Summary
Overview
Work History
Education
Skills
Timeline
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Kathy Andersen

Jamestown,NY

Summary

Highly motivated employee with customer service, multitasking and time management abilities. Devoted to giving every customer a positive and memorable experience. Desire to to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills.

Overview

4
4
years of professional experience

Work History

Tax Associate

Intuit
Jamestown, NY
12.2023 - Current
  • Prepared federal, state, and local tax returns for individuals.
  • Researched complex tax issues in order to provide accurate advice and guidance.
  • Maintained up-to-date knowledge of all current developments in taxation law, regulation, policy or practice.
  • Attended continuing education courses related to taxation topics.
  • Responded promptly to inquiries from customers regarding taxation issues.
  • Advised clients to comply with IRS regulations and meet state and federal tax obligations.

Advanced Director

Pampered Chef
Jamestown, NY
09.2020 - Current
  • Conducted market research to identify potential customers and target markets.
  • Provided training for new team members on sales techniques and product knowledge.
  • Maintained records of customer interactions, orders, payments and other relevant information in the CRM system.
  • Resolved customer complaints regarding products and services in a timely manner.
  • Advised customers on product features and benefits based on their needs and requirements.
  • Demonstrated excellent communication skills while interacting with clients over phone or email.
  • Created innovative ideas for promotions that drove customer engagement.
  • Attended seminars and workshops related to direct sales industry trends and best practices.

Associate Team Lead

HR Block
Jamestown, NY
11.2020 - 11.2023
  • Also was a Multi-Team Lead - In Training.
  • Organized and conducted regular team meetings to review performance, set objectives and discuss strategies for improvement.
  • Completed individual tax returns
  • Ensured compliance with company policies, procedures, and quality standards.
  • Assigned tasks to team members based on their individual strengths and capabilities.
  • Maintained a positive work environment by encouraging collaboration among team members.
  • Monitored daily operations to ensure timely completion of projects within budget constraints.
  • Created reports that tracked progress against established goals and objectives.
  • Facilitated problem solving sessions with teams when issues arose during project execution.
  • Participated in cross-functional projects aimed at improving overall business operations.
  • Reviewed completed work to verify consistency, quality and conformance.

Education

Bachelor of Science - Accounting

SUNY Empire State College
Saratoga Springs, NY
06-1998

Skills

  • Tax advising
  • Tax Return Preparation
  • Staff Development
  • Verbal/written communication
  • Organizational abilities
  • Relationship Building
  • High accuracy
  • Client Communication

Timeline

Tax Associate

Intuit
12.2023 - Current

Associate Team Lead

HR Block
11.2020 - 11.2023

Advanced Director

Pampered Chef
09.2020 - Current

Bachelor of Science - Accounting

SUNY Empire State College

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Kathy Andersen