Summary
Overview
Work History
Education
Skills
Timeline
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Carla R. Barron

Chiago

Summary

Dynamic and certified Tax Return Preparer with a proven track record at Liberty Tax Service, showcasing organizational proficiency and tax filing expertise. Excelled in client interactions, achieving high satisfaction through service excellence and strong written communication. Demonstrated ability to maintain confidentiality and adhere to tax laws, enhancing client trust and operational efficiency.

Overview

26
26
years of professional experience
4
4
years of post-secondary education

Work History

Tax Preparer

Liberty Tax Service
01.2025 - Current
  • Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
  • Analyzed financial records to verify accuracy of tax returns.
  • 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.
  • Maintained complete records of client tax returns and supporting documentation in secured areas.
  • Built strong rapport with clients through clear communication and regular updates on the status of their tax filings.
  • Maintained compliance by adhering to current tax laws and regulations.

Family Caregiver

Help At Home LLC
09.2023 - Current
  • Managed household tasks efficiently, creating a clean and organized living environment conducive to patient wellbeing.
  • Contributed to a positive atmosphere within the home setting by engaging in meaningful conversations and recreational activities with patients.
  • Coordinated healthcare appointments for patients, ensuring timely access to necessary medical services.
  • Assisted patients with physical therapy exercises, promoting improved mobility and overall health outcomes.
  • Facilitated open communication between family members and healthcare providers, fostering collaborative decision-making regarding patient care.
  • Improved patient care by developing personalized care plans and maintaining detailed records of daily activities.
  • Assisted clients with activities of daily living, promoting independence and quality of life.
  • Cleaned house, ran errands, managed laundry, and completed weekly grocery shopping.
  • Performed light housekeeping duties to maintain cleanliness standards while respecting the patient''s personal space.
  • Engaged patients in meaningful conversation, socialization, and activity while providing personal care assistance.
  • Assisted patients with self-administered medications.
  • Transported individuals to events and activities, medical appointments, and shopping trips.

Customer Service Assistant

U.S. Legal Support
04.2021 - 03.2022
  • Answered customer questions about product availability and shipment times.
  • Maintained clean and organized work environment to maintain customer safety.
  • Collaborated with team members to improve overall customer experience and boost company reputation.
  • Developed strong relationships with customers, establishing trust and loyalty through attentive service.

Paralegal/Receptionist

Swanson, Martin & Bell, LLP
11.2016 - 04.2021
  • Reduced attorney workload by drafting routine legal documents such as pleadings, motions, and affidavits.
  • Managed scheduling of court calendars and deadlines to maintain smooth flow of firm operations.
  • Enhanced case efficiency by organizing and maintaining legal documents, files, and correspondence.
  • Assisted counsel in preparing answers, providing documentation, and information for discovery request.
  • Prepared legal briefs, motions, and pleadings.
  • Helped attorneys prepare for trial by organizing exhibits and calling on witnesses to testify at hearings.
  • Facilitated timely and accurate billing by recording billable hours, expenses, and other relevant information in the firm''s billing system.
  • 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.
  • Streamlined front desk operations for increased efficiency by effectively managing phone calls, emails, and walk-in clients.
  • Responded to inquiries from callers seeking information.
  • Maintained a well-organized reception area with updated materials, contributing to a welcoming environment for visitors.
  • Answered central telephone system and directed calls accordingly.
  • Supported office efficiency by performing clerical tasks such as data entry, photocopying, scanning, and faxing documents.
  • Corresponded with clients through email, telephone, or postal mail.
  • Managed multiple tasks and met time-sensitive deadlines.
  • Provided administrative support to staff members by handling correspondence, filing documents, and managing office supplies inventory.
  • Maintained clean and welcoming reception area, contributing to positive first impression for visitors.
  • Supported company correspondence by drafting and distributing memos and emails.
  • Routed incoming mail and messages to relevant personnel without delay.
  • Sorted, received, and distributed mail correspondence between departments and personnel.
  • Handled incoming and outgoing package deliveries, working with vendors to complete special requests and track missing packages.

Customer Service Representative

Jewels Osco
04.1999 - 11.2013
  • Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
  • Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
  • Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
  • Responded to customer requests for products, services, and company information.
  • Investigated and resolved customer inquiries and complaints quickly.
  • Played a key role in annual inventory audits, ensuring accurate counts and minimal discrepancies between physical stock and database records.
  • Maintained accurate inventory records through consistent monitoring and updating of scanned items.
  • Ensured compliance with company policies and industry regulations related to product labeling, pricing accuracy, and recordkeeping.
  • Implemented quality control measures to ensure the accuracy and reliability of all scanned data.
  • Updated store signage with current pricing information, helping customers make informed purchasing decisions while maintaining overall price integrity within the store environment.
  • Played an integral role in the successful completion of special projects or initiatives related to store operations, such as new product launches or system upgrades.
  • Kept records of production, tracked returned goods and took down and replaced new shelf tags.
  • Sorted, logged and distributed price change paperwork, labels and tags and guided other team members in ordering and receiving tags.
  • Monitored sales events for accuracy in scanning and signage, maintained current knowledge of weekly ad items and verified pricing integrity.
  • Researched scan error sheets and not-on-file sheets promptly, corrected errors found and kept log of manual retail price changes.

Education

Associate of Applied Science - Paralegal Studies

Northwestern Business College
Bridgeview, IL

High School Diploma -

Corliss Highschool
Chicago, IL
08.1996 - 06.2000

Skills

  • Organizational Proficiency
  • Document Formatting
  • Income Tax Specialist
  • Tax Return Preparation
  • Tax Filing Proficiency
  • Proficient in Client Interactions
  • Efficient Data Recording
  • Strong Written Communication
  • Service Excellence
  • Certified Tax Return Preparer

Work ethic and integrity, customer service, patience and empathy, time management proficiency, dependability and punctuality, effective written and verbal communication, professionalism and courtesy, advanced problem-solving skills

  • Active listening
  • Critical thinking
  • Computer proficiency
  • Microsoft Excel
  • Order processing
  • Assertiveness
  • Store maintenance
  • POS systems expert
  • Office administration
  • Document preparation
  • Proofreading
  • Trial preparation assistance

Timeline

Tax Preparer

Liberty Tax Service
01.2025 - Current

Family Caregiver

Help At Home LLC
09.2023 - Current

Customer Service Assistant

U.S. Legal Support
04.2021 - 03.2022

Paralegal/Receptionist

Swanson, Martin & Bell, LLP
11.2016 - 04.2021

Customer Service Representative

Jewels Osco
04.1999 - 11.2013

High School Diploma -

Corliss Highschool
08.1996 - 06.2000

Associate of Applied Science - Paralegal Studies

Northwestern Business College

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Carla R. Barron