Donna Herring
Lake View,SC
Summary
Accomplished Tax Preparer at Betty's Tax Service, adept in income tax preparation and client communication, significantly enhanced client satisfaction through accurate, timely services. Proven expertise in bookkeeping and records management, alongside fostering strong client relationships, showcases a blend of technical and interpersonal skills. Achieved commendable compliance and confidentiality standards, contributing to sustained business growth.
Overview
15
15
years of professional experience
Work History
Tax Preparer
Betty's Tax Service
12.2019 - Current
- Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
- Analyzed financial records to verify accuracy of tax returns.
- 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.
- Communicated with clients regarding tax situations, providing guidance on financial decisions.
- Maintained compliance by adhering to current tax laws and regulations.
- 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.
- Prepared tax returns for clients in various industries according to government regulations and requirements.
- Managed multiple deadlines efficiently, ensuring all clients'' taxes were filed on time without compromising quality or accuracy.
Insurance Representative
Kemper Insurance
01.2016 - 03.2017
- Resolved escalated customer issues promptly and professionally, restoring confidence in our services while preserving brand reputation.
- Inspected insure personal property to determine insurance risk, balancing client need against company parameters.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Maximized policyholder satisfaction by efficiently handling claims and providing timely resolutions.
- Participated in ongoing professional development courses to maintain current knowledge of insurance products and regulations, enhancing overall expertise as a representative.
- Kept detailed records on individual insurance claims and incorporated into detailed client files.
- Developed strong relationships with clients through proactive communication and follow-ups, fostering trust and long-term business partnerships.
- Performed policy renewal and record retention.
- Attended seminars, meetings and educational programs to stay abreast of evolving needs of insurance industry and client base.
Insurance Representative
State Farm Insurance Inc
12.2009 - 01.2016
- Resolved escalated customer issues promptly and professionally, restoring confidence in our services while preserving brand reputation.
- Performed policy renewal and record retention.
- Attended seminars, meetings and educational programs to stay abreast of evolving needs of insurance industry and client base.
- Supervised insurance claims for equitable resolutions on behalf of both client and insurer.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Maximized policyholder satisfaction by efficiently handling claims and providing timely resolutions.
- Participated in ongoing professional development courses to maintain current knowledge of insurance products and regulations, enhancing overall expertise as a representative.
- Kept detailed records on individual insurance claims and incorporated into detailed client files.
- Tailored insurance plans to support client needs and establish sense of trust among community members.
- Provided clients with information on audit classifications, settlements and computations.
- Conducted prospective client interviews to assess needs, policy requirements and financial resources for best plan options for individuals.
- Developed strong relationships with clients through proactive communication and follow-ups, fostering trust and long-term business partnerships.
- Enhanced customer retention through personalized service and attention to individual needs.
- Maintained high standards of customer service by building relationships with clients.
Education
Associate of Arts - Education
Florence-Darlington Technical College
Florence, SC05.2007
Skills
- Organization skills
- Document Preparation
- Income Tax Preparation
- Local, state, and federal tax returns
- Bookkeeping
- Tax Return Preparation
- Client Communication
- Data Gathering
- Data inputting
- Organizational abilities
- Sales Tax Filing
- Bookkeeping Expertise
- Records Management
Timeline
Tax Preparer
Betty's Tax Service
12.2019 - Current
Insurance Representative
Kemper Insurance
01.2016 - 03.2017
Insurance Representative
State Farm Insurance Inc
12.2009 - 01.2016
Associate of Arts - Education
Florence-Darlington Technical College
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