KATHLEEN MCGEE
BONITA SPRINGS,FL
Summary
Dynamic Client Specialist at Talbots with a proven track record in enhancing user experience and fostering strong client relationships. Leveraging exceptional communication and problem-solving skills, I successfully increased revenue through strategic marketing initiatives and personalized service, while maintaining meticulous records to support compliance and efficiency.
Overview
35
35
years of professional experience
Work History
Client Specialist
Talbots
Estero, FL
05.2024 - Current
- Assisted clients in navigating products and services to enhance user experience.
- Responded to client inquiries, providing timely and accurate information.
- Collaborated with team members to resolve customer issues effectively.
- Maintained detailed records of client interactions for future reference.
- Developed strong relationships with key clients, resulting in increased revenue and repeat business.
- Assisted with special marketing projects by coordinating distribution of marketing mailers, contacting customers to explain new marketing campaigns.
- Supported sales initiatives by promoting features and benefits of services.
Tax Professional/ Enrolled Agent
KMA & Associates- Self Employed
Bonita Springs, FL
12.2006 - Current
- Responded promptly to client inquiries regarding tax matters, fostering strong client relationships and trust.
- Stayed updated on changes in tax legislation to provide informed advice and ensure compliance for clients.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Prepared tax returns for clients in various industries according to government regulations and requirements.
- Enhanced client relationships through proactive communication and personalized financial advice.
- Coordinated cross-functional teams during audits or examinations, liaising effectively between clients, government agencies, and internal stakeholders.
- Assisted clients in identifying potential tax savings through extensive knowledge of deductions and credits.
Tax Professional/ Enrolled Agent
H & R Block Premiun
Shelby Township MI
01.1991 - 12.2006
- Prepared and filed federal and state tax returns for individual clients, ensuring compliance with regulations.
- Conducted thorough tax research to identify credits and deductions, enhancing client savings strategies.
- Assisted clients in understanding tax implications of financial decisions through effective communication.
- Maintained accurate records and documentation to support tax filings and audits, improving data integrity.
- Utilized tax preparation software to enhance efficiency in return processing and reporting accuracy.
- Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
- Streamlined tax filing processes for improved efficiency and accuracy.
- Managed high-volume caseloads, prioritizing tasks effectively to meet strict deadlines consistently.
- Resolved complex tax issues with thorough research and effective communication.
- Mentored junior staff members, sharing expertise in tax law and industry best practices to support professional growth.
- Represented clients through the Audit process. Represented all of the 18 offices for the district with client issues with the IRS.
- Instructed multi level Tax courses to the associates and the public.
- Instructed and trained new hires on customer service and tax software.
Education
No Degree - Taxation
Enrolled Agent Exam
Detroit MI05-1994
Skills
- Strong empathy
- Exceptional communication
- Client needs assessment
- Performance tracking
- Teamwork
- Customer service
- Problem-solving
- Time management
- Attention to detail
- Problem-solving abilities
- Multitasking
- Calm and professional under pressure
- Excellent communication
- Computer skills
- Understanding customer needs
- Customer service excellence
Timeline
Client Specialist
Talbots
05.2024 - Current
Tax Professional/ Enrolled Agent
KMA & Associates- Self Employed
12.2006 - Current
Tax Professional/ Enrolled Agent
H & R Block Premiun
01.1991 - 12.2006
No Degree - Taxation
Enrolled Agent Exam