Diane Larman
Intuit
Grayson,USA
1
Certification
33
years of professional experience
Detail-oriented Tax Preparer with over 15 years of experience in preparing 1099 and 1040 forms. Skilled in customer service and bookkeeping, effectively identifying clients' financial needs and delivering tailored solutions. Committed to enhancing client satisfaction through efficient tax preparation and strong communication in call center operations.
Work History
Tax Preparer
6 Months- Prepared and filed individual and small business tax returns, ensuring accuracy and compliance with IRS regulations
- Provided personalized tax advice, fostering client satisfaction and encouraging repeat business
- Utilized Intuit tax software to process returns and resolve client issues, enhancing overall service delivery
- Assisted average of [...] clients weekly with tax inquiries and documentation to ensure timely filings
Customer Service Representative
1 Year 5 Months- Assisted clients in accessing their stimulus checks, Processed client garnishments
- Executed property levies
- Filed property liens to secure creditor interests
- Served information subpoenas to clients
- Reviewed legal documents for accuracy and compliance
- Account investigations
- Meeting legal deadlines
Remote Customer Service Representative
10 Months- Delivered tailored solutions to new and long-standing customers, effectively addressing concerns
- Assisted customers with account payments and established payment plans to enhance financial management
- De-escalated customer concerns, restoring satisfaction and trust
- Maintained a calm environment during customer interactions
- Exhibited a friendly demeanor to enhance customer interactions
Manager
1 Year 1 Month- Attended to customer needs to enhance satisfaction
- Operated cash register efficiently to ensure accurate transactions
- Cleaned work area regularly to ensure a safe environment
- Managed financial records to track income and expenses
- Placed and received orders to maintain inventory levels
- Answered company telephone calls promptly to assist customers
Manager
11 Months- Reviewed business opportunity advertisements and publications to identify viable investment properties for sale
- Purchased homes and coordinated with subcontractors to assess necessary repairs and renovations for resale
- Estimated improvement costs to evaluate potential resale value of homes
Tax Associate
4 Years 5 Months- Prepared and filed customers' tax returns to ensure compliance and maximize refunds
- Processed and issued refund checks to customers in a timely manner
- Input customer data into computer systems
- Maintained accurate bookkeeping records to support financial operations.
- Responded to customer inquiries via telephone to provide support and information
Dietary Aide
1 Year 3 Months- Served meals to patients, ensuring dietary requirements were met
- Organized diet sheets for patients to facilitate accurate meal planning
- Maintained cleanliness and organization of work station to support food safety standards
- Assisted in assembling and distributing meal trays to patients efficiently during meal service.
- Supported dining area operations by assisting guests and maintaining a clean environment.
Dietary Aide
5 Years 6 Months- Responded to customer concerns and requests, ensuring timely resolution and satisfaction
- Cultivated customer relationships to foster loyalty and encourage repeat business
- Managed large volume of daily calls while maintaining high customer satisfaction rate
- Practiced active listening with customers, confirming and clarifying details for effective support
Education
Associate of Arts - Business Administration And Management
Bachelor of Arts - Psychology
Skills
Tax Compliance Knowledge
Tax Filing Preparation
Client Consultation
Tax preparation
Client engagement
Customer Service
Courteous demeanor
Certification
Substance and Abuse counselling
Timeline
Tax Preparer
Intuit
10.2023 - 04.2024Read More
Customer Service Representative
Activus Connect
01.2019 - 06.2020Read More
Remote Customer Service Representative
Collaborative, LLC
02.2018 - 12.2018Read More
Manager
K&D Dollar Store
03.2009 - 04.2010Read More
Manager
D Investment
11.2006 - 10.2007Read More
Dietary Aide
Calvary Hospital
04.2003 - 07.2004Read More
Tax Associate
H&R Block
11.2001 - 04.2006Read More
Dietary Aide
King Harbor Care Center
04.1991 - 10.1996Read More
Everest University
Associate of Arts from Business Administration And Management
Read More
New England College
Bachelor of Arts from Psychology
Read More
HONORS & AWARDS
Dean List