Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Retha Kotee

Lynn,MA

Summary

Highly organized Front Desk Receptionist with exemplary multitasking, time management and customer service skills. Responsible professional willing to go extra mile to assist others with solving problems.

Deadline-oriented Tax Professional adept at quickly assessing customer needs, developing strategic plans and completing returns to maximize deductions and minimize liabilities. Pursuing role with tax preparation services organization.

Highly efficient [Crew member] well established in fast-paced and challenging environments. Eager to learn with aptitude for applying new knowledge with skill and efficiency.

Overview

4
4
years of professional experience

Work History

Tax Assistant

Nas Tax Services
Lynn, MA
02.2020 - 06.2022
  • Assist customers with administrative duties. Preparation of customer tax documentation.
     Registration of customers via tax information sheet
     Verification of customer documents against their IDs
     Data entry of custom documents (e.g., W2s, 1099, 1098, and other forms)
     Follow up with customer Refunds, debts, with the Internal Revenue Services
     Follow up with different Banks to resolve customer Issues relating to received but
    uncredited funds.
     Filling and storage of customer files in our secure Room.
     Reconciliation and Debt Collection: Credit drive
  • Interviewed clients to collect information and gather necessary paperwork prior to preparing tax returns.
  • Completed and filed returns with tax departments at local, state and federal levels.
  • Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
  • Maintained complete records of client tax returns and supporting documentation in secured areas.
  • Prepared tax returns, extensions, tax planning calculations and write-ups for organizations and entities.

Front Desk Receptionist

Lahey Behavioral Health
Danvers, MA
08.2022 - Current
  • Greeted guests at front desk and engaged in pleasant conversations while managing check-in process.
  • Answered multi-line phone system to respond to inquiries and transfer calls to correct departments and personnel.
  • Resolved customer issues quickly and notified supervisor immediately when problems escalated.
  • Maintained files and records by implementing effective filing systems that boosted efficiency and organization.
  • Used internal software to process reservations, check-ins and check-outs.
  • Confirmed relevant guest information and payment methods to prevent fraud.
  • Retrieved mail, packages and documents on behalf of guests, promptly verifying receipt and arranging for pickup or transmittal.
  • Reported facility and room maintenance problems to appropriate personnel for immediate remediation.

Crew Member

Dunkin Donuts
Salem, MA
07.2021 - Current
  • Provided excellent customer service by greeting customers and meeting quality expectations.
  • Taking orders from drive through and walk in customers quickly and accurately , while providing great customer services
  • received and processed cash and credit payments for in-store purchase
  • Kept food preparation area, equipment and utensils clean and sanitary.
  • Worked front counter, drive-thru and other areas.
  • Worked well with teammates and accepted coaching from management team.
  • Collaborated with team members to complete orders.
  • Prepared products following restaurant, health, and safety standards and procedures.
  • Prepared and cooked food orders for customers by noting customizations and portion sizes.
  • Balanced register at the end of shift
  • Took orders, prepared meals and collected payments.
  • Supported great dining and meal experiences for guests.
  • Accurately operated cash register to process customer payments.
  • Performed serving, cleaning and stocking to high standards and provided excellent customer satisfaction.

Education

High School Diploma -

Lynn Classical High School
235 O' Callaghan Way Lynn, MA 01905
06.2022

Skills

  • Data Entry and Database Software
  • Computer Proficiency
  • Fraud Prevention
  • Telephone Etiquette
  • Call Answering and Routing
  • Positive Attitude and Energetic
  • Front Desk Operations
  • Availability Record Keeping
  • Time Management
  • Complex Information Translation
  • Adjustments and Deductions
  • Credit Card Transaction Processing
  • Financial Transactions

Languages

English
Native or Bilingual

Timeline

Front Desk Receptionist

Lahey Behavioral Health
08.2022 - Current

Crew Member

Dunkin Donuts
07.2021 - Current

Tax Assistant

Nas Tax Services
02.2020 - 06.2022

High School Diploma -

Lynn Classical High School

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Retha Kotee