involving Schedule C, Schedule E, Form 1099-B, Form 1116, and Form 8995.

• Supported quality assurance efforts by reviewing tax situations, resolving escalated issues, and promoting compliance with IRS regulations and company standards.

• Guided tax professionals through challenging customer situations while maintaining high levels of client satisfaction and service quality.

• Collaborated with leadership and cross-functional teams to identify operational challenges and improve workflow efficiency during peak tax season.

• Assisted with onboarding and development of new tax professionals through coaching, mentoring, and procedural guidance.

• Helped maintain productivity, accuracy, and service standards in a high-volume virtual environment.

• Provided guidance on tax preparation software functionality, troubleshooting, and best practices.

• Resolved complex tax and procedural questions while ensuring accurate and compliant outcomes for clients.

• Supported continuous learning and professional development by sharing tax law updates and best practices with team members.

• Perform remote tax preparation for clients
• Schedule A (Form 1040)
• Schedule C
• Form 1116
• Form 8995
• Schedule E
• Form 1099B

• Perform remote accounting, bookkeeping, tax preparation and payroll services for clients
• Schedule A (Form 1040)
• Schedule C
• Form 1120S
• Form 1065
• Schedule E
• Form 941/944
• Perform initial set-up for new clients, record expenses, generate invoices for accounts receivable, enter received payments, and perform bank reconciliation.
• Prepare weekly payroll summary for clients to approve before processing payroll
• Prepare annual financials for clients to file taxes with CPA or tax preparer
• Create weekly and monthly income/expense spreadsheets and workbooks for clients to track business growth/decline.
• Make recommendations regarding software that integrates successfully into QBO to track business mileage and TSheets
• Import data from other mileage tracking software into QBO as necessary
• Account reconciliation, process accounts payable, invoice creation and accounts receivable
• Developed and implemented business strategies to increase sales and profits.
• Prepared financial statements, budgets, and forecasts for business operations.
• Analyzed operating costs, expenses, revenue and other financial data to ensure successful operation of the business.
• Provided exceptional customer service by responding promptly to inquiries and complaints.
• Ensured compliance with all applicable laws including labor laws and safety regulations.
• Reviewed monthly invoices from suppliers and vendors and ensured timely payment of bills.
• Built company from scratch by establishing plans, and sourcing funding.

• Oversee multifaceted operations of the International Center Program for ESL/international students; admit, register, and coach students of all academic abilities
• Correspond with students throughout the entire admissions process via various communication methodologies, including phone and email, to communicate status and propel follow-up tasks
• Restructured the Intensive English Program (IEP) for international/ESL students: co-lead the International Club; mentor Club Officers in workshops/seminars, determine budget allocation, design marketing collateral, and liaise with Student Life to host on-campus cultural events
• Digitalized communications with the launch of CollegeNET site, slashing print costs by 30%
• Build class schedules for over 100 transfer students every semester, helping them stay on-track for graduation; hold one-on-one meeting with students to identify and pursue individuals' academic/career goals
• Chosen by 80% of international students of various academic concentrations to write letters of recommendation for scholarship consideration into four-year universities
• Identify and foster prodigy students with TSI status, encouraging them to take upper-level collegiate courses, especially nursing students

• Outlined, distributed, and tracked all new/transfer/international student applications; admitted students and generated student IDs
• Organized and conducted prospective student orientations
• Doubled as Office Manager to source, onboard, and train all new office employees
• Championed the IEP Program for new international/ESL students: audited academic progress every 8 weeks to refine individualized learning plans for each student
• Directed on-campus activities and events of the International Center and the International Club; researched latest updates in immigration to revamp content on the organizational website

• Received and resolved all incoming inquiries regarding academic advising
• Fortified and fostered friendly relations with ESL students, helping to dissolve language barriers in learning
• Recognized by upper management as an 'effective instructor' for averaging 4.6 out of 5 rating

• Registered students for selective library workshops
• Trained and mentored new library associates, designing standardized training manual to streamline methodologies
• Troubleshoot technological malfunctions; aided students in finding library resources; and fostered an orderly, serene learning environment

• Redesigned training manuals, virtual inventory, and employee commissions procedures
• Managed employee portal
• Created 'best practices' manual for all corporate distributorships

• Defined admission requirements for all international students in compliance with regulatory standards
• Evaluated student academic records to assess collegiate learning level
• Functioned as HR Assistant to seek out and hire Student Assistants
• Tasked with designing training procedures for eight new Advisors and five Student Assistants
• Safeguarded 1,000+ confidential student files in complex database system