PATRICIA MARQUEZ
Denver,CO
Summary
Dynamic professional with extensive experience in tax preparation at Trich's Taxes, excelling in compliance and accuracy. Proven ability in client relations and problem-solving, ensuring exceptional service delivery. Skilled in data analysis and office administration, consistently enhancing operational efficiency and customer satisfaction. Committed to achieving results and fostering positive client experiences.
Overview
21
21
years of professional experience
Work History
Tax Preparer
Trich's Taxes
Denver, CO
01.2004 - 04.2025
- Prepared and reviewed tax returns for individuals, partnerships, corporations and trusts.
- Compiled data from clients to accurately complete tax forms.
- Researched federal, state, and local laws to ensure compliance with regulations.
- Prepared and filed federal and state income tax returns for both individuals and small businesses, ensuring accuracy and compliance with current tax laws.
Receptionist
De Beuty Clinic
Denver, CO
05.2024 - 03.2025
- Operated office equipment such as computers, printers, scanners, fax machines, efficiently.
- Entered data into computer systems to update patient accounts.
- Answered incoming calls promptly and politely, providing information or transferring calls to relevant personnel.
- Organized paperwork related to medical records according to established procedures.
- Greeted visitors, courteously welcoming to clinic and determining reason for visit, confirming appointment reservations and setting up walk-in appointments.
Customer Representative
Omnilife USA
Aurora, CO
08.2022 - 03.2024
- Assisted customers with purchase decisions based on needs analysis.
- Maintained customer records in company database.
- Demonstrated strong problem solving skills in addressing customer issues.
- Responded to customer inquiries via phone, email and chat.
- Provided product and service information to customers.
- Processed orders, forms and applications accurately.
COVID-19 Tester
Free Covid-19 Testing Site
Westminster, CO
09.2021 - 07.2022
- Maintained accurate records of test results and other relevant information in electronic health records system.
- Participated in training sessions focused on proper techniques for performing PCR tests safely and efficiently.
- Performed COVID-19 testing on individuals who met the criteria for testing according to CDC guidelines.
- Ensured proper handling and disposal of potentially contaminated materials in accordance with health regulations.
- Sanitized work area and sterilized equipment and instruments to comply with protocols.
Customer Service Representative
Su Casa Furniture
Aurora, CO
01.2018 - 05.2020
- Provided accurate information about products and services to customers.
- Tracked orders from start to finish to ensure timely delivery of goods or services.
- Performed administrative tasks such as filing paperwork, updating databases and generating reports.
- Assisted customers with product selection, ordering, billing, returns, exchanges and technical support.
Office Administrator
Riveras Flatwork Cocrete
Lakewood, CO
01.2017 - 07.2018
- Maintained supplies inventory by checking stock to determine inventory level; anticipating needed supplies; placing and expediting orders for supplies; verifying receipt of supplies.
- Greeted visitors warmly, handled inquiries and provided general information about the company.
- Composed correspondence such as letters, emails, memos, reports and other documents.
- Processed financial documents, contracts, expense reports and invoices.
Front End Manager
Sprouts Market
Santa Fe, NM
05.2014 - 08.2014
- Developed strategies to improve customer satisfaction and loyalty.
- Trained and managed a team of 5 front-end developers.
- Developed and implemented strategies to improve customer experience.
- Created and optimized employee schedules for shift coverage.
- Welcomed large volume of guests and improved overall customer service.
- Recruited and trained new employees to meet job requirements.
Education
Graduate Certificate - Early Childhood Education
SFCC
Santa Fe, NM05-2014
Skills
- Tax preparation
- Data analysis
- Financial reporting
- Order processing
- Customer service
- Document preparation
- Organization skills
- Problem solving
- Client relations
- Scheduling appointments
- Sales support
- Office administration
- Appointment coordination
Languages
English
Full Professional
Spanish
Full Professional
Timeline
Receptionist
De Beuty Clinic
05.2024 - 03.2025
Customer Representative
Omnilife USA
08.2022 - 03.2024
COVID-19 Tester
Free Covid-19 Testing Site
09.2021 - 07.2022
Customer Service Representative
Su Casa Furniture
01.2018 - 05.2020
Office Administrator
Riveras Flatwork Cocrete
01.2017 - 07.2018
Front End Manager
Sprouts Market
05.2014 - 08.2014
Tax Preparer
Trich's Taxes
01.2004 - 04.2025
Graduate Certificate - Early Childhood Education
SFCC
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