Casie Krishnan

Experience

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  Jackson Hewitt

  Aug 2010 - Apr 2017

  Senior Tax Specialist

  -Leadership and Management: Directed operations for a high-traffic Walmart kiosk, ensuring optimal staffing, coverage, and customer service. Elevated to Regional Manager, overseeing 1 storefront and 4 Walmart kiosks, coordinating with store managers, handling customer complaints, and managing employee issues. Facilitated team collaboration by recruiting, training, and mentoring new hires, fostering a results-driven and customer-centric culture. Implemented quality control measures and audit procedures adhering to IRS regulations and company standards.-Tax Preparation and Customer Advising: Skilled in preparing and reviewing complex tax returns, including rental, farm, small business, stock, corporate, and truck driver returns. Explained tax laws and regulations in an accessible manner, and advised clients on financial decisions to optimize tax outcomes. Boosted customer retention by 22.5% and increased gross revenue by 12.7% in 2012 through targeted marketing initiatives and exceptional service.-IRS Correspondence and Compliance: Managed IRS correspondence, interpreted tax notices, and advised customers on appropriate actions. Implemented audit procedures adhering to IRS regulations.-Education and Training: Facilitator for the Basic Tax Education course, recruiting students, delivering course content, and creating engaging learning experiences. Ensured high knowledge retention and compliance among staff by leading tax education programs. Passed the RTRP exam and trained other tax preparers for certification, enhancing the team's professional qualifications.-Technical Skills and Continuous Improvement: Consistently pursued Continuing Education credits in leadership, education, customer service, ethics, and advanced tax law topics. Proficient in handling IRS correspondence, interpreting tax notices, and advising customers on appropriate actions. Developed a robust understanding of various tax-related products and services, enhancing the overall service portfolio. Show less

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  Fun Family Daycare

  Jun 2014 - now

  Director of Operations

  -Regulatory Compliance & Business Management: Conducted in-depth research and interpretation of state and federal regulations to establish and maintain a legally compliant daycare. Developed and managed all business operations, including drafting and negotiating contracts, maintaining meticulous records, processing deposits and receipts, and managing insurance policies.-Policy Development and Compliance: Developed and enforced daycare policies, ensuring safety and regulatory compliance. Managed contracts and agreements with vendors and service providers.-Data Management: Utilized software tools to track attendance, monitor child development, and maintain accurate records. Analyzed data to improve operational efficiency and service quality.-Curriculum Development & Specialized Care: Implemented a Montessori-inspired curriculum tailored to the needs of special needs children, incorporating ongoing education and research in neurodivergent care, sensory, occupational, and physical therapies. Collaborated with ABA therapists to develop and apply unique strategies to meet individual goals and support neurodivergent children.-Medical Knowledge & Collaboration: Acquired extensive knowledge of medical terminology and research to support children with special needs, maintaining partnerships with healthcare professionals, therapists, and educational specialists. Provided comprehensive care through the understanding and application of medical studies and diagnosis procedures.-Financial Management & Record Keeping: Administered meticulous financial records including meals, attendance, hours worked, income, expenses, and transportation costs. Prepared and filed annual tax returns, including Schedule C for the business, ensuring accurate and compliant financial documentation. Handled bookkeeping, budgeting, and financial reporting. Implemented efficient accounting systems to manage expenses and optimize resource allocation. Show less

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  MiaPlaza

  Aug 2022 - Feb 2024

  Operations Analyst

  -Resource Development and Management: Identified gaps in customer service resources and updated outdated materials, such as the Customer Service Cheat Sheet and Refund Flowchart. Created and managed over 100 FreshDesk articles to streamline support processes.-Project Management: Managed various projects including auditing documents, updating chat canned responses for accuracy and consistency across platforms, and auditing course offerings for content and functionality. Implemented a bug tracking system, improving transparency and efficiency in issue resolution.-Technical Support and Development Collaboration: Transitioned to a role supporting customer service agents and collaborating closely with development teams. Managed bug reporting procedures and created detailed GitLab tickets, ensuring timely resolution of software issues. Collaborated with multiple teams, including Charter Orders, Content Creation, and Development Support, ensuring seamless operations and customer satisfaction.-Cross-functional Collaboration: Collaborated with multiple teams to ensure seamless operations and customer satisfaction. Coordinated with teams during system upgrades and product improvements. Monitored social media trends and shared insights with the advertising team.-Data Management and Analysis: Conducted data entry, reconciled payments, and maintained meticulous financial records. Developed spreadsheets for tracking student documents and auditing website content. Created and managed Google forms for reporting errors and bugs, integrating data into spreadsheets and AirTable for efficient tracking.-Content Editing and Quality Assurance: Proofread customer emails, verified links, and audited course offerings for accuracy and consistency. Edited and formatted media for canned responses and tutorials, ensuring professional and clean presentation. Show less