Maresa Scott
Sr. Certified Tax Professional
Alexandria,VA
Summary
Dedicated Tax Professional with excellent experience in industry. Maintains professional appearance and demeanor and expertly completes assigned tasks with focus on quality. Dependable and quick-learning team player with effective communication and organization skills.
Driven and resourceful administrative professional with 15+ years of experience assisting with work of high-achieving executives. Track record supporting professional needs with well-organized precision. Successfully manages high-volume workloads in rapidly changing environments.
Overview
12
12
years of professional experience
9
9
years of post-secondary education
2
2
Certifications
Work History
VIRTUAL TAX
POW FINANCIAL SERVICES
OXON HILL, MD
01.2018 - Current
- Informing clients or employers on the tax preparation process
- Connect with clients over the internet and collect their W-2s, 1099 forms, and other financial documentation through a secure online portal
- Collecting relevant financial records, including pay stubs and income statements
- Inputting data from financial records into tax return software or databases
- Using applicable federal, state and local tax law to determine deductions and how much each client will pay or earn on the return
- Completing and filing tax documents with appropriate agencies, like the IRS, state and local government entities
- Acting as a representative for clients with applicable agencies as required
- Building customer relationships to promote and expand the business
- Updated spreadsheets and created presentations to support executives and boost team productivity.
- Screened calls and emails and responded accordingly to support executive correspondence.
- Answered high volume of phone calls and email inquiries.
TAX PROFESSIONAL
JUMPING JACK TAX
PHILADELPHIA, PA
01.2019 - 05.2021
- Informing clients or employers on the tax preparation process
- Connect with clients over the internet and collect their W-2s, 1099 forms, and other financial documentation through a secure online portal
- Collecting relevant financial records, including pay stubs and income statements
- Inputting data from financial records into tax return software or databases
- Using applicable federal, state and local tax law to determine deductions and how much each client will pay or earn on the return
- Completing and filing tax documents with appropriate agencies, like the IRS, state and local government entities
- Acting as a representative for clients with applicable agencies as required
- Building customer relationships to promote and expand the business
- Updated spreadsheets and created presentations to support executives and boost team productivity.
- Screened calls and emails and responded accordingly to support executive correspondence.
- Answered high volume of phone calls and email inquiries.
SUPERVISING AGENT
AMERICAN INCOME LIFE
LANHAM, MD
11.2017 - 12.2022
- Monitor career agents to ensure they are providing correct information to clients
- Train career agents on properly delivering and explaining benefits to labor union and credit union members
- Providing coaching, one-on-one training and daily critiques to newly hired career agents
- Monitor several systems that generate activity throughout the day
- Been involved in weekly Manager meetings in which I have recommended improvements in customer service, training, and policy and procedures in order to prevent future problems/issues
- Monitored and evaluated fellow agents' performance.
- Maintained businesses' database by entering and verifying information.
- Resolved caller issues quickly and thoroughly.
Education
Associate of Arts - Arts, Business Management
CENTRAL PIEDMONT COMMUNITY COLLEGE
Charlotte, NC 01.2008 - 05.2012
BBA - Business- Management and Leadership
CAPELLA UNIVERSITY
Minneapolis, MN 01.2018 - 09.2022
Certification - Comprehensive Tax Course Certification
Income Tax School
05.2001 -
Skills
Computer SkillsWord, Excel, PowerPoint, Adobe, Microsoft Outlook, Internet Explorer, Mozilla Firefox, Micros, CSR system, UCCMS, Interaction Client (I-3), Microsoft Lync, Siebel, USPTO employee database
Customer retention
Call center operations
Tax law compliance
Tax reporting
Deductions listing
Year-end tax provision proficiency
Financial statements expertise
Certification
Notary Public – State of Maryland – Expires 07/06/2025
Additional Information
- Awards “, Top Sales Performer Award, 2011 Two-Time “Excellent Customer Service Award” 2009 & 2011 “Most Innovative”, 2010 Excellent Customer Service Award, Dec, 2013 Peer Recognition for excellent performance Award, Dec, 2013 Customer Satisfaction Award, 2015
Timeline
TAX PROFESSIONAL
JUMPING JACK TAX
01.2019 - 05.2021
VIRTUAL TAX
POW FINANCIAL SERVICES
01.2018 - Current
BBA - Business- Management and Leadership
CAPELLA UNIVERSITY
01.2018 - 09.2022
SUPERVISING AGENT
AMERICAN INCOME LIFE
11.2017 - 12.2022
Associate of Arts - Arts, Business Management
CENTRAL PIEDMONT COMMUNITY COLLEGE
01.2008 - 05.2012
Certification - Comprehensive Tax Course Certification
Income Tax School
05.2001 -