Monica Perez
North Highlands,California
Summary
Proven Tax Preparer at H&R Block Tax Svc, adept in income tax preparation and bilingual client communication, significantly increased client satisfaction. Expert in maintaining confidentiality and fostering strong customer relations, excel in document preparation and leveraging organizational skills for peak efficiency. Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level position. Ready to help team achieve company goals. Punctual and honest with solid background in fast paced environments. Satisfies customers with exceptional service. Uses slow periods effectively to stay on top of daily chores while pursuing opportunities to help team improve service and reduce waste. Versatile Clerk with reputation of balancing productivity and exceptional customer service. Committed to resolving issues and promoting customer loyalty to drive business success. Solid experience in cash handling. Reliable employee seeking a position. Offering excellent communication and good judgment with over 17 years of customer service experience. Effectively boost add-on sales with good interpersonal communication skills. Dependable and adaptable with resourceful nature and conscientious approach.
Overview
18
18
years of professional experience
Work History
Tax Preparer
H&R Block Tax Svc
01.2021 - Current
- 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.
- Assessed client tax situations to determine best filing options.
- 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.
- Built strong rapport with clients through clear communication and regular updates on the status of their tax filings.
- Educated clients on tax planning strategies, helping them save money in future years.
- Participated in continuous professional development opportunities to stay current in industry trends, elevating personal expertise as a Tax Preparer over time.
- Collaborated with colleagues to develop best practices for efficient and effective tax preparation.
- Utilized tax software to prepare returns and meet deadlines.
Independent Consultant
Princess House Inc.
08.2006 - Current
- Handled confidential customer business and operational information.
- Fostered strong relationships with clients through consistent communication and collaboration.
- Managed multiple projects concurrently, ensuring timely delivery and high-quality results.
- Conducted meetings with clients to determine project intent, requirements and budgets.
- Oversaw team of (30) consulting professionals, encouraging sales and training members on effective strategies.
- Delivered outstanding service to clients to maintain and extend relationship for future business opportunities.
- Evaluated customer needs and feedback to drive product and service improvements.
Cashier Team Lead
AU Energy
09.2015 - 10.2020
- Performed store opening, closing, and shift-change actions and kept accurate shift-change logs.
- Assisted customers by answering questions and fulfilling requests.
- Communicated with customers and team members to solve problems.
- Processed both cash and card purchases and returns.
- Trained, mentored, and developed new cashiers with positive and encouraging techniques to maximize performance and team contributions.
- Balanced cash drawers at end of each shift, ensuring accuracy in financial reporting.
- Resolved customer complaints professionally,
- Trained team members on cash register operation and cash handling.
- Led opening and closing procedures and conducted cashier drops, cash control and vault monitoring.
- Promoted store loyalty programs to increase repeat business and bolster customer relations.
- Processed refunds and exchanges in accordance with company policy.
- Maintained current knowledge of store promotions and highlighted sales to customers.
Education
High School Diploma -
Smart Horizons COHS
1280 SW 36th Ave #104 Pompano, FL 3306909.2023
Skills
- Organization skills
- Document Preparation
- Income Tax Preparation
- Local, state, and federal tax returns
- Client Communication
- Data Gathering
- Verbal/written communication
- Bilingual: Spanish and English
- Customer Service
- Punctual and Reliable
Languages
Spanish
Native or Bilingual
Timeline
Tax Preparer
H&R Block Tax Svc
01.2021 - Current
Cashier Team Lead
AU Energy
09.2015 - 10.2020
Independent Consultant
Princess House Inc.
08.2006 - Current
High School Diploma -
Smart Horizons COHS