Markeyta Jolley
Ariton,AL
Summary
Proven Income Tax Preparer with a track record of maximizing client savings and enhancing customer satisfaction at Trust My Way Tax Service. Expert in tax software and adept at building client relationships, I've consistently met tight deadlines and adapted to changing tax laws, ensuring thorough and accurate financial advice. Deadline-oriented Tax Professional adept at quickly assessing customer needs, developing strategic plans and completing returns to maximize deductions and minimize liabilities. Pursuing role with tax preparation services organization.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Income Tax Preparer
Trust My Way Tax Service
01.2019 - Current
- Completed and filed returns with tax departments at local, state, and federal levels.
- Stayed current on changing tax laws and regulations to provide the most accurate advice to clients.
- Built strong relationships with clients through excellent communication skills, ensuring repeat business year after year.
- Maximized client savings by identifying deductions and tax credits through thorough review of financial documents.
- Conducted thorough research on unfamiliar tax situations to ensure proper treatment within client returns.
- Maintained confidentiality of client information by securely storing documentation and implementing strict privacy protocols.
- Increased client satisfaction with the timely preparation and filing of income tax returns, meeting strict deadlines.
- Managed a diverse caseload of clients across various industries, adapting quickly to meet each individual''s unique needs.
FNOL Represntative
Allstate (Liveops)
11.2020 - 08.2023
- Increased customer satisfaction by addressing and resolving complaints in a timely manner.
- Handled customer complaints quickly and professionally to restore customer confidence and prevent loss of business.
- Enhanced company reputation by providing exceptional customer service and support.
- Developed and maintained positive customer relations and coordinated with team members to properly handle requests and questions.
- Greeted customers warmly to set tone of customer experience and provide welcoming and friendly atmosphere.
- Learned and followed all organizational policies and procedures to maintain safe and professional working environments.
- Communicated with clients and customers to gather, provide and share updated information on products and services.
Secretary
J`s Transport
03.2014 - 12.2018
- Handled sensitive information discreetly, maintaining confidentiality when managing personnel files or financial data.
- Answered multi-line phone system and enthusiastically greeted callers.
- Maintained daily report documents, memos and invoices.
- Scheduled appointments and conducted follow-up calls to clients.
- Handled daily scheduling tasks and provided administrative support for entire department.
- Prepared professional correspondence, including memos, letters, and emails, ensuring accuracy and timeliness.
- Entered data into system and updated customer contacts with information to keep records current.
- Maintained electronic filing systems and categorized documents.
Education
Bachelor - Business Administration
Southern New Hampshire University
Hooksett, NH05.2026
High School Diploma -
Ariton High School
Ariton, AL05.2003
Skills
- Income Tax Preparation
- Federal and state tax returns
- Tax computing
- Deadline-oriented
- Tax Software Proficiency
Certification
License Insurance Adjuster
Licensed Insurance Adjuster (Property, Casuality, Comp, and Crop
I received my licenses in January 2024
Timeline
FNOL Represntative
Allstate (Liveops)
11.2020 - 08.2023
Income Tax Preparer
Trust My Way Tax Service
01.2019 - Current
Secretary
J`s Transport
03.2014 - 12.2018
Bachelor - Business Administration
Southern New Hampshire University
High School Diploma -
Ariton High School