Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

GABRIELA CRUZ

Commerce City,CO

Summary

I am a bilingual individual with enthusiasm to grow. I have my Notary License and a certified tax professional i love to learn new things anedhave an amazing work ethic. Experienced professional driven to improve business operations and maximize team performance. Offering extensive background in the field. Focused on continuous team development and bottom-line profitability. Organized professional with several-year background in preparing state and federal tax returns for all types of clients. Considered practical, adaptable, and highly communicative. Seek to bring talents to well-established company. . Highly knowledgeable Tax Professional with background in diverse tax preparation settings. Demonstrated ability to interpret and apply current tax laws, regulations, and compliance measures effectively. Strengths include analytical skills, accuracy in tax preparations, and strong attention to detail. Previous work has resulted in improved operational efficiency through streamlined processes and clear communication with clients. Motivated student eager to apply classroom knowledge to real-world experiences, with a strong willingness to learn and contribute. Effective communicator with a collaborative mindset, ready to bring fresh perspectives and a strong work ethic to any team. Customer-focused individual with a passion for delivering exceptional service. Strong interpersonal skills with a talent for effectively addressing concerns. Committed to improving customer satisfaction and driving positive outcomes. Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. A committed student eager to leverage exceptional communication and interpersonal skills in a professional setting. Possesses experience in data entry and money handling. Capable of quickly memorizing product details and fostering strong customer relationships. Committed job seeker with a history of meeting company needs with consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand. Hardworking employee with customer service, multitasking, and time management abilities. Devoted to giving every customer a positive and memorable experience. Dedicated and adaptable professional with a proactive attitude and the ability to learn quickly. Strong work ethic and effective communication skills. Eager to contribute to a dynamic team and support organizational goals. Proactive and versatile professional with a dedication to quickly adapting to new challenges. Strong problem-solving abilities and a proven track record of fostering strong relationships with clients and team members. Focused on supporting team success and achieving positive results.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Tax Professional

Taxes Latinos
DENVER , CO
01.2020 - 04.2025
  • Advised clients on tax planning strategies to minimize liabilities and maximize returns.
  • Analyzed financial statements and other records to determine appropriate tax treatments and strategies.
  • Supplied detailed tax documentation needed to submit accurate corporate and individual returns.
  • Maintained strict confidentiality of client information in accordance with privacy laws and regulations.
  • Developed relationships with clients by providing excellent customer service throughout the entire process.
  • Consulted tax law handbooks or bulletins to determine procedures for preparation of atypical returns.
  • Provided education about various topics related to taxes such as retirement planning, estate planning, investments.
  • Maintained records of previous year's filings for comparison purposes during current year preparation efforts.
  • Reduced errors associated with missed tax benefits by completing comprehensive reviews of internal tax preparation documents.
  • Liaised between clients and tax authorities such as IRS representatives.
  • Furnished taxpayers with sufficient information and advice to verify correct tax form completion.
  • Researched changes in relevant laws or regulations as they pertain to taxes.

