KYAERA TATE
Atlanta,GA
Summary
Enthusiastic client services professional with strong background directly interfacing with industry customers. Well-versed in products, services and consumer trends. Dependable achiever committed to holding highest ethical standards and maintaining customer trust.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Tax Examining Technician
Internal Revenue Service
09.2024 - Current
- Prepare and issue manual refunds
- Perform credit transfers
- Recommend lien and/or levy action
- Serve as a technical advisor, OJT coach, classroom instructor, or reviewer
- Focus on the examination of tax returns for the Small Business/Self-Employed (SB/SE) division
- Examining tax returns: Reviewing tax returns and related documents for accuracy and completeness
- Calculating taxes, penalties, and interest: Computing taxes, penalties, and interest, including restricted interest
- Resolving tax issues: Analyzing and resolving tax processing problems, and resolving account inquiries
Tax Preparer Specialist
Executive Plus LLC
11.2023 - 06.2024
- Furnished taxpayers with sufficient information and advice to verify correct tax form completion
- Evaluated financial statements and other accounting documents to determine appropriate methods of taxation
- Educated clients about their rights and responsibilities under applicable taxation regulations
- Performed bookkeeping and accounting consulting services
Insurance Broker
Primerica
02.2023 - 11.2023
- Resolved customer inquiries regarding policy changes or coverage issues
- Managed multiple accounts simultaneously while meeting deadlines efficiently
- Conducted market research to identify competitive rates for clients
- Participated in training sessions aimed at improving product knowledge
- Drafted weekly reports for management review
Vice President
Stay In Love Outreach
02.2020 - 10.2023
- Led a team of30 in the development and implementation of programs and initiatives that addressed critical social issues and improved the lives of the community
- Implemented a comprehensive fundraising plan that increased annual contributions by25%
- Developed and maintained strong relationships with donors, foundations, corporations, and government agencies to secure funding for programs and initiatives
- Collaborated with the board of directors and key stakeholders to develop and execute the organization's strategic plan, ensuring alignment with mission and goals
Raider T Recruiter
01.2023 - 09.2023
- Utilize established screening methods to review and evaluate driver resumes and their qualifications, ensuring that each candidate meets the company's standards and requirements
- Collaborate with hiring managers to schedule and conduct interviews, utilizing behavioral-based interviewing techniques to assess candidate fit and potential
- Provide guidance and support to hiring managers and interview teams, offering training and resources to ensure consistency and effectiveness in the recruitment process
President of Operations
Harley El Domus Corperation
11.2022 - 01.2023
- Logged daily trucking activities, including fuel usage and mileage
- Retained valid proof of insurance and registration in vehicles
- Participated in professional development courses related to negotiation strategies
- Drafted proposals outlining specific terms and conditions of proposed agreements
- Negotiated with vendors, suppliers, customers, and other stakeholders on pricing, terms, contracts, agreements
- Interpreted contractual agreements for employers and employees to support collective bargaining and labor relations processes
Picker/Packer
Caters Warehouse
08.2019 - 04.2020
- Executed efficient and accurate picking and packing of clothing items, utilizing detailed order instructions and quality control measures to ensure customer satisfaction
- Prepared packages for shipping, carefully selecting appropriate packaging materials and labeling packages accurately and clearly
- Demonstrated physical stamina and strength by routinely lifting and moving packages weighing up to35lbs
Hospitality Associate
Marriot Stone Mountain park
05.2018 - 11.2018
- Participated in training sessions related to hospitality services best practices
- Monitored inventory levels of supplies needed for operations on a regular basis
- Organized events such as conferences, banquets, weddings
- Greeted guests and provided a warm welcome to all visitors
Sales Associate
Global Inc.
06.2017 - 09.2017
- Consistently achieved sales targets by effectively promoting and selling
- Vivid security systems to customers at Sam's Club, utilizing persuasive communication skills and product knowledge to close deals
- Provided exceptional customer service, building rapport with customers face to face and addressing any concerns or questions they had about the product or service
- Demonstrated strong product knowledge and understanding of the sales process, including the ability to identify customer needs, overcome objections, and handle difficult sales situations
Underwriter Assistant Trainer
Randstad State Farm
09.2016 - 08.2017
- Assessed customer risks and determined insurance eligibility through a review of applications, business information, statistical data, and customer data
- Screened criteria and conducted research to assist the underwriter
- Prepared and processed daily contracts and confirmation forms, ensuring accuracy in sorting and filing
- Trained new underwriting assistants, demonstrating strong leadership
Education
High School Diploma - undefined
Phoenix High School
Lawrenceville, GA05.2014
Skills
- Relationship Building
- Public Speaking and Representation
- Program Management
- Strategic Planning
- Staff Supervision
- Budget Management
- Fundraising and Development
- Sales
- Cold calling
- Account management
- Customer service
- Recruiting
- Digital marketing
- Appointment Scheduling
- Inbound and Outbound Calling
- Paperwork Processing
- Executive Management Support
- Microsoft Office Suite
- Staff Training
- Customer Service
- Positive and Professional
- Problem Resolution
- Delivery Scheduling
- Administrative Support
- Customer Consulting
- Shipping and Receiving Understanding
- Client Relations
- Typing Proficiency
- Spreadsheets
- Computer Proficiency
- Customer Relations
- Contract Negotiation
- Customer Acquisition
- Operations Management
- Employee Coaching
- Negotiation
- Staff Management
- Provided guidance on underwriting procedures to junior staff members
Certification
- Life Insurance License August2024 to Present
- Assessments
- Sales skills — Proficient December2021 Influencing and negotiating with customers Full results: Proficient
- Attention to detail — Proficient July2024 Identifying differences in materials, following instructions, and detecting details among distracting information Full results: Proficient
- Recruiting — Proficient February2023 Managing the candidate sourcing and selection process Full results: Proficient
- Work style: Reliability — Completed April2023 Tendency to be reliable, dependable, and act with integrity at work Full results: Completed
- Written communication — Proficient June2024 Best practices for writing, including grammar, style, clarity, and brevity Full results: Proficient
Timeline
Tax Examining Technician
Internal Revenue Service
09.2024 - Current
Tax Preparer Specialist
Executive Plus LLC
11.2023 - 06.2024
Insurance Broker
Primerica
02.2023 - 11.2023
Raider T Recruiter
01.2023 - 09.2023
President of Operations
Harley El Domus Corperation
11.2022 - 01.2023
Vice President
Stay In Love Outreach
02.2020 - 10.2023
Picker/Packer
Caters Warehouse
08.2019 - 04.2020
Hospitality Associate
Marriot Stone Mountain park
05.2018 - 11.2018
Sales Associate
Global Inc.
06.2017 - 09.2017
Underwriter Assistant Trainer
Randstad State Farm
09.2016 - 08.2017
High School Diploma - undefined
Phoenix High School
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