Tax Processing Staff Resume San Jose, CA - Hire IT People

SKILLS:

Entrepreneurship * International Travel * Operations Strategies * Shark Tank Enthusiasm * Trading Stocks

EXPERIENCE:

Confidential, San Jose, CA

Tax Processing Staff

Responsibilities:

Demonstrate in - depth understanding of all applicable federal, state, and local tax return types and assembly/filing requirements
Review electronically submitted returns and instruction sheets for completeness/accuracy, and follow up with tax return submitter as needed, prior to processing returns
Accurately and efficiently log, eProcess, copy/print/assemble and distribute tax returns in accordance with established Tax methodologies and standard Tax Processing/Assembly guidelines

Confidential, Bloomington, IN

Supply Chain Management Intern

Responsibilities:

Developed a flow diagram and guidelines of stock arrangement in both stockroom and storefront to promote an optimize way of handling the inventory
Designed a standardized process of sorting and organizing the incoming donations to increase efficiency
Visually monitored products’ availability in storefront, resulted in decreasing the chance of stock out to meet customers’ demand

Confidential

Insurance Agent - Summer Intern

Responsibilities:

Prepared and made recommendations on asset protection strategies including the creation of life, disability and long-term care insurance illustrations
Examined several different investments and portfolio management strategies intended to align client’s long-term financial goals with their respective asset profiles and risk tolerances
Gathered information regarding client financial information and prepared analysis report

Confidential, Bloomington, IN

Tutor

Responsibilities:

Selected by the Operations & Decisions Technology Department to act as an in class tutor for K201 class sessions, consisting of 35 students
Aided instructor and teaching assistant in educating students the processes and skills of advanced Microsoft Access and Microsoft Excel, such as queries and pivot tables
Subsequently promoted to be an in class tutor for K303 class sessions - the class level above K201

Confidential, San Jose, CA

Leader of Event Organizer

Responsibilities:

Coordinated annual events, selected individual to be on event committees, and collaborated on team activities
Organized facilities and managed all event’s details such as entertainment, transportation, location, and invitee list
Conducted qualitative research to determine the most desired activities designed for church members of the Confidential adult group and resulted in increasing numbers of participants come to the event

Confidential, Bloomington, IN

Administrative Assistant

Responsibilities:

Filed and organized customers’ financial statement to maintain an organized and efficient office environment
Provided general administrative and clerical support including scanning, typing, copying to Customer Financial Manager

Confidential, Cupertino, CA

Vice President

Responsibilities:

Utilized marketing skills to design posters and flyers to promote the club across campus, resulting in increased new membership by six people
Coached 30 members of the club on buying and selling stocks, intended to teach members how to trade independently
Collaborated with Inter Club Council and advisers developed long-term goals and measured success for the investment club
Conducted weekly meetings with officers and members