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, FL05.2014
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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