Millicent Riddick

• Coordinated site operations, ensuring compliance with IRS regulations and company policies.
• Managed client relationships, facilitating effective communication between internal team and volunteers.
• Clarified operational procedures to enhance accuracy, efficiency and streamline processes.
• Led training sessions for new staff, fostering a culture of continuous learning and improvement.

Worked primarily through chat. Helped in providing tax questions clarification by informing of updated IRS regulations relative to situation. Also provided support in navigating system for making accurate entries on return. Realized need for escalating situation; escalated when necessary. Able to work through several chats at the time.

• Researched and Provided IRS Tax regulations to ensure compliance for military families
• Suggested customized tax strategies relative to wihtholdings, enhancing overall satisfaction in regard to avoiding balances.
• Provided expert guidance on military tax concessions, tax deductions and credits as well as exclusions for certain income that would be considered as tax exempt income .
• Assisted participants with guidance relative to software usage in completion of federal and state tax returns.
• Helped in determining residency applicable to SCRA/MSRRA/VBTA
• Led training sessions and mentored seasonal and junior consultants on best practices in tax preparation and filing.