Subrina Her

• Process, organize, and file historical tax documents for

accuracy and compliance

• Completed and delivered requests for photocopying,

printing, scanning or faxing and regularly maintained and

serviced equipment to reduce workflow disruptions

• Maintain accurate records using specialized IRS software

for data management

• Completed special projects assigned by management in a

timely manner, showcasing adaptability and

resourcefulness under tight deadlines

• Contributed to a positive work environment through

excellent interpersonal skills and collaborative teamwork

efforts

• Safeguarding sensitive information in accordance with

applicable disclosure and security requirements

• Estimates and reports on expected time of completion of

work and maintain records of work accomplishments and

time expended and prepare production reports as

requested

• Keeps in touch with the status and progress of work, and

adjusts in accordance with established priorities,

obtaining assistance from the supervisor on problems

that may arise

• Assessed financial data and determined suitable actions

for investments

• Ensured compliance with regulatory requirements by

meticulously reviewing all documentation and

transactions for accuracy

• Demonstrated strong attention to detail when performing

daily reconciliations ensuring accurate financial records

were maintained

• Maintained accurate records of all transactions related to

client accounts

• Resolved customer inquiries through active listening and effective communication strategies.
• Managed calls daily, maintaining composure under pressure while providing great service.
• Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
• Placed outbound customer service or customer satisfaction calls to follow up on issues.
• Followed up with customers about resolved issues to maintain high standards of customer service.