Bree Nichols

Operations Manager @Honest Tax Solutions

Irvine, CA, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jul 2019 — Present

Operations Manager @Honest Tax Solutions

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Develop and reconcile expense reports and payroll for clients • Create and handle email and fax correspondence legal contracts • Create legal contracts and client invoices • Handle client case files by maintaining customer interaction • Filling out POAs and IRS/State taxation forms for submission to government entities • Generate reports and spreadsheets based on company CRM/data • Facilitate and coordinate all scheduling of meetings for CEO & COO of firm. • Supervise a team of 5 employees to record productivity, including training, development and performance assessments

EDUCATION

N/A

California State University, Fullerton

International Business and Economics

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Bree Nichols — Operations Manager at Honest Tax Solutions in Irvine, CA, US | Unifers