Jeff Rolczynski

• Delivered highest quality support to Turbo Tax Business customers through talent management.
• Created high-performing team focused on client care and satisfaction.
• Drove customer satisfaction through proactive, constructive engagement in cross-functional teams.
• Fostered collaborative team environment emphasizing accountability and continuous improvement.
• Guided team using Intuit Values, ensuring alignment with organizational principles.
• Utilized data to evaluate performance and provide targeted coaching.
• Led team in fast-paced, dynamic environment while maintaining focus on objectives.
• Contributed to multiple projects, particularly in content development and delivery.

• Worked well in a team setting, providing support and guidance.
• Skilled at working independently and collaboratively in a team environment.
• Developed strong time management skills juggling multiple projects and responsibilities simultaneously
• Organized and detail-oriented with a strong work ethic.
• Developed strong communication and organizational skills through working on group projects.
• Participated in team projects, demonstrating an ability to work collaboratively and effectively.
• Proven ability to learn quickly and adapt to new situations.
• Adaptable and proficient in learning new concepts quickly and efficiently.

Started a small tax and accounting practice working with 460 clients primarily remotely including C Corps, S Corps, Partnerships, Trusts, Charitable Remainder Trusts, and individual. Majority of my clients are individuals.

• Led a team of tax professionals in delivering comprehensive tax services to clients, including tax planning, compliance, and advisory.
• Developed and implemented strategic tax initiatives to optimize tax savings and minimize risks for clients.
• Oversaw the preparation and review of complex tax returns for individuals, corporations, and partnerships.
• Conducted tax research and analysis on various tax issues, providing expert advice and recommendations to clients.
• Collaborated with senior management and other departments to ensure tax compliance and alignment with business goals.
• Managed tax audits and examinations, coordinating with tax authorities and providing necessary documentation and support.
• Provided training and mentorship to junior tax staff, fostering professional growth and development.
• Implemented process improvements and technology solutions to enhance tax efficiency and accuracy.

• Identified issues, analyzed information and provided solutions to problems for business tax clients.
• Skilled at working independently and collaboratively in team environment.
• Organized and detail-oriented with strong work ethic.
• Assisted in training of Tax Payers assistants to provide excellent service.
• Assisted co-workers in business tax preparation.
• Over 35 years experience of preparing and reviewing business tax returns.
• Proven ability to develop and implement creative solutions to complex problems.

• Answered customer questions about products and services, helped locate merchandise, and promoted key items.
• Monitored customers for signs of security concerns and escalated issues to management.
• Delivered energetic responses to customers in-store and by telephone, going above and beyond to serve needs.
• Engaged in friendly conversation with customer to better uncover individual needs.
• Prepare Business and Individual tax returns and provide forward guidance and advise.
• Identified issues, analyzed information and provided solutions to problems
• Managed time efficiently in order to complete tax returns within deadlines
• Offered clients recommendations to reduce tax liabilities.

• Started up Tax and Accounting practice growing business to over 1800 clients in three years through growth and merger activity
• Managed all aspects of business developing five new employees.

• Manage all aspects of division, including marketing, administration and reviews
• Experienced growth from 200 clients to over 800 clients.

• Sat on executive management team of bank that grew from $12 million to $510 million in assets over 29 years
• Coordinated and administered operations and data processing activities of Bank
• Develop and recommend policies, procedures, and objectives in operations and data processing
• Provide advice and guidance to operations and data processing personnel who implemented departmental objectives and programs
• Oversaw trust department, insurance department, and retail investment department
• Voting member of loan committee
• Worked with ownership and board in developing plans and policies, which affected Bank as whole.
• Secretary of the Board of Directors.

• Owned and managed local tax and Payroll Company that was acquired by American Midwest Bank building to 400 clients with no merger activity.

• Performed all functions of audits including preparing corporate tax returns and financial statements.