Summary
Overview
Work History
Education
Skills
Timeline
Generic

Matthew Washington

Montgomery,AL

Summary

Deadline-oriented Tax Associate 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

25
25
years of professional experience

Work History

Technician

Alfa Insurance
11.2022 - Current
  • Maintained quality assurance and customer satisfaction objectives.
  • Executed diagnostics, troubleshooting and evaluations on equipment .
  • Organized work to meet demanding production goals.
  • Completed job reports and logs immediately following service calls.

Graphic Artist

Diesel Custom Designs
08.2005 - Current
  • Built corporate brands by designing cohesive looks between elements such as logos and letterheads.
  • Designed graphics for websites, logos and promotions for marketing purposes.
  • Met with customers to present mockups and collect information for adjustments.
  • Trained knowledgeable skilled artist/designers several skills to insure the business to runs smoothly.
  • Airbrushing,Operating a printer press machine, Cricket Machine, Design Techniques, Portrait Training, Customizing and Restoring Shoes.
  • Promoting the business.
  • Communicate and negotiate with customer to close deal or perhaps a future deal.
  • Follow up with customer year round about new deals and offers.

Tax Preparer(Seasonal)

TurboTax
06.2014 - 07.2019
  • Completed and filed returns with tax departments at local, state and federal levels.
  • Maintained complete records of client tax returns and supporting documentation in secured areas.
  • Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
  • Prepared tax returns, extensions, tax planning calculations and write-ups for organizations and entities.
  • Filed 40 plus returns per year .

Customer Service Representative

TRC Staffing
05.2012 - 06.2014
  • Persistently reached out to customers with extremely past due accounts to recover lost revenue.
  • Negotiated with account holders to devise repayment plans and minimize collections receivables.
  • Trained new collections representatives on collections processes and incentivized team members to achieve production goals.
  • Counseled debtors on payment options and arranged installment agreements.
  • Worked in call center environment handling manual and automatically dialed outbound calls.
  • Processed payments and contracts on accounts.
  • Trained new team members on scripts, company services and performance strategies and provided mentoring.
  • Achieved performance goals on consistent basis.
  • Adhered to company policies and scripts to consistently achieve call-time and quality standards.

Education

High School Diploma - General Studies

Carver Senior High School
Montgomery, AL
05.2009

Skills

  • Illustration
  • Leadership
  • Goals and Performance
  • Collections
  • Scripted Responses
  • Collections
  • ACH
  • Persuasion Techniques
  • Due Diligence
  • Billing Inquiries
  • History Research
  • Client Communication
  • Verbal and written communication
  • Microsoft Word
  • Microsoft Excel
  • Microsoft Outlook
  • Inbound and Outbound Calls
  • Warm / Cold Transfers
  • Customer Service
  • Help Desk
  • Zoom
  • Slack
  • Synergy
  • Start Tool
  • MFA
  • Calm disposition
  • Windows 10
  • Hardware Upgrades
  • Networking
  • Marketing and Advertising
  • Policy Development
  • Effective communication
  • Public speaking
  • Tax Liability Management
  • Payroll Familiarity
  • Account Reconciliation
  • GAAP Expertise
  • Time Management

Timeline

Technician

Alfa Insurance
11.2022 - Current

Tax Preparer(Seasonal)

TurboTax
06.2014 - 07.2019

Customer Service Representative

TRC Staffing
05.2012 - 06.2014

Graphic Artist

Diesel Custom Designs
08.2005 - Current

High School Diploma - General Studies

Carver Senior High School

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