Jay Poskanzer
Boca Delray Tax Group
DELRAY BEACH,FL
26
years of professional experience
Dynamic leader with expertise in strategic planning, operational excellence, and team building. Proven track record in streamlining processes and enhancing client retention in tax services.
Work History
President
10 Years 4 Months- Led strategic planning initiatives to enhance tax services and improve client retention.
- Analyzed market trends to inform service offerings and drive business growth.
- Streamlined operational processes, resulting in increased efficiency across departments.
- Developed training programs for staff to elevate service quality and compliance standards.
Owner
16 Years 1 Month- Analyzed market trends to inform strategic decision-making and optimize investment opportunities for clients.
- Developed comprehensive financial strategies to enhance client portfolio performance.
- Directed operational processes to ensure compliance with regulatory standards and industry best practices.
- Mentored staff on financial planning tools, fostering a culture of continuous improvement and professional development.
Education
BBA - Business Administration and Management
Skills
Team leadership
Organizational management
Integrity and ethics
Employee relations
Crisis management
Financial strategy
Organizational leadership
Leadership team building
Timeline
President
Boca Delray Tax Group
05.2016 - CurrentRead More
Owner
Jay P Financial
04.2000 - 05.2016Read More
Ramapo College of New Jersey
BBA from Business Administration and Management
Read More