Emilia Monique Barcenas
Ennis
Summary
Dynamic tax preparer and office manager with a proven track record at Bless & Dave Investments LLC, excelling in income tax preparation and client communication. Recognized for enhancing client satisfaction through meticulous document preparation and exceptional customer service, ensuring compliance with tax regulations while fostering strong client relationships.
Overview
18
18
years of professional experience
Work History
Tax Preparer /Office Manager
Bless & Dave Investements LLC
02.2020 - 11.2024
- 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.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
Tax Preparer / Office Manager
Harplet Marketing LLC
02.2012 - 12.2020
- 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.
Administrative Assistant Housekeeping
EBS Solutions LLC
03.2009 - 10.2012
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
- Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
- Ensured accurate record-keeping with diligent data entry and database management for vital company information.
Medical Office Assistant
Modern Back & Neck Clinic
06.2006 - 08.2009
- Answered telephone calls to offer office information, answer questions, and direct calls to staff.
- Coordinated patient scheduling, check-in, check-out and payments for billing.
- Directed patients to exam rooms, fielded questions, and prepared for physician examinations.
- Updated patient information and insurance details for accurate electronic medical records.
- Prepared patient charts by gathering and organizing medical records ahead of appointments.
Education
Medical Office Asst - Medical Asst.
PCI Health And Training
Dallas, TX02-2007
Skills
- Organization skills
- Document preparation
- Income tax preparation
- Local, state, and federal tax returns
- Client communication
- Data inputting
- Customer service
- Office administration
- Microsoft Word
- Time management
- Microsoft Excel
- File organization
- Microsoft outlook
- Customer relations
- Computer proficiency
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Timeline
Tax Preparer /Office Manager
Bless & Dave Investements LLC
02.2020 - 11.2024
Tax Preparer / Office Manager
Harplet Marketing LLC
02.2012 - 12.2020
Administrative Assistant Housekeeping
EBS Solutions LLC
03.2009 - 10.2012
Medical Office Assistant
Modern Back & Neck Clinic
06.2006 - 08.2009
Medical Office Asst - Medical Asst.
PCI Health And Training
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