Shantell Morgan
Roosevelt,NY
Summary
Dynamic and detail-oriented professional with extensive experience at Jackson Hewitt, excelling in organization and communication. Proven ability to enhance document retrieval efficiency and maintain confidentiality while preparing accurate tax returns. Recognized for fostering a welcoming environment and delivering exceptional client service, ensuring compliance with regulations and building trust.
Welcoming clerical professional with years of experience in office setting assisting customers and teammates. Positive and upbeat attitude while greeting and interacting with customers, answering calls.
Overview
10
10
years of professional experience
Work History
Receptionist/Income Tax Preparer
Jackson Hewitt
01.2021 - Current
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Confirmed appointments, communicated with clients, and updated client records.
- Answered phone promptly and directed incoming calls to correct offices.
- Maintained cleanliness and organization of reception area to enhance professionalism.
- Implemented filing systems that improved document retrieval times by standardizing processes.
- Organized and maintained physical and electronic filing systems for efficient document retrieval.
- Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
Receptionist/Income Tax Preparer
H&r Block Tax Svc
01.2016 - 04.2020
- Greeted and assisted visitors, ensuring a welcoming environment.
- Managed incoming calls, directing inquiries to appropriate staff members.
- Scheduled appointments, coordinating with team calendars for efficiency.
- Processed incoming and outgoing mail, maintaining organized records.
- Prepared and reviewed individual and business tax returns for accuracy and compliance with regulations.
- Conducted thorough audits of tax documents to ensure adherence to federal and state laws.
- Communicated with clients to gather necessary financial information and clarify tax-related inquiries.
- Utilized tax preparation software to streamline filing processes and enhance efficiency.
Education
High School Diploma -
Samuel J Tilden
Brooklyn, NYSkills
- Organization skills
- Time management
- Telephone skills
- Data entry
- Verbal and written communication
- Document management
- Clerical support
- Document control
- Supply management
- Positive and professional
- Recordkeeping and bookkeeping
- Problem-solving
Languages
English
Full Professional
Timeline
Receptionist/Income Tax Preparer
Jackson Hewitt
01.2021 - Current
Receptionist/Income Tax Preparer
H&r Block Tax Svc
01.2016 - 04.2020
High School Diploma -
Samuel J Tilden