Patrick Chia
Katy,TX
Summary
Accomplished Tax Consultant with a proven track record at H&R Block Tax Service. Excelled in streamlining tax processes and enhancing client satisfaction through exceptional problem-solving and customer service. Increased team productivity at H&R Bock Tax Service by implementing efficient workflows, demonstrating strong leadership and organizational skills. Seasoned Tax Consultant with 5 years of experience. Focused Tax consultant conducting face-to-face tax interviews. History of going above and beyond to exceed expectations.
Overview
22
22
years of professional experience
Work History
Tax Consultant
H&R Block Tax Service
01.2024 - 04.2024
- Facilitated smooth communication between clients and taxing authorities during inquiries or disputes, achieving favorable outcomes.
- Streamlined tax preparation process for increased efficiency and accuracy.
- Educated clients about the impact of life events on their taxes, helping them make informed decisions.
- Maintained positive relationships with both existing and prospective clientele through excellent customer service and responsiveness.
- Identified discrepancies in client records that could trigger audits or result in missed deductions or credits.
- Advised clients on best practices for maintaining compliance with changing tax regulations, avoiding costly penalties.
- Furnished taxpayers with sufficient information and advice to facilitate correct tax form completion.
Supervisor
UPS
10.2019 - 12.2023
- Oversaw daily operations of the department, ensuring smooth workflow and timely completion of tasks.
- Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows.
- Handled customer complaints, resolved issues, and adjusted policies to meet changing needs.
- Monitored workflow to improve employee time management and increase productivity.
- Improved customer satisfaction with timely response to inquiries, addressing concerns, and finding effective solutions.
- Maintained compliance with company policies, objectives, and communication goals.
- Evaluated employee performance and coached and trained to improve weak areas.
- Increased team productivity by implementing efficient workflows and setting clear expectations for staff members.
- Mentored newly hired employees on operating equipment and safety and developed training manual to use for reference.
- Achieved results by working with staff to meet established targets.
Pastor
Lewis Chapel Missionary Baptist Church
09.2013 - 08.2018
- Provided pastoral care to individuals in need, offering counseling, guidance, and support during difficult times.
- Provided spiritual care through visitation, counseling, and prayer.
- Officiated special services such as weddings, funerals, baptisms, and nursing home services.
- Planned and conducted worship services, wrote sermons, and worked with key church leaders to carry out church mission.
- Strengthened relationships between families by initiating regular events and workshops catered to their needs.
- Fostered a welcoming environment for newcomers by creating an inclusive culture within the church community.
- Helped to create welcoming environment for visitors and encouraged congregation to offer support.
- Oversaw administration and management of all areas of ministry.
- Provided spiritual and administrative leadership to church and managed daily operations.
- Led programs such as worship, study, fellowship, and service opportunities.
- Empowered church volunteers through training sessions and ongoing support, enhancing their ability to serve the congregation effectively.
- Raised congregational awareness of needs and contributions of youth to church life and operations.
- Authored sermons, speeches and other religious materials.
Sales Consultant
Eneslow Shoes & Pedorthics
01.2002 - 07.2013
- Advised clients on appropriate product selections based on their unique needs, ensuring optimal satisfaction levels upon purchase.
- Used consultative sales techniques to understand customer needs and recommend relevant products and services.
- Provided sales and customer service assistance to walk-in traffic
- Developed long-lasting client relationships by consistently exceeding expectations with exceptional service.
- Followed up with existing customers to provide additional support and address concerns.
- Boosted customer satisfaction by providing personalized consultations and tailored product recommendations.
- Contributed to a positive work environment by supporting fellow Sales Consultants in achieving their individual goals and targets.
- Generated increased sales revenue through effective lead generation and follow-up efforts.
- Attended ongoing training sessions to stay current on industry trends, market conditions, and product offerings – applying knowledge gained to better serve customers.
- Increased sales by fostering relationships with customers, implementing business strategies and suggesting areas for improvement.
- Enhanced team performance by sharing successful sales strategies and best practices in regular team meetings.
- Applied knowledge of market and full range of innovative and unique products to meet customer needs, expanding company's customer base.
- Increased referral business by establishing a strong rapport with existing clients, leading to positive word-of-mouth recommendations and an expanded customer base.
Education
Christian Studies
Associate of Arts - Pastoral Studies
06.1997
Skills
- Sales tax compliance
- Income Tax Planning
- Tax Risk Assessment
- Customer Service
- Tax-related research
- Relationship Building
- Tax Issue Research
- Appointment Scheduling
- Client Tax Services
Timeline
Tax Consultant - H&R Block Tax Service
01.2024 - 04.2024
Supervisor - UPS
10.2019 - 12.2023
Pastor - Lewis Chapel Missionary Baptist Church
09.2013 - 08.2018
Sales Consultant - Eneslow Shoes & Pedorthics
01.2002 - 07.2013
Campbell University - , Christian Studies
Liberty Theological Seminary - Associate of Arts, Pastoral Studies
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