Driven professional with a proven track record at H&R Block, adept in tax code knowledge and client relations, enhancing business opportunities through meticulous documentation and strategic consultative sales. Excelled in multitasking and problem-solving, achieving significant improvements in process optimization and customer satisfaction.
Overview
7
7
years of professional experience
Work History
Tax Professional
H&r Block
11.2023 - Current
Completed and filed returns with tax departments at local, state, and federal levels.
Maintained complete records of client tax returns and supporting documentation in secured areas.
Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
Completed and filed returns with tax departments at local, state, and federal levels
Maintained complete records of client tax returns and supporting documentation in secured areas
Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits
Provided information about available products and services to clients, resulting in increased business opportunities
Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions
Researched complex tax issues utilizing online resources and professional tax software
Communicated with clients regarding tax situations, providing guidance on financial decisions
Maintained compliance by adhering to current tax laws and regulations
Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities
Adoption Coordinator
Hawaiian Island Humane Society
02.2022 - 05.2023
Completed comprehensive assessments of families to identify needs and develop treatment plans.
Cared for over 20 animals by feeding and bathing, taking dogs for walks, cleaning litter boxes, and supervising playtime.
Attended community events to promote pet adoption and responsible pet ownership.
Provided excellent customer service to visitors, promptly answering questions to enhance satisfaction.
Conducted adoption events to place shelter and foster animals into permanent homes.
Conducted adoption process by providing information about animals to potential adopters.
Cleaned and sanitized cages and living areas to promote health and wellbeing.
Kept cages, kennels, play yards, and grooming areas neat and clean.
Transaction Coordinator
Canion Homes
11.2020 - 06.2021
Prepared and presented contracts and other legal documents to clients.
Generated leads for sales and rental properties through cold calls and referrals.
Negotiated contracts with buyers and sellers to maximize customer savings.
Followed-up escrow process, coordinated contingency removal of property inspection and maintained timely closing of escrow.
Reviewed and executed confidential documents, contracts and disclosures.
Managed scheduled meetings to maintain satisfaction of both buyers and sellers and facilitate smooth purchases.
Reviewed property listings, interviewed potential clients, accompanied clients to properties and effectively communicated condition of sales.
Worked closely with clients to facilitate appropriate loans, inspections, and credit reports.
Collaborated with mortgage companies to accurately determine loan and mortgage options for clients.
Administrative Assistant
Kilauea Pest Control
08.2019 - 06.2021
Answered multi-line phone system, routing calls, delivering messages to staff.
Determined most efficient method to get rid of pests depending upon type of bug and degree of infestation.
Educated and advised customers on preventive measures to reduce pest infestations.
Responded to customer inquiries and complaints regarding pest control services and solutions.
Responded to customer phone calls and emails quickly to maximize service and improve retention rates.
Supervised team member performance to meet client deadlines and requirements.
Managed supply inventory and assigned replenishment to team members.
Communicated with clients to provide price quotes, discuss design needs and schedule work.
Delegated tasks to workers daily, taking into account personal skill levels, daily targets and necessary condition adaptations.
Established workflow processes, monitored daily productivity, and implemented modifications to improve overall performance of personnel.
Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
Trained employees in company and regulatory compliance requirements to promote conformance.
Updated reports, managed accounts, and generated reports for company database.
Supervised staff and delegated tasks to maintain positive, productive administrative operations.
Supervisor
Bath and Body Works, Limited Brands
10.2017 - 03.2019
Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows.
Generated reports detailing findings and recommendations.
Helped meet changing demands by recommending improvements to business systems or procedures.
Evaluated customer needs and feedback to drive product and service improvements.
Oversaw continuous floor maintenance and recovery efforts, keeping displays and shelves customer-ready and professionally presented.
Monitored cashiers' work and balanced registers to maintain strong financial controls.
Kept merchandise fresh by monitoring use of proper stock rotation procedures and setting up promotions to move out aging products.
Trained and oriented associates to maximize team performance.
