Summary
Overview
Work History
Education
Skills
Timeline
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Laura McIntire

Dayton

Summary

Proven professional with extensive experience in financial services, notably as a Licensed Tax Preparer at Jackson Hewitt. Excelled in income tax preparation and customer relationship development, achieving high client retention through meticulous organization and exceptional service. Demonstrated expertise in handling sensitive information and complex transactions, enhancing operational efficiency and client trust.

Professional banking specialist prepared for this role with strong focus on customer service, cash handling, and transaction processing. Proven ability to work collaboratively within team to achieve results, adapting to changing needs seamlessly. Reliable, trustworthy, and skilled in communication, problem-solving, and financial accuracy. Consistently delivers exceptional service while maintaining high standards and efficiency.

Overview

3
3
years of professional experience

Work History

Licensed Tax Preparer

Jackson Hewitt
12.2023 - 04.2024
  • Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
  • Analyzed financial records to verify accuracy of tax returns.
  • Provided exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.
  • Assessed client tax situations to determine best filing options.
  • Completed and filed returns with tax departments at local, state, and federal levels.
  • Maintained complete records of client tax returns and supporting documentation in secured areas.
  • Built strong rapport with clients through clear communication and regular updates on the status of their tax filings.
  • Communicated with clients regarding tax situations, providing guidance on financial decisions.
  • Maintained compliance by adhering to current tax laws and regulations.
  • Prepared tax returns for clients in various industries according to government regulations and requirements.
  • Offered clients recommendations to reduce tax liabilities.
  • Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
  • Collaborated with colleagues to share best practices and improve overall team performance.

Bank Teller

Woodforest Bank
05.2022 - 02.2023
  • Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
  • Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
  • Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
  • Established trust with clients by maintaining confidentiality and protecting sensitive financial information.
  • Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
  • Processed customer transactions promptly, minimizing wait times.
  • Resolved customer issues promptly, fostering positive relationships between the bank and its clients.
  • Improved customer satisfaction by efficiently processing transactions and addressing account inquiries.
  • Counted and packaged currency and coins.
  • Provided exceptional customer service, resulting in increased client retention and loyalty.
  • Conducted daily audits of cash drawer, ensuring accuracy and compliance with bank policies.
  • Reconciled cash drawer and resolved discrepancies.
  • Contributed to a welcoming branch environment by maintaining a clean and organized workspace for both staff members and customers alike.
  • Turned in excess cash to maintain drawer security.
  • Audited fellow teller currency to contribute to dual-control procedures.
  • Assisted customers with compromised debit cards and issued new credentials.
  • Collaborated with team members to achieve monthly sales targets and provide exceptional service to customers.
  • Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
  • Disbursed cash and checks accurately while maintaining security of cash drawers.

Cashier

Miami Valley Gaming
10.2021 - 05.2022
  • Welcomed customers and helped determine their needs.
  • Worked flexible schedule and extra shifts to meet business needs.
  • Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
  • Built relationships with customers to encourage repeat business.
  • Maintained a balanced cash drawer, ensuring accurate accounting at the end of each shift.
  • Counted money in cash drawers at beginning and end of shifts to maintain accuracy.
  • Handled multiple payment methods securely, minimizing discrepancies and potential losses.
  • Mentored new employees on cashier duties and best practices, improving overall staff performance.
  • Ensured compliance with company policies and procedures while processing transactions efficiently.
  • Exceeded productivity goals through consistent attention to detail and organization during busy shifts.
  • Maintained up-to-date knowledge of store policies and procedures, ensuring compliance in all transactions.
  • Managed cash drawer accurately, ensuring all transactions balanced at end of day.
  • Ensured accuracy in financial transactions, reconciled cash with receipts daily.
  • Performed cash, card, and check transactions to complete customer purchases.
  • Handled cash with high accuracy and took care to check bills for fraud.

Education

High School Diploma -

Palo Verde High School
Blythe, CA
06-2003

Skills

  • Organization skills
  • Document preparation
  • Income tax preparation
  • Local, state, and federal tax returns
  • Money handling
  • Deposit and withdrawal management
  • Cash counting
  • Customer relationship development
  • Transaction processing
  • Data entry efficiency
  • Sales and Cross-selling
  • Balance transfers
  • Customer assistance

Timeline

Licensed Tax Preparer

Jackson Hewitt
12.2023 - 04.2024

Bank Teller

Woodforest Bank
05.2022 - 02.2023

Cashier

Miami Valley Gaming
10.2021 - 05.2022

High School Diploma -

Palo Verde High School

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Laura McIntire