Santiago Diaz

My role as tax preparer is following compliance with the IRS, by demonstrating my knowledge to help clients file accurately and timely. My role consisted of personalized tax strategies, code interpretations, client consultations, and tax advice.

• I am the first contact when clients and customers stop in. Main duties included working with digital and physical documents for clients, gathering correct documents for tax filings, scanning documents, processing tax folder for clients and preparer records. Side duties included answering incoming calls in a timely manner, setting up appointments, verifying refunds on the web, and creating a helpful customer service experience for newcomers and clients.

• I received working cash and balanced it before and after shifts. Daily duties consist of cash and check withdrawals, and validating customers. Processing cash/check deposits for businesses and customers. Operating the vault and safety deposit boxes. Side duties include receiving payments for loans, mortgages, and bills. Cashing or depositing bonds. Answer customers queries of questions about account related issues. Creating cashier checks and money orders for customers.

• I had access to loan applications. Duties included building report to collect information for the clients financial needs, review all loan options to ensure accuracy prior to closing. Made over 60 calls a day for applications, collections, and solicitations.
• Side duties included handling inbound and outbound calls while maintaining scheduled appointments with potential clients. Communicated with underwriters and district manager and team members to provide a seamless closing process with clients which also included team meetings and collaborations.

• Main duties involved working on books including bookkeeping and data entry, consolidating books, and recording debits and credits on QuickBooks and Excel.