Lisa Roberts
Rock Hill,SC
Summary
Taxpayer Assistance Officer with 17 years of experience in relationship management and multitasking, seeking a Taxpayer Assistance Supervisor position. Proficient in educating taxpayers, processing tax documents, and ensuring compliance with regulations. Achieved high levels of customer satisfaction and operational efficiency through effective communication and problem-solving skills.
Overview
26
26
years of professional experience
Work History
Taxpayer Assistance Officer
South Carolina Department of Revenue
Rock Hill, SC
07.2006 - Current
- Processed FedEx packages daily for interoffice mail delivery to Columbia.
- Issued retail licenses in accordance with regulatory guidelines.
- Educated taxpayers on accurate completion of sales tax forms to promote compliance and minimize errors.
- Facilitated submission of Power of Attorney documents via GoAnywhere application for compliance.
- Reviewed POAs to verify validity and compliance with regulations.
- Managed wage levy responses, ensuring clear record-keeping and adherence to regulatory requirements.
- Reviewed ABL applications for accuracy, facilitating timely and compliant submissions to Columbia.
- Collected customer tax payments and processed for multiple tax types.
Dispatcher/Customer Service Representative
Safelite Auto Glass
Charlotte, NC
07.2003 - 12.2006
- Facilitated communication between drivers and customers to achieve timely service delivery.
- Resolved customer complaints regarding service issues and delays, improving satisfaction.
- Maintained accurate records of driver locations, delays, and cancellations to support efficient tracking.
- Collected customer feedback to resolve service-related inquiries and enhance customer experience.
- Facilitated scheduling of glass replacements and repairs between customers and technicians.
Cashier
Legg Mason
Charlotte, NC
12.1999 - 07.2003
- Keyed buy/sell orders to stock market for broker execution.
- Issued checks to clients to facilitate transactions.
- Executed daily bank deposits and ensured timely delivery to bank.
Education
High School Diploma -
Rock Hill High School
Rock Hill, SC06-1991
Skills
- Time management
- Team collaboration
- Customer service
- Communication skills
- Relationship management
- Multitasking capacity
- Information verification
Accomplishments
Recipient of numerous achievement awards for customer service, credit card transactions, and amount of positive survey cards received.
- Most recent award received in November 2025
References
References available upon request.
Timeline
Taxpayer Assistance Officer
South Carolina Department of Revenue
07.2006 - Current
Dispatcher/Customer Service Representative
Safelite Auto Glass
07.2003 - 12.2006
Cashier
Legg Mason
12.1999 - 07.2003
High School Diploma -
Rock Hill High School