Levi Templeton
Salt Lake City
Summary
Tax preparation professional equipped with significant expertise in managing detailed tax filings and ensuring compliance. Delivered consistent, high-quality results through collaborative teamwork and adaptability to changing requirements. Reliable in leveraging tax software and maintaining client relationships.
Overview
5
5
years of professional experience
Work History
Lead Tax Preparer
Liberty Tax Service
01.2025 - 04.2025
- Streamlined tax preparation processes for increased efficiency and accuracy.
- Mentored and trained junior staff, improving overall team performance and expertise.
- Delivered informative presentations on critical tax updates to both colleagues and external stakeholders, enhancing overall understanding of industry developments.
- Provided exceptional customer service, leading to increased client retention rates.
- Increased overall firm productivity by implementing more efficient workflow processes within the department.
- Contributed to business growth by actively participating in networking events and cultivating new client relationships.
- Collaborated with team members to maintain high-quality service standards and meet deadlines.
NEMT Driver/Dispatcher
Asteri EMS/TheWay
12.2021 - 01.2025
- As an NEMT Driver, I was responsible for transporting patients to and from medical appointments, clinics, hospitals, and other healthcare facilities in the Colorado Springs area
- I played a crucial role in ensuring the well-being of patients and maintaining the company’s commitment to exceptional service
- NEMT Responsibilities:
- Safely transport patients to and from medical appointments in a timely manner
- Provide assistance to patients during boarding and exiting the vehicle, ensuring their comfort and safety
- Follow all relevant safety regulations and protocols while operating the company vehicle
- Maintain accurate records of patient trips, mileage, and other required documentation
- Communicate effectively with dispatchers, office staff, and healthcare professionals
- Maintain cleanliness and basic maintenance of the vehicle
- Trains new employees and ensures they are prepared to transport independently
- Dispatcher Responsibilities:
- Identifies callers concerns to determine their locations, and the nature of their transportation needs to determine the type of response needed
- Receives incoming telephone calls regarding non-emergency transportation service
- Determines response requirements and relative priorities of situations, and dispatches units in accordance with established procedures
- Communicates professionally and respectfully with staff and clients to facilitate efficient daily task and operations
- Assigns and confirms all drivers routing schedules correct
- Records details of calls, dispatches, and messages in Dispatch Log
- Relays daily operations information along with messages to driver’s in the field requiring notification
- Maintains files and paperwork and prepares and completes reports as needed
- Utilized GPS and other navigation tools to plan routes and stay on schedule.
- Achieved safe driving records by consistently following traffic rules and regulations.
Cook
Pops Burger Stand
08.2024 - 11.2024
- Maintained clean and organized work areas at all times to bring safety and quality to food preparation process.
- Maintained a clean and sanitary workspace, ensuring compliance with health and safety regulations.
- Prepared meals efficiently under time constraints for timely service during peak hours.
- Demonstrated strong multitasking skills, managing multiple orders simultaneously without sacrificing quality or presentation.
Crew Member/Cook
Sonic Drive-in
03.2020 - 12.2021
- As a Sonic Crew Member I was responsible for:
- Working at a variety of stations including Frozen, Fountain, Expo or Switchboard
- Creating and packaging menu items
- Working with your fellow Crew Members through continuous communication
- Maintaining accurate records and cash drawers
- Ensuring that all restaurant menu items meet operational standards
- Greeting all guests in a polite and friendly manner with a smile
- Making accurate change quickly and efficiently for restaurant guests
- Carrying and balancing a tray weighing up to 25 pounds
- Serving our guests in a timely manner
- Clearing trays from our guests cars
- As a Sonic Cook I was responsible for:
- Cook, create, and package menu items
- Comply with all state healthy and safety regulations
- Effectively communicate with front line staff
Education
High School -
Rampart High School
Colorado Springs, CO05.2021
Associates - General Studies
Southwest Assembly of God University
Waxahachie, TX05-2028
Skills
- Leadership
- Communication
- Problem-solving
- Time Management
- Analytical Thinking
- Conflict Resolution
- Customer Service
- Basic Life Support
- Cash Handling
- Records Management
- Staff Training
- Client communication
Timeline
Lead Tax Preparer
Liberty Tax Service
01.2025 - 04.2025
Cook
Pops Burger Stand
08.2024 - 11.2024
NEMT Driver/Dispatcher
Asteri EMS/TheWay
12.2021 - 01.2025
Crew Member/Cook
Sonic Drive-in
03.2020 - 12.2021
High School -
Rampart High School
Associates - General Studies
Southwest Assembly of God University
Similar Profiles
Jasaniris De JesusJasaniris De Jesus
Tax Preparer at Liberty Tax ServiceTax Preparer at Liberty Tax Service
LATALYA BAXTERLATALYA BAXTER
Professional Tax Preparer at Liberty Tax ServiceProfessional Tax Preparer at Liberty Tax Service
Flor PeñaFlor Peña
Tax Preparer at Liberty Tax ServiceTax Preparer at Liberty Tax Service