Summary
Overview
Work History
Education
Skills
Timeline
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Lisa Wiley

Sanford,FL

Summary

Branch Office Administrator experienced in assisting with serving customer needs while keeping office operations moving efficiently. Organized and insightful manager with adaptable approach to challenges and exceptional critical thinking abilities.

Ambitious individual with hands-on training in fast-paced tax services office. Highly proficient in preparing federal, state and local tax returns and conducting tax planning and research. Well-versed in tax regulations and accounting pronouncements. .

Professional with winning attitude and desire to deliver exceptional dining experience. Excel in leadership, communication, and problem-solving, ensuring smooth operation of food service establishments. Efficient and results-driven Food Service Manager with background in managing fast-paced dining establishments. Skilled in team leadership, operational management, and customer service enhancement. Demonstrated ability to improve workflow and streamline operations for increased efficiency.

Overview

23
23
years of professional experience

Work History

Branch Office Administrator (on-call)

Edward Jones
Moab, UT
06.2023 - Current
  • Provided administrative support to the team including preparing documents, reports, presentations and correspondence.
  • Handled customer inquiries promptly via telephone or email.
  • Managed calendar schedules for senior managers to coordinate appointments and meetings.
  • Greeted clients warmly upon their arrival at the office and provided assistance when needed.
  • Analyzed data from various sources to generate meaningful reports for management review.
  • Answered customer questions, researched issues, and directed visitors to correct office personnel.

Tax Preparer

Fast Tax Inc
Sanford, FL
12.2016 - Current
  • Compiled data from clients to accurately complete tax forms.
  • Identified potential deductions to minimize clients' tax liabilities.
  • Researched federal, state, and local laws to ensure compliance with regulations.
  • Assisted clients in responding to IRS notices of deficiency or audit findings.
  • Analyzed financial information such as income statements and balance sheets to calculate tax liability.
  • Maintained accurate records of all client transactions and filings.
  • Conducted research on current trends in taxation law to stay up-to-date with changes.
  • Advised clients on the best strategies for filing their taxes efficiently and legally.
  • Evaluated financial situations of individual taxpayers and businesses to determine appropriate actions for reducing taxes owed or increasing refunds due.
  • Corresponded with government agencies regarding discrepancies between submitted documents and actual amounts owed and refundable.
  • Organized paperwork for efficient review by senior staff members.

Restaurant Manager

Red Lobster
Orlando, FL
02.2002 - 08.2016
  • Ensured compliance with all food safety regulations and sanitation standards.
  • Supervised and trained staff in customer service, food handling, and safety protocols.
  • Developed strategies for improved operational efficiency and customer satisfaction.
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
  • Contributed innovative ideas and solutions to enhance team performance and outcomes.
  • Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
  • Worked with cross-functional teams to achieve goals.
  • Prioritized and organized tasks to efficiently accomplish service goals.
  • Identified needs of customers promptly and efficiently.
  • Collaborated closely with team members to achieve project objectives and meet deadlines.
  • Assisted with customer requests and answered questions to improve satisfaction.
  • Maintained updated knowledge through continuing education and advanced training.
  • Provided excellent service and attention to customers when face-to-face or through phone conversations.
  • Approached customers and engaged in conversation through use of effective interpersonal and people skills.
  • Provided support and guidance to colleagues to maintain a collaborative work environment.
  • Exceeded customer satisfaction by finding creative solutions to problems.
  • Utilized advanced technical skills and expertise to troubleshoot complex problems and implement solutions.
  • Recognized by management for providing exceptional customer service.
  • Utilized various software and tools to streamline processes and optimize performance.
  • Achieved cost-savings by developing functional solutions to problems.
  • Conducted comprehensive research and data analysis to support strategic planning and informed decision-making.
  • Conducted routine maintenance and repairs on mechanical systems and industrial equipment.

Education

High School Diploma -

Seminole High School
Sanford, FL
05-1998

Some College (No Degree) - Associates Degree

Seminole State College of Florida
Sanford, FL

Skills

  • Updating client data
  • Client Relationship Building
  • Office Management
  • Telephone reception
  • Customer Engagement
  • Scheduling appointments
  • IRS communication
  • Tax reporting
  • Individual returns preparation
  • Tax advising
  • Restaurant operations management
  • Kitchen oversight
  • Menu development
  • Staff Management
  • Schedule Coordination
  • Regulatory Compliance
  • Customer loyalty
  • Passion for customer satisfaction
  • Purchasing and cost control
  • Organization and prioritization
  • Full service restaurant background
  • Labor and food cost control
  • Customer service best practices

Timeline

Branch Office Administrator (on-call)

Edward Jones
06.2023 - Current

Tax Preparer

Fast Tax Inc
12.2016 - Current

Restaurant Manager

Red Lobster
02.2002 - 08.2016

High School Diploma -

Seminole High School

Some College (No Degree) - Associates Degree

Seminole State College of Florida

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Lisa Wiley