Accomplished Financial Services Agent and Operating Technician at Sherwin-Williams Co., adept in cash flow analysis and fostering teamwork. Leveraged expertise in financial planning and leadership to maximize client refunds and streamline operations, achieving significant improvements in client satisfaction and operational efficiency.
* Assemble and organize personal and small business tax clients' related documents and conduct interviews and use professional tax software to prepare and file clients' taxes electronically.
* Provide tax education and tax law updates to clients on an ongoing basis. Recommend various tax strategies to clients to assist them maximize the refunds and reduce potential tax liabilities.
* As a licensed insurance agent, I provide in-person and virtual financial education sessions to would be clients and write life insurance applications to various providers through a broker-dealer.
* Assist in warehousing functions such as filing customer orders and preparing them for shipment.