Jennifer Pineda Marchand
Vallejo
Summary
Dynamic Tax Preparation Manager at Lara's Income Tax Services with proven expertise in customer service and team leadership. Enhanced client satisfaction through effective communication and accurate tax preparation. Successfully managed a productive team while maintaining confidentiality and fostering trust, resulting in increased client loyalty during peak seasons.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Tax Preparation Manager
Lara's Income Tax Services
10.2022 - Current
- Managed and motivated employees to be productive and engaged in work.
- Accomplished multiple tasks within established timeframes.
- Maintained professional, organized, and safe environment for employees and patrons.
- Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
- Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
- Analyzed financial records to verify accuracy of tax returns.
- Provided exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.
- Increased client satisfaction by providing accurate and timely tax preparation services.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Built strong rapport with clients through clear communication and regular updates on the status of their tax filings.
Cashier
Taqueria Dona Martha
12.2024 - 03.2025
- Greeted customers entering store and responded promptly to customer needs.
- Welcomed customers and helped determine their needs.
- Worked flexible schedule and extra shifts to meet business needs.
- Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
- Built relationships with customers to encourage repeat business.
- Maintained a balanced cash drawer, ensuring accurate accounting at the end of each shift.
Education
Bachelor of Science - Psychology
Universidad Catolica Sedes Sapientiae
Lima, Peru04-2021
Skills
- Customer service
- Team leadership
- Time management
- Decision-making
Certification
- Licensed Tax Preparer - 2024, 2025
Languages
Spanish
Native or Bilingual
English
Limited Working
Timeline
Cashier
Taqueria Dona Martha
12.2024 - 03.2025
Tax Preparation Manager
Lara's Income Tax Services
10.2022 - Current
Bachelor of Science - Psychology
Universidad Catolica Sedes Sapientiae
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