INNA WALKER
Chesapeake,Virginia
Summary
Communicative, reliable, energetic and team-oriented professional with a history of positive relations with fellow workers, vendors, customers, staff and superiors. Over 15 years experience in sales and customer service oriented environments requiring diplomatic exchange, poise under pressure, effective problem solving skills and strict attention to detail.
High-performing Tax Peofessional proficient at preparing complete and accurate tax returns. Knowledgeable in overseeing all paperwork for tax preparation. Excellent planning, problem-solving and decision-making strengths and experienced in latest tax codes and changes.
Overview
21
21
years of professional experience
Work History
Tax Prep Assistant
Intuit, Turbo Tax
2022.12 - 2023.05
- Conducted over the phone interview with customers
- Helped customers to upload tax documents to their accounts
- Assisted customers with the closing interview by assembling the required documents for the tax preparer, obtained other required documents if needed
- Reviewing and identified right product based on their tax situation
- Finalizing and confirming a price for Intuit product continuing to matching customers to their tax preparer
- In a case where a customer does not agree with the price continued to guide customers of using Turbo Tax software completing tax return on their own.
Tax Prep Assistant
Intuit, Turbo Tax
2021.12 - 2022.05
- Conducted over the phone interview with customers
- Helped customers to upload tax documents to their accounts
- Assisted customers with the closing interview by assembling the required documents for the tax preparer, obtained other required documents if needed
- Reviewing and identified right product based on their tax situation
- Finalizing and confirming a price for the product continuing to matching customers to their tax preparer
- In a case where a customer does not agree with the price continued to guide customers of using Turbo Tax software to be able prepare taxes themselves.
MACY’S
2018.03 - 2020.06
Lancôme Beauty Advisor / Counter Sales Merchandiser
2017.09 - 2020.06
- Initially worked the Lancôme counter at one of the busiest Exchange stores in the U.S
- Military
- Quickly offered a promotion based on meritorious performance to include transfer to it’s marquee location in the Macy’s Store, Greenbrier Mall, Daily advise customers on a broad spectrum of beauty consulting topics and products
- Recommend appropriate products to clients based on expertise obtained from Lancôme training, peer training and personal experience in beauty techniques
- Display, maintain and present merchandise to walk-up customers
- Regularly participate in demonstrations involving makeup artists, beauty consultants, Lancôme specialists, models and other presenters to promote sales and networking opportunities
- Currently building a personal book of Lancôme product customers to regularly contact them when specials, sales, events and other benefits
- Handle the full range of routine retail sales and merchandising functions.
Tax Professional
H&R BLOCK
2019.11 - 2020.04
- Interviewed clients on a face to face or over the phone meeting.
- Informed customers on the tax preparation process
- Collected relevant financial records, including pay stubs and income statements
- Input data from financial records into tax return software
- Used applicable federal, state and local tax law to determine deductions and how much each client will pay or earn on the return
- Completed and filed tax documents with appropriate agencies, like the IRS, state and local government entities
- Acted as a representative for clients with applicable agencies as required
- Build customer relationships to promote and expand the business
Tax Professional
H&R BLOCK
2018.11 - 2019.04
- Completed and filed returns with tax departments at local, state, and federal levels.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits.
- Prepared tax returns for clients in various industries according to government regulations and requirements.
Real Estate Agent
ABRAMS REALTY / CHANTEL RAY REAL ESTATE / RESH REALTY GROUP
2016.08 - 2018.06
- Obtained Real Estate Sales License and worked as an independent contractor for two local Real Estate firms for a cumulative 18 months
- Listed, marketed, presented and sold residential real estate properties throughout the Southside Hampton Roads area
- Fulfilled weekly assignments to staff the RE office as well as open house hours at properties listed by the company
- Responded to phone-in and walk-in clientele, provided general information, accessed the Multiple Listing Service to obtain property data, scheduled appointments, and met with prospective clients to pursue property listings and sales
- Drafted applications for financing and sales contracts
- Attended settlement meetings a nd represented the best interest of clients and employers
- Guided homebuyers through the purchase process and led sellers in the listing, negotiation and settlement process.
NAVAL EXCHANGE STORE
2017.09 - 2018.02
Retail Sales Associate / Merchandiser / Cashier
KOHL’S
2017.09 - 2018.02
- Worked the holiday season at a local department store, handling the full range of routine sales/merchandising functions.
Administrative Clerk
NAVY & MARINE CORPS RELIEF SOCIETY
2016.01 - 2017.09
- Volunteered at a local office of a charitable/not-for-profit organization that provided financial aid to military members and families
- Completed formal and OJT training in policy and the proper procedures for issuing quick loans to constituents
- Worked along side a staff Customer Service Representative to schedule appointments, take notes during meetings, answer phone calls, initiate loan documents, and disperse funds to beneficiaries
- Initialized, updated and maintained database information on clients, populated report data for myriad statistical/financial summary reports, filled in for office receptionist and other staff during absences, and provided information in response to patron inquiries.
Income Tax Preparer
U.S. NAVY FLEET AND FAMILY SERVICE CENTER
2013.01 - 2013.05
- Volunteered to assist military members and their families in the preparation of Federal and State income tax filings.
Dental Claims Processor
2002.07 - 2003.09
- Assigned to the Military Members Support Office at the Naval Base complex in Great Lakes, IL through a temporary staffing agency
- Responded to walk-in and phone-in military members, assisting them with researching and resolving dental claims and any associated discrepancies
- Processed a high volume of dental claims for active duty and reserve personnel and their dependents and other beneficiaries
- Gained practical experience in the use of various commercial off-the-shelf (COTS) and proprietary software applications to access, update and manage data
Education
Bachelor of Arts - Business Administration, Accounting
UNIVERSITY OF MARYLAND UNIVERSITY COLLEGE
Adelphi, Maryland2014
Skills
- Active Listening
- Confidential Data Protection
- Data Inputting
- Financial Analysis Software
- Strategize Tax Plans
- Virtual Tax Interviews
- Government Regulations
- Mathematical Calculations
- Reviewing Benefits
- Customer Traffic Management
- Sales Records Management
- Digital Databases
Additional Information
- Licensed Real Estate Sales Agent in Virginia, since 2016 to Present
Languages
Russian
Native or Bilingual
Timeline
Tax Prep Assistant
Intuit, Turbo Tax
2022.12 - 2023.05
Tax Prep Assistant
Intuit, Turbo Tax
2021.12 - 2022.05
Tax Professional
H&R BLOCK
2019.11 - 2020.04
Tax Professional
H&R BLOCK
2018.11 - 2019.04
MACY’S
2018.03 - 2020.06
Lancôme Beauty Advisor / Counter Sales Merchandiser
2017.09 - 2020.06
NAVAL EXCHANGE STORE
2017.09 - 2018.02
Retail Sales Associate / Merchandiser / Cashier
KOHL’S
2017.09 - 2018.02
Real Estate Agent
ABRAMS REALTY / CHANTEL RAY REAL ESTATE / RESH REALTY GROUP
2016.08 - 2018.06
Administrative Clerk
NAVY & MARINE CORPS RELIEF SOCIETY
2016.01 - 2017.09
Income Tax Preparer
U.S. NAVY FLEET AND FAMILY SERVICE CENTER
2013.01 - 2013.05
Dental Claims Processor
2002.07 - 2003.09
Bachelor of Arts - Business Administration, Accounting
UNIVERSITY OF MARYLAND UNIVERSITY COLLEGE
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