Abline Pierre
Atlanta,GA
Summary
Financial Advisor with extensive experience preparing income tax returns. Proven ability to maximize write-offs and returns. Five plus years of experience with strategic tax planning. Strong communication skills foster long-term relationships with clients. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
16
16
years of professional experience
Work History
Tax Preparer
AP Financial Services
01.2018 - Current
- Utilize proactive tax reduction strategies to support clients and reduce liability.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Assessed client tax situations to determine best filing options.
Fraud Analyst III
Bank Of America
06.2010 - 12.2017
- Reviewed reports and individual transactions which appeared suspicious to uncover possible fraudulent activity.
- Tracked fraud cases and monitored trends to develop strategies for prevention.
- Reviewed transactions and receipts to identify any suspicious activity.
- Analyzed financial statements to identify discrepancies, irregularities and fraudulent activity.
- Contacted customers directly to notify of fraudulent activity and minimize impacts.
- Summarized all key information regarding investigation into detailed report for delivery to client.
Sales and Marketing Representative
Bank Of America
09.2007 - 06.2010
- Promoted new products and services to existing customers, driving revenue growth and satisfaction.
- Processed customer orders and inquiries via phone, email and, in-person communication to foster top-quality service delivery.
- Informed customers of sales and promotions to build customer base, boost traffic and increase customer loyalty.
- Delivered superior customer service to retain existing customers and attract future customers.
- Handled customer inquiries and high volume calls to solve billing and ordering problems, independently resolving of issues.
- Determined customer needs and interests to recommend products and services to customers.
Education
AAS - Business Administration
Atlanta Technical College
Atlanta, GASkills
- Client relationship management
- Business management
- Budget planning
- Filing system management
- Local state and federal tax returns
- IRS audit guidance and support
- Document Preparation
- Bookkeeping
- Tax-Related Research
Timeline
Tax Preparer
AP Financial Services
01.2018 - Current
Fraud Analyst III
Bank Of America
06.2010 - 12.2017
Sales and Marketing Representative
Bank Of America
09.2007 - 06.2010
AAS - Business Administration
Atlanta Technical College
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