Summary
Overview
Work History
Education
Skills
Timeline
Generic

James Joacin

Orlando,FL

Summary

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
James Joacin