Brooke Finkenbiner
Houston,Texas
Summary
With a background in sales and customer service, I have successfully developed and maintained solid client relationships, resulting in a remarkable 20% increase in customer retention and satisfaction. Utilizing my approachable and professional demeanor, I excel at resolving unexpected challenges and possess excellent problem-solving skills. My attention to detail enables me to make sound business decisions that mutually benefit the company and the client. Furthermore, I possess expertise in gathering and analyzing sensitive client data to personalize services and cultivate loyalty.
Overview
10
10
years of professional experience
Work History
Office Manager| Tax Preparer| Sales Professional
The Tax Whisperer
09.2020 - 10.2024
- Collaborated with clients to understand their needs and deliver high-quality tax resolution services.
- Cultivate strong, trusting relationships with clients, addressing their concerns and ensuring high levels of customer satisfaction.
- Handle any client issues or disputes promptly and professionally to maintain a positive reputation for the office.
- Prepared tax returns, extensions, and amended returns for individual clients.
- Thoroughly reviewed clients' tax documentation to identify eligibility for additional tax credits and deductions.
- Facilitated effective communication between clients and tax authorities, ensuring timely resolution of issues.
- Leveraged social media marketing tools, such as Facebook, to generate an average of 170 leads per week.
Co-Owner of Tax Preparation Office
Know More Taxes LLC
08.2018 - 09.2020
- Collaborate with the other co-owner(s) to set long-term goals and develop strategies to achieve them.
- Hire, train, and supervise employees, ensuring they meet performance standards and adhere to company policies
- Foster a positive work environment, providing ongoing training and mentorship to enhance team skills and performance.
- Select and maintain tax preparation software and technology systems that improve efficiency and accuracy.
Sales
Zero Tax Due LLC
05.2018 - 08.2018
- Closed over $15,000 in sales weekly, with an average of 15 new customers per week
- Increased sales by offering consultation on products and services and applying customer service and upselling techniques.
- Engaged with customers to effectively build rapport and lasting relationships.
- Liaised with customers and recommended specific solutions, aligning with individual needs, requirements and specifications.
Payroll/ Bookkeeping Clerk
Venom Inspection Services
09.2016 - 12.2017
- Worked with upper management to complete complex projects on tight budgets within specific timelines.
- Managed documents by organizing forms, making photocopies, filing records, preparing correspondence and creating reports.
- Managed payroll data entry and processing for 36 employees to comply with predetermined company guidelines.
Dental Assistant
Terry Winchester DDS
05.2014 - 08.2016
- Assisted the dentist during examinations and treatments by providing instruments, suctioning, and maintaining a clear field of vision.
- Prepared patients for dental procedures and explained processes to ensure the patient is comfortable and informed.
- Ensure all dental instruments are properly cleaned, sterilized, and organized for use.
Education
Associate of Arts - Cosmetology
Paul Mitchell The School And The Aveda Institute
Houston And Austin, TexasGeneral Studies
North Harris County Community College, Houston Community College
Associate Degree - Tax Preparation
Liberty Tax School
Houston, TX05-2018
Skills
- Data Entry
- Clear oral/written communication
- Customer Relations
- Payroll Processing
- Bookkeeping
- Office management software
- Computer Skills
- MS Office
- Customer Relationship Management
- Professional and Courteous
- Schedule Management
- Sales
Timeline
Office Manager| Tax Preparer| Sales Professional
The Tax Whisperer
09.2020 - 10.2024
Co-Owner of Tax Preparation Office
Know More Taxes LLC
08.2018 - 09.2020
Sales
Zero Tax Due LLC
05.2018 - 08.2018
Payroll/ Bookkeeping Clerk
Venom Inspection Services
09.2016 - 12.2017
Dental Assistant
Terry Winchester DDS
05.2014 - 08.2016
Associate of Arts - Cosmetology
Paul Mitchell The School And The Aveda Institute
General Studies
North Harris County Community College, Houston Community College
Associate Degree - Tax Preparation
Liberty Tax School
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