Summary
Overview
Work History
Education
Skills
Timeline
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Kimberly Joiner

Kimberly Joiner

Merrillville,IN

Summary

Deadline-oriented Tax Professional adept at quickly assessing customer needs, developing strategic plans and completing returns to maximize deductions and minimize liabilities. Pursuing role with tax preparation services organization.

Overview

21
21
years of professional experience

Work History

Interim Tax Preparer

Arked Enterprises
06.2023 - 04.2024
  • 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.
  • 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.

Secretary

Merrillville Community School
08.2003 - 06.2023
  • Handled sensitive information discreetly, maintaining confidentiality when managing personnel files or financial data.
  • Answered multi-line phone system and enthusiastically greeted callers.
  • Maintained daily report documents, memos and invoices.
  • Scheduled appointments and conducted follow-up calls to clients.
  • Prepared professional correspondence, including memos, letters, and emails, ensuring accuracy and timeliness.
  • Entered data into system and updated customer contacts with information to keep records current.
  • Maintained electronic filing systems and categorized documents.
  • Responded to emails and other correspondence to facilitate communication and enhance business processes.
  • Provided clerical support to company employees by copying, faxing, and filing documents.
  • Contributed to a positive work environment by providing support to colleagues when needed in various tasks or projects.
  • Provided exceptional customer service by promptly addressing inquiries and resolving issues professionally.
  • Promoted a positive image of the organization through clear communication both internally with colleagues and externally with clients.
  • Facilitated inter-departmental communication to ensure all parties were informed of key updates.
  • Provided comprehensive support to new staff, facilitating faster integration into team.
  • Managed filing system, entered data and completed other clerical tasks.

Education

High School Diploma -

West Side Leadership Academy
Gary, IN

Skills

  • Organization skills
  • Document Preparation
  • Income Tax Preparation
  • Local, state, and federal tax returns
  • Bookkeeping
  • Relationship Building
  • Data inputting

Timeline

Interim Tax Preparer

Arked Enterprises
06.2023 - 04.2024

Secretary

Merrillville Community School
08.2003 - 06.2023

High School Diploma -

West Side Leadership Academy

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Kimberly Joiner