Tax Associate resume example

Advise, govern, guide decisions and help to achieve rational outcomes for community. Work with officers regularly for general promotion of homeowner's association. Serve as board secretary and general member. Meet monthly to make decisions, discuss residential issues, review contract bids and negotiate or employ local contractors. Oversee and resolve community concerns addressed by residents through the Association's Management Company (Priestley Mtg.). Assist with communication and inspections for (Hickswood Crossings Community). Work cohesively with board members and Property Manager on the organizations finances, budget, and financial/resource needs. Create and revise community by-laws, policies and procedures as needed. Design & circulate seasonal community newsletter.

Accomplishments:

• Increased capital reserves
• Evaluated & renewed community contracts
• Transitioned to new property management company

Served as primary administrator of student aid programs. Managed an office that handled scholarships, grants, work-study and loans. Managed a team of financial aid administrators. Ensured compliance with federal, state and institutional aid policies and procedures. Managed aid programs, workshops, brochures, publications, website, communications, document development and awarding. Counseled and advised students, parents, families and college tour groups. Provided leadership and oversight to the special circumstances, verification, professional judgment, scholarship and satisfactory academic progress respective committees. Integrated summer intern program. Submitted reports timely to include the FISAP. Managed $14 million dollars in student aid annually.

Accomplishments:

• Implemented online financial aid system & auto packaging process
• Led loan transition from (FFEL) to Direct Lending Program
• Initiated internal file audit review process & UEH committee
• Regulated staff meetings & managed departmental budgets
• Accomplished three consecutive years of unqualified A-133 audits
• Initiated frequent system of upgrades with IT personnel

Under short term contract to oversee and review verification records and procedures during registration and peak processing season. Served as an internal auditor for verification population of students. Locked records in Banner system that were complete, accurate and ready for packaging. Recommended status change or modification in FAA/CPS for conflicting information and follow up with appropriate (PA) Processing Assistant until resolved. Reviewed and approved supporting documentation for special circumstances related to verification. Circulated and managed daily reports for students in review. Worked with staff, students and parents on escalated matters as needed. Served as the supervisor for three staff persons affiliated with verification, document scanning, indexing and tracking.

Accomplishments:

• Electronic student file accuracy
• Process optimization
• Resolve of conflicting data

Served as the interim administrator of all student aid programs. Developed and managed a team of financial aid administrators. Provided employees with guidance in handling difficult or complex problems or in resolving escalated complaints or disputes. Arranged for ongoing training for employees as needed. Evaluated job performance, conformance to regulations and recommended appropriate personnel action as needed. Managed $12 million in student aid programs. Processed federal direct subsidized, unsubsidized, parent plus, perkins and private loan programs. Counseled and advised students, parents and families. Supervised the verification team and administrative office support.

Accomplishments:

• Simplified financial aid process
• Created special circumstances & professional judgment committees
• Reinstated scholarship committee

Supported the Director of Financial Aid and managed $8 million in student loan programs consisting of FFEL stafford, perkins, parent plus and private loan volume. Managed financial aid team. Counseled and advised students, parents and families. Collaborated with faculty and staff on financial literacy programs and educational workshops.

Accomplishments:

• Implemented seasonal scholarship newsletter
• Led transition with banks from Direct lending to FFEL loan program
• Prepared department for successful federal program review
• Coordinated annual A-133 audit Created reconciliation committee

Managed endowed, academic, athletic institutional and external scholarship programs. Counseled and advised students, parents and families. Coordinated scholarships with coaches, program managers, department chair personnel and admissions team. Managed case load of students for verification and awarding. Assisted with preparation of scholarship budget, conferences and workshops. Served as College Fund (UNCF) liason.

Accomplishments:

• Implemented Scholarship Newsletter
• Initiated campus-wide financial aid and scholarship bulletins
• Created scholarship awarding timeline
• Led scholarship reconciliation process with Advancement Officers