Patricia Rodriguez
Visalia,CA
Summary
Detail-oriented individual with years of experience in tax preparation, clerical and data processing for numerous entities with a focus on tax compliance, client confidentiality, and bilingual communication. Committed to delivering accurate tax preparation services while maintaining high levels of professionalism and client trust
Overview
25
25
years of professional experience
Work History
Tax Preparer
CMC SERVICES (Liberty Tax)
Visalia
01.2019 - Current
- Completed and filed returns with tax departments at local, state, and federal levels.
- Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
- 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.
- Offered clients recommendations to reduce tax liabilities.
Eligibility Worker
Kings County Human Services Agency
Hanford
10.2023 - 01.2025
- Conducted in-depth interviews to gather necessary documentation and information from clients.
- Processed applications efficiently, maintaining accurate records within the agency's case management system.
- Streamlined application processing times by maintaining thorough knowledge of program rules, regulations, and requirements.
- Interviewed applicants and explained scope of different available benefits.
- Maintained confidentiality at all times while handling sensitive client data related to personal finances, health concerns, and family situations.
- Call Center
Data Transcriber
Internal Revenue Service, IRS
Fresno, CA
02.2001 - 05.2017
- Input accurately and efficiently taxpayer's Federal Tax Return: Input remittance, identify various types of documents
- Completed data entry tasks with accuracy and efficiency.
- Safeguarded sensitive information through strict adherence to confidentiality policies and guidelines.
- Production and Quality is of High Importance to ensure accurate money amounts and timeliness for Taxpayers
- Ensured data integrity by reviewing and verifying transcriptions for accuracy.
Education
CTEC -
CERTIFICATE TAX PREPARATION
LIBERTY TAX SCHOOL2018
Associate of Science - Business Administration
San Joaquin Valley College
Visalia, CA10-2009
Skills
- Client communication
- Tax compliance/Tax returns
- Client interviews/Customer Service
- Computer skills/Data Entry
- Payment processing
- 10-key data entry/Typing 50 wpm
- Professionalism
- Client confidentiality
- Call center experience
- Filing
- Bilingual (Spanish)
- Honest, Punctual, Flexible, Reliable, Independent, Fast Learner, Team Player
Timeline
Eligibility Worker
Kings County Human Services Agency
10.2023 - 01.2025
Tax Preparer
CMC SERVICES (Liberty Tax)
01.2019 - Current
Data Transcriber
Internal Revenue Service, IRS
02.2001 - 05.2017
CTEC -
CERTIFICATE TAX PREPARATION
Associate of Science - Business Administration
San Joaquin Valley College