Keerthana Kolagatla
Truganina,VIC
Summary
Enthusiastic Tax Professional with varied experience in administrative role. Skilled at coordinating appointments, organizing mail and collective messages to facilitate office communication.
Overview
12
12
years of professional experience
Work History
Office Administrative Assistant/Tax Associate
Jackson Hewitt
12.2021 - 03.2023
- Greeted customers professionally and assisted promptly with their inquiries via phone, email or in-person visits.
- Answered central telephone system and directed calls accordingly.
- Provided administrative support to staff members by handling correspondence, filing documents, and managing office supplies inventory.
- Maintained clean and welcoming reception area, contributing to positive first impression for visitors.
- Maintained positive relationships with both existing and prospective clientele through excellent customer service and responsiveness.
- Assist clients in opening and operating bank accounts for deposit of refund or receiving tax advance
- Interviewed clients to obtain additional information on taxable income, deductible expenses and allowances.
- Calculated estimated tax payments for clients.
- Educated clients about the impact of life events on their taxes, helping them make informed decisions.
Legal Assistant
Lawyer's Office
03.2011 - 05.2012
- Gathered key information during initial client intake interviews that contributed significantly to the formulation of effective legal arguments.
- Handled office scheduling and made notes for deadlines, motions, and other important dates.
- Improved communication between attorneys and clients by scheduling meetings, providing status updates, and relaying critical information promptly.
- Increased client satisfaction by efficiently managing case files and promptly addressing inquiries.
Education
Bachelor Of Laws -
Andhra University
India01.2012
Master’s in business management -
GITAM College
India01.2009
Skills
- Customer service
- Tax Software Proficiency
- Data Gathering
- Client Interviews
Languages
English
Hindi
Timeline
Office Administrative Assistant/Tax Associate
Jackson Hewitt
12.2021 - 03.2023
Legal Assistant
Lawyer's Office
03.2011 - 05.2012
Bachelor Of Laws -
Andhra University
Master’s in business management -
GITAM College
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