Othoniel Zepeda
Huntington Beach,CA
Summary
Results-driven sales professional with expertise in tax solutions seeking a challenging role to utilize sales acumen and customer service skills to drive revenue and client satisfaction. Professional Senior Tax Associate with polished negotiation, organization and research skills. Extremely trustworthy, meeting deadlines in fast-paced dynamic work environment.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Senior Tax Associate
Ideal Tax Solution
Santa Ana, CA
05.2022 - Current
- Conduct over 200 outbound calls daily, effectively pitching sales over the phone
- Provide expert guidance on liens, levies, garnishments, and resolutions for tax issues
- Utilize a two-phase process to understand taxpayer needs and recommend appropriate solutions
- Consistently achieve monthly revenue targets, contributing $100,000 in monthly revenue
- Successfully meet quota of 20 new enrollments per month
- Proficiently manage multiple meetings with leads and negotiate prices with clients, upselling two different programs.
Senior Sales Advisor
Spectrum
Costa Mesa, CA
10.2021 - 05.2022
- Educated customers on services offered, addressing their needs and providing solutions
- Promoted and sold new company promotions, including mobile lines
- Demonstrated strong money management and inventory skills
- Met and exceeded monthly sales quota of 80 new sales
- Provided assistance and support to team members, fostering a collaborative work environment.
Compliance Specialist (Sales Rep)
Optima Tax Relief
Santa Ana, CA
02.2018 - 10.2021
- Conducted 30 outbound calls daily, effectively pitching sales and subscription plan programs
- Expertly handled liens, levies, garnishments, and resolutions for tax-related issues
- Consistently met quota of 30 new enrollments per month, contributing $10,000 in monthly revenue.
Education
Becker CPA review -
Online
05.2024
Medical Assistant -
South Coast College
06.2012
High school Diploma -
Century High School
06.2010
Skills
- Excellent communication and negotiation skills
- Strong sales acumen and ability to meet and exceed quotas
- Proficient in customer relationship management
- Knowledgeable in tax laws and financial regulations
- Detail-oriented with excellent multitasking abilities
- Tax advising
- Benefits documentation
- Tax Return Preparation
- Individual returns preparation
- Bookkeeping
- Tax reporting
- Financial statement review
Certification
- CTEC Certification
- CPR/AED
- CPR/First Aid
References
Available upon request
Languages
English
Professional
Spanish
Professional
Affiliations
- In my personal time, I prioritize my roles as a father to my newborn baby and my 9-year-old child. When not engaged in parental responsibilities, I dedicate myself to physical fitness through gym workouts and boxing training. Additionally, I actively participate in community service, volunteering at my local homeless shelter to assist those in need and supporting adults with learning disabilities at my local Goodwill organization
References
References available upon request.
Timeline
Senior Tax Associate
Ideal Tax Solution
05.2022 - Current
Senior Sales Advisor
Spectrum
10.2021 - 05.2022
Compliance Specialist (Sales Rep)
Optima Tax Relief
02.2018 - 10.2021
Becker CPA review -
Online
Medical Assistant -
South Coast College
High school Diploma -
Century High School
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