Summary
Overview
Work History
Education
Skills
Interests
Timeline
Generic

Margery Carpenter

Kodak,Tennessee

Summary

Professional tax preparer with deep expertise in tax code, compliance, and regulations. Proven ability to collaborate with teams and adapt to changing needs while delivering accurate and timely results. Strong analytical skills, attention to detail, and effective communication ensure reliability and success in high-pressure environments. Highly skilled sales and customer retention.

Overview

36
36
years of professional experience

Work History

Tax Preparer

Accu-Tax
01.2014 - Current
  • Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
  • Analyzed financial records to verify accuracy of tax returns.
  • Provided exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.
  • Increased client satisfaction by providing accurate and timely tax preparation services.
  • Assisted clients with IRS audit preparation, significantly reducing stress and complexity of process.

Bookkeeper

Tennessee Bonding
07.2021 - 11.2024
  • Handled payroll processing for employees, ensuring timely payment and adherence to tax regulations.
  • Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
  • Streamlined accounts payable and receivable management, improving relationships with vendors and customers.
  • Input financial data and produced reports using Quickbooks.


P&L Insurance Agent/Call Center Representative

SITEL Worldwide
06.2019 - 09.2021
  • Built strong relationships with clients through consistent communication and excellent customer service.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
  • Maintained high standards of customer service by building relationships with clients.
  • Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.

Sales Associate

Sew N Vac Outlet
09.1989 - 05.2019
  • Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
  • Handled cash transactions efficiently while adhering to company cash handling policies, ensuring accuracy in all financial exchanges.
  • Built relationships with customers to encourage repeat business.
  • Managed returns, exchanges and refunds in accordance with store policy.
  • Increased sales revenue by building strong rapport with customers and recommending appropriate products based on their needs.
  • Managed conflict resolution with dissatisfied customers professionally, resulting in improved customer retention rates.

Customer Service Representative/Call Center Representative

Comcast
06.2009 - 01.2012
  • Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
  • Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
  • Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
  • Responded to customer requests for products, services, and company information.
  • Provided knowledgeable product recommendations based on individual client needs, driving retail sales growth.

Education

Accounting And Finance

Sevier County High School
Sevierville
02-1989

Skills

  • Organization skills

  • Document preparation

  • Income tax preparation

  • Bookkeeping

  • Verbal/written communication

  • Payroll processing

  • Sales negotiations

  • Strong sales skills

  • Customer service

  • Active listening

  • Critical thinking

  • Data entry

Interests

  • Animal Care
  • Interior Design
  • Road Trips

Timeline

Bookkeeper

Tennessee Bonding
07.2021 - 11.2024

P&L Insurance Agent/Call Center Representative

SITEL Worldwide
06.2019 - 09.2021

Tax Preparer

Accu-Tax
01.2014 - Current

Customer Service Representative/Call Center Representative

Comcast
06.2009 - 01.2012

Sales Associate

Sew N Vac Outlet
09.1989 - 05.2019

Accounting And Finance

Sevier County High School

Similar Profiles

CREATE PROFILE
Margery Carpenter