Joe Rodriguez
Waco,TX
Summary
Dynamic Tax Specialist with proven expertise at McLennan County Tax Office, adept at resolving complex title issues and enhancing client satisfaction. Skilled in payment processing and conflict resolution, I fostered strong relationships with local dealerships, ensuring seamless transactions and efficient workflows. Committed to delivering exceptional customer service and meticulous attention to detail.
Overview
16
16
years of professional experience
Work History
Tax Specialist
McLennan County Tax Office
12.2012 - Current
- Assisted customers with complex title issues, providing guidance on necessary steps to resolve problems.
- Enhanced office productivity by managing a high volume of title applications and paperwork daily.
- Maintained positive working relationships with local dealerships, fostering open communication channels for streamlined transactions.
- Educated customers about state-specific requirements for vehicle titling processes, clarifying any confusion or misunderstandings they may have had throughout the process.
- Contributed to smooth workflow in the office by cross-training in other departments as needed.
- Resolved customer complaints professionally, addressing concerns promptly and effectively.
- Processed tax payments, set up payment plans and worked with delinquent taxpayers to resolve issues.
Operations Associate
Sterling Trust Company
08.2009 - 12.2012
- Enhanced client satisfaction by providing efficient and accurate IRA services.
- Maintained detailed knowledge of relevant IRS rules governing Traditional, Roth, SEP and SIMPLE IRAs.
- Helped clients in ensuring timely processing of contributions, distributions, and rollovers.
Education
BBA - Business Management
Texas Christian University
Fort Worth, TX12-1991
Skills
- Payment processing
- Customer service
- Document management
- Client communication
- Problem solving
- Attention to detail
- Time management
- Cross-department collaboration
- Conflict resolution
Timeline
Tax Specialist
McLennan County Tax Office
12.2012 - Current
Operations Associate
Sterling Trust Company
08.2009 - 12.2012
BBA - Business Management
Texas Christian University
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