David Sterckle
Wurtland,KY
Summary
Dynamic Tax Preparer Analyst with H&R Block, skilled in maximizing client tax benefits through meticulous income tax preparation and compliance. Proven ability to build strong client relationships and deliver exceptional customer service, enhancing satisfaction during peak seasons. Expertise in navigating complex tax scenarios and maintaining accurate records for local, state, and federal returns.
Overview
21
21
years of professional experience
Work History
Tax Preparer Analyst
H&r Block
Flatwoods, KY
11.2018 - Current
- Prepared individual and business tax returns ensuring compliance with federal and state regulations.
- Analyzed client financial data to identify potential deductions and credits, maximizing tax benefits.
- Reviewed completed tax returns for accuracy and adherence to H&R Block standards before submission.
- Guided clients through complex tax scenarios, providing explanations of tax law implications and options.
- 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.
- Assessed client tax situations to determine best filing options.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- 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.
- Collaborated with colleagues to develop best practices for efficient and effective tax preparation.
Technical Support Representative
AT&T
Ashland, KY
03.2005 - 07.2017
- Resolved technical issues for customers via phone and chat support, enhancing user experience.
- Guided customers through troubleshooting steps to restore services, ensuring timely resolutions.
- Documented customer interactions and solutions in CRM system for future reference and training purposes.
- Collaborated with cross-functional teams to address complex customer concerns effectively.
- Resolved complex technical problems through effective troubleshooting techniques, enhancing the user experience.
- Documented customer interactions in detail within the case management system, ensuring comprehensive records were maintained for future reference.
- Used ticketing systems to manage and process support actions and requests.
- Managed high levels of call flow and responded to technical support needs.
Education
Mechanical Engineering
Meisterschule Muenchen
Munich, Germany07-1982
Skills
- Organization skills
- Document preparation
- Income tax preparation
- Local, state, and federal tax returns
- Relationship building
- Data gathering
- Tax law compliance
- Verbal/written communication
- Tax law knowledge
- Financial management
- Individual taxation
- Information processing
- Records management
- Mathematical calculations
- Customer service
- Critical thinking
- Small business tax returns
- Appointment scheduling
- Accounting support
Languages
German
Native or Bilingual
Timeline
Tax Preparer Analyst
H&r Block
11.2018 - Current
Technical Support Representative
AT&T
03.2005 - 07.2017
Mechanical Engineering
Meisterschule Muenchen