Roberta Simcox
Summary
Dedicated and adaptable professional with a proactive attitude and the ability to learn quickly. Strong work ethic and effective communication skills. Eager to contribute to a dynamic team and support organizational goals.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Tax Preparer
H&r Block
Brighton
11.2024 - Current
- Identified potential deductions to minimize clients' tax liabilities.
- Conducted research on current trends in taxation law to stay up-to-date with changes.
- Developed and maintained professional relationships with clients to encourage repeat business and referrals.
- Implemented electronic filing procedures to streamline tax return processing and reduce errors.
Insurance Agent
The Assurance Group
06.2024 - 04.2025
- Gathered detailed information from customers prior to offering quotes or making recommendations..
- Gathered detailed information from customers prior to offering quotes or making recommendations.
- Provided customers with information regarding plan features, pricing, and availability.
Tech and Desk
Clarity Eye Care
12.2022 - 09.2024
- Assisted customers in understanding examination procedures and requirements.
Scheduled appointments while managing related clerical duties.
Verified insurance details to ensure correct billing practices.
Maintained organization of contact lenses for prompt service.
Assistant
BellBenefits
08.2022 - 03.2023
- Maintained calendar by scheduling appointments and updating entries regularly.
Facilitated communication through timely email management and responses.
Executed data entry tasks to enhance information accessibility.
Paraprofessional
Second Creek Elementary
01.2021 - 09.2021
- Instruct small groups both in-person and online, facilitating effective learning experiences
- Assisted in preparing lesson materials and bulletin board displays.
Education
Enrolled - Certified QuickBooks Pro Adviser
Bookkeeping
RemoteAssociate of Applied Science - Business Management, Human Resources
WGU
RemoteSkills
- Organizational skills
- Adaptability and flexibility
- Time management
- Multitasking
- Attention to detail
- Tax law knowledge
Certification
- Administrative Assistant
Languages
Portuguese
Native/ Bilingual
Timeline
Tax Preparer
H&r Block
11.2024 - Current
Insurance Agent
The Assurance Group
06.2024 - 04.2025
Tech and Desk
Clarity Eye Care
12.2022 - 09.2024
Assistant
BellBenefits
08.2022 - 03.2023
Paraprofessional
Second Creek Elementary
01.2021 - 09.2021
Enrolled - Certified QuickBooks Pro Adviser
Bookkeeping
Associate of Applied Science - Business Management, Human Resources
WGU
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