Passionate about promoting lasting customer satisfaction by delivering quality service and unparalleled support. Proficient in customer service best practices and related options.
Overview
9
9
years of professional experience
Work History
Tax Preparer
Siemens Corporation
01.2020 - Current
Prepared tax returns for clients in various industries according to government regulations and requirements.
Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
Calculated estimated tax payments for clients.
Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities.
Responded to inquiries from IRS and other tax authorities.
Tax Specialist
PwC SDC
05.2018 - 12.2019
Researched complex tax issues utilizing online resources and professional tax software.
Utilized tax software to prepare returns and meet deadlines.
Collaborated with clients to answer questions and provide advice on tax matters.
Analyzed financial documents to accurately reflect client information on tax returns.
Calculated estimated tax payments for clients.
Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits.
Substitute Teacher
Kelly Educational Staffing
01.2017 - 05.2018
Followed classroom plans left by class teacher to continue student education and reinforce core concepts.
Upheld classroom routines to support student environments and maintain consistent schedules.
Kept students on-task with proactive behavior modification and positive reinforcement strategies.
Repeatedly requested as substitute teacher by teachers based on excellent past referrals and trusted performance.
Customer Service Representative
JPMorgan Chase
02.2016 - 11.2016
Answered constant flow of customer calls with minimal wait times.
Updated account information to maintain customer records.
Responded to customer requests for products, services, and company information.
Clarified customer issues and determined root cause of problems to resolve product or service complaints.
Utilized customer service software to manage interactions and track customer satisfaction.
Analyzed customer service trends to discover areas of opportunity and provide feedback to management.
Insurance Customer Service Representative
Optum
06.2014 - 02.2016
Answered incoming phone calls to articulate product value to prospective customers and support current policyholders.
Responded to customer requests for products, services, and company information.
Documented customer interactions and transactions for accurate, up-to-date records.
Fielded customer complaints, escalating complex issues to management for resolution.
Provided primary customer support to internal and external customers.
Education
Associate of Science - Business Administration
Valencia College
Orlando, FL
05.2014
Skills
Professional Telephone Demeanor
Livechat Messaging
Document and Records Management
Strong Analytical and Problem-Solving Skills
Active Listening
Customer Relationship Management
Timeline
Tax Preparer
Siemens Corporation
01.2020 - Current
Tax Specialist
PwC SDC
05.2018 - 12.2019
Substitute Teacher
Kelly Educational Staffing
01.2017 - 05.2018
Customer Service Representative
JPMorgan Chase
02.2016 - 11.2016
Insurance Customer Service Representative
Optum
06.2014 - 02.2016
Associate of Science - Business Administration
Valencia College
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