Latisha Martin
Pelzer,SC
Summary
Experienced administrative and customer service professional with over 15 years of proven success in operations, dispatch management, and tax preparation. Highly organized, detail-oriented, and skilled in multitasking and building strong client relationships. Adept at managing office functions, financial processes, and team coordination in both logistics and tax service environments.
Overview
13
13
years of professional experience
Work History
Owner / Tax Professional
Phoenix Tax Services
Greenville, SC
08.2021 - Current
- Prepare and file accurate individual and small business tax returns in compliance with IRS guidelines.
- Conduct client consultations and provide strategic year-round tax planning.
- Oversee daily operations, including marketing, scheduling, and client management.
- Maintain IRS EFIN compliance, and secure client data according to IRS standards.
- Stay current with tax law changes through continuing education.
Operations Manager
250 Logistics
Greenville, SC
09.2020 - Current
- Coordinate dispatch, route planning, and delivery execution for transportation services.
- Manage accounts receivable, payroll, and driver schedules.
- Generate invoices and oversee client billing.
- Supervise driver communications and ensure DOT compliance.
- Maintain operational efficiency through strategic planning and customer service.
Sales Representative
Charter Communications
Simpsonville, SC
10.2013 - 08.2020
- Responded to inbound sales inquiries, promoted products and services, and processed new orders.
- Scheduled installation appointments and handled associated administrative tasks.
- Delivered high-quality customer service and met sales performance goals.
Verifications / Customer Support
Capital Management
Greenville, SC
08.2012 - 09.2013
- Verified employment and banking information for credit applications.
- Provided customer support, account unlocks, and conference call assistance.
Education
Real Estate Course -
Wyatt Institute of Real Estate
Greenville, SC06.2025
Patient Care Technician Certification -
Greenville Technical College
Greenville, SC01.2006
General Education Diploma -
Lifelong Learning
Greenville, SC01.2001
Skills
- Customer service and client relations
- Dispatch & Route Planning
- Payroll & Billing Management
- Tax Preparation & IRS Compliance
- Administrative and office management
- Scheduling and multi-line phone systems
- Accounts Receivable/Payable
- QuickBooks
- Microsoft Office Suite
References
Available upon request.
Timeline
Owner / Tax Professional
Phoenix Tax Services
08.2021 - Current
Operations Manager
250 Logistics
09.2020 - Current
Sales Representative
Charter Communications
10.2013 - 08.2020
Verifications / Customer Support
Capital Management
08.2012 - 09.2013
Real Estate Course -
Wyatt Institute of Real Estate
Patient Care Technician Certification -
Greenville Technical College
General Education Diploma -
Lifelong Learning
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