Alan Rubio
Hialeah
Summary
Results-driven professional with expertise in account management and customer needs assessment. Demonstrated ability to manage inquiries effectively while preparing individual and business tax returns, contributing to improved client relations and financial accuracy.
Overview
1
1
year of professional experience
Work History
Customer Service Executive & Tax Preparer
Solasi
Hialeah
09.2024 - Current
- Managed customer inquiries through phone, email, and live chat support.
- Resolved customer complaints by identifying issues and providing effective solutions.
- Maintained accurate records of customer interactions in the CRM system.
- Prepared individual and business tax returns using advanced tax software.
- Assisted clients in organizing financial documents for accurate tax filing.
- Addressed client inquiries regarding deductions and credits available for them.
Education
BBA - Business Administration And Management
Miami Dade College
Hialeah, FL08-2029
High School Diploma -
Jose Marti Mast 6-12 Academy
Hialeah, FL05-2024
Skills
- Customer service
- Tax preparation
- Problem resolution
- Returns processing
- Account management
- Customer needs assessment
- Financial analysis
- Statement preparation
- Account reconciliation
- Expense tracking
- Auto insurance
- Health insurance
- Adaptability
Languages
English
Native/ Bilingual
Spanish
Native/ Bilingual
References
References available upon request.
Timeline
Customer Service Executive & Tax Preparer
Solasi
09.2024 - Current
BBA - Business Administration And Management
Miami Dade College
High School Diploma -
Jose Marti Mast 6-12 Academy