KIMBERLY LOOMIS
Gansevoort,NY
Summary
Tax Services Lead at GTM Payroll Services Inc. specializing in analytical problem-solving for complex issues. Proven track record in improving customer relationships and satisfaction through effective process enhancements. Strong multitasking abilities and commitment to exceptional service delivery. Highly motivated with adaptability and strong interpersonal skills, capable of independent skill mastery.
Overview
28
28
years of professional experience
Work History
Tax Services Lead
GTM Payroll Services Inc
Clifton Park, NY
05.2023 - Current
- Assisted with training and mentoring new team members.
- Handled customer complaints and inquiries in a courteous and efficient manner.
- Suggested and implemented process improvements to daily and quarterly processes.
- Updated and maintained the database with accurate customer information and timely data entry.
- Developed and maintained a working knowledge of internal policies, procedures, and services to appropriately address customer issues.
- I volunteered for and tackled new assignments and tasks to ease staff members' burden.
- Resolved IRS and state tax notices, or audits, on behalf of clients.
Tax Service Representative
GTM Payroll Services
Clifton Park, NY
02.2018 - 05.2023
- Customized support based on customer requirements to ensure top-tier service delivery.
- Supervised open issues to monitor progress, resolve concerns, and energize personnel in developing solutions for service failures.
Nanny/House Manager
A New England Nanny
Clifton Park, NY
09.2015 - 01.2018
Directory Assistance Operator
Verizon
Glens Falls, NY
04.1997 - 09.2015
- Offered special assistance to persons in emergency situations.
- Operated switchboards and systems to advance and complete connections.
- Answered incoming calls and provided customer service in a busy call center environment.
- Very adept at diffusing customers' frustrations without needing to transfer to a supervisor.
Education
CCSP CERTIFICATION -
NCSA
04.2024
HIGH SCHOOL DIPLOMA -
Schuylerville High School
Schuylerville, NY06.1987
Some College (No Degree) - ENGLISH COMPOSITION
Adirondack Community College
Queensbury, NYSkills
- Analytical problem solving
- Tax expertise
- MasterTax Proficiency
- Microsoft Office proficiency
- Customer relationship management
- Calm under pressure
- Team collaboration
- Leadership and mentoring
- IRS and State Tax Issue resolution and complaint handling
- Tax compliance
- Research
References
References available upon request.
Personal Information
Title: Tax Service Lead
Timeline
Tax Services Lead
GTM Payroll Services Inc
05.2023 - Current
Tax Service Representative
GTM Payroll Services
02.2018 - 05.2023
Nanny/House Manager
A New England Nanny
09.2015 - 01.2018
Directory Assistance Operator
Verizon
04.1997 - 09.2015
CCSP CERTIFICATION -
NCSA
HIGH SCHOOL DIPLOMA -
Schuylerville High School
Some College (No Degree) - ENGLISH COMPOSITION
Adirondack Community College
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