Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
20
20
years of professional experience
Work History
Mailchimp Onboarding Expert
Concentrix (Intuit Mailchimp)
Fort Worth, TX
05.2024 - Current
Prioritized and organized tasks to efficiently accomplish service goals.
Identified needs of customers promptly and efficiently.
Maintained updated knowledge through continuing education and advanced training.
Exceeded customer satisfaction by finding creative solutions to problems.
Utilized advanced technical skills and expertise to troubleshoot complex problems and implement solutions.
Recognized by management for providing exceptional customer service.
Utilized various software and tools to streamline processes and optimize performance.
Completed day-to-day duties accurately and efficiently.
Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
Contributed innovative ideas and solutions to enhance team performance and outcomes.
Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
Approached customers and engaged in conversation through use of effective interpersonal and people skills.
Provided support and guidance to colleagues to maintain a collaborative work environment.
Conducted comprehensive research and data analysis to support strategic planning and informed decision-making.
Tax Expert
Concentrix (Intuit)
Fort Worth, TX
03.2024 - 05.2024
Provided tax advice and guidance to clients regarding investments, deductions, credits, and other relevant matters.
Assisted in the preparation of complex tax returns for individuals, businesses, and trusts.
Reviewed financial statements to determine accuracy of reported income and expenses.
Researched current legislation related to taxation changes or new laws that could affect clients' taxes.
Advised on various international taxation issues associated with foreign accounts or transactions.
Ensured timely filing of all required documents with the IRS and state agencies as needed.
Performed due diligence reviews on entities prior to mergers or acquisitions in order to assess any potential liabilities resulting from such activities.
Participated in continuing education programs related to taxation matters in order to stay abreast of changing laws.
Reviewed previous year's returns for errors or missed opportunities which may result in refunds or additional savings.
Maintained up-to-date knowledge of applicable state, local, federal regulations governing taxation procedures.
Advised clients to comply with IRS regulations and meet state and federal tax obligations.
Informed clients of potentially beneficial products and services, resulting in additional business opportunities.
Maintained strict confidentiality of client information in accordance with privacy laws and regulations.
Implemented electronic filing procedures to streamline tax return processing and reduce errors.