Janeese Smith
Arlington,Tx
Summary
Innovative and creative individual looking to transition into a new and exciting career, with a wealth of practical and theoretical knowledge. Focused on completing accurate tax support work in fast-paced and dynamic environments. Looking to apply advanced taxation knowledge to support individual and business needs in a challenging new position. Seasoned Tax Specialist brings 6 years of tax industry expertise, including dispute resolutions and local, state, federal and international tax laws. Excellent understanding of evaluations and statements, liabilities and payments.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Tax Specialist
Baker Tilly
01.2023 - 04.2024
- Enhanced customer satisfaction by efficiently addressing and resolving their concerns and inquiries.
- Managed high call volume, consistently maintaining a professional demeanor and prioritizing customers'' needs.
- Collaborated with team members to optimize processes for increased efficiency in handling customer complaints.
- Contributed to a positive work environment by actively participating in team meetings and sharing ideas for improvement.
- Streamlined tax preparation processes for increased efficiency and accuracy.
- Managed a diverse portfolio of clients, delivering high-quality service and fostering long-term relationships.
Tax Specialist
JDA Partners/Intuit
01.2021 - 01.2023
- Provided professional remote support to clients including secure verification of sensitive tax information to assist with inquiries related to software/product issues or questions concerning taxes and calculations
- Conducted client assessments to obtain additional information on taxable income, deductions, expenses and allowances to compute amounts owed or overpaid to ensure accuracy of client returns
- Application and personal knowledge of tax laws, tax concepts, tax schedules and forms to troubleshoot, support, and resolve customers in an individualized manner
- Utilization of Salesforce (CRM) software for collection of customer interactions to create support tickets to track client engagement, complaints, and resolution satisfaction
- Data entry including transcribing, recording, storing, and maintaining information in written or electronic/magnetic form to ensure real-time updates on client accounts
- Autonomous utilization of relevant information and individual judgment to determine whether events or processes comply with Internal Revenue Service laws, regulations, or standards
- Ensured daily communication with the team concerning workflow and calls assisted to create tickets for software issues using Microsoft Outlook and SLACK applications.
Motorized Lift Operator
Amazon Fulfillment
01.2020 - 01.2022
- Inventory management including collection, retrieval, and replenishment of merchandise
- Safe operation of motorized warehouse equipment for completion of daily tasks including order fulfillment, inventory tracking, and product organization
- Software integration via a Windows embedded handheld device for product tracking and scanning to assist in order picking and daily inventory roles
- Utilization of control mechanisms, either direct or indirect to process and operate machinery and computerized software
- Preparation of merchandise and assistance in packaging/label creation for merchandise shipments.
Customer Service Representative
Teletech
01.2016 - 01.2020
- Remote answering of incoming customer communications, independent identification and assessment of customer needs to achieve satisfactory resolution of complex customer issues
- Provided empathetic listening while researching customer inquiries/issues to support customer-centered answers based on communication procedures, guidelines, and policies
- Assumed ownership of customer issue while maintaining a mutual CSR/client relationship committed to providing the best outcome and resolution to calls in relation to client needs
- Ability to communicate products and services to clients in a fast-paced call center environment requiring rapid problem-solving methods and adaption.
Tax Preparation Specialist
Independent Contractor
01.2016 - 01.2020
- Formal and confidential consultation of clients, financials, and income to determine proper tax forms and schedules required to expedite and simplify returns
- Utilization of Drake Tax software and 10-key addition machines to ensure income statements, documentation of expenditures, and client financial records reflected accuracy of Internal Revenue Service standards
- Estimation and completion of returns, deductions, and expenses of quarterly and annual reports for individuals and small businesses with the application of federal, state, and local code to ensure compliance
- Preparation of tax returns to compute taxes owed or overpaid, and completion of tax form entries based on provided customer information
- Conducted post-completion/pre-finalization reviews to ensure timely and error-free completion of returns following IRS tax form instructions and tax tables
- Provided proactive client advisement on tax reduction strategies to reduce future liabilities
- Independent client building and relationship management including new client acquisition, networking, personalization of services, and advocacy to promote loyalty and retention.
Education
High School Diploma -
Washington Marion High School
Lake Charles, LA05.2003
Skills
- Income and expense evaluations
- Strategic Planning
- Report Analysis
- Tax Compliance
- [Software Program] proficiency
- Tax law expertise
- Payroll Administration
- Compliance knowledge
- Invoice Processing
- QuickBooks proficient
- File Management
- Proofreading
- Word Processing
- Data Entry
- MS Office
Certification
- ITIL 4 Foundation 40 Hr. Course, Completed
- Comp TIA 1101 40 Hr. Course, Completed
Timeline
Tax Specialist
Baker Tilly
01.2023 - 04.2024
Tax Specialist
JDA Partners/Intuit
01.2021 - 01.2023
Motorized Lift Operator
Amazon Fulfillment
01.2020 - 01.2022
Customer Service Representative
Teletech
01.2016 - 01.2020
Tax Preparation Specialist
Independent Contractor
01.2016 - 01.2020
High School Diploma -
Washington Marion High School