Detail-oriented Tax Assistant with expertise in case management and customer service. Resolved complex client issues while educating diverse populations on tax obligations, enhancing accessibility and understanding. Committed to maintaining information security and delivering timely, efficient services.
Overview
1
1
Certification
29
29
years of professional experience
Work History
Site Coordinator / Tax Specialist
San Juan College Four Corners Tax Help
06.2025 - 06.2026
Review financial and supporting documents to ensure accuracy and compliance with IRS regulations.
Conducted intake interviews to assess eligibility for tax assistance programs, enhancing access for clients.
Assist clients in understanding tax credits, deductions, and filing requirements.
Resolved complex client issues and clarified procedures and requirements, improving client understanding and satisfaction.
Safeguarded sensitive client information to protect personal data. and safeguard sensitive personal information.
Coordinated appointment scheduling to enhance client support. and coordinate services for clients and volunteers.
Train and assist volunteers with intake procedures and tax preparation processes.
Manage case files, electronic records, and document processing.
Coordinate daily operations to ensure efficient and timely service delivery.
Collaborated with community organizations and outreach sites to expand service delivery to underserved populations, increasing community impact.
Volunteer Tax Preparer
San Juan College Four Corners Tax Help
01.2024 - 05.2025
Prepared federal and state income tax returns through the Volunteer Income Tax Assistance (VITA) Program.
Conducted client interviews and reviewed documents to determine eligibility and filing requirements.
Educated clients on tax credits, deductions, and filing requirements to enhance their tax knowledge.
Addressed client concerns and clarified tax preparation procedures to facilitate understanding and compliance.
Delivered tailored customer service to diverse populations, ensuring a positive and informative experience.
Maintained confidentiality of sensitive financial and personal information.
Organized and maintained case files and supporting documentation.
Assisted with scheduling and document management.
Collaborated with staff and volunteers to ensure accurate and timely service delivery.
Field Supervisor
U.S. Census Bureau
08.2019 - 10.2020
Organized workflow and delegated assignments to optimize team efficiency.
Monitored employee performance and productivity to identify areas for improvement.
Established goals and communicated expectations to staff.
Trained and coached new staff members to enhance onboarding and integration.
Handled customer complaints by actively listening and providing solutions to enhance satisfaction.
Maintained personnel records and timekeeping information.
Ensured adherence to agency policies and procedures.
Municipal Court Clerk Advanced
New Mexico Motor Vehicle Division
07.2013 - 04.2019
Processed vehicle and driver transactions through state databases, ensuring timely and accurate service delivery.
Reviewed supporting documentation for compliance with state and federal laws, safeguarding legal standards and integrity.
Ensured accurate financial transactions by processing customer payments. and maintained accurate records.
Provided customer service in person, by telephone, mail, and online.
Aided supervisors with operational tasks to ensure smooth workflow. with opening and closing procedures and balancing deposits.
Conducted vehicle identification inspections and road test activities.
Resolved customer concerns with confidentiality and professionalism, enhancing customer satisfaction and trust.
Automation Technician
Resource Automation & Electrical
07.2006 - 07.2013
Monitored processes and identified operational issues to enhance system reliability.
Executed repairs and maintenance on electronic equipment and systems to ensure optimal functionality.
Read blueprints, wiring diagrams, and schematic drawings.
Maintained accurate records and documentation to support operational efficiency..
Communicated effectively with supervisors and coworkers.
Receptionist
Family Crisis Center
04.2005 - 10.2005
Scheduled appointments and placed reminder calls to optimize client attendance.
Managed incoming and outgoing calls to ensure effective communication and service.
Directed visitors and provided administrative support to enhance office operations.
Processed payments and reconciled cash receipts.
Maintained daily logs and confidential records.
Coordinated group assignments and schedules.
Stock Clerk Supervisor
Alsco
06.1999 - 07.2003
Supervised workflow and daily operations.
Conducted training sessions for new employees to ensure they understood company policies and procedures.
Communicated regularly with management and staff to provide project updates and address concerns effectively.
Processed customer orders and maintained accurate records to ensure order fulfillment.
Office Automation Clerk
Dzilth Na O Dith Hle Health Center
05.1998 - 04.1999
Scheduled appointments and managed telephone communications, enhancing patient accessibility and office workflow.
Facilitated administrative tasks, streamlining office operations and supporting overall efficiency.
Maintained accurate and confidential files and records.
Processed bulk mailings for patients, ensuring timely delivery and compliance with privacy regulations.
Medical Records Clerk
Dzilth Na O Dith Hle Health Center
10.1997 - 04.1998
Maintained accurate medical records and confidential files to ensure compliance with regulations.
Filed records both manually and electronically to enhance retrieval processes.
Answered and routed telephone calls efficiently to assist patients and staff.
Managed office supplies and general office operations.
Education
Associate of Applied Science - Accounting
San Juan College
Farmington, NM
09-2026
Associate of Arts - Business Administration
San Juan College
Farmington, NM
01-2023
Business Office Professional Certificate - Office Adiminrative Assistance
San Juan College
Farmington, NM
01-2013
Associate of Applied Science - Accounting-Tax Specialist
San Juan College
Farmington, NM
09-2026
Bachelor of Arts - Business Administration And Management
University of Texas Tech
Lubbock, TX
09-2026
Skills
Eligibility Determination
Client Interviewing
Case management
Client Engagement
Customer Service
Problem Resolution
Data Entry
Microsoft Office Suite
Volunteer Coordination
Training and coaching
Appointment scheduling
Privacy Compliance
Communication skills
Organization
Certification
Accounting Bookkeeping Certificate San Juan College August 2025, Accounting Payroll Certificate San Juan College August 2025
HONORS & AWARDS
Certificate of Appreciation State of New Mexico October 2017
Timeline
Site Coordinator / Tax Specialist
San Juan College Four Corners Tax Help
06.2025 - 06.2026
Volunteer Tax Preparer
San Juan College Four Corners Tax Help
01.2024 - 05.2025
Field Supervisor
U.S. Census Bureau
08.2019 - 10.2020
Municipal Court Clerk Advanced
New Mexico Motor Vehicle Division
07.2013 - 04.2019
Automation Technician
Resource Automation & Electrical
07.2006 - 07.2013
Receptionist
Family Crisis Center
04.2005 - 10.2005
Stock Clerk Supervisor
Alsco
06.1999 - 07.2003
Office Automation Clerk
Dzilth Na O Dith Hle Health Center
05.1998 - 04.1999
Medical Records Clerk
Dzilth Na O Dith Hle Health Center
10.1997 - 04.1998
Associate of Applied Science - Accounting
San Juan College
Associate of Arts - Business Administration
San Juan College
Business Office Professional Certificate - Office Adiminrative Assistance
San Juan College
Associate of Applied Science - Accounting-Tax Specialist
San Juan College
Bachelor of Arts - Business Administration And Management