Masha Roundtree
Customer representative
Hendersonville,NC
Summary
Proven Customer Service Representative and Tax Preparer with a track record of enhancing customer satisfaction and streamlining tax processes. At Liberty Taxes, leveraged complaint resolution and financial acumen to improve client outcomes. Excelled in fostering client relationships and optimizing service delivery through effective scheduling and account updating. Demonstrates strong analytical skills and a commitment to excellence in all customer interactions.
Overview
4
4
years of professional experience
Work History
Customer Service Representative
Remote
Hendersonville, NC
05.2023 - 11.2024
- Answered customer inquiries and provided accurate information regarding products and services.
- Provided excellent customer service to resolve customer complaints in a timely manner.
- Gathered customer feedback through surveys and used the data to improve customer service.
- Assisted customers with product selection, ordering, billing, returns, exchanges and technical support.
- Maintained detailed records of customer interactions, transactions and comments for future reference.
- Performed administrative tasks such as filing paperwork, updating databases and generating reports.
- Resolved complex problems by working with other departments to provide solutions that meet customer needs.
- Identified areas of improvement in customer service processes and suggested changes accordingly.
- Developed strong relationships with customers by providing personalized assistance and support.
- Tracked orders from start to finish to ensure timely delivery of goods or services.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Remained calm and professional in stressful circumstances and effectively diffused tense situations.
- Answered incoming calls and emails, providing frontline customer support or assistance with product and service transactions.
Tax Preparer
Liberty Taxes
Hendersonville, NC
12.2020 - 04.2023
- I have customer service skills and finance skill dealing with the public
- Prepared and reviewed tax returns for individuals, partnerships, corporations and trusts.
- Compiled data from clients to accurately complete tax forms.
- Identified potential deductions to minimize clients' tax liabilities.
- Provided guidance on financial decisions related to taxes.
- Assisted clients in responding to IRS notices of deficiency or audit findings.
- Analyzed financial information such as income statements and balance sheets to calculate tax liability.
- Explained complex tax regulations in an easy-to-understand manner for clients' understanding.
- Maintained accurate records of all client transactions and filings.
- Conducted research on current trends in taxation law to stay up-to-date with changes.
- Advised clients on the best strategies for filing their taxes efficiently and legally.
Education
High School Diploma -
North Henderson High School
Hendersonville, NC06-2010
Skills
- Scheduling
- Account updating
- Complaint resolution
- Retail sales customer service
- Store maintenance
- Tracking complaints
Timeline
Customer Service Representative
Remote
05.2023 - 11.2024
Tax Preparer
Liberty Taxes
12.2020 - 04.2023
High School Diploma -
North Henderson High School
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