Hi, I’m
Lupe Antonio
Coconut Creek,FL
Summary
To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
22
years of professional experience
2
Languages
Work History
Block Advisors
Senior Tax Specialist
09.2001 - Current
Job overview
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Designed tailored strategies for high net worth individuals by analyzing their unique financial situations and applying expert knowledge of relevant tax laws to minimize liabilities.
- Taught junior staff how to prepare statements, resolve discrepancies and maximize efficiency.
- Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
TD Bank
Senior Tax Customer Service
12.2017 - 10.2021
Job overview
- Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
- Expertly managed escalated issues through effective communication strategies leading to swift resolutions.
- Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
- Conducted regular performance reviews of team members, identifying opportunities for growth and development.
New Avon LLC
District Sales Manager
02.2012 - 06.2017
Job overview
- Responsible for recruiting, and appointing new sales representatives.
- Improved team performance by providing regular coaching, training, and mentoring to sales representatives.
- Coached sales representatives in product specification, sales incentives, and selling techniques, significantly increasing customer satisfaction ratings.
- Directed sales support staff in administrative tasks to help sales reps close deals.
New York Center For Child Develop
Case Manager Specialist
08.2006 - 01.2012
Job overview
- Conducted outreach to families and other community partners to identify ways to address social, emotional and behavioral needs.
- Assisted families in navigating complex social service systems to access needed supports and benefits.
- Improved family dynamics by offering guidance on parenting strategies, communication techniques, and conflict resolution skills.
- Reported child abuse in accordance with legal standards of mandatory reporters.
- Maintained detailed case notes documenting client interactions, interventions provided, progress made, and any barriers encountered during service delivery.
Education
Lehman College of The City University of New YorkThe Bronx, NY
Bachelor of Arts from Economics, And Phycology
05.1997
Monroe CollegeThe Bronx, NY
Associate of Arts from Computer Software And Secretarial Schience
05.1994
Skills
- Conflict Resolution
- Service planning
- Stakeholder Collaboration
- Program Development
- Interviewing skills
- Crisis Intervention
- Client Advocacy
Languages
English
Full Professional
Spanish
Full Professional
Work Preference
Location Preference
RemoteImportant To Me
Personal development programsWork from home optionTimeline
Senior Tax Customer Service
TD Bank
12.2017 - 10.2021
District Sales Manager
New Avon LLC
02.2012 - 06.2017
Case Manager Specialist
New York Center For Child Develop
08.2006 - 01.2012
Senior Tax Specialist
Block Advisors
09.2001 - Current
Lehman College of The City University of New York
Bachelor of Arts from Economics, And Phycology
Monroe College
Associate of Arts from Computer Software And Secretarial Schience