Kaiden Osuna

• Preparing tax returns for individual and small business clients
• Experience with small business returns as 1065, 1120S, 1120, Schedule C
• Experience with professional tax software such as Lacerte and MyTaxPrep
• Basic knowledge of QuickBooks
• Writing responses or tax return amendments to resolve state and federal notices
• Offering clients recommendations on reducing tax liabilities, maintaining complete records of their tax returns, and supporting documentation in secured areas
• Experience Interviewing individual and small business clients to collect information and gather necessary paperwork before preparing tax returns
• Other duties include assisting with business incorporation with Illinois State, processing licenses, EIN with IRS, Articles of Incorporation, and startup bookkeeping
• PTIN holder

• Answer live calls, responding voicemails, and receive walk-ins
• Assist people seeking services in articulating their needs
• Advocate for individuals and families served by MFS intake to secure resources and services
• Triage and de-escalate persons in crisis and connect persons to appropriate emergency resources
• Assist persons who call or walk in with completing applications, screening tools, and other related documentation required to access resources or services
• Provide follow-up calls to ensure referral/linkage was successful
• Complete necessary documentation and data entry of the intake service being provided concurrently or by the end of the shift
• Sales Force fully trained
• Domestic Violence 40 H
• Fully trained
• Other duties as assigned

General Office Administrative :

• Answer all clients by phone or in person and direct when appropriate to World Relief staff
• Maintain office-wide staff
• Manage interpreter invoicing process, ensuring vendor invoices are processed promptly
• Train and oversee volunteers and interns who may assist in front office duties
• Manage general supplies inventory
• Translate any document as needed from Spanish to English
• Coordinate cleaning contractor activities under the supervision of the Office Manager
• Coordinate outgoing office management correspondence
• Follow proper opening/ closing protocols for the office
• Participation in World Relief Chicagoland staff training and activities
• Other duties assigned by the supervisor
• Immigration Legal Services Administrative duties :
• Schedule Client appointments with text reminders as needed
• Participate in bi-monthly regional ILS department meetings
• Participate in bi-monthly front-office administrative team meetings
• Collect payments, issue receipts, and keep detailed track of payments from ILS clients
• Prepare weekly income report
• Assisted with prompt filing and data entry of all government correspondence and communicated pertinent information to the appropriate clients and /or ILS legal representative
• Provide additional administrative support to ILS specialists as needed
• Attend person ILS staff development training and retreat days

• 1 - 2 years of experience working with Older Adults experiencing Post Covid-19 Trauma
• Respond to co-workers' situational OAO questions
• Collect and organize OAO situational questions and bring them to the weekly OAO Triage Meeting with the Older Adult Team Manager and Director of Older Adult Programs
• Manage multiple databases, including tracking COVID-19 immunization monitoring, wellness calls, internal referrals to NWC, external services, EPI, and food distribution
• Complete reports to funders as needed, including monthly reports to the National Council on Aging (NCOA) and Benefits Enrollment Center (BEC)
• Additional duties as directed by supervisor or Director of Senior Programs
• Organize and coordinate special events for older adults
• Team Lead Assistant Support the Team Lead with documenting team meeting minutes, quality control of service delivery, and other administrative assistance as needed
• Wellness Caller: Handled 40- 60 calls (wellness) per week to address older adults' inquiries and concerns and determine how they were doing-asking questions about their situation and needs, such as food, transportation, COVID-19 immunizations, caregivers, and other immediate considerations
• Elevate and resolve concerns with the Team Lead and update the training guide accordingly
• Document call notes in Google Sheets and report any situations requiring immediate assistance

• Owner/CEO/Income Tax Preparer/Property Tax Advisor (Cook County): Maintain adequate staff and resource utilization rates to balance financial and operational obligations
• Develop key operational initiatives to drive and maintain substantial business growth
• Drove implementation of new market expansion to propel a business forward and adapt to market changes
• Customer Relations Management (CRM) knowledge
• Tax Preparer: Prepare individual and small business tax returns, extensions, tax planning calculations, and write-ups for organizations and entities
• Write responses or tax return amendments to resolve state and federal notices
• Offer clients recommendations to reduce tax liabilities
• Maintain complete records of client tax returns and supporting documentation in secured areas
• Interview Individual and small business clients to collect information and gather necessary paperwork before preparing tax returns
• Business Incorporation with Illinois State: process the licenses, EIN with IRS, and Articles of Incorporation
• Start up bookkeeping
• Property Tax Advisor (Cook County): Help the taxpayer through the process of appealing the property value and reimbursements
• Analysis of assessments: Perform a comparable property search analysis to determine if the property is over-assessed due to a lack of uniformity
• Prepare all necessary complaints and supporting documentation required in the appeal process
• Help homeowners fill out every necessary document to obtain exemptions: Homeowner Exemption, Senior Citizen Exemption, Long-time occupant exemption, and Senior Freeze Exemption