Catherine McCourt
Phoenix, AZ 85029-2509,AZ
Summary
Accomplished Tax Professional with a proven track record at H & R Block Tax Services, enhancing client financial outcomes through expert tax law interpretation and strategic application of tax credits. Excelled in high-stress customer service roles, demonstrating exceptional problem-solving skills and a commitment to excellence. Mastery in state and local taxation, coupled with unparalleled professionalism, significantly improved client satisfaction and business growth.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Tax Professional
H & R Block Tax Services
Phoenix, Arizona
01.2012 - Current
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Prepared tax returns for clients in various industries according to government regulations and requirements.
- Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities.
- Provided information about available products and services to clients, resulting in increased business opportunities.
- Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits.
- Maintained up-to-date knowledge of evolving tax legislation, proactively informing clients about relevant changes impacting their financial situation.
Customer Service Representative
Coix Health Phoenix
Phoenix, AZ
07.2019 - 04.2024
- 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.
Call Center Representative
ManpowerGroup
Phoenix, Arizona
08.2017 - 07.2019
- Managed high call volumes while providing exceptional customer support and maintaining professional composure.
- Handled escalated calls professionally, effectively resolving complex issues and ensuring client satisfaction at all times.
- Mastered multiple software systems for seamless navigation during calls, improving efficiency and reducing hold times for customers.
- Enhanced customer satisfaction by efficiently addressing and resolving inquiries in a timely manner.
- Reduced average call handling time, ensuring prompt service to customers while maintaining quality interactions.
Education
High School Diploma -
Lawrence High School
Cedarhurst, NYCentral Arizona College
Coolidge, AZSkills
- Tax planning strategies
- Mathematical Calculations
- Internal Revenue Service Correspondence
- Tax Return Preparation
- Tax Law Compliance
- Benefits documentation
Certification
- tax Analysis
Timeline
Customer Service Representative
Coix Health Phoenix
07.2019 - 04.2024
Call Center Representative
ManpowerGroup
08.2017 - 07.2019
Tax Professional
H & R Block Tax Services
01.2012 - Current
High School Diploma -
Lawrence High School
Central Arizona College
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