Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Kelli Taylor

Buffalo,NY

Summary

Devoted professional committed to achieving the opportunity of coaching peers through life challenges by developing customized plans for individual issues. Engaging and outgoing with strong communication skills.

Pursuing full-time role that presents professional challenges and leverages interpersonal skills, effective time management, and problem-solving expertise.

Overview

24
24
years of professional experience
1
1
Certification

Work History

Tax Preparation Specialist

Jackson Hewitt Tax Service Inc.
12.2022 - Current


  • Reviewed financial records, income tax statements and documentation of expenditures to determine
    forms needed to prepare tax returns
  • Interviewed clients to obtain additional information on taxable income and deductible expenses
    and allowances
  • Properly handled the management of confidential personal-identifiable government and state documents placing hard copies into a locked shred bin and locking computer
  • Assisted clients in resolving IRS audits, negotiating favorable outcomes and reducing penalties owed
  • Consistently met and/or exceeded all corporate and customer expectations
  • Built strong professional relationships with clients, fostering trust and loyalty through exceptional service delivery
  • Entrusted with keys to the office as well as security system codes as well as depositing and/or retracting cash from the lockbox each day

Reservation Specialist

Aspira
04.2020 - 02.2022
  • Provided exceptional customer service throughout the entire booking process for campground, cabin and cottage reservations, leading to positive reviews and referrals
  • Managed high call volumes while maintaining a professional demeanor and accurate recordkeeping
  • Ensured accurate client information was entered into the reservation system quickly and error-free, reducing data-entry mistakes
  • Supported marketing efforts by promoting special offers or packages during the booking process
  • Helped customers make accommodations to fit needs by suggesting different amenities and packages for individual circumstances

License Issuing Agent

ReserveAmerica ON Inc.
04.2020 - 02.2022
  • Maintained accurate records of client communications, transactions, policies, and other relevant documentation for seamless operations within the agency for the processing of fish and boating licenses and campground permits
  • Informed the public of the mandatory requirements and steps to successfully obtain a fish license, boat license and campground permits
  • Educated clients about the rules and regulations pertaining to fishing, boating and campground activities
  • De-escalated and resolved customer complaints with punctual, polite and professional services

Home Inspector

Majadi Enterprises Inc.
01.2001 - 06.2003
  • Maintained high ethical standards by providing unbiased assessments of condition of home with supportive, in-depth reports
  • Collaborated with real estate agents to facilitate timely inspections and clear communication of findings
  • Identified potential safety hazards for homeowners through diligent inspection of electrical systems, plumbing, and structural components
  • Provided the owner, banks, or mortgage companies paperwork, photographs of findings, and if repairs have been addressed
  • Completed inspections within tight deadlines, ensuring client transactions remained on schedule
  • Built strong relationships with industry professionals, fostering collaboration in addressing complex issues encountered during home inspections

Education

Bachelor of Science - Criminal Justice

Buffalo State University
Buffalo, NY
01.2016

Associate of Science - Criminal Justice

Erie Community College
Williamsville, NY
01.2009

Skills

  • Multicultural Competence
  • Effective collaboration and interaction
  • Relationship-building skills
  • Rapport Building
  • Time Management
  • Excellent Communication
  • Active Listening
  • Adaptability and Flexibility
  • Maintaining Client Records
  • Youth Advocacy
  • Professional Demeanor
  • Problem-solving aptitude

Certification

Peer Ethics-NYASAP, 2023

Designation: CARC & CRPA CE


Recovery Coach Academy-NYASAP, 2023

Designation: CARC & CRPA-P


Achievement:

MSR - A Pathway of Recovery Training-NYSASAP, 2023 (Certificate of Completion)



Timeline

Tax Preparation Specialist

Jackson Hewitt Tax Service Inc.
12.2022 - Current

Reservation Specialist

Aspira
04.2020 - 02.2022

License Issuing Agent

ReserveAmerica ON Inc.
04.2020 - 02.2022

Home Inspector

Majadi Enterprises Inc.
01.2001 - 06.2003

Bachelor of Science - Criminal Justice

Buffalo State University

Associate of Science - Criminal Justice

Erie Community College

Peer Ethics-NYASAP, 2023

Designation: CARC & CRPA CE


Recovery Coach Academy-NYASAP, 2023

Designation: CARC & CRPA-P


Achievement:

MSR - A Pathway of Recovery Training-NYSASAP, 2023 (Certificate of Completion)



Kelli Taylor