Keith James
Sacramento,CA
Summary
Fastidious professional that is highly-motivated with a desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. with expertise in preparing tax returns, extensions, and tax planning calculations. Proven leader and accomplished in mentoring other associates.
Overview
17
17
years of professional experience
Work History
Tax Technician
Franchise Tax Board
Sacramento
01.2015 - Current
- Performed quality assurance analysis on accounts and incoming correspondence to determine taxpayers filing requirement.
- Analyzed discrepancies between reported income and actual income on tax returns.
- Reviewed client information to ensure accuracy of financial statements prior to filing taxes.
- Researched changes in laws related to taxation and provided guidance to clients accordingly.
- Collaborated with colleagues in order to resolve any tax-related disputes or discrepancies.
Customer Service Representative
Verizon Wireless
Rancho Cordova, CA
10.2009 - 01.2015
- Answered customer inquiries and provided accurate information regarding products and services.
- Served as a Customer Escalation Team member and was able to provide excellent customer service to resolve customer complaints in a timely manner.
- Assisted customers with product selection, ordering, billing, returns, exchanges and technical support.
- Consulted with customers to resolve service and billing issues.
- Assisted customers with making payments or establishing payment plans to bring accounts current.
Customer Service Representative
AT&T Wireless
Lafayette, LA
01.2007 - 10.2009
- Recommended improvements in products, service and billing methods to management to prevent future problems.
- Liaised between customers and retail buyers to expedite orders and meet customer demands.
- Assisted customers with product selection, ordering, billing, returns, exchanges and technical support.
- Answered 40-50 calls daily from customers with issues concerning their wireless accounts.
- Mentored junior team members and managed employee relationships.
Education
Bachelor of Arts - Political Science
University of Louisiana At Lafayette
Lafayette, LASkills
- Tax Controversy Resolution
- Tax Policy Analysis
- Regulatory compliance understanding
- Documentation filing
- Customer Service
- Data Analysis of incoming correspondence
- Analytical Thinking
- Goal oriented
Affiliations
- Avid Golfer
- Volunteer with local church
- Member of several social organizations
References
References available upon request.
Timeline
Tax Technician
Franchise Tax Board
01.2015 - Current
Customer Service Representative
Verizon Wireless
10.2009 - 01.2015
Customer Service Representative
AT&T Wireless
01.2007 - 10.2009
Bachelor of Arts - Political Science
University of Louisiana At Lafayette
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