Keri Kellam-Schmitt
Pascagoula,MS
Summary
Possessing a proven track record in the tax sector, with expertise in preparing federal and state tax filings for both corporate entities and individuals. Demonstrating a wealth of experience in the field of taxation, adept at handling various tax-related tasks for a diverse range of clients. Dedicated Customer Service Team Member with unwavering commitment to customer service. Known for developing productive relationships, resolving complex issues and winning customer loyalty.
Overview
9
9
years of professional experience
Work History
Customer Service
Tax act
Remote
12.2023 - 04.2024
- Investigate and resolve customer issues, escalating to the relevant manager or department as needed for prompt resolution
- Conduct in-depth research on complex tax-related program issues or inquiries
- Deliver timely support to TaxAct customers through phone, email, chat, and social media channels
- Communicate effectively with customers to address their concerns and provide solutions
- Collaborate with internal teams to ensure customer problems are resolved efficiently.
- Developed customer service procedures, policies and standards for customer service department.
- Developed customer service standards and trained personnel in customer service procedures.
Customer Service Representative
Sagility Health
Remote
09.2023 - 01.2024
- Assist customers with Cigna health insurance inquiries over the phone
- Provide support and guidance to clients regarding their Cigna health insurance coverage
- Answer inbound calls from customers seeking information about Cigna health insurance
- Aid clients in navigating their Cigna health insurance policies and benefits
- Offer assistance to individuals with questions or concerns related to their Cigna health insurance plan.
Tax Expert
Baker Tilly
Pascagoula, MS
01.2023 - 03.2023
- Offer tax advisory and compliance services to S-corporations, partnerships, individuals, and corporations across various sizes, from middle market to multinational firms
- Engage in tax research initiatives covering a wide range of tax matters, assist in preparing responses to the IRS, and handle inquiries from other tax authorities
- Provide tax compliance and advisory support to a diverse client base, including S-corporations, partnerships, individuals, and corporations of different sizes
- Contribute to tax research endeavors focusing on a multitude of tax issues, aid in crafting responses to the IRS, and manage queries from other tax authorities.
Shift Leader
Hardee's
Pascagoula, MS
10.2022 - 11.2022
- Holding pre-shift crew meetings as necessary to discuss operational procedures and promotions
- Ensuring payroll is managed to align with company labor cost standards including managing inventory to meet company food cost standards
- Organizing crew meetings before each shift, as required, to address operational procedures and promotions.
Call Center Representative
Maximum Research
Cherry Hill, NJ
09.2021 - 08.2022
- Engages in phone conversations with customers to respond to inquiries and resolve any issues they may have
- Manages a high volume of incoming and outgoing calls, actively listening to customers' concerns and requirements
- Offers effective solutions and assistance to customers by addressing their needs and resolving their problems
- Handles various customer inquiries and concerns through telephone communication, ensuring customer satisfaction
- Provides prompt and helpful responses to customers' questions and concerns, ensuring a positive customer experience.
Tax Preparer
H & R Block
Camden, NJ
12.2021 - 03.2022
- Proficient in accurately preparing and reviewing state, federal individual, and corporate tax returns for a diverse client base of over 300 individuals and businesses
- Skilled in generating cryptocurrency reconciliation reports and devising effective strategies to minimize capital gains taxes
- Experienced in completing schedule D and form 8949 to calculate net capital gains/losses resulting from cryptocurrency and stock transactions
- Thoroughly conducted in-depth reporting for foreign financial accounts (Form 114) and specified foreign financial assets (Form 8938), while ensuring compliance with tax regulations
- Provided valuable support to the accounting and tax departments by offering feedback and formulating solutions to address various tax issues faced by clients.
Manager
Crown Inn Suites
Pascagoula, MS
03.2015 - 05.2017
- Overseeing personnel, coordinating tasks, and ensuring productivity
- Strategizing and organizing events, programs, initiatives, and controlling financial resources and tracking expenses
- Executing promotional tactics, advertising campaigns including assisting customers, resolving concerns, and meeting their demands
- Establishing partnerships and coordinating with external entities and enforcing regulations and maintaining a safe environment.
Education
Bachelor's Degree in Accounting -
American Intercontinental University
06-2025
Associate's Degree in Accounting -
Colorado Technical University-Colorado Springs
02-2023
High School Diploma -
Gloucester City Adult High School
Gloucester City, NJ06-2009
Skills
- Strong attention to detail and adept at handling multiple tasks simultaneously
- Skilled in using Microsoft Word and conducting internet research
- Demonstrates proficiency in typing, writing, and verbal communication
- Possesses exceptional analytical skills
- Displays a positive and cooperative work attitude and works well in a team
- Self-assured and motivated individual with excellent communication abilities
- Quick learner who can easily adapt to new systems, products, and services
- Maintains a positive attitude and is provided with guaranteed tools for success
- Customer Service
- Customer service standards
- Outstanding customer service
- Customer service experience
- Customer service representation
- Residential customer service
- Customer service-driven
- Providing customer service
- Customer service background
- Inbound Customer Service
- Customer service expertise
- Customer service excellence
- Exceptional customer service
- Customer service understanding
- Customer service-focused
- Customer service abilities
- Excellent customer service
- Customer Service-Oriented
- Customer service and support
- Call Center Customer Service
Timeline
Customer Service
Tax act
12.2023 - 04.2024
Customer Service Representative
Sagility Health
09.2023 - 01.2024
Tax Expert
Baker Tilly
01.2023 - 03.2023
Shift Leader
Hardee's
10.2022 - 11.2022
Tax Preparer
H & R Block
12.2021 - 03.2022
Call Center Representative
Maximum Research
09.2021 - 08.2022
Manager
Crown Inn Suites
03.2015 - 05.2017
Bachelor's Degree in Accounting -
American Intercontinental University
Associate's Degree in Accounting -
Colorado Technical University-Colorado Springs
High School Diploma -
Gloucester City Adult High School
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