Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Languages
Interests
Timeline
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Kelli Oten

Forney,TX

Summary

Accomplished Tax Specialist with a proven track record at GrantedTaxService, enhancing compliance and tax process efficiency. Leveraged tax software proficiency and exceptional documentation skills to streamline operations, achieving a significant increase in client satisfaction. Expert in fostering long-term relationships through meticulous auditing and reporting, demonstrating unparalleled attention to detail and client service excellence.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Temp Agent

Lotus Staffing
02.2015 - 10.2018
  • Informed clients of policies and procedures.
  • Maintained accurate records of client communications, transactions, policies, and other relevant documentation for seamless operations within the agency.
  • De-escalated and resolved customer complaints with punctual, polite and professional service.
  • Delivered exceptional customer service by proactively addressing concerns and fostering a positive experience throughout all interactions.
  • Make outbound to clients to collaborate on helping with job seeking
  • Collect personal Data so that I can place the client with a comfortable and Professional site
  • Assisted clients in navigating the claims process, ensuring timely resolution of issues and optimal outcomes.
  • Consistently met compliance requirements for the agency by promptly completing mandatory continuing education courses and staying current on industry regulations.
  • Leveraged CRM software to track client interactions and identify sales opportunities.
  • Coordinated with cross-functional teams to ensure seamless service delivery.
  • Conducted market analysis to pinpoint client needs, leading to tailored service offerings.
  • Enhanced client portfolio by identifying and securing new partnerships.
  • Optimized scheduling system to ensure timely follow-ups with potential leads.
  • Boosted team productivity by implementing collaborative communication platform.
  • Increased customer satisfaction with personalized follow-up strategies.
  • Orchestrated client meetings to discuss and refine service delivery, enhancing client retention.
  • Oversaw compliance with regulatory requirements, maintaining company's reputation.

Phlebotomy Service Representative

CSL Plasma Center
09.2021 - 04.2022
  • Exhibited flexibility in adapting to various shifts based on staffing needs and clinic requirements.
  • Reduced patient wait times with effective appointment scheduling and time management skills.
  • Maximized laboratory efficiency through timely transportation of collected samples to appropriate testing facilities.
  • Built strong relationships with patients, creating a comfortable atmosphere that eased anxieties surrounding blood draws.
  • Streamlined documentation processes by accurately completing required paperwork for each blood collection procedure performed.
  • Performed venipuncture and capillary puncture techniques skillfully, minimizing patient discomfort.
  • Demonstrated excellent attention to detail when labeling specimens, reducing the risk of errors in test results.
  • Assisted in training new phlebotomists, sharing valuable knowledge and best practices for successful blood collections.
  • Supported clinical staff by performing additional tasks such as data entry and patient registration when needed.
  • Collaborated with team members to optimize phlebotomy service processes and improve patient experience.
  • Collected blood samples using vacutainer tubes, tourniquets, syringes, butterfly needles, and straight needles.
  • Drew blood from veins by vacuum tube, syringe, or butterfly venipuncture methods.
  • Verified patients' identification for proper sample collection.
  • Spoke with patient to gather information for lab records, reduce fear, or anxiety and optimize cooperation.
  • Assisted in training and onboarding new phlebotomists.
  • Monitored supply levels and placed orders for laboratory supplies.
  • Validated blood and specimen collection orders, alerting nurses, or physicians of discrepancies between order and nursing station logs.
  • Handled insurance verification tasks using [Software] and [Software] to validate patient insurance information.

