Charity Jones
Lakeland
Summary
Detail-oriented Tax Support Specialist with expertise in tax compliance and document review. Skilled in managing client communications and organizing records to improve workflow efficiency. Committed to delivering exceptional customer service and fostering efficient client interactions.
Overview
7
7
years of professional experience
Work History
Tax Support Specialist
Harding Bell International
Auburndale
11.2021 - Current
- Provided tax support to clients ensuring compliance with regulations.
- Communicated with clients to clarify documentation and requirements.
- Coordinated with team members to enhance efficiency of tax processes and workflows.
- Reviewed documents submitted by taxpayers to ensure completeness before submission to taxing authorities.
- Responded promptly to inquiries from taxpayers regarding their accounts or payment status.
- Provided exceptional customer service, addressing client concerns and questions promptly.
- Maintained strict confidentiality of client information in accordance with privacy laws and regulations.
- Cultivated professional relationships with clients to foster loyalty and encourage repeat business.
- Supported work of senior-level accounting and tax preparation professionals to maximize office productivity.
Administrative Assistant
Eccleston International Tax
Auburndale
10.2018 - 11.2021
- Provided administrative support to the executive team, including scheduling meetings and managing calendars.
- Managed daily office operations and maintained organized filing systems.
- Provided administrative support to team members on projects, enhancing overall project efficiency.
- Updated system to organize office documentation, maximizing efficiency and increasing productivity.
- Developed and maintained filing systems for confidential documents and records.
- Handled confidential documents in an organized fashion according to established protocol.
- Greeted visitors in a professional manner, responding to inquiries and directing them to appropriate personnel.
- Communicated with clients via phone and email regarding inquiries and updates.
- Responded to phone calls and emails to provide information, ensuring clear and effective business correspondence.
- Guided clients in completing forms and gathering necessary information to facilitate service delivery.
Education
GED -
Greece Athena High School
Rochester, NY06-1994
Skills
- Tax compliance
- Document review
- Electronic filing
- Tax form preparation
- Record management
- Customer relationship management
Timeline
Tax Support Specialist
Harding Bell International
11.2021 - Current
Administrative Assistant
Eccleston International Tax
10.2018 - 11.2021
GED -
Greece Athena High School