Summary
Overview
Work History
Education
Skills
Timeline
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Okeoghene Musa

Cumming,GA

Summary

Experienced tax preparer with expertise in tax compliance, planning, and financial analysis. Proven success in optimizing tax return processes, reducing errors, and enhancing client satisfaction.

Overview

1
1
year of professional experience

Work History

Customer Service Representative

Kaiser Permanente
Remote
06.2025 - 12.2025
  • Assisted customers with inquiries and resolved issues efficiently.
  • Provided product information and educated members on health plans.
  • Collaborated with team members to enhance service delivery processes.
  • Maintained accurate records of customer interactions using CRM software.
  • Adapted to changing policies and procedures while maintaining service quality.
  • Streamlined communication between departments to improve response times.
  • Analyzed customer feedback to identify areas for improvement in services.
  • Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
  • Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
  • Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
  • Responded to customer requests for products, services, and company information.
  • Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
  • Maintained detailed records of customer interactions, ensuring proper follow-up and resolution of issues.
  • Assisted customers in navigating company website and placing online orders, improving overall user experience.
  • Analyzed customer service metrics to identify trends and develop strategies for improvement.
  • Participated in cross-functional teams to discuss ways to improve overall customer satisfaction across company.

Tax Associate

Omni Tax Services
Remote
11.2024 - 05.2025
  • Prepared and reviewed individual and business tax returns for accuracy and compliance.
  • Assisted clients with tax inquiries, providing clear explanations of tax laws and regulations.
  • Conducted thorough research on tax-related issues to support client needs and resolve discrepancies.
  • Utilized tax software to streamline filing processes and improve overall efficiency in return preparation.
  • Delivered high-volume tax services aligned with TurboTax and H&R; Block operational standards.
  • Reviewed and analyzed client data and accurately prepared income tax returns and tax research.
  • Maintained detailed records of client interactions and transactions, ensuring the highest level of accuracy and confidentiality.
  • Developed strong relationships with clients through consistent communication regarding their unique needs and goals related to taxation matters.
  • Assessed client tax situations to determine best filing options.
  • Analyzed financial records to verify accuracy of tax returns.

Junior Tax Associate

Private Tax Firm
Cumming, GA
07.2024 - 11.2024

• Supported senior associates in preparing federal and multi-state tax returns.
• Conducted tax research and documented findings for internal review.
• Prepared workpapers, schedules, and reconciliations supporting tax filings.
• Assisted with extensions, amended returns, and client correspondence.

  • Assisted in resolving client issues related to tax filings and documentation requirements.
  • Participated in training sessions to enhance knowledge of evolving tax laws and best practices.

Education

Bachelor of Science - Mathematics

University of Benin
Benin, Nigeria

Higher National Diploma - Data Processing

University of Benin

Skills

  • Tax Preparation
  • Tax Planning
  • Tax Compliance
  • Data entry
  • Financial Analysis
  • Auditing
  • Accounting Software
  • Client Relations
  • Customer relations
  • Problem resolution
  • Relationship building
  • Call center experience
  • Computer proficiency

Timeline

Customer Service Representative

Kaiser Permanente
06.2025 - 12.2025

Tax Associate

Omni Tax Services
11.2024 - 05.2025

Junior Tax Associate

Private Tax Firm
07.2024 - 11.2024

Bachelor of Science - Mathematics

University of Benin

Higher National Diploma - Data Processing

University of Benin