Hi, I’m
Natalie Neal
Front Royal,VA
Summary
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Knowledgeable and dedicated customer service professional with extensive experience in the Customer Service industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.
Overview
16
years of professional experience
Work History
Baker Tilly / Intuit
Seasonal Tax Expert (Remote)
01.2024 - 04.2024
Job overview
- 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.
- Built strong rapport with clients through clear communication and regular updates on the status of their tax filings.
- 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.
- Reduced errors through meticulous review of financial documents and double-checking calculations.
- Ensured compliance with federal and state tax regulations by staying up-to-date on the latest tax laws.
- Achieved high levels of accuracy by staying informed on changes in relevant regulations and applying that knowledge to each unique case.
- Collaborated with colleagues to develop best practices for efficient and effective tax preparation.
Intuit
Tax Lead (Remote)
01.2021 - 04.2023
Job overview
- Provided constructive feedback on colleagues'' work when appropriate, helping improve overall quality of examinations conducted by the team.
- Mentored new hires as they acclimated to their roles within the team, fostering a supportive work environment conducive to growth and learning.
- Resolved complex tax issues efficiently, resulting in satisfied clients and reduced audit risks.
- Maximized client satisfaction by providing accurate and timely tax preparation services.
- Conducted tax research to ensure compliance with applicable laws, mitigating potential risks for clients.
- Reviewed and analyzed client data and accurately prepared income tax returns and tax research.
- Conducted comprehensive tax research to stay updated on industry trends, regulations, and best practices.
- Conducted thorough research on tax laws and regulations, staying up-to-date on changes to provide accurate information to clients.
Liberty Tax Service
Senior Tax Preparer
01.2019 - 01.2021
Job overview
- Greet all customers in a friendly yet professional manner; make customers feel welcome and comfortable
- Conducts a thorough in-person interview with potential clients, using the company's propriety tax software application
- Provides details to clients concerning appropriate company products and services
- Completes all related tax forms in accordance with policies, and in compliance with legislation and regulations
- Resolves client complaints for resolution.
- Established lasting relationships with clientele through exceptional customer service and communication skills.
- Ensured confidentiality of client information by adhering to strict security protocols within the workplace environment.
- Delivered accurate tax returns by meticulously assessing deductions, credits, and exemptions.
Jackson Hewitt
Office Manager
12.2007 - 03.2019
Job overview
- Facilitate and manage the preparation and review company federal tax returns and the accurate, timely filing of all tax forms
- Ensure accurate, timely filing of consolidated federal, state and local income tax returns and other business related filings
- Find and implement opportunities for process improvement in company tax procedures
- Develop and implement strategic tax planning for all necessary federal and state taxes
- Manage members of the tax team as they prepare components of the company's US federal income tax return and other tax documents
- Plan for and develop overall return calendar and coordinate timing and inputs with tax team
- Maintain effective control procedures over all aspects of the tax process
- Manage and facilitate IRS income tax audits: preparing responses, creating schedules, etc
- Monitor legislative and regulatory tax law developments, communicate the effects of these developments to management and the tax team and create strategies to capitalize on changes to taxation legislation
- Provide support with various internal audits and special tax related projects
- Review tax returns and quarterly/yearly tax projections
- Manage and mentor members of tax team to greater levels of effectiveness and engagement.
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
County of Fairfax (DTA)
Administrative Assistant III
05.2015 - 09.2016
Job overview
- Prepare and enter data entry for current and prior years on residential and commercial real estate records for tax relief, exemptions, appeals, boe cases, rezoning's, property characteristics and assessment changes in iasWorld database
- Provide back up to department phone staff during peak times of the year with answering inquiries on assessments and payments of vehicle and business personal property and real estate taxes
- Verify staff work entered into the database for changes matches the information on the property record cards
- Staffs real estate counter answering citizen questions pertaining to real estate on a rotational basis and fills in as needed in Secretaries absence with answering phones
- Maintain files and update online time in FOCUS.
Education
Ellenwood AcademyFlorida
High School Diploma
01.2011
Skills
- Customer Service
- Tax Return Preparation
- Client Communication
- Medical Office Experience
- Office Administration
- Medical Terminology
- Call Center
- Office management
- Time management
- Customer relationship management
- Tax Law Compliance
- Organizational abilities
- Verbal/written communication
- Data Entry
- Valid PTIN
- Client Relations
- Active Listening
- Critical Thinking
Additional Information
I have done volunteer work for the SERVE shelter office in previous years
Assessments
- Call center customer service, Proficient, 07/01/21
- Administrative assistant/receptionist, Proficient, 08/01/21
- Work style: Reliability, Proficient, 08/01/21
Coaching Little League Sports
Coach both boys and girls little league basketball
Help out with out little league activities as well
Timeline
Seasonal Tax Expert (Remote)
Baker Tilly / Intuit
01.2024 - 04.2024
Tax Lead (Remote)
Intuit
01.2021 - 04.2023
Senior Tax Preparer
Liberty Tax Service
01.2019 - 01.2021
Administrative Assistant III
County of Fairfax (DTA)
05.2015 - 09.2016
Office Manager
Jackson Hewitt
12.2007 - 03.2019
Ellenwood Academy
High School Diploma
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