Detail-oriented professional with a strong background in tax preparation and customer service. Known for exceptional communication skills and a commitment to compliance, dedicated to enhancing client experiences and operational efficiency.
Overview
16
16
years of professional experience
5
5
years of post-secondary education
Work History
Business Owner
Leon's Tax Services
Teaneck, New Jersey
01.2013 - Current
Managed daily operations of tax preparation services for diverse clients.
Supervised staff to ensure compliance with tax regulations and policies.
Created targeted marketing strategies that increased client acquisition and retention.
Collaborated with clients to gather financial documents for accurate tax filings.
Streamlined workflow processes to improve service delivery and elevate client satisfaction.
Updated knowledge of evolving tax laws and industry trends to ensure compliance and informed client advice.
Conducted interviews, provided training, and oversaw employee performance to enhance team effectiveness.
Customer Service Representative
Premiere Response
New Providence, New Jersey
03.2010 - 06.2013
Resolved customer complaints by identifying issues and implementing effective solutions, improving customer satisfaction.
Handled customer inquiries via phone, email, and chat channels, ensuring timely and accurate responses.
Answered customer inquiries and provided accurate information regarding products and services.
Educated customers on product features and services, enhancing their overall user experience.
Documented customer interactions accurately in the company's CRM system.