Data Entry Specialist
A-1 Accounting & Tax Services
Oklahoma
07.2022 - 06.2024
- Updated and recorded customer or client information to maintain accounts.
- Scheduled and confirmed appointments.
- Delivered administrative support to team members by making copies, sending faxes, organizing documents and rearranging schedules.
- Maintained daily calendars, set appointments with clients and planned daily office events.
- Prepared correspondence, reports and other documents in final formats with correct punctuation, capitalization, grammar and spelling.
- Input tax information into Drake Software to track details and complete returns.
- Assisted professional staff in gathering data for tax return preparation, maintained tax library and managed client tax and auditing files.
- Invoiced customers, reconciled accounts and managed other bookkeeping tasks.
- Answered questions from taxpayers and assisted individuals with completing tax forms.
- Operated cash register or POS system to receive payment by cash, check and credit card.
- Delivered high level of customer service to patrons using active listening and engagement skills.