Rita Williamson
Aubrey,Texas
Summary
Tax preparer specializing in client satisfaction and financial management. Streamlined processes to reduce appointment times by 20% and increased average tax refunds by 15%. Mentored junior staff, enhancing team productivity and ensuring accurate, timely tax filings.
Overview
7
7
years of professional experience
Work History
Tax Preparer
Jackson Hewitt
Aubrey, TX
12.2024 - Current
- Prepared and reviewed over 300 individual tax returns annually, achieving an average tax refund increase of 15% per client
- Advised clients on tax-saving strategies, leading to a collective tax liability reduction of $200,000
- Streamlined tax preparation processes, reducing average client appointment times by 20% and enhancing client satisfaction
- Managed client information and ensured accurate, timely filings using TaxSlayer software
- Led and developed a team of junior tax preparers, boosting team productivity by 25%
Assistant Department Manager
Floor & Décor
San Diego, CA
05.2019 - 03.2020
- Managed workflow to consistently exceed quality service goals
- Developed highly empathetic client relationships and earned a reputation for exceeding service standard goals
- Followed through on all critical interdepartmental escalations to increase customer retention rate
- Facilitated inter-departmental communication to enhance customer support effectiveness
- Maintained work area and sales floor standards to promote a safe working and shopping environment and maximize the customer shopping experience
- Maintained up-to-date knowledge of products and services changes
- Identified development needs and trained staff on operating procedures and services
Operations Manager
U.S Navy
San Diego, CA
09.2019 - 02.2019
- Developed operations procedures and enforced standards, achieving 20% waste reduction and improving accuracy and timeliness of maintenance actions
- Managed 9 departments of defense contracted vendors while collaborating with Marine Corps and Air Force personnel
- Led 30 employees in the safe movement and storage of 50 tons of supplied and aviation equipment totaling over $15M
- Led Advance Skills Management (ASM) Program with zero discrepancies
- Performed semiannual and annual performance reviews emphasizing strengths, weaknesses and areas for growth and improvement, resulting in a 30% advancement rate
Education
Master of Science - Accountancy
Texas Woman's University
Denton, TX12-2024
Small Business Accounting & Bookkeeping Certification -
The Accounting Academy
San Diego, CA06-2022
Masters of Business Administration - Human Resource Management
National University
San Diego, CA09-2021
Bachelor of Science - Accounting and Finance
Columbia College
San Diego, CA10-2017
Skills
- Tax compliance
- Budget forecasting
- Financial management
- Data analysis
- Microsoft Office
- Process improvement
- Team leadership
- Mentoring skills
- Training development
- Time management
- Critical thinking
- Problem solving
- Communication skills
- Active listening
- Goal orientation
- Technical proficiency
Timeline
Tax Preparer
Jackson Hewitt
12.2024 - Current
Operations Manager
U.S Navy
09.2019 - 02.2019
Assistant Department Manager
Floor & Décor
05.2019 - 03.2020
Master of Science - Accountancy
Texas Woman's University
Small Business Accounting & Bookkeeping Certification -
The Accounting Academy
Masters of Business Administration - Human Resource Management
National University
Bachelor of Science - Accounting and Finance
Columbia College