Jordyn Almand
629 Post Road Drive,GA
Summary
Proactive professional with a solid background in tax resolution and customer service. Known for exceptional attention to detail and effective team collaboration, contributing to improved operational efficiency and client satisfaction.
Overview
5
5
years of professional experience
Work History
Tax Resolution Operations Specialist
Alleviation Tax Debt Professionals
02.2022 - 06.2026
- Managed IRS communications and case follow-ups for tax resolution clients.
- Prepared and submitted IRS forms, applications, and supporting documentation.
- Maintained 30+ client case files and ensured accurate recordkeeping.
- Developed and managed Excel payment trackers to monitor client accounts and payment activity.
- Analyzed monthly payment data to identify trends and support business decisions.
- Generated reports on account performance and key operational metrics.
- Served as a primary point of contact for client inquiries and case updates.
- Tracked case deadlines and coordinated documentation to support timely resolutions.
- Assisted with marketing efforts, lead tracking, and client outreach initiatives.
- Supported daily business operations and executive administrative functions.
Tax Preparer Assistant
B.O.S.S. Taxes
01.2023 - 08.2025
- Assisted in preparing and organizing over 500 client tax documents for filing.
- Maintained up-to-date knowledge of tax regulations and procedures to ensure compliance.
- Collaborated with team members to streamline data entry processes, enhancing efficiency.
- Provided exceptional customer service by addressing client inquiries and concerns promptly.
- Trained new staff on software tools and tax preparation protocols to improve productivity.
- Improved overall office efficiency by maintaining digital client records and updating tax software regularly.
Sales Project Consultant
Transform Sears Home Improvement
07.2021 - 12.2021
- Conducted in-home consultations for home improvement projects.
- Assessed customer needs and recommended customized renovation solutions.
- Presented project proposals, pricing, and financing options.
- Managed the sales process from consultation to contract signing.
- Built strong customer relationships through consultative sales techniques.
- Consistently averaged 3 closed sales per month.
- Ranked among the top sales performers in the division.
Education
Bachelor of Arts - Finance
University of Arizona Global Campus
Glendale, AZ03-2025
Skills
- Customer service
- CRM software
- Telephone and email etiquette
- Creative problem solving
- Ability to adapt
- Attention to detail
- Sales and marketing
- File management
- Clear written and verbal communication skills
- Team collaboration
- Strong organization skills
- Microsoft Excel
Timeline
Tax Preparer Assistant
B.O.S.S. Taxes
01.2023 - 08.2025
Tax Resolution Operations Specialist
Alleviation Tax Debt Professionals
02.2022 - 06.2026
Sales Project Consultant
Transform Sears Home Improvement
07.2021 - 12.2021
Bachelor of Arts - Finance
University of Arizona Global Campus