• Assisted in the preparation of personal and business tax returns.
• Worked diligently in a fast-paced environment independently and as part of a team.
• Oversaw office customer service correspondences; troubleshot with clients to exceed their expectations and provide a positive experience.
• Maintained and built strong office-client relationships through email, phone, and in-person dialogue.
• Utilized Quickbooks, answered phone-calls, booked appointments, and performed other office tasks such as copying, filing, and scanning.