Rose M. Southern
Spring Branch,TX
Summary
Dedicated professional with a strong background in tax preparation, food service, delivery, and catering coordination. Consistently delivers compassionate and patient service while upholding the highest standards of integrity. Proven ability to thrive in both independent and team environments, demonstrating leadership to ensure successful client interactions. Committed to creating rewarding experiences for clients by fostering positive relationships and effectively addressing unique needs. A results-oriented approach drives continuous improvement in service delivery and client satisfaction.
Overview
22
22
years of professional experience
Work History
Professional Tax Preparer
Jackson Hewitt
San Antonio, TX
11.2023 - 04.2026
- Facilitated compliance with federal and state regulations during preparation of individual and business tax returns.
- Assessed client financial documents to confirm precision and thoroughness before submission.
- Collaborated with team members to resolve complex tax issues and provide optimal solutions for clients.
- Upheld client confidentiality and safeguarded sensitive information to prevent fraud by adhering to all IRS and company guidelines.
- Provided exceptional customer service by upholding professionalism while assisting clients through complex and stressful tax situations.
- Delivered tailored banking product sales aligned with client preferences and inquiries.
Shopper/Delivery Driver
Instacart
Spring Branch, TX
08.2023 - 01.2025
- Facilitated outstanding customer service via professional communication in writing and face-to-face encounters.
- Analyzed and obtained requested merchandise rapidly and successfully while implementing best food handling protocols and discovering suitable alternatives when needed.
- Executed product deliveries within expected timeframes while meticulously adhering to client instructions.
- Maintained high satisfaction ratings by completing orders quickly and making good selections for customers.
Assistant Manager
Compass Group - Chartwells K-12
Spring Branch, TX
11.2018 - 08.2020
- Executed daily cash register operations, including drawer verification and deposit preparation.
- Sustained comprehensive records of product sales to ensure accuracy.
- Conducted weekly inventory assessments and managed procurement of necessary products.
- Prepared and served food daily while ensuring quality standards.
- Provided supervision and guidance to employees for optimal performance.
- Ensured compliance with state and corporate sanitation and nutrition standards.
Food Unit Lead
Compass Group USA Eurest Dining
Austin, TX
11.2003 - 01.2012
- Executed daily journal entry bookkeeping and timekeeping with meticulous accuracy. Maintained precise records for accounts payable, catering invoicing, inventory, and employee timekeeping.
- Managed all cash handling processes including cash drawer reconciliation, safe management, and bank deposits.
- Rendered friendly and timely assistance to guests on a daily basis, ensuring operational efficiency and guest satisfaction.
- Maintained compliance with organization sanitation and safety standards, enhancing guest experience.
- Managed employee activities for catering, ensuring compliance with client requests and company standards.
- Demonstrated respect, friendliness, and willingness to help wherever needed.
Education
Bookkeeping Basics: Fundamentals And Mechanics -
Udemy Online
2023
GED -
High School Equivalency
Texas Education AgencySkills
- Customer service
- Problem solving and conflict resolution
- Time management and organization
- Cash handling expertise and POS Operation
- 10 Key by touch
- Data Entry
- Bookkeeping and data entry
- Inventory management
- Office equipment operation
- Windows operating system proficiency
- Cleaning and sanitation
- Food service expertise
Timeline
Professional Tax Preparer
Jackson Hewitt
11.2023 - 04.2026
Shopper/Delivery Driver
Instacart
08.2023 - 01.2025
Assistant Manager
Compass Group - Chartwells K-12
11.2018 - 08.2020
Food Unit Lead
Compass Group USA Eurest Dining
11.2003 - 01.2012
GED -
High School Equivalency
Bookkeeping Basics: Fundamentals And Mechanics -
Udemy Online
References
- Phillip Johnson, District Manager, Jackson Hewitt, 830-532-0878, phillip.johnson@jtax.com
- Rodney Bradley, Manager, Compass Group - USA, 830.837.6679, rodney.bradley@comalisd.org
- Sheila Suggs, Owner, Hand Carved Candles and More, 830.456.4185, sheila@handcarvedcandlesfbg.shop
- Amy Woods, 830.391.5328, ajwoods0816@gmail.com