Jacob Morin
Troy,NY
Summary
Dedicated Tax Payer Service Specialist with proven client retention strategies and exceptional problem-solving skills. Committed to enhancing customer experiences through effective communication and technical proficiency.
Overview
11
11
years of professional experience
Work History
Tax Payer Service Specialist 1 (TSSI)
New York State Tax And Finance Personal Income Tax and Corporation Tax
Schenectady, NY
01.2017 - Current
- Provided exceptional customer service by addressing inquiries and resolving issues promptly.
- Analyzed taxpayer information to ensure compliance with regulations and improve filing accuracy.
- Worked and resolved paper protest cases and exceptions to correct errors within our softwear system, e-empire.
- Answered phone calls daily including; Operator level 1&2 Personal Income Tax calls to billing calls, tax preparer registration, sales tax registration, Dept of Health Covid line, and the pass-through entity tax customer service line.
- Established installment payment arrangements as needed
- Supervised employees with coding for personal NYS tax returns
- Worked with NYS software including Altova and UTM.
Front End Supervisor / Office Tean
Price Chopper Supermarket
Watervliet, NY
01.2015 - Current
- Supervised daily operations, ensuring compliance with safety and quality standards.
- Trained and mentored team members to enhance performance and customer service skills.
- Coordinated schedules for breaks and assignments to optimize workforce efficiency during peak hours.
- Implemented Check cashing and Western Union transactions.
- Counting end of day tills.
- Worked within various departments as needed.
Education
No Degree -
Hudson Valley Community College
Troy, New York, NY01-2014
High School Diploma -
Troy High School
Troy NY06-2013
High School Diploma -
Sarasota Milatary Academy
Sarasota, FL05-2009
Skills
- Client retention strategies
- Cross-functional coordination
- Proficient in navigating multiple state used software including Empire, Oracle, and Mainframe
- Utilizing Microsoft programs such as Word, PowerPoint and Excel
- Professional telephone demeanor
- Eager to learn and further develop my skillset
- Developing excellent working relationships with both my peer as well as upper management
Timeline
Tax Payer Service Specialist 1 (TSSI)
New York State Tax And Finance Personal Income Tax and Corporation Tax
01.2017 - Current
Front End Supervisor / Office Tean
Price Chopper Supermarket
01.2015 - Current
No Degree -
Hudson Valley Community College
High School Diploma -
Troy High School
High School Diploma -
Sarasota Milatary Academy