Ateshia Craig
Porter,TX
Summary
Highly skilled in tax preparation with background in assisting clients through complex tax situations. Possess comprehensive knowledge of federal and state tax regulations, adept at utilizing leading tax software for accurate and efficient filing. Demonstrated ability to identify potential tax savings and credits, resulting in optimized returns for clients. Proven history of maintaining confidentiality and providing exceptional service under tight deadlines. In addition to my work in tax I am also a skilled and experienced Customer-focused professional with a background in customer service roles. Known for providing top-notch client support while maintaining high levels of customer satisfaction and loyalty. Strengths include exceptional communication, problem-solving skills, and ability to handle multiple tasks simultaneously. Proven track record of consistently improving operational processes to enhance the overall customer experience.
Overview
14
14
years of professional experience
1
1
Certificate
Work History
Tax Preparation Specialist
Community Tax Service
Jacksonville, FL
05.2024 - 08.2024
- Examined financial documents and collected pertinent information to prepare tax returns.
- Conducted research on tax laws and regulations to guarantee adherence to federal, state, and local mandates.
- Uncovered inconsistencies between reported data and actual figures through meticulous audits of client accounts.
- Worked in conjunction with various departments across the organization to guarantee the prompt fulfillment of tasks associated with tax-related issues.
- Corrected previously filed tax returns to amend errors or claim additional deductions and credits.
- Educated clients on the implications of tax laws and their financial decisions.
- Prepared and filed federal and state income tax returns for both individuals and small businesses, ensuring accuracy and compliance with current tax laws.
- Delivered outstanding customer service by promptly addressing clients' concerns and inquiries.
- Maintained strict confidentiality of client information in accordance with privacy laws and regulations.
- Liaised between clients and tax authorities such as IRS representatives.
- Resolved client tax issues by investigating discrepancies and implementing corrective actions.
Call Center Representative
Intuit
Mesa, AZ
01.2024 - 04.2024
- Managed customer accounts, including updating account information as needed.
- Maintained detailed records of customer interactions using contact management software.
- Tracked daily performance metrics such as wait times, average handle time.
- Developed strong relationships with customers through effective communication skills.
- Utilized problem solving techniques when dealing with difficult or irate customers.
- Managed high volume of inbound and outbound customer calls via chat, phone, and video call.
- Resolved customer inquiries, questions and concerns to consistently offer quality service and meet performance benchmarks.
- Identified potential deductions to minimize clients' tax liabilities.
- Researched federal, state, and local laws to ensure compliance with regulations.
- Explained complex tax regulations in an easy-to-understand manner for clients' understanding.
- Prepared and filed federal and state income tax returns for both individuals and small businesses, ensuring accuracy and compliance with current tax laws.
Assistant Bookkeeper/Tax Associate
Williams Business and Tax
Porter, TX
11.2019 - 06.2023
- Reconciled customer accounts and resolved discrepancies as needed.
- Performed clerical duties such as replying to emails and answering phone inquiries.
- Safeguarded cash transactions, deposited receipts after reconciling money to original documentation and recorded receipts for processing in automated accounts receivable system.
- Assisted bookkeeper in maintaining accounts receivable and payable.
- Recorded debit, credit and account transactions in computer spreadsheets and databases.
- Organized files and prepared reports using software programs such as QuickBooks or TurboTax.
- Utilized tax software to efficiently process returns and identify potential deductions and credits for clients.
- Conducted client interviews to gather necessary documentation and information for tax preparation.
- Reviewed financial records, such as income statements and documentation of expenditures, to determine forms needed to prepare returns.
- Prepared and filed federal and state income tax returns for both individuals and small businesses, ensuring accuracy and compliance with current tax laws.
- Educated clients on the implications of tax laws and their financial decisions.
Customer Service Representative
Craig's Total Care
Conroe, TX
03.2010 - 09.2019
- Assisted customers with product selection, ordering, billing, returns, exchanges and technical support.
- Answered customer inquiries and provided accurate information regarding products and services.
- Maintained detailed records of customer interactions, transactions and comments for future reference.
- Performed administrative tasks such as filing paperwork, updating databases and generating reports.
- Answered incoming calls and emails, providing frontline customer support or assistance with product and service transactions.
- Remained calm and professional in stressful circumstances and effectively diffused tense situations.
- De-escalated problematic customer concerns, maintaining calm, friendly demeanor.
- Asked probing questions to determine service needs and accurately input information into electronic systems.
Education
Bachelor of Science - Business Communication
Southern New Hampshire University
Hooksett, NHSkills
- Tax-related research
- Document Review
- Accounting Principles
- Bookkeeping knowledge
- Tax Research
- Direct IRS filing
- Records Management
- Data Gathering
- Tax Return Preparation
- Tax reporting
- Tax advising
- Individual returns preparation
- Organizational abilities
- Data inputting
- Tax consulting
- QuickBooks proficiency
- Relationship Building
- Verbal/written communication
- Organization skills
- Client Communication
- Account Reconciliation
- Research/due diligence
- Local, state, and federal tax returns
Certification
- PTIN CURRENT
- EMPLOYEE OF THE YEAR 2019-2021
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
Nothing in life is to be feared. It is only to be understood.
Marie Curie
Timeline
Tax Preparation Specialist
Community Tax Service
05.2024 - 08.2024
Call Center Representative
Intuit
01.2024 - 04.2024
Assistant Bookkeeper/Tax Associate
Williams Business and Tax
11.2019 - 06.2023
Customer Service Representative
Craig's Total Care
03.2010 - 09.2019
- PTIN CURRENT
- EMPLOYEE OF THE YEAR 2019-2021
Bachelor of Science - Business Communication
Southern New Hampshire University
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