Seasoned professional with 18 years of customer-focused experience, adapt at managing client relationships and resolving complaints. Expertise in training and supervising staff to ensure exceptional delivery in customer service. Seeking a Customer Support role to leverage strong communication and problem-solving skills.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Office Manager/Senior Tax Preparer/Instructor
Jackson Hewitt
Mesquite, TX/ Grand Prairie, TX
09.2006 - Current
Oversee staff which includes but not limited to training, management, and supervision, ensuring efficient scheduling and duty allocation.
Conduct detailed client interviews to provide personalized customer service, determine appropriate tax documentation and resolve various taxpayer issues and complaints regarding tax returns and refunds
Assisted with Tax return process and procedures
Review financial records to accurately identify required tax forms and perform audits on tax returns for precision.
Address client inquiries, offer tax guidance for future filings, manage financial transactions, and uphold strict confidentiality protocols.
Contact Representative
Internal Revenue Service GS-0962-5
Dallas, Texas
11.2024 - 11.2025
Taxpayer Authentication
Uses sophisticated interviewing techniques to comprehend, handle and resolve customer account issues
Conducts personal or telephone interviews with a wide range of individuals who have varying degrees of understanding including third party representatives, CPAs, practitioners, attorneys while maintain a professional understanding
De-escalate irate taxpayers and resolve their inquiry while maintaining professionalism
Complete account analysis regarding tax returns and refunds
Education
Certification Yearly 121 CE Credits - TPRT
Jackson Hewitt Tax Services
Mesquite, TX
Certification - Information Technology
Richland College
Dallas, TX
12-2000
Skills
Customer Service
Time Management
MS Word
Excel
Outlook
Interpersonal Skills
Conflict Resolution
Employee Relations
Organizational Skills
Microsoft Teams
Certification
Tax Preparation Readiness Test, Jackson Hewitt Continuous, Yearly 121 CE