Talented tax professional with firm grasp of related compliance standards. Meticulous and well-organized with top-notch abilities in customer relations, time management and verbal and written communication. Proficient in Work center
Overview
7
7
years of professional experience
1
1
Certification
Work History
Tax Specialist
HR Block
Brick , NJ
01.2024 - Current
Prepared, reviewed, and filed tax returns for individual clients.
Analyzed financial documents to ensure accuracy of information reported on tax forms.
Researched and interpreted complex tax regulations in order to advise clients on the most advantageous methods of filing their taxes.
Identified potential deductions or credits that could reduce the amount of taxes owed by a client.
Performed calculations to determine estimated taxes due or refunds expected.
Advised clients on strategies to minimize their future tax liabilities.
Created reports summarizing the details of all filings made during the year.
Provided guidance to clients regarding changes in federal, state, and local laws that may affect them financially.
Maintained current knowledge of changes in taxation rules and regulations through continuing education and professional development courses.
Office Manager
Exp Realty william Hagan Group
Asbury, NJ
10.2022 - 12.2023
Developed and implemented office policies and procedures.
Assisted with the preparation of budgets, forecasts and financial statements.
Supervised staff members, organized schedules and delegated tasks.
Coordinated meetings, conferences, travel arrangements and department activities.
Maintained filing system for records, correspondence and other documents.
Ordered supplies and equipment to maintain adequate inventory levels.
Provided administrative support to management team including preparing reports and presentations.
Created spreadsheets in Excel to track data such as vacation requests, sick days .
Answered phone calls, responded to emails, routed mail and coordinated courier services.
Mechanical Engineering Intern
Audi Freehold
Freehold, NJ
05.2022 - 09.2022
Assembled and tested prototype components for mechanical systems.
Developed CAD models to evaluate designs of new products.
Performed calculations on stress, strain, bending moments and other properties of materials.
Created technical drawings using AutoCAD software.
Reviewed engineering documents such as design reports, test plans and specifications.
Assisted in the development of product testing procedures and methods.
Technical Support Representative
Dish Network Corp
Jackson , NJ
01.2021 - 04.2022
Provided technical assistance to customers through phone, email and chat support.
Troubleshot customer inquiries related to software and hardware issues.
Resolved escalated customer service issues in a timely manner.
Assisted customers with installation of new hardware and software applications.
Diagnosed system errors and implemented solutions to resolve them.
Maintained detailed records of customer interactions and transactions.
Identified potential areas for improvement in existing products or services.
Monitored customer feedback to ensure high levels of satisfaction.
Created reports on customer complaints and feedback for management review.
Front End Supervisor
Wegmans
Ocean, NJ
08.2018 - 12.2020
Developed and implemented strategic plans for front end operations to ensure customer satisfaction.
Maintained accurate records of inventory, sales, and employees.
Trained new employees in customer service techniques and store policies.
Organized staff schedules to maximize efficiency while minimizing labor costs.
Monitored cash register transactions to ensure accuracy and compliance with company policies.
Resolved customer complaints in a professional manner.
Conducted regular performance evaluations of front end personnel.
Ensured adequate staffing levels during peak business hours.
Implemented procedures to reduce shrinkage and increase profitability of the department.
Performed daily audits on registers and safe counts to verify accuracy of funds on hand.
Customer Service Supervisor
Kmart, Sears Holding
West Long Branch, NJ
06.2017 - 08.2018
Supervised and trained customer service staff to ensure excellent customer service delivery.
Provided guidance and support to junior customer service representatives, including coaching and mentoring.
Monitored customer service performance metrics, such as call response times, resolution rates, and customer satisfaction ratings.
Identified areas of improvement in the customer service process and developed strategies to address them.
Developed policies and procedures for handling incoming calls, emails, complaints, returns, refunds.
Conducted regular team meetings with customer service staff to discuss issues or changes in policies and procedures.
Assisted customers with product inquiries and resolving complaints promptly and professionally.
Resolved escalated customer disputes in a timely manner while maintaining good relationships with customers.
Education
Bachelor of Science - Accounting
Richard Stockton University
Galloway, NJ
05-2025
Associate of Science - Computer Science
Brookdale Community College
Lincroft, NJ
12-2022
High School Diploma -
Ocean Township High School
Oakhurst, NJ
06-2019
Skills
Tax planning
Accounting Principles
File Management
Tax Preparation
Documentation skills
Real Estate Law
Recruiting clients
Property Inspections
Lease Agreements
Investment properties
Consultative Sales
Complaint resolution
Account updating
Data Entry
Appointment Scheduling
Call Management
Certification
Real estate Sales person
Tax specialist II certification
Affiliations
Played Baseball, Football and track in High school.
References
References available upon request.
Timeline
Tax Specialist
HR Block
01.2024 - Current
Office Manager
Exp Realty william Hagan Group
10.2022 - 12.2023
Mechanical Engineering Intern
Audi Freehold
05.2022 - 09.2022
Technical Support Representative
Dish Network Corp
01.2021 - 04.2022
Front End Supervisor
Wegmans
08.2018 - 12.2020
Customer Service Supervisor
Kmart, Sears Holding
06.2017 - 08.2018
Bachelor of Science - Accounting
Richard Stockton University
Associate of Science - Computer Science
Brookdale Community College
High School Diploma -
Ocean Township High School
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