Business taxes specialist vs specialist-small business

Differences between business taxes specialist and specialist-small business 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.

Specialist-small business example responsibilities.

• Lead the consumer sales and all service functions within a banking center.
• Develop new business strategies, increase target market sales and manage it by using different prospecting, tracking and selling methods.
• Manage a portfolio in various stages of workout including liquidation, refinancing, restructure, rehabilitation, bankruptcy and litigation.
• Respond, adhere and remain compliant with all consumer and business customer request.
• Automate risk management strategies and regulatory compliance requirements through the bank's loan origination system.
• Develop revenue enhancing opportunities target to consumers, marketing weight loss products and relate education to multiple healthcare providers.
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