RaShyla Suggs
Milwaukee
Summary
Dedicated tax preparation specialist with strong communication and problem-solving skills. Experienced in managing diverse client portfolios, providing exceptional customer service, and assisting clients through IRS audits while ensuring accuracy and compliance with tax regulations.
Overview
9
9
years of professional experience
Work History
Tax Services
Jackson Hewitt
12.2021 - Current
- Prepared and filed federal and state income tax returns for individuals, corporations, and partnerships
- Researched and implemented tax planning strategies to minimize clients' tax liabilities and maximize savings
- Assisted clients with IRS audits and inquiries, providing guidance and support throughout the process
- Managed a portfolio of clients, building strong relationships and delivering high-quality tax services in a timely manner
- Conducted thorough reviews of financial documents to ensure accuracy and compliance with tax laws and regulations
Bank Teller
Waukesha State Bank
08.2018 - 11.2021
- Processed customer transactions, including deposits, withdrawals, and payments, accurately and efficiently
- Balanced cash drawer at the end of each shift, ensuring accuracy and compliance with bank procedures
- Assisted customers with account inquiries, providing excellent customer service and resolving any issues or concerns
- Maintained a clean and organized work area, adhering to bank security and safety protocols for a secure banking environment
- Promoted bank products and services to customers, helping to increase overall account growth and profitability
Health Unit Coordinator
Ascension St. Francis Hospital
04.2016 - 07.2018
- Coordinated patient admissions and discharges in a fast-paced healthcare environment.
- Scheduled appointments and maintained accurate patient records daily.
- Handled incoming calls and directed inquiries to appropriate departments promptly.
- Organized patient files and ensured confidentiality of sensitive information.
Education
High School Diploma -
Custer High School
Milwaukee, WI06.2002
Skills
- Auditing
- Tax preparation
- Salesforce
- Clerical support
- Microsoft Excel/Office
- Customer service/satisfaction
- Data entry
- CMR
- Fraud detection and prevention
- JavaScript
- Fast typing at 60 wpm
- Financial transaction
- Project management
- Attention to detail
- Excellent verbal and written communication skills
Timeline
Tax Services
Jackson Hewitt
12.2021 - Current
Bank Teller
Waukesha State Bank
08.2018 - 11.2021
Health Unit Coordinator
Ascension St. Francis Hospital
04.2016 - 07.2018
High School Diploma -
Custer High School
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