Alexis Ratcliffe
Bluefield,WV
Summary
Deadline-oriented Tax Professional adept at quickly assessing customer needs, developing strategic plans and completing returns to maximize deductions and minimize liabilities. Pursuing role with tax preparation services organization. Detail-oriented Auditor with track record of quickly completing complex audit projects. Experienced in public and private accounting, specializing in financial statement audits. Well-versed in managing entire audit process from planning and risk assessment to fieldwork.
Overview
7
7
years of professional experience
Work History
Associate
Brown, Edwards, & Co LLP
Bluefield, WV
08.2021 - Current
- Worked varied hours to meet seasonal and business needs.
- Prioritized tasks to meet tight deadlines, pitching in to assist others with project duties.
- Developed strong client relationships through timely and thorough follow-up on inquiries and concerns.
- Created, reviewed and analyzed customer transaction reports for purposes of satisfying Bank Secrecy and Anti-Money Laundering regulatory requirements.
- Provided detailed documentation on audit findings, facilitating swift corrective action when necessary.
- Maintained confidentiality, handling sensitive information discreetly throughout all stages of the audit process.
- Ensured compliance with regulatory requirements by performing regular audits and staying up-to-date on industry standards.
- Developed strong relationships with clients, building trust and ensuring high level of satisfaction during the audit process.
- Provided exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.
- Increased client satisfaction by providing accurate and timely tax preparation services.
- Assessed client tax situations to determine best filing options.
- 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.
Shift Leader
Walgreens
Beaver, WV
03.2020 - 08.2021
- Trained new employees and delegated daily tasks and responsibilities.
- Maintained a clean and safe work environment while ensuring all employees adhered to safety guidelines and protocols.
- Oversaw daily cash handling procedures, maintaining accurate records and minimizing discrepancies.
- Enhanced customer satisfaction through prompt and courteous service, addressing concerns immediately.
- Resolved conflicts between team members in a professional manner, preserving strong working relationships in the process.
Receptionist
Studio M Hair Salon & Spa
Hinton, WV
04.2017 - 02.2020
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Confirmed appointments, communicated with clients, and updated client records.
- Answered phone promptly and directed incoming calls to correct offices.
- Kept reception area clean and neat to give visitors positive first impression.
- Handled cash transactions and maintained sales and payments records accurately.
Education
Master Of Accountancy - Taxation
Liberty University
Lynchburg, VA07.2023
Bachelors Of Science - Accounting
West Virginia University
Morgantown, WV05.2022
Skills
- Customer Service
- Time Management
- Attention to Detail
- Computer Skills
- Customer Engagement
- Decision-Making
- Flexible Schedule
- Work Planning and Prioritization
Timeline
Associate
Brown, Edwards, & Co LLP
08.2021 - Current
Shift Leader
Walgreens
03.2020 - 08.2021
Receptionist
Studio M Hair Salon & Spa
04.2017 - 02.2020
Master Of Accountancy - Taxation
Liberty University
Bachelors Of Science - Accounting
West Virginia University