Summary
Overview
Work History
Education
Skills
Timeline
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Marielle Mendiola

Bulverde,TX

Summary

Accomplished Tax Support Specialist with a proven track record at Intuit, enhancing tax filing efficiency and accuracy. Expert in tax compliance and software, with a knack for resolving complex issues and fostering client trust through empathetic customer service. Demonstrated ability to improve client satisfaction and maintain professionalism.

Overview

7
7
years of professional experience

Work History

Tax Support Specialist

Intuit
12.2022 - 05.2024
  • Streamlined tax filing processes for increased efficiency and reduced errors.
  • Managed high volume of client inquiries during peak tax season, maintaining a high level of professionalism and responsiveness.
  • Supported teammates during peak workload times, fostering a positive work environment that encouraged collaboration and mutual success among team members.
  • Assisted clients with complex tax situations, ensuring compliance with all applicable regulations.
  • Assisted international clients in navigating US-based taxation system, clarifying complex rules surrounding foreign income reporting.
  • Analyzed financial records to verify accuracy of tax returns.
  • Assessed client tax situations to determine best filing options.
  • Participated actively in professional development opportunities to continuously improve skills and stay current on taxation trends and changes.
  • Resolved discrepancies in client returns by meticulously reviewing financial data and collaborating with appropriate parties for clarification when necessary.

Customer Service Agent/appointment Setter

Everise
05.2019 - 09.2021
  • Demonstrated empathy in handling difficult situations, fostering trust and loyalty among customers.
  • Effectively managed escalations from dissatisfied customers, working closely with management to ensure timely resolutions that maintained brand reputation.
  • Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
  • Demonstrated high attention to detail, organization and management of multiple tasks and projects simultaneously.
  • Maintained a high level of professionalism when interacting with customers, ensuring positive experiences.
  • Utilized strong problem-solving skills to quickly identify and address customer issues.
  • Clearly communicated product features and benefits, helping customers make informed decisions about their purchases.
  • Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
  • Investigated and resolved customer inquiries and complaints quickly.
  • Answered phone calls and answered questions from potential customers.
  • Scheduled follow up calls with potential customers to gain interest in scheduling appointments.
  • Developed strong rapport-building skills through daily interaction with diverse clientele over the phone.

Tax Preparer

Jackson Hewitt
01.2017 - 05.2019
  • 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.
  • Built strong rapport with clients through clear communication and regular updates on the status of their tax filings.
  • Maintained compliance by adhering to current tax laws and regulations.
  • Handled complex cases involving small business owners, self-employed individuals, and those with investments or rental properties, showcasing versatility in expertise within the field of taxation.
  • Assisted in resolving complex tax issues, strengthening client relationships and building trust.
  • Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
  • Analyzed prior year returns for discrepancies, correcting errors to favor clients' financial positions.
  • Calculated estimated tax payments for clients.
  • Prepared US, multistate, and international tax returns for business clients.

Education

No Degree - Legal Studies

Central Texas College
Killeen, TX
08-2023

Skills

  • Tax Compliance Expertise
  • Accounting knowledge
  • Tax Software Mastery
  • Tax Return Preparation
  • Legal Research

Timeline

Tax Support Specialist

Intuit
12.2022 - 05.2024

Customer Service Agent/appointment Setter

Everise
05.2019 - 09.2021

Tax Preparer

Jackson Hewitt
01.2017 - 05.2019

No Degree - Legal Studies

Central Texas College

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Marielle Mendiola