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Jonathan Haaland

Jonathan Haaland

Agent

Talent
KentwoodMember since August 31, 2026
CCH Protosystem fx PlanningCCH ProSystem fx ScanCCH Axcess TaxCustomer serviceProblem-solving
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CCH Protosystem fx PlanningCCH ProSystem fx ScanCCH Axcess TaxCustomer serviceProblem-solving

About

Build strong relationships with clients through professional communication and personalized service Develop problem-solving and customer service skills through one-on-one client interactions Manage multiple client needs while maintaining professionalism and attention to detail

Experience

Agent at NEW YORK LIFE (2026-01 – Present)

  • Build strong relationships with clients through professional communication and personalized service
  • Develop problem-solving and customer service skills through one-on-one client interactions
  • Manage multiple client needs while maintaining professionalism and attention to detail

Tax Planning Intern at HANTZ GROUP (2025-06 – 2025-09)

  • Prepare tax projections using CCH Protosystem fx Planning
  • Assist with scheduling client meetings
  • Attend tax training sessions

Tax Preparation Intern at Vander Ploeg Bergakker & Associates (2025-01 – 2025-04)

  • Assist in the preparation of federal and state tax returns, including Forms 1040 and 1041
  • Utilize CCH ProSystem fx Scan and Autoflow to import tax forms into CCH Axcess Tax
  • Review and verify tax forms for accuracy and completeness

Opening Kitchen Manager / Team Member at CHICK-FIL-A (2018-11 – 2025-01)

  • Helped ensure smooth restaurant operations during high-volume hours
  • Worked closely with team members to deliver fast and accurate service to guests
  • Assisted in maintaining a positive guest experience in a fast-paced environment
  • Trained and supported employees while helping maintain high operational standards

Inventory Coordinator at CHICK-FIL-A (2018-11 – 2025-01)

  • Maintained organization and efficiency in restaurant inventory systems
  • Coordinated product management to support daily restaurant operations
  • Demonstrated reliability, accountability, and attention to detail

Administrative Coordinator at CHICK-FIL-A (2018-11 – 2025-01)

  • Assisted leadership with operational and customer experience reporting
  • Organized invoices and administrative records accurately and efficiently

Education

Bachelor of Science in Business Administration (Accounting) – Davenport University (2025-04)

Associate of Science in Business Administration – Grand Rapids Community College (2023-12)

Skills

Agent

Reviews