Nakia L. Calhoun
Mobile,USA
Summary
Dynamic Tax Lead at Intuit with a proven track record in problem-solving and client communication. Adept at conducting thorough research and fostering team collaboration, I consistently exceed expectations by delivering innovative solutions. My analytical thinking and attention to detail drive successful outcomes in complex tax environments.
Results-driven individual with a solid track record in delivering quality work. Known for excellent communication and teamwork abilities, with a commitment to achieving company goals and delivering exceptional service. Passionate about continuous learning and professional development.
Results-oriented individual with a passion for continuous learning and innovation. Known for leveraging analytical thinking and creativity to solve problems and deliver high-impact solutions in fast-paced environments.
Overview
24
24
years of professional experience
Work History
Tax Lead
Intuit
12.2022 - Current
- Approached tax experts and engaged in conversation through use of effective interpersonal and people skills.
- Conducted comprehensive research and data analysis to support strategic planning and informed decision-making.
- Provided support and guidance to colleagues to maintain a collaborative work environment.
- Worked effectively in team environments to make the workplace more productive.
- Assisted with customer requests and answered questions to improve satisfaction.
- Utilized advanced technical skills and expertise to troubleshoot complex problems and implement solutions.
- Exceeded tax experts satisfaction by finding creative solutions to problems.
- Worked with cross-functional teams to achieve goals.
Senior Representative
CHCS/Capgemini
01.2016 - Current
- Assist current Long Term Care policyholders with coverage information and claims processing
- Review submitted claims correspondence for payment processing, along with researching denied payments
- Assist colleagues with escalation calls
- Provide side by side mentoring and training for new employees
- Assist with QC/QA collaboration calls
Tax Expert
Intuit
12.2021 - 05.2022
- Researched and interpreted complex tax regulations in order to advise clients on the most advantageous methods of filing their taxes.
- Created reports summarizing the details of all filings made during the year.
- Interviewed clients to obtain additional information on taxable income and deductible expenses and allowances.
- Maintained current knowledge of changes in taxation rules and regulations through continuing education and professional development courses.
- Gathered and paired customer deduction documents with payments to provide backup documentation on deductions.
- Reviewed financial records, such as income statements and documentation of expenditures, to determine forms needed to prepare returns.
Licensed Insurance Agent
Aetna/Coventry Healthcare
01.2014 - 01.2016
- Aid customers in selecting best possible options for their health insurance needs
- Knowledge of health insurance regulations, Medicare Advantage plans, and prescription plans
- Focus heavily on customers on Medicare who are seeking additional coverage
Administrative Assistant
Personal Property
01.2008 - 01.2010
- Responsible for administrative tasks in the office setting including: Communicating with clients/stakeholders (email, phone, fax); Filing, Bulk mailings, Scanning documents
- Knowledge of the creation of leasing documents for clients
- Manage active accounts and purge information that is outdated
Customer Service Assistant
AT&T Communications
01.2008 - 12.2008
- Assist customers with attaining their Internet service, including: Registration, email creation, DSL line testing, and modem set-up
- Resolve customer service issues with email and modem by troubleshooting
42L Administrative Specialist
United States Army
Birmingham, United States
01.2006 - 01.2008
- Reservist serving in Birmingham, AL
Administrative Clerk
City of Birmingham, Alabama
01.2006 - 01.2007
- Handled official correspondence on behalf of the city government
- Drafted written documents and correspondence using word processing programs
- Maintained and upgraded filing systems
- Created a computerized customer database to aid with billing
88M Motor Transport Operator
United States Army
Mannheim, Germany
01.2001 - 01.2005
- Active Duty soldier serving in Mannheim, Germany
Education
Bachelor of Science - Psychology
Liberty University
Lynchburg, VA05-2025
Accounting -
United States Career Institute
Associate of Science -
Colorado Tech University
Skills
- Tax regulations
- Customer service
- Team collaboration
- Problem solving
- Client communication
- Training and mentoring
- Attention to detail
- Active listening
- Basic math
- Self-Directed
- Multitasking Abilities
- Conflict resolution
- Analytical thinking
- MS office
- Communication
- Flexible and adaptable
Military Experience
- United States Army, 42L Administrative Specialist, 01/01/06, 12/31/08, Reservist, Birmingham, AL
- United States Army, 88M Motor Transport Operator, 01/01/01, 12/31/05, Active Duty, Mannheim, Germany
Timeline
Tax Lead
Intuit
12.2022 - Current
Tax Expert
Intuit
12.2021 - 05.2022
Senior Representative
CHCS/Capgemini
01.2016 - Current
Licensed Insurance Agent
Aetna/Coventry Healthcare
01.2014 - 01.2016
Administrative Assistant
Personal Property
01.2008 - 01.2010
Customer Service Assistant
AT&T Communications
01.2008 - 12.2008
42L Administrative Specialist
United States Army
01.2006 - 01.2008
Administrative Clerk
City of Birmingham, Alabama
01.2006 - 01.2007
88M Motor Transport Operator
United States Army
01.2001 - 01.2005
Bachelor of Science - Psychology
Liberty University
Accounting -
United States Career Institute
Associate of Science -
Colorado Tech University