Summary
Overview
Work History
Education
Skills
Certification
Timeline

ERLINDA A ESTEFANI

CYPRESS,USA

Summary

I am a trustworthy, dedicated and highly motivated professional with diverse skills and competencies enthusiastic about achieving exceptional services to a challenging position in an organization or corporation where I can share and contribute to the success of the business.

Organized and dedicated Administrative Assistant with proven track record of providing exceptional customer service in fast-paced environments. Offering keen attention to detail and strong decision-making skills to manage multiple, concurrent tasks. Self-motivated work ethic to perform effectively in independent or team environments.

Overview

13
13
years of professional experience
1
1
Certification

Work History

HR and Office Administrative Assistant

Angelus Health Services, Inc.
06.2017 - 08.2025
  • Prepares hiring materials to be filled up by job applicants and does preliminary interview before endorsing to the Administrator for the final interview and hiring.
  • Properly handles, files, safe-keeps employees’ records and updates credentials annually.
  • Maintains secured storage of all documents with confidential information.
  • Ensures that employees are well aware of HR policies and guidelines.
  • Provides assistance for benefits and payroll of our employees.
  • Coordinates with partnered therapy agency providers for our patients’ care.
  • Conducts patient perception survey twice a month to gain feedbacks of our services.
  • Promptly attends to telephone calls and office inquiries.
  • Provides courteous, tactful and accurate responses to customer’s complaints and inquiries on phone, correspondences as letters or e-mails, or face-to-face.

TAX PREPARER

LIBERTY TAX SERVICE
01.2014 - 03.2020
  • Provided first-rate customer service by accurately preparing all paperwork and completing all required data entry according to office policy and procedure.
  • Conducted in-depth interview with the clients to obtain all information and documents required for tax return preparation.
  • Explained thoroughly to clients the appropriate procedures, paperwork and time frames applicable to the service being provided.
  • Accurately inputted all clients’ information based on available documents to tax prep computer system.
  • Ensured prompt and timely transmission of tax returns to IRS.
  • Securely and properly filed clients’ records in the office.
  • Occasionally engaged in Person to Person (P2P) marketing by handing out business cards and engaging possible clients to file their taxes with us.
  • In four different franchise locations

TAX INSTRUCTOR

LIBERTY TAX SERVICE
09.2014 - 12.2018
  • Handled and conducted training (day and night classes) to adults interested to learn about Federal Income Tax Laws.
  • Taught Basic Income Tax Course, for 10 weeks.
  • In two different franchise locations

OFFICE MANAGER

LIBERTY TAX SERVICE
12.2012 - 12.2013
  • Effectively managed the overall operations of a franchised owned tax office.
  • Supervised the daily performances of five (5) staff who worked on proper and accurate processing and prompt delivery of clients’ income tax return to IRS.
  • Attended to customers’ needs promptly not only to satisfy but to delight them with our excellent service and care.
  • Provided courteous responses to customers’ inquiries or complaints with great tact and care.
  • Assisted and facilitated clients’ claims for tax refunds.
  • Ensured proper storage and safety of all clients’ tax files to maintain its confidentiality.
  • Led and promoted teamwork and camaraderie with and among the staff.
  • Increased customers and conserved them by helping them achieved their purpose promptly.

Education

Basic Tax Preparation Course -

Liberty Tax School, Houston, Texas
01.2012

Life Insurance Operations Courses 1 and 2 -

Life Office Management Association, Inc (LOMA), Atlanta, Georgia
09-1994

Foundation of Customer Service -

Life Office Management Association, Inc (LOMA), Atlanta, Georgia
09-1992

Bachelor of Science in Business Administration - Accounting

Philippine School of Business Administration (PSBA)
03-1973

Bachelor of Arts - Mathematics/English (with 21 units in Education)

Colegio De Sta. Isabel, Naga City, Camarines Sur
10-1970

Skills

  • Excellent communication skills both verbal and written
  • Good human relations or interpersonal skills
  • Customer Service skills
  • Teaching and Training skills
  • Analytical Skills including Accounting and Auditing
  • Computer skills – Microsoft Word, Power Point and Excel
  • In-depth knowledge of Life Insurance Company Operations
  • Records management
  • Tax return preparation
  • Tax law knowledge
  • Teamwork and collaboration
  • Time management

Certification

  • Fellow, Life Management Institute (FLMI) Life Office Management Association, Inc. (LOMA) Atlanta, Georgia, USA
  • Associate in Customer Service (ACS) Life Office Management Association, Inc. (LOMA) Atlanta, Georgia, USA
  • Certified Public Accountant (CPA) Board of Accountancy, Philippines
  • Teacher for Secondary Schools Professional Regulation Commission, Philippines

Timeline

HR and Office Administrative Assistant - Angelus Health Services, Inc.
06.2017 - 08.2025
TAX INSTRUCTOR - LIBERTY TAX SERVICE
09.2014 - 12.2018
TAX PREPARER - LIBERTY TAX SERVICE
01.2014 - 03.2020
OFFICE MANAGER - LIBERTY TAX SERVICE
12.2012 - 12.2013
Liberty Tax School - Basic Tax Preparation Course,
Life Office Management Association, Inc (LOMA) - Life Insurance Operations Courses 1 and 2,
Life Office Management Association, Inc (LOMA) - Foundation of Customer Service,
Philippine School of Business Administration (PSBA) - Bachelor of Science in Business Administration, Accounting
Colegio De Sta. Isabel - Bachelor of Arts, Mathematics/English (with 21 units in Education)

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ERLINDA A ESTEFANI