Small Business Consultant
MLP Financial Services
2018.04 - Current
- Established tax and consultation business, with 300+ clients from variety of backgrounds and team of diverse professionals that recruited and retained by creating inclusive human-centered workplace
- Created learning opportunities for customers that align with consumer demographic and needs related to tax preparation and building their understanding of money management and startup design
- Committed to offering free and reduced tax consulting services for low-income clients as philanthropic endeavor to give back to community, this includes developing their skills with tax software and informing them of their rights in tax system
- Forecasted trends and issues across multiple client accounts, creating reports and spearheading strategies that inform and support clientele through timely relevant communication
- Increased overall performance goals at individual and team levels by 10% annually due to practice of curated professional development, culturally responsive policies and processes
- Excelled at change management using innovative analysis and quality control methods to ensure clients navigate routine, complex and last-minute tax code amendments
- Enforced strict knowledge management strategies to ensure consistent and reliable interaction with staff and clients; evident in key performance indicators in repeat customers and new clients, records and informing communications related to year-long tax services
- Developed and maintained strong and deep community working relationships that translate to authentic ongoing consultation for startup businesses.
