Detail-oriented administrative professional with expertise in office administration, database management, and tax compliance. Committed to enhancing workflow efficiency and maintaining accurate records.
Overview
2
2
Languages
8
8
years of professional experience
Work History
Administrative Assistant
The Maples Insurance Agency
Benton, AZ
04.2023 - Current
Streamlined daily office operations to enhance workflow efficiency.
Coordinated client communications to ensure timely responses to inquiries, enhancing client satisfaction.
Assisted with appointment scheduling and calendar management for agents.
Prepared insurance documents and maintained accurate client records to support compliance and service delivery.
Utilized software tools to maintain databases and track client information.
Managed inventory of office supplies to ensure availability for daily operations. and ensured inventory remained well-stocked.
Organized and maintained filing systems for physical and electronic documents to ensure accuracy and confidentiality of records, facilitating efficient information retrieval.
Tax Preparer
HR Block
Malvern, Pennsylvania
01.2025 - 04.2025
Prepared individual and business tax returns accurately and efficiently.
Evaluated financial documents for compliance with tax laws, ensuring accurate returns.
Filed tax returns electronically using approved software. through approved software programs.
Collected and organized client data to facilitate accurate completion of tax forms.
Educated clients on tax obligations and benefits to promote informed decision-making.
Updated knowledge on changing tax laws to provide accurate guidance.
Assisted customers with any questions they had about their taxes or filing status.
Tax Preparer
HR Block
Bryant, AR
01.2019 - 04.2020
Prepared individual and business tax returns accurately and efficiently.
Reviewed financial documents for completeness and compliance with tax laws.
Compiled client data to ensure accurate completion of tax forms.
Filed tax documents electronically using approved software to streamline submission process.
Assisted clients in understanding their tax obligations and benefits.
Updated knowledge on changing tax laws to provide accurate guidance.
Assisted clients with tax inquiries to clarify filing status and obligations.
Administrative Assistant at S & A Storage & Logistics / Laparkan Shipping GAAdministrative Assistant at S & A Storage & Logistics / Laparkan Shipping GA