Frankie McPherson
@frankiemcpherson
I lead client services teams and keep tax, accounting, and office projects moving.
United StatesWhat I'm looking for
At Crowne Tax & Accounting, I lead client services work by running weekly team meetings and training, delegating tasks, tracking deadlines, and keeping communication open across the office.
I manage client tax data in Drake Tax and Canopy Tax, organize project information in Google Suite and Excel, coordinate schedules, and follow up with clients for needed documents. I’m known for staying organized, communicating clearly with clients and staff, and stepping in wherever the team needs support.
Before tax and accounting, I built nearly a decade of customer service and office experience across roles at Shutterfly, Alliance Data, DISH Network, H&R Block, Red Hanger Cleaners, and CoBank, where I oversaw a four-person loan accounting team.
Experience
Work history, roles, and key accomplishments
Client Coordinator / Project Manager
Crowne Tax & Accounting
May 2022 - Present (4 years 3 months)
Run weekly team meetings and training, delegate tasks, and track project progress to ensure deadlines are met. Manage client tax data in Drake Tax and Canopy Tax, and handle scheduling and client communication.
Photographer
Shutterfly
Jun 2021 - Dec 2021 (6 months)
Solved problems creatively during photo sessions, handled sales and payments, and checked in guests while setting up props and backdrops.
Managed office schedule, resolved scheduling conflicts, supported tax pros, and handled incoming calls during tax season.
Receptionist
Red Hanger Cleaners
Oct 2018 - Dec 2018 (2 months)
Handled front-desk data entry, answered phones, ordered supplies, and balanced the till daily.
Loan Accounting Specialist
CoBank, ACB
Mar 2018 - Sep 2018 (6 months)
Oversaw a team of four handling loan advances and payments, updated interest rates and rollover dates, and managed shared email inbox.
Co-Brand Specialist
Alliance Data
Feb 2017 - Jul 2017 (5 months)
Handled high-volume data entry and phone calls, resolved customer account issues, processed orders and fund transfers, and tracked sales and calls.
Answered customer questions, took payments, explained billing, and upsold promotions to meet customer needs.
Education
Degrees, certifications, and relevant coursework
Big Piney High School
High School Diploma, General Studies
Completed high school education with a focus on general studies.
Tech stack
Software and tools used professionally
Availability
Location
United StatesAuthorized to work in
Job categories
Skills
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