Proven leader in tax advisory services with a track record of enhancing efficiency and profitability at JTurner Tax Consultants. Excelled in critical thinking and communication, driving team performance and exceeding sales quotas. Skilled in Microsoft Excel and adept at fostering professional integrity across diverse roles. Achieved significant customer satisfaction improvements, demonstrating problem-solving prowess and data entry expertise.
Professional with strong background in customer interactions and service solutions. Highly skilled in conflict resolution, communication, and problem-solving, ensuring customer satisfaction and loyalty. Effective team collaborator, adaptable to changing needs, and consistently focused on achieving results through efficient and empathetic service. Known for reliability and proactive approach to meeting customer and organizational goals.
Be responsible for the financial and accounting system and personnel within a tax office
Run daily operations of the accounting in tax office
Design, establish, and maintain an organizational structure and staffing
Review all financial statements and ledgers, and work with the accounting staff to clear up any discrepancies
Prepare all taxes and filing forms with the government
Meet with the department managers to regularly review business matters and develop plans to increase profitability
Cross-train in all accounting positions
Motivate staff and keep on track with Sales quota
Provide administrative assistance to management team
Encourage and improve cross-department internal communication
Answer incoming calls from consumers including the general public, prospective enrollees and people assisting enrollees or acting on their behalf in accordance with all performance standards, policy and procedures, and protocols including but not limited to the confidentiality and privacy policies
Track and document all inquiries using the applicable systems
Complete associated tasks according to the established guidelines.
Facilitate the fulfillment of caller requests for materials via mail, email, or download
Transfer/refer consumers to appropriate entities according to the established guidelines.
Escalate calls or issues to the appropriate designated staff for resolution as needed
Attend meetings and trainings as requested and maintain up-to-date knowledge of all programs and systems.
Provide responses to telephone inquiries in a courteous and professional manner, using pre-scripted responses
Assist caller(s) with filling out online applications and submitting electronically to plan provider for processing.
Follow policies and standard operating procedures such as filling out timesheets, adhering to privacy rules and responding to numerous phone inquiries.