Strong problem-solving abilities, willingness to learn, and excellent communication skills. Well-prepared to contribute to team success and achieve positive results. Eager to take on new challenges and drive organizational objectives forward with dedication and enthusiasm.
Overview
17
17
years of professional experience
Work History
VITA Coordinator / Tax Preparer
Met Council
01.2020 - 07.2024
Mastered TaxSlayer software to generate data reports for target status, marketing initiatives, and market outreach
Focused on client retention and site expansion through analysis of performance data
Oversaw daily operations of the VITA site, ensuring seamless service delivery
Prepared and filed accurate tax returns for a diverse client base
Trained and onboarded seasonal staff and support coordinators during tax season, equipping them to manage sites, perform quality reviews, and assist clients
Monitored overall site performance through data analysis, client feedback, and tax return volume metrics
Provided clients with tax resources and actionable guidance for future financial planning
Set up sites and completed all necessary documentation to maintain compliance with IRS rules and regulations
Organized and led virtual meetings with community partners to promote services and programs offered by the organization
Facilitated internal referrals for clients to access additional services, ensuring they received the full spectrum of benefits available
VITA Site Coordinator
Single Stop USA
01.2019 - 04.2019
Managed in-person and virtual sites, ensuring efficient operations and client satisfaction
Developed training materials and a tracking system to standardize processes across all sites
Strengthened communication and relationships between staff and clients, fostering a supportive community
Tax Preparer / Quality Reviewer
Food Bank
01.2015 - 07.2018
Collaborated with volunteers, site coordinators, and quality reviewers to ensure accurate and efficient tax preparation services
Trained and supported tax preparers and volunteers, fostering a team-oriented environment and enhancing overall program effectiveness
Prepared and reviewed individual tax returns, ensuring compliance with IRS regulations and accuracy in calculations
Provided personalized feedback and actionable recommendations to clients, helping them understand their tax situation and make informed financial decisions
Client Service Representative
Manhattan Professional Group
01.2009 - 06.2009
Handled high call volumes of150+ daily, resolving customer complaints and inquiries via email and phone
Managed billing issues and resolved miscommunications between staff and clients efficiently
Created an instructional database to optimize the use of the company’s Virtual Tax Organizer (VTO)
Oversaw training procedures to ensure company members fully utilized the VTO system
Managed appointment schedules for accountants and sales representatives, enhancing client satisfaction
Tax Preparer
H&R Block
01.2008 - 04.2008
Completed tax returns for individuals, ensuring accuracy and compliance with IRS guidelines
Collaborated with staff and management to develop strategies for future tax planning for businesses and individuals
Social Worker/ Training and Compliance Coordinator at Met Council (DFTA Elder Justice Program)Social Worker/ Training and Compliance Coordinator at Met Council (DFTA Elder Justice Program)