Processed exchanges, refunds and team member purchases to keep cashiers focused on efficiently checking out regular customers.
Coordinated merchandising displays, signage and sales enablement.
Created timely and accurate inventory, cash and production reports for senior managers.
Maintained focus during busy times and delegated tasks to employees to keep business running smoothly.
Effectively allocated tasks during high-traffic times to keep operations running smoothly and employees focused.
Decreased inventory shrinkage, drive-off and daily cash discrepancies by closely monitoring daily operations.
Implemented daily operating procedures to keep store clean, adequately stocked, and well-organized.
Sales Associate
Zales The Diamond Store
03.2017 - 10.2017
Engaged with customers to build rapport and loyalty.
Provided positive first impressions to welcome existing, new, and potential customers.
Engaged with customers to effectively build rapport and lasting relationships.
Answered customer questions about sizing, accessories, and merchandise care.
Helped customers locate products and checked store system for merchandise at other sites.
Maintained calm demeanor and professionally managed issues in busy, high-stress situations.
Solved customer challenges by offering relevant products and services.
Accurately processed POS transactions, returning coin, currency, payment cards, and receipts to customers.
Prepared merchandise for sales floor by pricing or tagging.
Educated clients on current promotional offerings and products using persuasive selling tactics.
Built relationships with customers to encourage repeat business.
Assessed customer needs and utilized suggestive selling techniques to drive sales.
Managed efficient cash register operations.
Engaged in friendly conversation with customer to better uncover individual needs.
Education
High School Diploma -
Lebanon High School
Lebanon, OH
05.2004
Skills
Mathematical Calculations
Tax code knowledge
Internal Revenue Service Correspondence
Corporate tax preparation
Document Preparation
Property Research
Real Estate Law
Product Knowledge
Scheduling
Report Generation
Call Management
Paperwork Processing
Account updating
Information Security
Appointment Scheduling
Consultative Sales
Data Entry
Data Collection
Complaint resolution
Documentation
Record preparation
Delivery Scheduling
Product Sales
Key holder experience
Lead Generation
Process Optimization
Recordkeeping strengths
Shipping procedures understanding
Call Center Operations
Microsoft Office Suite
Active Listening
Microsoft Excel
Product and service solutions
Document Control
Staff Training
Sales closing
Computer Proficiency
Client Relations
Building rapport
Employee Motivation
Store Organization
Task Delegation
Budgeting and financial management
Cash handling oversight
Staff Training and Development
Sales Development
Inventory Control
Store operations
Customer Service Management
Goal Setting and Achievement
Inventory Management
Performance monitoring
Policy Enforcement
Strategic selling
Dependable and reliable
Adaptable
Pest management solutions
Time tracking
File Management
Commission calculation
Deadline Management
Closing procedures
Escrow management
Client Communication
Closing process facilitation
Contract Negotiations
Contract Preparation
Purchase Agreement Writing
Attention to Detail
Leads Prospecting
Closings Coordination
MLS Data Entry and Maintenance
Multitasking
Microsoft Office
Purchase contracts
Analytical Thinking
Client Relationship Management
Goal Setting
Reliability
Basic Math
Time Management
Analytical Skills
Flexible Schedule
Professionalism
Problem-solving abilities
Teamwork and Collaboration
Organizational Skills
Problem-solving aptitude
Team Collaboration
Problem-Solving
CMA software knowledge
Team building
Interpersonal Skills
Closing support
Multitasking Abilities
Adaptability
Excellent Communication
Software
Adobe
Microsoft
Timeline
Tax Professional
H&r Block
11.2023 - Current
Adoption Coordinator
Hawaiian Island Humane Society
02.2022 - 05.2023
Transaction Coordinator
Canion Homes
11.2020 - 06.2021
Administrative Assistant
Kilauea Pest Control
08.2019 - 06.2021
Supervisor
Bath and Body Works, Limited Brands
10.2017 - 03.2019
Sales Associate
Zales The Diamond Store
03.2017 - 10.2017
High School Diploma -
Lebanon High School
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