Experienced Chat Lead. Assign tasks, train employees, provide feedback, mediate interpersonal conflicts and implement company procedures. Excellent communication and listening skills. Provide leadership and vision which drives teams to meet goals.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Seasonal Tax Lead
Intuit
San Diego, CA
11.2020 - Current
Provide live tax support, research issues, and troubleshoot technical problems through Slack channels for 50+ TurboTax Experts assisting customers
Monitor experts to ensure compliance with IRS and other agency requirements regarding Tax Advice
Assist Managers with team responsibilities
Accurately track time of experts for hours spent in each functional area
Special Projects: Interview Team, Mini-Training Coordinator
Evaluate video interviews and make hiring recommendations
Compile, clean and manipulate data for proper handling using Excel, Google Sheets, and Quickbase
Run statistical analyses within software to process large datasets
Produce high-quality documents, spreadsheets and presentations for Mini-Tax Training program
Organized weekly trainings, created workflows, send group email invitations using Outlook
EFL Teacher Independent Contracto
Contracted
Maple Heights, OH
05.2015 - 04.2021
Taught 60 minute daily group and private lessons in online platform consisting of 1-8 students in each lesson
Used positive reinforcement and provided clear feedback to help students succeed.
Adapted teaching strategies to learning styles of students with different skill levels
Improved instruction methods by using various assessment tools and strategies.
Scheduled and taught 40 weekly classes and created new lesson plans based on course objectives.
Educated students in basics of English grammar and conversational speaking.
Increased ESL students' reading levels by integrating online word games and altering lesson plans for students needing extra guidance.
Tax Expert
Intuit
San Diego, CA
03.2020 - 11.2020
Assisted TurboTax customers with DIY software in remote call center environment.
Assisted with preparation of taxes by providing expert guidance, tax explanations, and advice allowing customers to file confidently
Secured and properly handled confidential data to protect against unauthorized access, improper transmission and unapproved disclosure.
Researched and analyzed specialized tax laws, rules and regulations and analyze pertinent client, industry and technical matters to remain current on tax legislation.
Maintained records for each case, including phone numbers, contacts and any actions taken
Exceeded customer satisfaction by finding creative solutions to problems.
Offered clients recommendations to reduce tax liabilities.
Provided information about available products and services to clients
Tax Support
Intuit
San Diego, CA
12.2017 - 03.2020
Assisted customers who were working on their tax return with both product/software inquiries, as well as with tax questions and calculations
Applied defined practices, procedures and company policies to troubleshoot and resolve product and tax support customer inquiries
Interacted with customers utilizing strong written and verbal skills as well as deep customer empathy
Adhered to company policies and scripts to consistently achieve call-time and quality standards.
Achieved high satisfaction rating through proactive one-call resolutions of customer issues.
Customer Service
Arise Contractor
Hemet, CA
01.2014 - 05.2015
Reviewed and updated client correspondence files and database information to maintain accurate records in remote call-center environment
Booked installation and sales appointments over the phone for alarm systems
Informed customers about billing procedures, processed payments and provided payment option setup assistance
Assessed customer needs and upsold products and services to maximize sales
Asked probing questions to determine service needs and accurately input information into electronic systems
Set up and activated customer accounts to maintain QA satisfaction levels
Entered numerical data into databases with speed and accuracy using 10-key pad.
Merchandise Control Clerk
Starcrest Products of California
Perris, CA
08.2006 - 05.2012
Reviewed sales data with analysts and analyzed sales data using QuatroPro
Performed impact analysis's for products due to cost increase or decrease
Selected prices for merchandise to be placed in catalogs using information obtained from working up daily product performance reports
Reviewed production orders, schedules, delivery dates and inventory levels to determine product availability
Performed routine office tasks, including copying, answering telephones, file management and data entry to keep operations at optimal levels and better serve internal and external customers.