Experience

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  Liberty tax service

  Jan 2006 - Jun 2012

  General manager

  Supported the owners with daily operational functions of 3 offices: 2 LTS locations & owner's small accounting office. Researched, updated, and filed all required materials needed for individual, self-employment, small business, partnerships, and corporate returns. • Analyzed departmental documents for appropriate distribution and filing. • Train and supervise all staff to include tax preparers, receptionist, marketers, and wavers (costume characters).• Specializes in military state returns, foreign income reporting, fiduciary returns, Non-resident returns, and ITIN's.• Taught the 10-week tax school Oct - Dec and the Rapid one week course in Jan. 2009 -2012.• Initiated business to business marketing and charity functions to promote Liberty Tax Service. • Responsible for creative design for prominent partnership with the local American Red Cross Chapter to plan& execute a series of Blood drives during the tax season. • Performed initial client assessment and analysis to begin research process • Communicate consistently with clients both orally and in writing. • Worked directly with customers to achieve follow-up surveys with clients, addressing any concerns with tact, diplomacy, and professionalism. • Worked directly with IRS and all other tax agencies to respond to client inquires. • Reviewed and corrected, if needed, all returns prepared by other tax preparers and processed them in a timely fashion to the necessary agencies.• Provide excellent customer service by conducting surveys with clients, addressing any concerns with tact, diplomacy, and professionalism.• Ensure offices are following the proper IRS and bank requirements to ensure the safeguarding of all documents and personal identifiable information. • Attended daily and weekly corporate conference calls. Show less

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  Mcdonald's

  Aug 2012 - Sept 2013

  Crew trainer

  Entry-level management who was a dedicated opener and knowledgeable in all store positions. Provide excellent customer service and trained employees on how to correctly operate each station and perform each task to the standards and requirements of the corporation. • Trained new employees to the proper standards of thecorporation.• Customer service orientated.• Operated cash register for both front counter and drive –thru; which included, taking and filling orders, stocking, and cleaning the store.• Supported store management with daily store opening tasks, to prepare the store and staff to open for breakfast meal.• Filling in for other positions as needed. Show less

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  Liberty tax service

  Jan 2013 - May 2015

  Office manager

  Supported the owner with daily operational functions. Researched, updated, and filed all required materials needed for individual, self-employment, small business, partnerships, and corporate returns. • Analyzed departmental documents for appropriate distribution and filing. • Train and supervise all staff to include tax preparers, receptionist, marketers, and wavers (costume characters).• Specializes in military state returns, foreign income reporting, fiduciary returns, Non-resident returns, and ITIN's.• Taught the 10-week tax school Oct - Dec 2014.• Performed initial client assessment and analysis to begin research process. • Communicate consistently with clients both orally and in writing. • Worked directly with IRS and all other tax agencies to respond to client inquires. • Reviewed and corrected, if needed, all returns prepared by other tax preparers and processed them in a timely fashion to the necessary agencies. • Ensure offices are following the proper IRS and bank requirements to ensure the safeguarding of all documents and personal identifiable information. Show less

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  Kalix

  Jun 2013 - May 2015

  Project manager

  Managed daily operations of the mess attendant contract at two locations, Main Mess Hall & Flight Line, running two shifts of mess attendants, cashiers, and grill cooks, at each location. Facilitated guidelines set out in the SOP between Kalix and the US Air Force.• Operated temporary contingency contracts for line servers and grill cooks when requested, for third location at the Air Alert Facility. • Direct supervision of 25 employees (4 supervisors & 21 employees), created schedules, conducted interviews and completed hiring process, trained new staff members, processed daily, weekly, monthly, quarterly, and annual reports on staff members. • Consistently met deadlines and requirements for all production work orders.• Managed maintenance projects from concept to completion while managing outside vendors.• Processed cash register transactions and completed bank deposits. • Conducted safety and continuing education meetings for staff members as required by both Kalix and the US Air Force. • Attended monthly and annual contract meetings held by the US Air Force. • Attended weekly staff meetings held by Kalix. Show less

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  Archway marketing services

  Jun 2015 - Nov 2017

  Controls & compliance analyst

  Supported the North America M&O team at Fargo's Microsoft Campus at the: 3CP Controls & Compliance desk, 3CP PO Review desk, 3CP Hosting desk, Ask USCMO desk (sunset), & MSUS Apportals desk (sunset).• Daily compliance reviews of PO request prior to creation to ensure the request are fully compliant to Microsoft's policies and standards before creation.• Created internal Archway work instruction and standard operating procedure documents for all internal 3CP teams.• First Level trouble shooting support for the 3CP PO Review desk, 3CP Hosting desk, Ask USCMO (sunset), & MSUS Apportals desk (sunset).• Consistently met deadlines and requirements for all desks and projects.• Daily tracking, managing, and storage of files in Microsoft CRM & SharePoint systems.• Calendar management for myself and the various team desks I supported.• Scheduling meeting for both Archway & Microsoft. Which included; scheduling, preparing the meeting agenda, creating any meeting presentations, facilitating the meeting, composing & distributing the meeting minutes.• Daily monitoring, tracking, and reporting of the After-the-fact (ATF) PO transactions that originate with the PO review desk or via other 3CP team.• Recorded weekly meeting minutes and compiled them in a Microsoft Word-based file & uploaded them to the organizations SharePoint, for future organizational reference.• Daily, weekly, and quarterly internal auditing of the Marketing Product Device Support (MPDS) Team.• Complete multiple audits focusing on the MPDS Team to ensure the policies and procedures of both Archway & Microsoft are adhered to correctly.• Various audits assignments, assigned by lead as required during internal & external audits.• Training new team members in the areas where I am considered a subject matter expert (SME). • Problem management & escalation resolution for the M&O organization (sunset).• Bi-weekly, and quarterly internal auditing of the ECIF Team (sunset). Show less

