Lanita Smith
Cordova,TN
Summary
Knowledgeable and dedicated customer service professional with extensive experience in financial industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.
Overview
22
22
years of professional experience
Work History
Tax Reporting Associate
Iconma LLC. Contractor, ABQ. NM - Raymond James
10.2023 - Current
- Process IRS forms W-8BEN
- Field incoming calls regarding various tax questions including IRS tax forms and tax reporting concepts
- Perform various duties as assigned
- Worked varied hours to meet seasonal and business needs.
- Prioritized tasks to meet tight deadlines, pitching in to assist others with project duties.
Tax Preparer
TBDC Tax Service, LLC.
01.2008 - Current
- Utilized tax software to prepare returns and meet deadlines.
- Prepared over 400 tax returns for clients in various industries according to government regulations and requirements.
- Analyzed financial documents to accurately reflect client information on tax returns.
- Communicated with clients regarding tax situations, providing guidance on financial decisions.
Deli Manager
Schnuck Markets, Inc.
09.2001 - 05.2012
- Observed quality assurance standards to optimize freshness of deli products.
- Scheduled and rotated shifts for adequate coverage and fair distribution of workload for 15 or more employees.
- Integrated service and team management strategies to boost business profits.
- Addressed customer complaints with professional demeanor and used communication and problem-solving skills to resolve issues.
Education
Bachelor of Science - Accounting And Finance
Capella University
Minneapolis, MN12.2023
High School Diploma -
Kirby High School
Memphis, TN05.1997
Skills
- Financial Management
- Verbal Communication
- New Business Development
- Tax Accounting
- Due Diligence
- Time Management
Timeline
Tax Reporting Associate
Iconma LLC. Contractor, ABQ. NM - Raymond James
10.2023 - Current
Tax Preparer
TBDC Tax Service, LLC.
01.2008 - Current
Deli Manager
Schnuck Markets, Inc.
09.2001 - 05.2012
Bachelor of Science - Accounting And Finance
Capella University
High School Diploma -
Kirby High School
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