Kendra Cole
Denver,CO
Summary
Dynamic Client Service Professional with a proven track record at H&R Block, excelling in client relationships and effective negotiation. Streamlined processes to enhance efficiency, resulting in high retention rates. Skilled in compliance adherence and dedicated to fostering trust through exceptional service and meticulous record-keeping.
Overview
2026
2026
years of professional experience
Work History
Client Service Professional
H&r Block
- Managed multiple projects simultaneously while maintaining strict deadlines and budgets.
- Collaborated with cross-functional teams to deliver comprehensive solutions for clients.
- Streamlined internal processes for improved efficiency in servicing client accounts.
- Kept meticulous records of all client conversations, implementing new data into computer system each day.
- Provided exceptional customer support, resulting in high retention rates and repeat business.
- Maintained detailed records of client interactions, facilitating seamless communication between team members and clients.
Tax Preparer
Jackson Hewitt
12.2024 - Current
- Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
- Analyzed financial records to verify accuracy of tax returns.
- Provided exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.
- Increased client satisfaction by providing accurate and timely tax preparation services.
- Assessed client tax situations to determine best filing options.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Built strong rapport with clients through clear communication and regular updates on the status of their tax filings.
- Maintained compliance by adhering to current tax laws and regulations.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Educated clients on tax planning strategies, helping them save money in future years.
- Prepared tax returns for clients in various industries according to government regulations and requirements.
- Researched complex tax issues utilizing online resources and professional tax software.
Event Security Guard
Allied Universal Security Services
- Monitored crowd behavior to prevent altercations, intervening when necessary to maintain a peaceful atmosphere.
- Enhanced event safety by conducting thorough pre-event security assessments and identifying potential risks.
- Permitted entry with escort for approved persons into secure locations.
- Completed full building and grounds patrols to spot and investigate concerns.
Front Desk Receptionist
Brookstower Residences
- Greeted guests at front desk and engaged in pleasant conversations while managing check-in process.
- Maintained organized and clean front office area to create professional and welcoming environment for visitors and employees.
- Scheduled, coordinated and confirmed appointments and meetings.
- Delivered outstanding first impressions by warmly greeting visitors upon arrival at the front desk.
- Enhanced customer satisfaction by providing efficient and professional front desk services.
- Handled sensitive customer information with confidentiality, adhering to company privacy guidelines.
Patient Service Representative
Brookdale Assisted Living
- Participated in ongoing training programs related to HIPAA compliance, maintaining up-to-date knowledge on regulatory requirements.
- Verified insurance eligibility and coverage for patients.
- Handled sensitive patient concerns with professionalism and empathy, fostering an atmosphere of trust within the clinic.
- Filed and maintained patient records in accordance with HIPAA regulations.
Sales Associate
Valero Gas Station
03.2015 - 06.2018
- Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
- Handled cash transactions efficiently while adhering to company cash handling policies, ensuring accuracy in all financial exchanges.
- Built relationships with customers to encourage repeat business.
- Managed returns, exchanges and refunds in accordance with store policy.
Corporate Research Associate
PSA Interviewing
05.1996 - 01.2008
- Monitored progress against project timelines, ensuring timely completion of deliverables while maintaining high-quality standards.
- Set up equipment, organized inventory and maintained facilities.
- Provided technical guidance on experimental design and data interpretation issues for team members as needed.
- Gathered, arranged, and corrected research data to create representative graphs and charts highlighting results for presentations.
- Assisted in the development of new research proposals, resulting in increased funding opportunities and project growth potential.
Education
Associates - Business Administration
Colorado Technical University
Colorado Springs, CO08.2022
Skills
- Client relationships
- Client needs assessment
- Effective negotiation
- Compliance adherence
Timeline
Tax Preparer
Jackson Hewitt
12.2024 - Current
Sales Associate
Valero Gas Station
03.2015 - 06.2018
Corporate Research Associate
PSA Interviewing
05.1996 - 01.2008
Client Service Professional
H&r Block
Event Security Guard
Allied Universal Security Services
Front Desk Receptionist
Brookstower Residences
Patient Service Representative
Brookdale Assisted Living
Associates - Business Administration
Colorado Technical University
Similar Profiles
Leeandra VerduinLeeandra Verduin
Client Service Professional at H&R BlockClient Service Professional at H&R Block
Catherine HansenCatherine Hansen
Senior Tax Specialist, Small Business Certified at H&R BlockSenior Tax Specialist, Small Business Certified at H&R Block
Spencer WrightSpencer Wright
District Manager at H&R BlockDistrict Manager at H&R Block