Calculate tax payments, Estimate tax returns, deductibles, liabilities, and expenses, Prepare quarterly and annual reports, Collect data from income statements and expense documents, Complete clients' tax documentation, Review data on reports and detect possible errors, Answer tax- and finance-related questions, Research new tax trends and regulations, Advise individuals and companies on tax strategies, Ensure compliance with government tax rules
Business Specialist
Wells Fargo
Brooklyn Park
12.2021 - 01.2023
Developqueries, perform data analyss and identify trends, Conduct cost-benefit analysis and proof-of-concept, Present recommendations suppported by detail analysis to business, Assist chair with faculty reappointments and promotion process, Provide implementation support by defining an improvement plans, supporting the IT team with high levels of system requirements garthering and interfacing business sponsors through roll-out
Personal Banker
Wells Fargo
Brooklyn Park
12.2013 - 12.2021
Open and service banking products for customers, Carry out quality financial conversations with customers to gain an understanding of their financial needs and provide recommendations on Wells Fargo's products and services that meet their needs, Drive customer experience by developing relationships with customers new and existing and setting follow-up events, Demonstrate awareness and respect for customers' time by ensuring all interactions are efficient following all policies and procedures required to maintain accuracy, manage risk, and prevent fraud, Use CRV to make outbound calls and gain customer commitment for appointments, Developing relationships with partners to discuss growth of the branch and refer customers seeking additional financial needs, As business advocate taking lead on reviewing business customer opportunities, monitoring trends, and strategizing methods to increase and strengthen relationships with business customers
Education
Bachelor of Science in Information Security -
Rasmussen College
MN, 55439
Associate of Science in Computer Support and Network Administration -
Minneapolis Communication and technical College
MN, 55439
Business Specialist -
Wells Fargo
MN, 55439
12.2023
Tax Professional -
H&R Block
MN, 55439
10.2023
Cybersecurity
Grand Canyon University
Phoenix, AZ
01.2022
Skills
Customer Service
Verbal and Written Communications
Help Desk Technical Support
Network Maintenance and Troubleshooting
Disaster Recovery
Business Continuity
Enterprise Storage Management
Organization and Time Management
Cyber Security Management
Tax return preparation
Tax reporting
Liabilities mitigation
Timeline
Tax Professional
H&R Block
12.2022 - Current
Business Specialist
Wells Fargo
12.2021 - 01.2023
Personal Banker
Wells Fargo
12.2013 - 12.2021
Bachelor of Science in Information Security -
Rasmussen College
Associate of Science in Computer Support and Network Administration -