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  Liberty tax

  Oct 2015 - Apr 2016

  Processor / manager

  Supported the owner, part-time evenings and weekends as office supervisor, processor, & tax preparer with daily operational functions. Researched, updated, and filed all required materials needed for individual, self-employment, small business, partnerships, and corporate returns. • Analyzed departmental documents for appropriate distribution and filing. • Train and supervise all staff to include tax preparers and wavers (costume characters).• Specializes in military state returns, foreign income reporting, fiduciary returns, Non-resident returns, and ITIN's.• Taught the 10-week tax school Oct - Dec 2015 and the Jan 2016 Rapids one-week class.• Performed initial client assessment and analysis to begin research process. • Communicate consistently with clients both orally and in writing. • Worked directly with IRS and all other tax agencies to respond to client inquires. • Reviewed and corrected, if needed, all returns prepared by other tax preparers and processed them in a timely fashion to the necessary agencies. • Ensure offices are following the proper IRS and bank requirements to ensure the safeguarding of all documents and personal identifiable information. Show less

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  Agcountry farm credit services

  Nov 2017 - Mar 2018

  Tax specialist

  Tax Specialist with the Fargo branch, specializing in tax planning, tax preparation, and payroll services that supports the agricultural community. Provided support for the preparation of: Individuals, Partnerships, Corporations, LLC’s, S-Corporations, and Estate returns in the Fargo Moorhead area.• Prepared and transmitted 1099’s and W-2’s for all Fargo branch clients. Including all required reports: 943, 940, 941, 944, W-3, 1096• Assisted in tax planning and tax preparation for complex farm returns for Individuals, Partnerships, Corporations, LLC’s, S-Corporations, and Estates. Show less

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  Bank of the west

  Jul 2018 - Oct 2019

  Contact center rep - email team

  July 2019 – Present – Contact Center Representative, Email TeamEmail, Wealth Management, and Privacy Policy Opt-out Trained. Able to assist customers via secure email communications and phone to perform all duties of a Level I & II Contact Center Representative listed below via email as customer submit their request through the Online Banking profile. Able to assist Wealth Management customers with the special needs of their accounts and work with the Private Client Service Advisors to resolve the customer’s request either by email or phone. Additionally, receive customer phone calls and process their request to opt-out of privacy policy for their accounts.Feb. 2019 – June 2019 – Contact Center Representative, Level IIClaims and Credit Card Trained. Assisting customers in filing disputes & fraud claims for their accounts and assisting customers with their credit card accounts. Research and remediate request from customers and internal team members regarding customers checking, savings, & money market accounts, in a timely manner by phone, in a call center environment. Assisting customers in resetting their passwords for their online banking accounts.July 2018 – Jan. 2019 – Contact Center Representative, Level IResearch and remediate request from customers and internal team members regarding customers checking, savings, & money market accounts, in a timely manner by phone, in a call center environment. Assisting customers in resetting their passwords for their online banking accounts. Show less

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  Aerotek employment service

  Oct 2019 - Dec 2019

  Analyst

  Temp. to hire position working for Archway Marketing Service at the Microsoft Campus in Fargo, ND. Supporting the Fin Ops BAT – Tax Team with preparation of state and provisional sales and use tax preparation and review for the United States and Canada.

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  Archway marketing services

  Dec 2019 - Nov 2022

  Accountant

  • Review, investigate and complete sales tax pre-approvals and tax disputes• Provide comprehensive analysis on large volumes of data• Reconcile financial statements against their data sources to ensure accuracy during key times of the month• Investigate and escalate any variances identified through the reconciliation process• Produce and review daily, weekly, monthly ad hoc reporting using reporting systems and tools as required by client and SOX requirements• Create and maintain standard operating procedures • Support client inquiries and information requests• Support month end, quarter end and year end closing• Comply with onsite audits of all tasks requiring process explanation and accountability• Operate in a dynamic, fast-paced environment while maintaining positive team morale• Actively train in primary and back-up responsibilities• Conduct hierarchy maintenance• Perform back-office transactional tasks with high quality while exceeding requirements Show less

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  Unemployed at this time

  Dec 2022 - Jun 2023

  Unemployed
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  First interstate

  Jul 2023 - Mar 2024

  Client contact specialist
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  Teksystems

  Apr 2024 - now

  Specialist analyst - senior

  Analyst supporting the Transportation Finance team focusing on Titles.