Career advancementWork-life balanceCompany CulturePaid time offPaid sick leave401k matchPersonal development programs
Timeline
Tax Preparer
Jackson Hewitt
12.2025 - Current
Bachelor Of Science - Business Administration
University of Phoenix
2024 - 2026
Member Service Representative
State Employees Credit Union
08.2022 - Current
Financial Services Representative
Walmart
07.2016 - 07.2022
Work History
Tax Preparer
Jackson Hewitt
12.2025 - Current
Completed and filed returns with tax departments at local, state, and federal levels.
Communicated with clients regarding tax situations, providing guidance on financial decisions.
Utilized tax software to prepare returns and meet deadlines.
Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
Member Service Representative
State Employees Credit Union
08.2022 - Current
Promoted superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly.
Cross-trained and provided backup support for organizational leadership.
Maintained up-to-date knowledge of product and service changes.
Prepared working papers, reports and supporting documentation for audit findings.
Contacted customers to immediately find resolutions for escalated issues.
Provided journal entries and performed accounting on accrual basis.
Financial Services Representative
Walmart
07.2016 - 07.2022
Followed company policies, procedures, and practices for accurate recordkeeping and loss prevention.
Performed various money center services to customers.
Trained new employees on proper cash routines, procedures, and requirements.
Investigated discrepancies of cash register and POS System totals to resolve errors.
Communicated guest and employee requests to management for issue resolution.
Overview
10
10
years of professional experience
2
2
years of post-secondary education
Education
Bachelor Of Science - Business Administration
University of Phoenix
Tempe, AZ
2024 - 2026
Summary
Detail-oriented professional seeking to obtain an accounting position where I can leverage my financial services experience, strong organizational skills, and commitment to accuracy.