Elsie Rock
Mansfield,TX
Summary
Experienced professional focused on meeting or exceeding objectives seeking Customer Service Representative position. Offers advanced training and knowledge of industry best practices. Recognized for leadership, planning abilities and clear, direct communication style.
Overview
12
12
years of professional experience
Work History
Senior Tax Analyst
H & R Block Tax Group
Mansfield, Texas
01.2015 - 06.2022
- Communicated with customers and taxing jurisdictions to clarify tax notices and resolve other inquiries.
- Prepared and reviewed federal and state tax returns to comply with submission requirements.
- Calculated estimated and tax liabilities and issued payment instructions to facilitate timely tax payments.
- Attended continuing education and required courses to increase professional expertise and obtain knowledge of updated tax laws and compliance criteria.
Guest Service Associate
Target
Mansfield, TX
11.2017 - 05.2020
- Greeted visitors and customers upon arrival, offered assistance and answered questions to build rapport and retention.
- Anticipated guests' service needs by asking questions to better understand needs and listening to guest preferences.
- Welcomed and acknowledged guests with smile, eye contact and friendly verbal greeting using guest's name, boosting overall guest satisfaction scores [Number]%.
Tax Specialist
J & L Enterprises
Mansfield, Texas
01.2012 - 05.2014
- Managed tax submissions and made sure all information complied with regulations.
- Worked with individuals, trusts and companies to manage tax compliance and reporting needs.
- Maintained thorough and current understanding of applicable tax laws.
- Reviewed financial statements for accuracy and integrity.
- 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.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Offered clients recommendations to reduce tax liabilities.
- Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits.
- Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
- Provided information about available products and services to clients, resulting in increased business opportunities.
Education
BBA - Marketing
Dallas Baptist University
Dallas, TXAssociate of Applied Science - Accounting
Panola College
Carthage, TXSkills
- Financial Transactions
- Client Interviews
- Venture Capital Fund Management
- Critical Thinking
- Call Documentation
- Building Customer Trust and Loyalty
- Efficient and Detail-Oriented
- Responding to Difficult Customers
- Understanding Customer Needs
- Upbeat and Positive Personality
Timeline
Guest Service Associate
Target
11.2017 - 05.2020
Senior Tax Analyst
H & R Block Tax Group
01.2015 - 06.2022
Tax Specialist
J & L Enterprises
01.2012 - 05.2014
BBA - Marketing
Dallas Baptist University
Associate of Applied Science - Accounting
Panola College
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