Kerri Swenson

Eide Bailly

09.2002 - Current

Collaborate with internal departments to ensure accurate reporting and compliance with federal and state tax regulations. (Run E-File Reports)
Utilize spreadsheet skills to organize data for easy access and analysis by senior staff members. (Power BI)
Developed strong working relationships with clients, establishing trust and confidence in services and as a dependable Tax Administrative Assistant.
Maintained strict confidentiality regarding sensitive client information in accordance with company policies and legal requirements.
Coordinated schedules and appointments for team of tax professionals, optimizing productivity during busy tax season.
Communicated effectively with team members regarding ongoing projects, ensuring all deadlines were met without compromising quality standards.
Provided exceptional customer service to clients, addressing their questions and concerns about tax-related matters.
Enter data and complete other clerical tasks.
Assisted coworkers and staff members with special tasks on daily basis.
Manage paper and electronic filing systems by routing various documents, taking messages and managing incoming and outgoing mail.
Identify and recommend changes to existing processes to improve accuracy, efficiency, and quality service.
Currently support 4 Partners
Filed about 376 Returns & Extensions for the April 15th deadline