General Manager

Cheveron
04.2021 - 01.2024
  • Managed budget implementations, employee reviews, training, schedules, and contract negotiations.
  • Managed a diverse team of professionals, fostering a positive work environment and high employee satisfaction.
  • Developed and implemented strategies to increase sales and profitability.
  • Cultivated strong relationships with clients, vendors, and partners to ensure long-term success and loyalty.
  • Managed budget development, forecasting, and financial reporting processes to track progress towards organizational objectives accurately.
  • Maximized efficiency by coaching and mentoring personnel on management principles, industry practices, company procedures, and technology systems.
  • Drove year-over-year business growth while leading operations, strategic vision, and long-range planning.
  • Managed budget implementations, employee evaluations, and contract details.
  • Established comprehensive employee training programs to develop skills, improve productivity, and maintain compliance with industry regulations.
  • Enhanced customer satisfaction with introduction of customer feedback system, leading to service improvements and repeat business.
  • Boosted employee retention by developing comprehensive benefits package and fostering positive work environment.
  • Pioneered corporate social responsibility program, building community engagement and enhancing brand reputation.
  • Negotiated with suppliers to secure better pricing, reducing operational costs while maintaining product quality.
  • Implemented sustainability initiative, reducing energy consumption and waste, and promoting eco-friendly practices.
  • Oversaw successful launch of new product lines, coordinating between departments to ensure unified approach and timely delivery.
  • Addressed customer complaints and feedback with immediate action, turning dissatisfied customers into loyal patrons.
  • Led team to exceed sales targets, implementing motivational incentives and comprehensive training programs.
  • Overall over the top customer service for the job and my clients
  • Advance multitasking when dilling with more then one customer
  • Great time managing while keeping the Best professional communication with each customer

Tax Specialist

GrantedTaxService
10.2018 - Current
  • Maintained thorough and current understanding of applicable tax laws.
  • Collaborated with cross-functional teams to ensure seamless communication and coordination on tax-related matters.
  • Worked with individuals, trusts and companies to manage tax compliance and reporting needs.
  • Reviewed financial statements for accuracy and integrity.
  • Collected and submitted required tax payments.
  • Managed a diverse portfolio of clients, delivering high-quality service and fostering long-term relationships.
  • Managed tax submissions and made sure all information complied with regulations.
  • Resolved tax disputes by effectively communicating with IRS representatives on behalf of clients.
  • Coordinated with external auditors during annual review process answering questions addressing concerns related firm''s tax function.
  • Reviewed workpapers prepared by other staff members ensuring accuracy before finalizing documents for submission.
  • Developed customized tax strategies to meet individual client needs and goals.
  • Maintained strict compliance with all federal, state, and local tax laws while preparing client returns.
  • Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.

Education

Certificate - EKG

Allison
On-line
03.2025

Certification - Phlebotomy

Texas Career Institute
Dallas, TX
09.2022

High School Diploma -

Texas Can Academy
Dallas, TX
06.2007

Skills

  • Tax Advisory Services
  • Tax Process Improvement
  • Indirect Taxation
  • Documentation skills
  • Reporting skills
  • Compliance knowledge
  • Tax Research
  • Auditing Techniques
  • Tax Return Preparation
  • Tax Software Proficiency
  • File Management
  • Financial Auditing

Accomplishments

  • Saved clients average of $[Number] by uncovering additional deductions.
  • Achieved high customer satisfaction by obtaining positive results following individual income tax audits.
  • Improved team efficiency by implementing key process adjustments.
  • Worked with clients to prepare individual tax, gift tax and estate tax returns.
  • Achieved numerous recommendations from highly satisfied clients.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.

Certification

  • Personal Financial Specialist (PFS) - American Institute of Certified Public Accountants.
  • IRS Representation Certification – National Association of Enrolled Agents.
  • Microsoft Office Specialist, Excel Certification – Microsoft.
  • Certified Data Professional (CDP)
  • Microsoft Office Specialist (MOS) Certification
  • Annual Filing Season Program Participant (AFSP) - Internal Revenue Service.

Languages

English
Full Professional

Interests

  • Getting involved in local advocacy groups to promote positive change in the community
  • I enjoy helping others and giving back to the community
  • Offering time and support to shelters for the homeless, women, and animals
  • Youth mentor, providing guidance and support to empower the next generation of leaders
  • Volunteering
  • Community Cleanup

Timeline

Phlebotomy Service Representative

CSL Plasma Center
09.2021 - 04.2022

General Manager

Cheveron
04.2021 - 01.2024

Tax Specialist

GrantedTaxService
10.2018 - Current

Temp Agent

Lotus Staffing
02.2015 - 10.2018

Certificate - EKG

Allison

Certification - Phlebotomy

Texas Career Institute

High School Diploma -

Texas Can Academy

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Kelli Oten