Barbara Guion
Orlando,FL
Summary
Dynamic professional with extensive experience in office administration and client management. Demonstrated ability to analyze problems, develop solutions, and streamline procedures, ensuring compliance with tax regulations. Strong organizational skills and proficiency in Microsoft Office and tax preparation software enhance operational efficiency.
Overview
8
8
years of professional experience
Work History
Tax Preparer
Harry C Douglas Office
Altamonte Springs, Florida
11.2024 - 05.2025
- Calculated tax returns
- Analyzed deductible expenses and credits
- Adhered to tax regulations and legislation procedures
- Interviewed clients about their income and expenses
- Submitted client tax forms to ensure accurate payments and maximize returns
- Audited account details
- Auditing all tax forms for completeness and accuracy
- Acted as a liaison between clients and the IRS
- Handled communication from clients and tax authorities
- Developed future tax planning strategies for clients to optimize financial outcomes
- Secured repeat business and expanded client base through effective relationship management
- Provided clear responses to client inquiries regarding tax and finance
Administrative Assistant
ABB
Lake Mary, USA
05.2020 - 12.2023
- Coordinated conversion and processing of ongoing contracts into new system to ensure seamless transition.
- Processed purchase orders and verified tracking of product shipments to maintain timely delivery.
- Updated technical catalog with accurate product data, parts, codes & descriptions for improved accessibility.
- Updated product data for models, including meta-data and specifications, to ensure accuracy.
- Verified details of terms & conditions, including warranty specifications.
- Verified/tracked catalog data and made necessary changes to records.
Administrative Assistant
Siemens Industry
Winter Park, USA
03.2017 - 09.2017
- Coordinated and processed technicians' maintenance field reports for timely client distribution.
- Processed technicians inspection reports and scheduled service call
- Logged serial, clearance, and part numbers for technicians' completed work to maintain precise records.
- Confirmed contract information with location and equipment to maintain data integrity.
Administrative Assistant / Customer Service Representative
USAA
Orlando, USA
- Facilitated member inquiries regarding credit status and auto payments, ensuring clarity and understanding
- Supported members in opening and closing accounts, streamlining account management processes
- Reviewed and confirmed member credit benefits and interest rates to ensure accurate account information.
- Verified and updated members contact information
- Checked and verified annuity distributions to ensure timely and accurate payments to members.
- Resolved technical system issues for members, enhancing user experience and satisfaction
- Supported de-escalation efforts to address member concerns and enhance retention strategies.
Education
Business Administration -
Valencia Community College
Orlando, FLTechnical Management -
DeVry University
Orlando, FLSkills
- Tax preparation
- Client management
- Tax compliance review
- Tax planning
- Regulatory compliance
- Document management
- Tax compliance
Timeline
Tax Preparer
Harry C Douglas Office
11.2024 - 05.2025
Administrative Assistant
ABB
05.2020 - 12.2023
Administrative Assistant
Siemens Industry
03.2017 - 09.2017
Administrative Assistant / Customer Service Representative
USAA
Business Administration -
Valencia Community College
Technical Management -
DeVry University