Lisa Gagnon
(931) 212-5124
Fayetteville ,TN
Summary
Dynamic Tax Representative with a proven track record at the Department of Treasury, excelling in state and local taxation. Enhanced client satisfaction through tailored advice and mentorship, while fostering teamwork. Recognized for improving compliance and reducing audit risks, demonstrating strong leadership and cash flow management skills.
Overview
8
8
years of professional experience
Work History
Tax Representative
Department of Treasury
03.2023 - 02.2025
- Increased client satisfaction by providing timely and accurate tax advice tailored to individual needs.
- Mentored junior staff members in best practices for effective client communication and tax return preparation.
- Collaborated with team members to ensure consistent quality of service across all client accounts.
- Assisted in the preparation of complex tax returns for individuals, businesses, and non-profit organizations.
- Developed strong relationships with clients, resulting in high retention rates and increased referrals.
- Established trust with high net-worth individuals, leading to long-term partnerships in managing their complex taxation needs.
- Improved overall tax compliance by proactively addressing issues and providing solutions to clients'' concerns.
- Enhanced client understanding of their financial situation by thoroughly explaining the implications of various tax strategies.
- Simplified communication with clients by translating complex tax terminology into easily understandable explanations.
- Conducted thorough research on tax codes and regulations to provide clients with the most current information.
- Reduced audit risks by diligently reviewing financial records and identifying potential discrepancies.
- Prevented costly penalties for clients by ensuring full adherence to federal and state regulatory requirements.
- Efficiently managed a diverse caseload, prioritizing tasks based on urgency and complexity to meet deadlines consistently.
Manager of Service
Judy’s Cleaning Service
09.2016 - 01.2023
- Fostered a collaborative work environment, encouraging open communication and teamwork among staff members.
- Oversaw the recruitment of top talent, resulting in a highly skilled workforce capable of meeting department objectives.
- Spearheaded process improvements that led to increased productivity without sacrificing service quality or customer satisfaction.
- Enhanced customer satisfaction by streamlining service processes and implementing effective communication strategies.
- Ensured compliance with industry standards and regulations, mitigating potential risks faced by the organization.
- Successfully resolved complex customer issues, ensuring client satisfaction and maintaining company reputation.
- Guided team members through challenging situations using empathetic leadership skills, fostering resilience amongst staff during periods of change or uncertainty.
Education
Medical Coding - Medical
University of Phoenix
Phoenix, AZSkills
- State and local taxation
- Teamwork orientation
- Payroll management
- Cash flow management
Timeline
Tax Representative
Department of Treasury
03.2023 - 02.2025
Manager of Service
Judy’s Cleaning Service
09.2016 - 01.2023
Medical Coding - Medical
University of Phoenix
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