Tax Leader/ Enrolled Agent - Intuit
(2024 - 2026-05)
- Handle escalations as needed for complex and challenging contacts
- Guide tax experts how to research tax questions
- Research/troubleshoot expert questions
- Utilize government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language
- Providing tax advice, full-service return preparation, tax calculations, and managing product/software inquiries
VITA Program Coordinator - Met Council, New York, NY - New York, NY
(2019 - 2024)
Providing on-site and remote program support for volunteers in the field, ensuring that returns are prepared accurately and comprehensively.
- Coordinating all trainings for the program, ensuring that volunteers are versed on protocol and compliance with IRS guidelines
- Supervising seasonal staff and volunteers by overseeing daily site operations for the tax preparation program
- Prepare and review over 400 federal and state tax returns for individuals & small businesses, including multi state and associated schedules, extensions and amended returns
Master Tax Advisor/ Enrolled Agent - H&R Block/ H&R Block Tax Research Institute
(2018 - 2022)
- Prepare and review federal and state tax returns for small businesses & individuals, including multi state and associated schedules, extensions and amended returns
- Assist clients with tax regulations, future tax planning and due diligence requirements
- Communicate with IRS and other tax authorities on behalf of clients
Tax Preparer/ Reviewer/ Enrolled Agent - Gerstein Tax Service, Brooklyn, NY - Brooklyn, NY
(2018 - 2019)
- Prepare and review large quantity of tax returns for high–net– worth individuals with a variety of complexity
- Preparation of individual, corporate and partnership tax returns (1065, 1120S, 1120) including multi state and associated schedules
- Experienced with Drake Tax Software, Thomson Reuters Ultra Tax CS, TaxSlayer Pro Software
Vocational Instructor /Lecturer - JCH of Bensonhurst, Brooklyn, NY - Brooklyn, NY
(2016)
- Teaching students online and in class the preparation of federal and state income tax return forms in accordance with policies, and in compliance with legislation and regulations
- Training students on completion of different tax forms: 1040, 1099-Misc, Sch.C, 1099-B, etc
- Educating students how to apply critical aspects of each component of the tax preparation process, and completions of an accurate tax returns
- Providing preparatory courses in accounting, bookkeeping and income tax preparation
- Facilitating large groups (up to 30 students) life skills, work readiness, and financial basics classes
- Prepare students for different civil job exams
Office Manager/ Tax Preparer - Rushmore Tax Service, Brooklyn, NY - Brooklyn, NY
(2016 - 2018)
- Recruit, train, coach and supervise office employees
- Preparation of individual, corporate and partnership tax returns (1065, 1120S, 1120) and associated schedules, amended returns
- Responsible for adhering to quality procedures and processes required by IRS
Credit Underwriter - Melrose Credit Union, NY - NY
(2017 - 2017-09)
- Perform complete financial analysis and credit underwriting for taxi Medallion refinance, workout and TDR loans
- Identify business credits showing signs of financial distress
- Prepare full and thorough credit memorandums
- Negotiate terms and conditions of proposed refinancing with borrowers
Business Broker - Krenincs Group, NY - NY
(2014 - 2018)
- Provide brokerage services for all kinds of commercial real estate loans, business and construction loans, asset and acquisition financing
- Offering to business clients diverse, highly tailored and complete funding options for their entire portfolio
Substance Abuse Counselor - The Resource Counseling Center, NY - NY
(2012 - 2013)
- Conduct initial Screening, Intake and Assessment of client's needs
- Generate Group Notes
- Facilitate Groups and Individual Counseling
- Conduct Psychosocial and Treatment Planning
Senior Business Relationship Manager - HSBC Bank, New York, NY - New York, NY
(2009 - 2010)
- Acquire and maintain banking relationships with small business within an assigned market, managing middle market relationships and associated credit risks
- Complete and analyze accurate and complete credit recommendations
- Ensure compliance with credit and regulatory guidelines
Branch Manager, VP - Marathon Bank, New York, NY - New York, NY
(2006 - 2009)
- Serving as the leader of the branch and responsible for maximizing the branch's productivity through loans, deposits, treasury services, customer satisfaction and retention, compliance with bank policies, procedures and operational integrity
- Hire, develop and train an effective sales team
- Coach employees in all aspects of sales, service and operation
Senior Small Business Relationship Manager - JP Morgan Chase Bank, NA
(1997 - 2006)
- Providing traditional credit underwriting and advisory services for commercial loans, making group presentations to new and start up businesses, woman/minority and low moderate income communities
- Developing and servicing relationships with large size businesses and complex accounts
- Managed direct sales officers in Manhattan team
- Trained and coached team members
- Achieved top honors from both internal and external vendors for exceeding sales goals for consecutive years
