Corinne "Cory" Cliff
Lorain
Summary
Dynamic Tax Expert with extensive experience at Intuit TurboTax, known for enhancing client satisfaction through high accuracy in tax preparation and exceptional client communication. Proven ability to train and develop staff while managing complex cases, ensuring confidentiality and trust. Skilled in local, state, and federal tax returns, fostering strong client relationships.
Overview
24
24
years of professional experience
1
1
Certification
Work History
Tax Expert, EA
Intuit TurboTax
Remote
12.2021 - 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. Survey Response Rate and Metrics reflective of such.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Provided Training to first year tax preparers through Intuit program.
- Ran Daily Huddles when regular Manager unable or out sick.
- Promoted Team unity by encouraging fellow team members and giving them an ear to vent or ask for help.
- Filled in for Manager when he was out, ran Huddles & meetings.
- Built strong rapport with clients through clear communication and regular updates on the status of their tax filings.
- Handled complex cases involving small business owners, self-employed individuals, and those with investments or rental properties, showcasing versatility in expertise within the field of taxation.
Tax Preparer and Manager
H&R Block
Cleveland OH Area (multiple Offices)
01.2008 - 04.2021
- 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.
- Collaborated with colleagues to share best practices and improve overall team performance.
- Adapted quickly to new tax software and technologies, enhancing efficiency in tax preparation tasks.
- Managed and motivated employees to be productive and engaged in work.
- Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
- Maximized performance by monitoring daily activities and mentoring team members.
- Cross-trained existing employees to maximize team agility and performance.
Escrow Closer
First American Title Insurance Co
Elyria, OH
03.2001 - 07.2007
- Managed complex multi-party transactions for successful completion, ensuring client satisfaction and timely closings.
- Resolved title issues prior to closing, collaborating with title officers to ensure clear property ownership transfers.
- Managed high-stress situations with professionalism and grace, ensuring that all parties remained informed and satisfied throughout the course of the transaction.
- Coordinated with various stakeholders, including buyers, sellers, lenders, and agents to facilitate smooth escrow closings.
- Educated first-time buyers on the escrow process, easing their concerns and simplifying complex concepts for better understanding.
Education
High School Diploma -
Lorain Catholic High School
Lorain OHSkills
- Organization skills
- Document preparation
- Income tax preparation
- Local, state, and federal tax returns
- Client communication
- Verbal/written communication
- Interpersonal strengths
- Staff development
Certification
- Enrolled Agent (EA) - Internal Revenue Service.
Timeline
Tax Expert, EA
Intuit TurboTax
12.2021 - Current
Tax Preparer and Manager
H&R Block
01.2008 - 04.2021
Escrow Closer
First American Title Insurance Co
03.2001 - 07.2007
High School Diploma -
Lorain Catholic High School