Tahmoor Raza
Olathe
Summary
Home loan and Financial adviser specialist.
Experienced with evaluating client financial profiles to recommend suitable loan products. Utilizes strong analytical skills to ensure compliance with lending standards and improve approval rates. Knowledge of mortgage regulations and loan processing to streamline operations and enhance customer satisfaction. Advanced Calyx, Blink, Encompass proficiency and report-generation skills.
Tax professional with strong expertise in tax compliance, preparation, and analysis. Highly reliable with strong analytical skills, attention to detail, and adaptability to changing needs.Hardworking Financial professional with in-depth understanding of related compliance requirements. Detail-oriented, organized and offering excellent communication, customer service and time management skills.
Overview
11
11
years of professional experience
Work History
General Manager
Himalaya Financial Group Inc
08.2019 - Current
- Managed budget implementations, employee reviews, training, schedules, and contract negotiations.
- Managed a diverse team of professionals, fostering a positive work environment and high employee satisfaction.
- Developed and implemented strategies to increase sales and profitability.
- Cultivated strong relationships with clients, vendors, and partners to ensure long-term success and loyalty.
- Monitored financial performance, set budgets and controlled expenses to provide financial stability and long-term organizational growth.
- Formulated policies and procedures to streamline operations.
- Implemented operational strategies and effectively built customer and employee loyalty.
- Analyzed market trends/data to identify potential opportunities for business growth within existing or emerging markets successfully.
- Drove revenue growth by identifying and penetrating new market segments with tailored marketing strategies.
- Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.
- Negotiated price and service with customers and vendors to decrease expenses and increase profit.
- Raised property accuracy and accountability by creating new automated tracking method.
Tax Specialist
Jackson Hewitt
04.2020 - Current
- Maintained thorough and current understanding of applicable tax laws.
- Collaborated with cross-functional teams to ensure seamless communication and coordination on tax-related matters.
- Reviewed financial statements for accuracy and integrity.
- Worked with individuals, trusts and companies to manage tax compliance and reporting needs.
- Conducted ongoing professional development activities to stay current with changing industry trends, legislation, rules, regulations affecting taxation practices.
- Collected and submitted required tax payments.
- Managed a diverse portfolio of clients, delivering high-quality service and fostering long-term relationships.
- Provided clear explanations of complex tax concepts to clients, ensuring they fully understood their responsibilities and obligations.
- Conducted comprehensive research on complex tax regulations, staying up-to-date on the latest changes and updates.
Assistant Managing Director
G.M Weaving & Embroidery
05.2016 - 06.2019
- Evaluated performance, adjusted strategies, and maintained agile, sustainable operations.
- Fostered work culture of collaboration and inclusion to increase morale and reduce turnover.
- Exercised appropriate cost control to meet budget restrictions and maximize profitability.
- Delivered outstanding service to customers to maintain and extend relationships for future business opportunities.
- Drove strategic improvements to enhance operational and organizational efficiencies.
- Partnered with vendors and suppliers to effectively manage and budget.
- Monitored sales forecasts and projected financial planning for organization to achieve revenue goals.
Shift Manager
Domino's Pizza
03.2014 - 04.2016
- Handled escalated customer issues effectively, demonstrating strong problem-solving skills while upholding company values and standards.
- Trained new employees on company policies, procedures, and job responsibilities, ensuring seamless integration into the team.
- Trained and mentored new employees to maximize team performance.
- Improved overall team performance by effectively delegating tasks and providing clear instructions.
- Supervised employees and oversaw quality compliance with company standards for food and services.
- Kept employees operating productively and working on task to meet business and customer needs.
- Cooperated with coworkers to improve customer experience and manage storefront.
Education
Professional Development Certificate -
Harvard University
Cambridge, MAMPS - Organizational Leadership
Central Penn College
Harrisburg, PA01.2019
MBA - Business Administration and Management
University of Wales Trinity St David
01.2014
Associate Degree (QCF) - Accounting And Business / Management
GUILDHALL COLLEGE
London (UK)06-2012
Skills
- Leadership
- Task-oriented
- Finance Specialist
- Tax Professional
- Team Management
- Customer Service Management
- Organization skills
- Home lending specialist
- Business Knowledge
- Conventional and Non Conventional Financing
- Reporting skills
- Tax advisory services
- Tax return preparation
- Credits and refunds
- Tax law
- Team work
- Information and Technology
- Business Relationship Management
- Marketing Campaign Management
Accomplishments
- Maintained 99% client retention rate year-over-year.
- Worked with clients to prepare individual tax, gift tax and estate tax returns.
- Improved team efficiency by implementing key process adjustments.
- Grew business through word of mouth referrals and focusing on quality tax preparation.
- Achieved numerous recommendations from highly satisfied clients.
- Used Microsoft Excel to develop inventory tracking spreadsheets.
Personal Information
Date of Birth: 10/04/89
Languages
English
Full Professional
Hindi
Full Professional
Urdu
Native or Bilingual
Timeline
Tax Specialist
Jackson Hewitt
04.2020 - Current
General Manager
Himalaya Financial Group Inc
08.2019 - Current
Assistant Managing Director
G.M Weaving & Embroidery
05.2016 - 06.2019
Shift Manager
Domino's Pizza
03.2014 - 04.2016
Professional Development Certificate -
Harvard University
MPS - Organizational Leadership
Central Penn College
MBA - Business Administration and Management
University of Wales Trinity St David
Associate Degree (QCF) - Accounting And Business / Management
GUILDHALL COLLEGE
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