Skilled team player with strong background in customer service environments. Works well independently to handle projects and always ready to go beyond basics assignments. Quick learner with a great work ethic.
Overview
7
7
years of professional experience
Work History
Tax Preparer
Tallman Scheel
01.2022 - 12.2023
Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
Increased client satisfaction by providing accurate and timely tax preparation services.
Assessed client tax situations to determine best filing options.
Maintained complete records of client tax returns and supporting documentation in secured areas.
Communicated with clients regarding tax situations, providing guidance on financial decisions.
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.
Handled complex cases involving small business owners, self-employed individuals, and those with investments or rental properties, showcasing versatility in expertise within the field of taxation.
Server/Bartender
Ameristar Casino
10.2020 - 09.2022
Handled all customer payments through POS system, including accurately counting cash and processing card transactions
Completed full opening and closing checklists to contribute to team success
Delivered friendly, attentive, and courteous service consistently to maintain high satisfaction rates
Greeted guests promptly and immediately established service-focused and upbeat tone for interactions
Checked environment regularly for safety concerns and health code violations, and reported concerns to management for review
Engaged customers in friendly conversation to build connections and increase satisfaction.
Account Executive
Sterling Transportation Services
06.2020 - 03.2021
Determined department targets and implemented plans to achieve goals at individual and group level
Helped managers improve area operations by sharing customer feedback and contributing new ideas
Collaborated well with team members to carry out daily load assignments and achieve department targets
Arranged meetings with potential customers to discuss their logistics needs and collaborate on solutions to secure steady business
Reviewed sales and lane activities regularly to identify opportunities for improvement.
Account Executive
RFG Logistics Inc.
08.2019 - 06.2020
Handled various customer accounts, organized loading dates, collaborated with drivers, and enforced requirements for each load
Provided customers with updated estimated time of arrivals, quickly addressing problems if arise
Talked to customers on the phone, conducting weekly check-ins to ensure business was a success and plan for next week
Searched for loads and found new potential customers, reached out to company contacts and explained how RFG Logistics can increase business
Followed up on new customer leads
Analyzed weekly performance, provided feedback, and planned how to approach customers the following week.
Logistics Specialist
H&M Trucking
11.2016 - 06.2019
Planned and organized assigned areas in the United States, ensuring each driver has a respectable reload while meeting customer necessities
Dispatched trucks and communicated with drivers, always being open to their requirements
Conversed with customers to understand each company's commodity demands
Arranged load dates and discussed rates with customers
Ran mileage reports and analyzed each driver's productivity weekly
Created and presented a plan with the driver to increase performance
Answered telephones, took messages, or transferred calls to appropriate individuals.
Education
High School Diploma -
Iowa Connections Academy
Anita, IA
05.2015
Skills
Sales and Marketing
Customer and Personal Service
Negotiation
Active Listening
Critical Thinking
Judgment and Decision Making
Monitoring
Time Management
Local, state, and federal tax returns
Document Preparation
Organization skills
Income Tax Preparation
References
Chad Adams: Vice President of Sterling Transportation: 402-719-1654
Melissa Mckinley: Dispatcher of H&M Trucking:402-598-7725
Valerie Norman: 402-212-8426
Sally Sali Manager: 602-910-0575
Timeline
Tax Preparer
Tallman Scheel
01.2022 - 12.2023
Server/Bartender
Ameristar Casino
10.2020 - 09.2022
Account Executive
Sterling Transportation Services
06.2020 - 03.2021
Account Executive
RFG Logistics Inc.
08.2019 - 06.2020
Logistics Specialist
H&M Trucking
11.2016 - 06.2019
High School Diploma -
Iowa Connections Academy
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