Paulina Valenzuela
Victorville,CA
Summary
Dynamic receptionist and tax consultant committed to enhancing operational efficiency and client satisfaction. Proficient in preparing tax returns, managing front desk operations, and effectively communicating complex tax concepts, ensuring a seamless experience for clients and staff alike.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Tax Preparer/Life Agent
Noemi Neyras Agency
Victorville, California
03.2024 - 04.2026
- Prepared comprehensive tax returns for individuals.
- Reviewed client financial documents for accuracy and compliance.
- Maintained up-to-date knowledge of industry trends and changes in taxation.
- Participated in continuing education courses to stay abreast of new developments in taxation practices.
- Identified deductions and credits that clients were eligible for.
- Educated clients on policy options, benefits, and coverage details for informed decisions.
- Collaborated with underwriting teams to evaluate client applications efficiently.
- Conducted regular follow-ups with clients to ensure satisfaction and address concerns.
Receptionist
Noemi Neyras Agency
Victorville
03.2024 - 04.2026
- Maintained organized filing and record-keeping systems.
- Entered and updated data in company databases.
- Ordered and monitored office supplies.
- Provided excellent customer service to clients and guests.
- Processed paperwork and prepared documents as needed.
- Kept the reception area clean, organized, and welcoming.
Receptionist/Tax Preparer
Lunas Tax Services
Victorville
11.2022 - 03.2024
- Prepared and filed individual tax returns.
- Compiled data from clients to accurately complete tax forms.
- Answered and transferred incoming phone calls, ensuring effective communication and timely assistance.
- Greeted visitors and directed them to appropriate staff members, enhancing customer experience.
- Scheduled appointments and managed calendars.
Education
High School Diploma -
Victor Valley High School
Victorville05-2014
Skills
- Tax software proficiency
- Calendar Management
- Appointment Scheduling
- Calendar Management
- Data entry accuracy
- Problem solving
- Effective communication
- Front Desk Operations
- Multitasking and prioritization
Languages
- English
- Spanish
Certification
- Tax Preparer License
- Life License
Timeline
Tax Preparer/Life Agent
Noemi Neyras Agency
03.2024 - 04.2026
Receptionist
Noemi Neyras Agency
03.2024 - 04.2026
Receptionist/Tax Preparer
Lunas Tax Services
11.2022 - 03.2024
High School Diploma -
Victor Valley High School