Monica Perez

• Followed all company policies and procedures to deliver quality work.
• Listened and responded to customer requests and forwarded necessary information to superiors.
• Maintained current understanding of market conditions, compliance standards and best practices (ex. Local, city and state sick policies).
• Collected, arranged, and input information into database system.
• Evaluated customer needs and feedback to drive product and service improvements.
• Generated reports detailing findings and recommendations.

• Provide accurate and complete tax preparation service using a high degree of ethics and integrity.

• Deliver an outstanding client experience.

• Provide tax advice and effectively demonstrate expertise to clients.

• Instructor of basic and intermediate tax course.

• Provide subject matter expertise and handle tasks within Workbrain including coding/reports and contractual obligations.
• Handle association bids and related contractual tasks that have a deadline.
• Experienced in handling and helping to correct complex payroll and admin technical issues.
• Oversight and handle all steps of grievance.
• Knowledge and understanding of the Association JCBA.
• Assist with interviews and hiring process.

Printing and scanning work packages. Calling Over time and Field Trips. Auditing and AutoTa. Working on Workbrain Union and trained on Workbrain MSS. Experience in building and assigning bids in Staff Admin.

• Participate in office-level business plan development and manage office-level business plan to exceed goals by including a local marketing plan.

• Set office goals and drive performance to exceed; develop local partnership; manage office community involvement and serve as role model for associates on business development.

• Responsible for appropriate staffing including timekeeping and overtime management.

• Ensure client privacy and data confidentiality; monitor fraud and resolve client issues.

• Manage the day-to-day office operations, including season readiness/shutdown, supplies management, and ensure compliance with daily open/close procedures.

• Recruit, interview, hire, onboard and train associates to elevate performance.

• Meets aircraft, positions jet bridges or passenger stands and dispatches aircraft at gate or loading area.