Jessica Borders
Piketon,Ohio
Summary
Focused Tax Specialist with H&R Block expertise in tax advisory services and client communication. Successfully prepared accurate tax returns while identifying savings opportunities, enhancing client satisfaction. Proficient in tax software and adept at building relationships, ensuring clients understand their obligations and maximize deductions. Committed to staying updated on complex regulations for optimal compliance.
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Tax Specialist
H&r Block
11.2019 - Current
- Maintained thorough and current understanding of applicable tax laws.
- Reviewed financial statements for accuracy and integrity.
- Managed tax submissions and made sure all information complied with regulations.
- Provided clear explanations of complex tax concepts to clients, ensuring they fully understood their responsibilities and obligations.
- Prepared accurate and timely federal, state, and local income tax returns for individuals.
- Advised clients on best practices for managing their finances to minimize future tax liabilities while maximizing deductions and credits available to them.
- Conducted comprehensive research on complex tax regulations, staying up-to-date on the latest changes and updates.
- Supported company growth by participating in business development efforts targeting new clientele in need of specialized tax services.
- Identified potential tax savings opportunities for clients by conducting thorough reviews of their financial records.
- Identified potential audit red flags to minimize risk of IRS audits.
Expert Chat Agent
H&R Block Online
01.2025 - 04.2025
- Enhanced customer satisfaction by promptly addressing inquiries and resolving issues.
- Streamlined communication for clients through effective use of chat tools and resources.
- Reduced wait times by quickly and effectively handling customer concerns, leading to higher satisfaction rates.
- Stayed up-to-date on company policies and procedures to provide accurate information to customers.
- Provided exceptional support during high-volume periods, maintaining a calm demeanor under pressure.
- Conducted thorough research for complex queries, ensuring accurate information was provided to customers.
- Managed multiple chat conversations simultaneously, maintaining efficiency and productivity.
- Managed computer-based platform with multiple applications to maintain effective communication with customers.
- Navigated through various databases efficiently, retrieving relevant information needed for each client interaction.
Education
Associate of Science - Medical Administratioin
Daymar College
Jackson OH08-2012
Skills
- Tax advisory services
- Documentation skills
- Reporting skills
- Tax return preparation
- Tax software proficiency
- Research proficiency
- Tax due diligence
- Tax planning
- Relationship building
- Client communication
- Verbal/written communication
Certification
- Property and Casualty License
- Life and Health License
Timeline
Expert Chat Agent
H&R Block Online
01.2025 - 04.2025
Tax Specialist
H&r Block
11.2019 - Current
Associate of Science - Medical Administratioin
Daymar College
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