M Martin
Orlando,FL
Summary
Enthusiastic client services professional with strong background directly interfacing with industry customers. Well-versed in products, services and consumer trends. Dependable achiever committed to holding highest ethical standards and maintaining customer trust.
Overview
19
19
years of professional experience
Work History
TAX PREPARER
INTUIT-Florida
12.2023 - Current
- As a Tax Preparer, I was responsible for submitting tax forms on behalf of clients to pay the appropriate amount and maximize the client’s return
- My duties include interviewing clients about their income and expenses, auditing account details, and acting as a liaison between clients and the IRS.
- Researched federal, state, and local laws to ensure compliance with regulations.
- Provided guidance on financial decisions related to taxes.
Member Services Representative
SAVEONSP LLC
Buffalo, NY
11.2021 - 04.2023
- Providing excellent customer service and immediate resolution to inquiries at the patient/customer contact point
- Provide resolute, personalized support delivered over the phone
- Enroll qualifying patients into appropriate manufacturer copay assistance programs
- Contact customer accounts according to call schedule to obtain updated patient information and verify the accuracy of the information, as needed
- Create and maintain accurate customer records
- Collaborate with patients and Pharmacy to assist with issues related to payments and reimbursements
- Understand Medicare policy and copay requirements/guidelines
- Assist team members/departments as needed to meet workflow deadlines
- Follow all applicable government regulations, including HIPAA.
CSR agent
kforce
06.2020 - 05.2021
- Played a crucial role in identifying, analyzing, and troubleshooting issues about the client account
- Assisting with FAQ and claiming weeks of unemployment
- Providing exceptional and professional customer service despite the reaction of the client
- Keeping client information safe and secure
- Verifying the identity of each client when they called in.
MANAGER/senior tax preparer
Jackson Hewitt
12.2005 - 04.2020
- Prepared taxes, and bookkeeping, answered phones, and assisted in IRS calls and letters
- Daily account, collections, marketing, maintaining a professional demeanor always
- Made calls to returning clients and potential clients, counseled, and provided intermediate to expert level advice about their taxes or other issues dealing with finances
- Taught and trained Basic taxes for two years.
Education
CRIMINAL justice -
Strayer University
04.2020
general EQUIVALENCE diploma -
Niagara Falls High School
03.1994
Skills
- Data Entry
- Critical Thinking
- Flexibility
- Phone Etiquette
- Teamwork
- Organization
- Microsoft Word
- Microsoft Excel
- Microsoft PowerPoint
- Microsoft Outlook
- Bookkeeping
- Individual returns preparation
- Documentation filing
- Tax advising
- Verbal/written communication
Timeline
TAX PREPARER
INTUIT-Florida
12.2023 - Current
Member Services Representative
SAVEONSP LLC
11.2021 - 04.2023
CSR agent
kforce
06.2020 - 05.2021
MANAGER/senior tax preparer
Jackson Hewitt
12.2005 - 04.2020
CRIMINAL justice -
Strayer University
general EQUIVALENCE diploma -
Niagara Falls High School