Shawn Michael LaGatta
Jacksonville,Florida
Summary
Dynamic professional pursuing a position in a forward-thinking organization that values experience, interpersonal skills, and leadership. Committed to leveraging a strong work ethic to drive mutual growth and success. Proven track record of fostering collaborative environments and achieving results through effective communication and teamwork. Eager to contribute to organizational goals while continuing personal and professional development.
Overview
19
19
years of professional experience
Work History
Senior Tax Analyst
TaxSmith LLC
12.2016 - Current
Tax Resolution Specialist
The Law Firm of TaxSmith
12.2016 - Current
- First point of client communication; Inbound/Outbound client experience.
- Detailed tax and financial analysis for each potential client.
- Establishment of client specific resolutions based on client feedback and client resolution to fit client needs and financial obligations.
- Preparation of client documents, walk through documents with client and submit correct documents to legal team.
- Ongoing communication and dedication to current clients.
- Collaborated with attorneys to develop tailored strategies for client case management.
- Educated clients on tax regulations, ensuring understanding of their rights and obligations.
Tax Resolution Specialist
Gibson and Gibson dba Key Tax Group
12.2014 - 12.2016
- Management of leads and client interviews to determine the level of state or federal resolution needed. Arrangement of contracts and billing schedules to fit the client’s resolution and financial needs. Maintenance of client relationships.
- Personal Accomplishments
- Number one in sales for 2015, accounting for ¼ of total gross sales for the company.
Sales Associate
Jacksonville PowerSports
04.2014 - 12.2014
- Responsibilities include knowledge of and sales of high-dollar equipment along with maintenance of personal and store quotas. Additional duties include generating leads, following up on new and existing leads, quote generation and maintaining long term customer relationships.
Factory Production
Peterbrooke Chocolatier
09.2013 - 02.2014
- Responsible for daily production numbers as popcorn production lead. Processing and packing of orders. Assigned to special product projects for high-tiered partners. Quality control of all products during and after production. Preparation of product for distribution center.
Retail sales Representative/Senior Sales Representative/Sales Supervisor/Assistant Retail Manager
Verizon Wireless
09.2006 - 03.2013
- Maintained monthly quota through advanced sales processes. Extensive multi-level customer service ranging from day to day account maintenance to complex customer escalations. Managed and maintained weekly and monthly inventory including receiving incoming shipments, processing warehouse returns, daily phone counts, monthly full physical inventory counts, and location to location transfers. Merchandizing including planograms and creative store displays. Sales and directional coaching of team through corporate developmental procedures focusing on individual improvements that promoted internal growth and success. Completed daily operational paperwork geared towards passing quarterly audits. Congruently managed multiple kiosk locations.
- Personal Accomplishments
- Consistently achieved 110% - 200% of set monthly sales quota.
- District small business sales champion.
- District data sales champion.
- District leader in customer satisfaction surveys through Net Promoter Score.
- Selected, based on superior performance, for leadership Career Development Program.
Education
Finance undergraduate degree -
University of Phoenix
05.2012
Associate of Arts degree - undefined
Daytona Beach community college
08.1996
Skills
- Strong communication skills
- State and local taxation
- Tax process improvement
- Tax law interpretation
- Problem-solving
- Leadership skills
- Multitasking
- Decision-making skills
- Decision-making
- Interpersonal communication
Timeline
Senior Tax Analyst
TaxSmith LLC
12.2016 - Current
Tax Resolution Specialist
The Law Firm of TaxSmith
12.2016 - Current
Tax Resolution Specialist
Gibson and Gibson dba Key Tax Group
12.2014 - 12.2016
Sales Associate
Jacksonville PowerSports
04.2014 - 12.2014
Factory Production
Peterbrooke Chocolatier
09.2013 - 02.2014
Retail sales Representative/Senior Sales Representative/Sales Supervisor/Assistant Retail Manager
Verizon Wireless
09.2006 - 03.2013
Associate of Arts degree - undefined
Daytona Beach community college
Finance undergraduate degree -
University of Phoenix