Jeremy Creech

• Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities.
• Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits.
• Offered clients recommendations to reduce tax liabilities.
• Provided information about available products and services to clients, resulting in increased business opportunities.

• Managed day-to-day business operations.
• Consulted with customers to assess needs and propose optimal solutions..
• Enhanced operational efficiency and productivity by managing budgets, accounts and costs.
• Build business from ground up

• Sales of Personal and Business tax preparation software directly to professional preparers.
• Preparer support through VOIP business line
• Assist is bank product application
• Assist and train in tax application & software navigation

• Cultivated warm relationships with regular customers.
• Worked with POS system to place orders, manage bills and handle complimentary items.
• Explained menu items and suggested appropriate options for food allergy concerns..

Retail Accountability Auditor

- Analyze extensive amounts of purchase data provided by national wholesalers

- Prepare and review adjustment work papers that correctly present relevant facts, apply law, and ensure details support the scope and findings

- Develop Policies and Procedures for efficiency improvement in Retail Accountability Program

- Train new and existing employees on improved Policies and Procedures

- Use statistical sampling methodology in order to assess accuracy of data

- Use statistical sampling to identify audit candidates

Field Auditor

- Perform Business, Franchise Excise, and Sales and Use Tax audits for multiple business types within Tennessee

- Research applicable tax laws and regulations for application to field audit cases

- Reconcile multiple tax types including to compile audit work papers and evidence to support audit findings

- Represent department of revenue professionally

Recruiter & Trainer

- Operated and maintained applicant tracking and candidate management systems.

- Worked with recruiting teams and human resources representatives to accomplish hiring objectives.

- Conducted 4 recruiting events per year to grow passive talent pipeline to prepare for future hiring needs.

- Designated intern trainer

• Experienced tax professional in call center supporting 3000 tax preparers using TRX software.
• Document, track , and ensure tax calculation and functionality issues are corrected
• Complete necessary tax research using CCH, RIA Checkpoint, and any other means
• Call center supervisor assisting supervisory team with around 80-100 employees
• Perform periodic evaluation of employees
• Conduct training for future customers and employees including tax accountants
• Ensure functionality within the tax program
• Advise preparers of tax laws and strategies