Dedicated and detail-oriented individual with a strong background in customer service and sales support, seeking to leverage my skills in pre-sales administration, customer engagement and data integrity to contribute to the success of your company
Overview
5
5
years of professional experience
Work History
Tax Associate
Intuit
Dallas, TX
12.2023 - 04.2024
Reviewed and analyzed financial statements to identify all potential deductions.
Prepared federal, state, and local tax returns for individuals.
Researched complex tax issues in order to provide accurate advice and guidance.
Assisted clients with the preparation of financial documents related to taxes.
Ensured compliance with applicable laws and regulations regarding taxation matters.
Provided technical assistance to other professionals in the organization as needed.
Responded promptly to inquiries from both internal and external customers regarding taxation issues.
Performed detailed reviews of client accounts prior to filing taxes in order to identify any discrepancies or errors.
Prepared written summaries of findings for review by senior management personnel.
Resolved customer complaints related to their tax filings in an efficient manner.
Conducted research and compiled backup documentation.
Furnished taxpayers with sufficient information and advice to verify correct tax form completion.
Sales Support Coordinator
Belfort Watch
Sterling, VA
11.2018 - 12.2023
Researched potential leads in target markets to identify new business opportunities.
Developed strong relationships with existing customers through regular follow-up calls and emails.
Conducted market research on competitors' products and pricing strategies.
Generated weekly reports detailing sales performance metrics for management review.
Reviewed sales contracts for accuracy prior to submitting them for approval.
Followed-up with sales teams and customers with complex issues to coordinate resolutions.
Met performance standards consistently for answer rate, handle time and service quality.
Collaborated with international sales, manufacturing and shipping departments to process necessary documentation and manage related logistics.
Processed transactions using a point-of-sale system.
Created weekly, monthly, quarterly reports for the sales department outlining progress towards goals.
Provided administrative support to the sales team by maintaining accurate customer records and updating customer databases.
Education
Northern Virginia Community College
01-2024
Skills
Time management
Proficiency in Microsoft Excel, word and Powerpoint