Summary
Overview
Work History
Education
Skills
Timeline
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Curtis Van Orman

Orem,UT

Summary

Dynamic Account Manager with a proven track record at SecurityMetrics, excelling in client engagement and tailored security solutions. Unique ability to foster trust, while effectively communicating complex information. Great with details and work flow. Focus on the customer experience to maintain client satisfaction and retention.

Overview

19
19
years of professional experience

Work History

Account Manager

SecurityMetrics
03.2022 - Current
  • Managed client relationships, ensuring satisfaction and retention through proactive communication.
  • Developed tailored security solutions to meet diverse client needs and compliance requirements.
  • Analyzed customer feedback to identify trends and improve service delivery processes.
  • Facilitated training sessions for clients on security products and best practices for data protection.

Internal Revenue Agent

US Treasury - Internal Revenue Service
06.2006 - 03.2022
  • Conducted detailed audits of individual and business tax returns to ensure compliance with federal regulations.
  • Analyzed financial records and documentation to identify discrepancies and assess accuracy of reported income.
  • Collaborated with taxpayers to resolve disputes, providing guidance on tax obligations and procedures.
  • Developed comprehensive reports summarizing audit findings and recommendations for improvements in tax reporting practices.

Education

University of Utah
Salt Lake City, UT
05-2005

Skills

  • Client account management
  • Customer engagement
  • Cross-functional teamwork
  • Client communication skills
  • Tax research and application of Internal Revenue Code and Treasury Regulations
  • Establishing trust

Timeline

Account Manager

SecurityMetrics
03.2022 - Current

Internal Revenue Agent

US Treasury - Internal Revenue Service
06.2006 - 03.2022

University of Utah

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Curtis Van Orman