Offering solid foundation in administrative support and keen interest in tax processes, eager to learn and grow in professional environment. Brings strong organizational skills and attention to detail, with ability to quickly grasp and apply new tax-related knowledge. Ready to use and develop organizational and data management skills in the Program Director role.
Overview
17
17
years of professional experience
Work History
Tax Administrative Assistant
North Texas Area United Way
10.2022 - Current
Provided exceptional customer service to clients, addressing their questions and concerns about tax-related matters.
Performed regular reconciliation of client accounts to identify discrepancies or potential errors before filing taxes.
Streamlined administrative processes for tax preparation, resulting in increased efficiency and reduced errors.
Assisted in the preparation of various tax forms, reducing the workload for senior staff members during peak times.
Stayed up-to-date on current tax laws and regulations through continuous professional development opportunities, applying this knowledge to better serve clients'' needs.
Conducted follow-up with clients after filing their taxes to ensure satisfaction and address any unresolved issues or concerns.
Managed high volumes of paperwork, ensuring timely processing of client documents and maintaining accurate records.
Assisted in the development of training materials for new hires in the Tax Administrative Assistant role, fostering a strong onboarding experience.
Restaurant Assistant Manager
North Texas Area United Way
08.2012 - 09.2022
Conducted hourly rounds to wipe tables, stock utensils and sweep floor to maintain cleanliness of eating area.
Discussed menu items with customers and suggested promotional items to increase sales.
Counted cash drawer before shift and balanced at end of shift to reconcile sales.
Stocked condiments, filled specialty machines with drink mixes and prepped fryer items to prepare for peak hours.
Restaurant Assistant Manager
Taco Casa
03.2008 - 04.2011
Conducted hourly rounds to wipe tables, stock utensils and sweep floor to maintain cleanliness of eating area.
Discussed menu items with customers and suggested promotional items to increase sales.
Counted cash drawer before shift and balanced at end of shift to reconcile sales.
Stocked condiments, filled specialty machines with drink mixes and prepped fryer items to prepare for peak hours.
Streamlined daily operations by efficiently managing inventory and maintaining proper stock levels.
Education
Harrell Center
Wichita Falls, TX
05-1995
Skills
Client confidentiality
Document preparation
Invoice processing
Spreadsheet management
Financial recordkeeping
Expense tracking
Tax law
Organizational growth
Tax compliance expertise
Verbal/written communication
Organization skills
Client communication
Records management
Timeline
Tax Administrative Assistant
North Texas Area United Way
10.2022 - Current
Restaurant Assistant Manager
North Texas Area United Way
08.2012 - 09.2022
Restaurant Assistant Manager
Taco Casa
03.2008 - 04.2011
Harrell Center
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