Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Duties:
State and Federal Regulations: Kept up-to-date with changes in tax laws and regulations related to the Employee Retention Tax credit to determine whether clients qualify for the program per the IRS federal, state, and local laws, regulations and guidelines.
Analyze Data: Requested required documents and reviewed to determine eligibility based type of wage and tax filing. Delivered presentations and proposals to clients by providing advice on eligibility and compliance requirements and addressing concerns and issues.
Pipeline Management: Build and maintain strong relationships with clients through regular communication, excellent customer service, and providing guidance and support to clients. Collaborated with other team members and departments to ensure seamless workflow and prevent delays.
Key Accomplishments:
Related Skills:
Courteous and empathetic attitude towards are clients
Exceptional customer service and sales techniques
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