Member Support Specialist

FITZSIMONS FEDERAL CREDIT UNION
DENVER , CO
09.2024 - 03.2025
  • Facilitated communication between departments to ensure quality service delivery to members.
  • Presented and explained services and products to meet member needs.
  • Processed cash and check deposits every day.
  • Achieved goals for member experience, transaction accuracy and product cross-sell, resulting in consistent growth.
  • Collected deposits or payments and arranged for billing.
  • Increased customer satisfaction ratings by effectively answering questions, suggesting effective solutions, and resolving issues quickly.
  • Recommended improvements in products, service and billing methods to management to prevent future problems.
  • Presented existing and prospective customers with valuable service or product information to aid in decision-making.
  • Trained new employees on company policies, procedures, and systems related to membership services.
  • Liaised between customers and retail buyers to expedite orders and meet customer demands.
  • Provided top quality control and eliminated downtime to maximize revenue.
  • Exceeded established service goals while leveraging customer service, sales and employee management best practices.
  • Coordinated with third-party vendors regarding technical support requests from members.
  • Managed customer conflicts and challenging situations by staying calm and accessing internal knowledgebases to develop strategic solutions.
  • Investigated escalated cases involving complex problems or complaints from members.
  • Strengthened customer retention by offering discount options.
  • Maintained detailed records of customer interactions and transactions for future reference.
  • Reviewed customer feedback surveys in order to make improvements that would benefit members.
  • Updated databases with new and modified customer data.
  • Ensured compliance with applicable laws governing the handling of private customer data.
  • Audited customer account information to identify issues and develop solutions.
  • Coordinated with internal teams to ensure timely and successful delivery of solutions according to client needs.
  • Enhanced productivity and customer service levels by anticipating needs and delivering outstanding support.
  • Conferred with customers by telephone or in person to provide information about products or services and take orders.
  • Prepared and evaluated CRM reports to identify problems and areas for improvement.
  • Monitored customer satisfaction levels through surveys and feedback forms.
  • Provided customer service and technical support to members via phone, email, and chat.
  • Advised customers on how best to utilize our services based on their individual needs.
  • Conducted research into potential solutions for member inquiries not covered by existing protocols.
  • Compiled reports summarizing membership trends such as usage rates and customer feedback.
  • Delivered quality service by assessing, advising and assisting credit union members.
  • Surpassed sales goals through implementation of successful marketing strategies.
  • Updated system with order specifics and customer details, preferences, and billing information.
  • Helped members resolve account problems and navigate internal systems to handle routine needs.
  • Leveraged software and systems to research and resolve member inquiries.
  • Collaborated with sales team members to stay current on inventory levels and resolve item issues.
  • Assisted customers with product selection based on their individual needs and preferences.
  • Mentored junior team members and managed employee relationships.
  • Analyzed customer data in order to identify areas of improvement in the membership program.
  • Assisted with customer requests and answered questions to improve satisfaction.
  • Updated and maintained databases with current information.
  • Provided advice and recommendations on ways to enhance the member experience.
  • Assisted customers with price checks, lifting heavy items and addressing other inquiries.
  • Demonstrated strong problem-solving skills, resolving issues efficiently and effectively.
  • Completed routine maintenance and repair.
  • Contributed innovative ideas and solutions to enhance team performance and outcomes.
  • Identified needs of customers promptly and efficiently.
  • Exceeded customer satisfaction by finding creative solutions to problems.

Accounts Payable Clerk

STATE WIDE LOCK AND SAFE
DENVER, CO
06.2023 - 07.2024
  • Entered data into accounting system to maintain accurate financial records.
  • Collaborated with vendors, suppliers and staff members across departments to resolve any issues that arose.
  • Researched and responded to inquiries from vendors regarding invoice status or payment issues.
  • Matched orders with invoices and recorded required information.
  • Worked with purchasing group to resolve purchase order matching issues.
  • Analyzed invoice and expense reports, identified variances and researched issues to correct problems and maintain financial compliance.
  • Verified, classified, computed, posted and recorded accounts payable data and reconciled daily totals to confirm proper accounting.
  • Reconciled computer reports with manually maintained ledgers.
  • Verified vendor accounts by reconciling monthly statements and related transactions.
  • Worked closely with department personnel to produce accurate and timely bills.
  • Coded invoices to maintain organized and accurate records.
  • Calculated income and social security tax deductions.
  • Completed and submitted tax forms and returns, workers' comp forms and pension contribution documentation.

Education

High School Diploma -

WELD HIGH
NEW MWXICO
05-2013

Skills

  • Tax planning
  • Financial analysis
  • Tax preparation
  • Regulatory compliance
  • Client relationship management
  • Data analysis
  • Attention to detail
  • Communication skills
  • Problem solving
  • Customer service
  • Research skills
  • Time management
  • Record keeping
  • Team collaboration
  • Confidentiality management
  • Certified defense financial manager (CDFM)
  • Chartered alternative investment analyst (CAIA)
  • Certified treasury professional
  • Organizational growth
  • Certified divorce financial analyst (CDFA)
  • Liability control
  • Tax policy analysis
  • Income documentation
  • Client confidentiality
  • Direct IRS filing
  • Tax controversy resolution
  • Tax return filing
  • Financial risk manager
  • Needs assessment
  • Sales tax returns
  • Staff oversight
  • Professional demeanor
  • Storage procedures
  • Document preparation
  • Strategic consulting
  • Detail-oriented
  • Appointment scheduling
  • Certified government finance officer (CGFO)
  • Licensed public accountant

Certification

Notary License

Tax Professional License

Languages

Spanish
Professional
Portuguese
Limited

Timeline

Member Support Specialist

FITZSIMONS FEDERAL CREDIT UNION
09.2024 - 03.2025

Accounts Payable Clerk

STATE WIDE LOCK AND SAFE
06.2023 - 07.2024

Tax Professional

Taxes Latinos
01.2020 - 04.2025

High School Diploma -

WELD HIGH
GABRIELA CRUZ