Summary
Overview
Work History
Education
Skills
Personal Information
Certification
Timeline
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Nneka Means

Huntersville,NC

Summary

Detail-oriented tax preparer with extensive experience in individual and small business tax returns. Maintains confidentiality while resolving client tax issues and providing exceptional support. Trained and supervised staff to improve service delivery and compliance with standards. Builds strong client relationships through effective communication and meticulous attention to detail.

Overview

1
1
Certification
31
31
years of professional experience

Work History

Manager / Tax Processor, Seasonal

Means Income Tax/Brokerage Co.
Charlotte, NC
01.1995 - 01.2026
  • Delivered timely, high-quality tax services, meeting client expectations and fostering strong customer relationships.
  • Prepared individual and small business tax returns, extensions, and estimated tax payments accurately and efficiently.
  • Provided tax preparation, tax consulting, and client support while maintaining confidentiality and professional service standards.
  • Reviewed tax and financial documentation, identifying discrepancies and potential risks to ensure compliance and accuracy.
  • Researched tax issues and communicated relevant information, solutions, and recommendations clearly to clients.
  • Communicated with clients and personnel regarding tax-related issues to support accurate processing and effective risk management.
  • Maintained confidential client relationships and handled sensitive personal and financial information with discretion.
  • Supervised and trained staff, providing performance feedback to enhance service quality and consistency.

Realtor/Broker

Next Home @ The Lake
Mooresville, NC
01.2023 - 01.2024
  • Completed 12-week comprehensive sales course to enhance real estate expertise
  • Guided clients through real estate transactions, ensuring clarity and satisfaction
  • Engaged clients using company CRM to foster relationships and streamline communication

Licensed Massage & Bodywork Therapist

Massage Envy
Charlotte, NC
01.2018 - 01.2020
  • Delivered personalized customer service, enhancing member satisfaction in fast-paced, membership-based environment.
  • Built and maintained positive client relationships, fostering loyalty through effective communication and attention to individual needs.
  • Educated members on services and wellness benefits, increasing customer engagement and retention.
  • Collaborated with front-desk staff to support membership enrollment, product sales, and customer service goals.
  • Maintained a professional, courteous, and customer-focused approach in

Independent Contractor

Estramonte Chiropractic & Wellness
Charlotte, NC
01.2009 - 01.2020
  • Delivered professional customer service in high-volume client environment, ensuring confidentiality and attention to detail.
  • Built positive client relationships through professional communication, reliability, and consistent service.
  • Maintained accurate client records to enhance customer satisfaction and support retention efforts.
  • Maintained accurate client records and supported customer satisfaction and retention.
  • Fostered positive client relationships through reliable communication and consistent service delivery.

Education

Bachelor of Science - Journalism & Mass Communication

North Carolina A&T State University
Greensboro, NC

Skills

  • Tax Preparation & Tax Processing
  • Tax returns
  • Tax Consulting
  • Financial Services & Client Support
  • Customer Service & Client Relations
  • Account management
  • Confidential Financial Information
  • Documentation & Record Management
  • Customer retention
  • Attention to Detail & Accuracy
  • Organization & Time Management
  • Verbal & Written Communication
  • Clear communication

Personal Information

Title: Customer Service | Tax Preparation | Financial Services

Certification

NC LMBT 2008, NC Licensed Real Estate Broker 2021

Timeline

Realtor/Broker

Next Home @ The Lake
01.2023 - 01.2024

Licensed Massage & Bodywork Therapist

Massage Envy
01.2018 - 01.2020

Independent Contractor

Estramonte Chiropractic & Wellness
01.2009 - 01.2020

Manager / Tax Processor, Seasonal

Means Income Tax/Brokerage Co.
01.1995 - 01.2026

Bachelor of Science - Journalism & Mass Communication

North Carolina A&T State University
Nneka Means