Karent Diaz
St. Cloud,FL
Summary
Accomplished Tax Preparer and Business Development Manager with a proven track record at Rapid Tax Solutions & More and SATMIR. Expert in income tax preparation and relationship building, I enhanced client satisfaction and exceeded sales targets through strategic planning and effective communication. My approach has consistently led to significant achievements in client loyalty and business expansion.
Overview
24
24
years of professional experience
1
1
Certification
Work History
Tax Preparer
Rapid Tax Solutions & More
03.2024 - Current
- 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.
- Built strong rapport with clients through clear communication and regular updates on the status of their tax filings.
- Educated clients on tax planning strategies, helping them save money in future years.
- Facilitated communication between clients and IRS or state tax agencies, resolving discrepancies and ensuring accurate filings.
- Handled complex cases involving small business owners, self-employed individuals, and those with investments or rental properties, showcasing versatility in expertise within the field of taxation.
Manager of Business Development and Sales
SATMIR
02.2001 - 08.2017
- Enhanced customer satisfaction with efficient account management, timely follow-ups, and prompt resolution of issues.
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
- Led team meetings focused on sharing best practices which contributed significantly to overall team success.
- Collaborated with sales, marketing and other internal teams to meet shared goals.
- Mentored junior sales staff for improved performance, providing guidance on best practices and customized training programs.
- Analyzed data trends to identify opportunities for growth within key accounts, leading to further expansion of business relationships.
- Established long-term relationships with key industry players which helped in gaining valuable insights into emerging trends.
- Organized product demonstrations at trade shows/events which positively impacted brand awareness among potential customers.
- Built diverse sales pipeline to exceed quota targets.
Education
Bachelor Of Administration - Business Administration And Management
Universidad Bicentenaria De Aragua
Venezuela07.2007
Skills
- Organization skills
- Document preparation
- Income tax preparation
- Local, state, and federal tax returns
- Bookkeeping
- Relationship building
- Tax return preparation
- Client communication
- Data gathering
- Tax law knowledge
- Sales tax filing
- Finance
- Records management
- Risk management
Certification
Tax preparer
Timeline
Tax Preparer
Rapid Tax Solutions & More
03.2024 - Current
Manager of Business Development and Sales
SATMIR
02.2001 - 08.2017
Tax preparer
Bachelor Of Administration - Business Administration And Management
Universidad Bicentenaria De Aragua
Similar Profiles
Bernice LaingBernice Laing
ERC Tax Accountant at Ayar Accounting LLC and Rapid Tax SolutionsERC Tax Accountant at Ayar Accounting LLC and Rapid Tax Solutions
ERICA DOVERERICA DOVER
Tax Professional at RAPID TAX DBA HR BLOCKTax Professional at RAPID TAX DBA HR BLOCK
Ashley SorrellAshley Sorrell
Tax Professional at Rapid Refund Tax ProfessionalsTax Professional at Rapid Refund Tax Professionals