Katherine santorelli
Astoria,NY
Summary
Dynamic Tax Associate with proven expertise in tax return preparation and compliance at H&R Block. Skilled in relationship building and data gathering, I enhanced client satisfaction by resolving inquiries efficiently. Recognized for optimizing processes and delivering exceptional customer service, ensuring a seamless experience for clients during tax season.
Overview
8
8
years of professional experience
Work History
Tax Associate
H&r Block
09.2024 - 04.2025
- Assisted clients in preparing tax returns, ensuring compliance with federal and state regulations.
- Gathered and organized financial documents, enhancing efficiency during tax preparation process.
- Utilized H&R Block software to prepare and file tax returns effectively.
- Provided exceptional customer service by addressing client inquiries and resolving issues promptly.
- Assessed client tax situations to determine best filing options.
Front Desk Receptionist
ICS Staffing
01.2019 - 03.2020
- Handled multi-line phone systems, directing calls to appropriate departments promptly.
- Resolved clients inquiries and complaints effectively, enhancing overall satisfaction levels.
- Maintained organized and clean front office area to create professional and welcoming environment for visitors and employees.
- Completed all tasks in compliance with company policies and procedures.
- Maintained accurate records of visitor logs for security purposes and compliance with company policies.
Customer Service Coordinator
Jackson Hewitt
01.2017 - 03.2020
- Coordinated customer inquiries and resolved issues efficiently, enhancing overall service satisfaction.
- Managed scheduling for client appointments, optimizing staff allocation and resource utilization.
- Facilitated conflict resolution among clients and staff, maintaining a positive work atmosphere.
- Responded to customer needs through competent customer service and prompt problem-solving.
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
Education
Associate of Applied Science - Legal Studies
TCI
New York, NY06-2016
Skills
- Tax research
- Relationship building
- Verbal/written communication
- Tax return preparation
- Data gathering
Timeline
Tax Associate
H&r Block
09.2024 - 04.2025
Front Desk Receptionist
ICS Staffing
01.2019 - 03.2020
Customer Service Coordinator
Jackson Hewitt
01.2017 - 03.2020
Associate of Applied Science - Legal Studies
TCI
Similar Profiles
Elena OrnelasElena Ornelas
Tax Preparer at H&R BlockTax Preparer at H&R Block
Daman SawhneyDaman Sawhney
Multi-Unit Team Leader at H&R BlockMulti-Unit Team Leader at H&R Block
Mohammed Owais SafiqMohammed Owais Safiq
Client Service Provider at H&r BlockClient Service Provider at H&r Block
Kybreona CarterKybreona Carter
Receptionist at H&r BlockReceptionist at H&r Block
Nikola HamiltonNikola Hamilton
Audio Engineer at FreelanceAudio Engineer at Freelance