Result-driven professional with over 9 years of experience in completing various jobs, demonstrating exceptional customer service, strong interpersonal skills, and a proven track record of meeting sales goals consistently.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Professional Tax Preparer (Remote)
JDA
01.2024 - 04.2024
Organized, reviewed, and analyzed client financial records for accuracy.
Provided customer service support to customers over the phone, responding to inquiries and addressing concerns.
Answered incoming calls in a timely manner and provided accurate information on products and services.
Resolved customer complaints by identifying problems, researching solutions, and providing corrective action plans.
Provided tax advice to clients based on their individual financial situation.
Conducted research on complex tax issues to determine the best course of action for clients.
Performed calculations to determine taxable income, capital gains, losses.
Advised clients on how to minimize their overall tax liabilities through strategic planning.
Professional Tax Preparer
Jackson Hewitt
Muskogee, Oklahoma
12.2019 - 04.2023
Developed and maintained professional relationships with clients to encourage repeat business and referrals.
Conducted research on current trends in taxation law to stay up-to-date with changes.
Evaluated financial situations of individual taxpayers and businesses to determine appropriate actions for reducing taxes owed or increasing refunds due.
Responded to state and federal tax notices by preparing written responses or tax return amendments.
Informed clients of potentially beneficial products and services, resulting in additional business opportunities.
Store Associate
Walmart
Muskogee, OK
04.2014 - 07.2019
As a store associate, I worked as a cashier, service desk associate, money center associate, layaway associate, and e-commerce personal shopper
Provided cash register operations and handled customer payments.
Assisted customers with product selection, pricing and availability.
Processed returns and exchanges according to company policy.
Performed daily opening and closing procedures for store operation.
Welcomed customers, offered to help locate items and suggested merchandise without being intrusive or pushy.
Engaged positively with each customer, providing professional, and polite support for sales and service needs.