Moline George

• Assisted clients with tax registration, filing monthly and yearly returns (Turnover Tax, Monthly rental income(MRI), Withholding income, individual returns, partnership and company returns) using I- Tax system.
• Educated first-time taxpayers on return filing procedures and improving compliance
• Took part in sensitization of taxpayers
• Processed tax compliance certificates and verified client documentation via I Tax.
• Helped clients resolve filing errors, penalties, and late returns using KRA compliance system.
• Collaborated with KRA officers to resolve escalated cases.
• Guided and trained 30 taxpayers on how use Etims to ensure compliance
• Generating etims invoices using Etims software’s
• Taxpayer registration in Etims using Etims software
• Helped reconciling tax payment records ensuring accuracy and compliance
• Performed data analysis i.e. of bank statements and Mpesa statements using excel
• Performed mail merges using excel and word to deliver customized notices to non-compliant taxpayers

Achievements

• Supported mass filing in Hu duma center that took place in June 2025
• Increased taxpayer awareness through simplified education sessions for first-time filers.
• Gain proficiency in excel for data analysis
• Proficient in mail merging for mass letters
• Conversant with KRA system such as ITAX and ETIMS
• Was able to recruit more taxpayers

• Welcomed and directed students, staff, and visitors at the front desk.
• Managed incoming calls, emails, and inquiries using Microsoft Outlook & telephone system.
• Maintained student appointments, visitor logs, and correspondence using Excel & filing systems.
• Assisted in administrative duties such as photocopying, data entry, and document management.
• Coordinated meeting schedules with Google Calendar.
• Supported admissions and student affairs when needed.

Achievements:

• Reduced waiting time for students by introducing an organized appointment system.
• Improved departmental efficiency by maintaining accurate records.

• Provided administrative and financial support to the branch manager.
• Assisted in credit operations, loan approvals, and risk assessments using Sacco Management Software & Excel.
• Maintained accurate financial records and prepared reports with Excel.
• Conducted market research to identify growth opportunities.
• Supported customer service and client relationship management
• Achievements:
• Reduced loan processing time, improving client satisfaction.
• Contributed to strategies that boosted Sacco membership.

• Managed daily accounting transactions and generated financial reports with Tally ERP & Excel.
• Supported credit operations, loan processing, and account reconciliations.
• Provided financial advisory services to members.
• Help preparing reports and documentation for management review
• Ensured compliance with Sacco financial regulations.

Achievements:

• Increased Sacco membership through targeted business development.
• Improved reconciliation accuracy by designing structured reporting templates.
• Handled day-to-day accounting processes to drive financial accuracy.
• Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
• Gained hand on experience in financial service operation and SACCO management
• Developed communication ,organization and problem solving skills in a professional setting