Melissa Alvarez
Santa Ana,CA
Summary
Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready for new challenges and advance organizational objectives with dedication and enthusiasm.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Tax Preparer
Liberty Tax Service
12.2023 - 04.2024
- Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
- Completed and filed returns with tax departments at local, state, and federal levels.
- 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 clients with IRS audit preparation, significantly reducing stress and complexity of process.
Customer Service Representative
Payday Money Centers
06.2019 - 10.2022
- Contacted customers to discuss past-due accounts and negotiated payment plans.
- Prepared documents for underwriting by verifying client income, credit reports, and other information.
- Maintained proper cash handling procedures to minimize discrepancies, ensuring the accuracy of all transactions processed.
- Performed cash, card, and check transactions to complete customer purchases.
- wire money domestically, and internationally
- Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants.
- Kept accurate records of sorted currency and prepared necessary documentation for bank deposits, ensuring timely processing.
Cashier
Wabba Grill
07.2018 - 01.2019
- Greeted customers entering store and responded promptly to customer needs.
- Welcomed customers and helped determine their needs.
- Worked flexible schedule and extra shifts to meet business needs.
- Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
Education
No Degree - Law
Santa Ana College
Santa Ana, CASkills
Tax Law Knowledge
Organizational Skills
Detail Oriented
Problem solving
- Relationship building
- Client communication
Bilingual
Certification
California Tax Education Council Certified
CTEC ID: A349271
Languages
Spanish
Native or Bilingual
Timeline
Tax Preparer
Liberty Tax Service
12.2023 - 04.2024
Customer Service Representative
Payday Money Centers
06.2019 - 10.2022
Cashier
Wabba Grill
07.2018 - 01.2019
No Degree - Law
Santa Ana College
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