Jaymee Muench

Experience

• 

  Citi

  Jan 2003 - Jan 2007

  Customer Service and Sales Representative

  • Fielded and advised customers for Citibank credit cards• Educated card holders on available customized products and services

• 

  UnitedHealth Group

  Jan 2007 - Jan 2013

  Provider Customer Service Representative

  • Communicated with medical providers to clarify claims process• Reviewed claims for accuracy• Advised hospitals and doctors about member benefit coverage• Handled seventy to ninety calls per day while meeting call center goals

• 

  H&R Block

  Dec 2012 - Dec 2015

  Senior Tax Advisor

  • Conducted interview with clients to determine tax needs• Provided tax preparation and planning services for 300 clients per tax season• Followed up with clients after tax process is complete to ensure satisfaction• Researched and investigated more complex tax issues• Assisted upwards of eight to ten clients a day during peak times• Facilitated training and technical assistance to other staff

• 

  EY

  Jan 2016 - May 2016

  Accounting Intern

  • Review and interpret source data (e.g., bank statements, brokerage statements, checking accounts) in order to determine proper treatment for accounting purposes• Use knowledge of tax law and software applications to review and correct account and transaction data bridged from client accounting system in various ways, including modifying tax coding and insertion of missing or corrected data.• Assist in preparation of Forms 1099 and fiduciary income tax returns (Form 1041), including estate fiduciary income tax returns, charitable split-interest trusts (Form 5227) and exempt organizations (Forms 990 and 990PF) for filing with tax authorities and mailing to individuals Show less

• 

  EY

  Jan 2017 - now

  • Review Corporate Actions for appropriate tax treatment for the FTTS practice• Review and interpret source data (e.g., bank statements, brokerage statements, checking accounts) in order to determine proper treatment for accounting purposes• Use knowledge of tax law and software applications to review and correct account and transaction data bridged from client accounting system in various ways, including modifying tax coding and insertion of missing or corrected data.• Assist in preparation of Forms 1099 and fiduciary income tax returns (Form 1041), including estate fiduciary income tax returns, charitable split-interest trusts (Form 5227) and exempt organizations (Forms 990 and 990PF) for filing with tax authorities and mailing to individuals Show less • Review and interpret source data (e.g., bank statements, brokerage statements, checking accounts) in order to determine proper treatment for accounting purposes• Use knowledge of tax law and software applications to review and correct account and transaction data bridged from client accounting system in various ways, including modifying tax coding and insertion of missing or corrected data.• Assist in preparation of Forms 1099 and fiduciary income tax returns (Form 1041), including estate fiduciary income tax returns, charitable split-interest trusts (Form 5227) and exempt organizations (Forms 990 and 990PF) for filing with tax authorities and mailing to individuals Show less • Review and interpret source data (e.g., bank statements, brokerage statements, checking accounts) in order to determine proper treatment for accounting purposes• Use knowledge of tax law and software applications to review and correct account and transaction data bridged from client accounting system in various ways, including modifying tax coding and insertion of missing or corrected data.• Assist in preparation of Forms 1099 and fiduciary income tax returns (Form 1041), including estate fiduciary income tax returns, charitable split-interest trusts (Form 5227) and exempt organizations (Forms 990 and 990PF) for filing with tax authorities and mailing to individuals Show less

  • Assistant Manager

    Oct 2021 - now

  • Senior - Fiduciary Trust Tax Services

    Oct 2019 - Nov 2021

  • Tax Staff- Fiduciary Trust Tax Services at EY

    Jan 2017 - Sept 2019