Debra Diemer
Monticello,AR
Summary
Dynamic Tax Preparer with H&R Block, skilled in income tax preparation and client communication. Successfully enhanced client satisfaction through accurate filings and personalized tax planning strategies. Proven ability to adapt to evolving tax regulations while maintaining confidentiality and building strong client relationships. Committed to delivering exceptional service during peak seasons.
Overview
11
11
years of professional experience
Work History
Tax Preparer
H&r Block
Monticello AR
01.2015 - Current
- Assisted in preparing tax returns for individuals and small businesses.
- Conducted research on current tax laws to ensure compliance.
- Utilized tax preparation software to streamline filing processes.
- Organized client documents and financial records for accurate submissions.
- Communicated with clients to gather necessary information and clarify details.
- Maintained confidentiality of sensitive client information throughout the preparation process.
- Supported team members by learning best practices in tax preparation procedures.
- Adapted quickly to new tax regulations and software updates as needed.
- Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
- 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.
- Built strong rapport with clients through clear communication and regular updates on the status of their tax filings.
- Communicated with clients regarding tax situations, providing guidance on financial decisions.
- Educated clients on tax planning strategies, helping them save money in future years.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
Education
Bachelor In Business Administration - Business Administration
South University Savannah
GAAssociate Of General Studies - General Studies
Drew Central High School
Monticello, AR05.2011
Skills
- Organization skills
- Document preparation
- Income tax preparation
- Local, state, and federal tax returns
- Relationship building
- Tax return preparation
- Client communication
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Timeline
Tax Preparer
H&r Block
01.2015 - Current
Bachelor In Business Administration - Business Administration
South University Savannah
Associate Of General Studies - General Studies
Drew Central High School