Business taxes specialist vs business specialist

Differences between business taxes specialist and business specialist duties and responsibilities

Business taxes specialist example responsibilities.

• Manage a combination of commercial and personal banking relationships, and promote cross-selling across multiple product lines.
• Resolve various tax issues including client representation through practice before the audit, collections and appeals offices of the IRS.
• Possess working knowledge of QuickBooks, Peachtree and TaxWise accounting software packages.
• Update monthly strategy report in SharePoint database.
• Provide monthly performance numbers for variety of mutual funds both internally for portfolio management, marketing and external reporting agencies.
• Manage a combination of commercial and personal banking relationships, and promote cross-selling across multiple product lines.

Business specialist example responsibilities.

• Manage existing accounts while identifying new sources of opportunities for sales in the SME segment through cold calling and prospecting.
• Schedule appointments for estimates for replacement windows, doors, bathroom remodels, gutter replacements, etc.
• Contribute to product development and roll out of multiple insulation, foam, windows & siding products.
• Analyze weekly POS data to identify product trends, additional sales opportunities, and drive sales to exceed budgets.
• Observe strict confidentiality within HIPAA regulations.
• Work with electronic medical records system uploading documents into patients files.
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