Tammy Mac Cue
Assistant Manager/ Income Tax Preparer
Cottageville,SC
Summary
Proven leader at SGB Tax Pros Dba Jackson Hewitt Tax Service, enhancing customer satisfaction and streamlining tax processes for efficiency. Excelled in staff training and development, boosting team performance. Skilled in compliance and customer relations, achieving high client retention through exceptional service.
Overview
23
23
years of professional experience
Work History
Assistant Manager/Income Tax Preparer
SGB Tax Pros Dba Jackson Hewitt Tax Service
01.2001 - 02.2024
- Accomplished multiple tasks within established timeframes.
- Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
- Cross-trained existing employees to maximize team agility and performance.
- Supervised day-to-day operations to meet performance, quality and service expectations.
- Generated repeat business through exceptional customer service.
- Developed strong relationships with clients through effective communication and excellent customer service skills.
- Streamlined the tax preparation process for better efficiency, resulting in reduced wait times for clients.
- Enhanced client satisfaction by accurately preparing and filing federal and state income tax returns.
- Assisted clients with organizing financial records, maximizing deductions, and minimizing liabilities.
- Mentored junior tax preparers, sharing valuable insights and best practices to improve their skills and the overall quality of service provided.
- Identified potential audit triggers during the review process, reducing the risk of IRS scrutiny for clients.
- Maintained up-to-date knowledge of ever-changing tax laws, ensuring accurate advice and guidance for clients.
- Provided timely responses to client inquiries, demonstrating a commitment to exceptional customer service.
- Educated clients on various tax credits, resulting in increased savings on their returns.
- Managed a high volume of cases during peak tax season while maintaining attention to detail and accuracy in work product.
- Assessed client tax situations to determine best filing options.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Maintained compliance by adhering to current tax laws and regulations.
- Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
- Calculated estimated tax payments for clients.
Education
Associate of Arts - ACCOUNTING
University of Phoenix
Tempe, AZ02.2011
GED -
Harrisville Central
Harrisville, NY05.1983
Skills
- Team motivation
- Product and service knowledge
- Staff Training and Development
- Customer Relations
- Staff Supervision
- Task Delegation
- Workload Management
- Customer rapport
- Compliance understanding
- Orientation and training
- Computer Skills
- Multitasking
- Professional and Courteous
- Employee Coaching and Mentoring
Timeline
Assistant Manager/Income Tax Preparer
SGB Tax Pros Dba Jackson Hewitt Tax Service
01.2001 - 02.2024
Associate of Arts - ACCOUNTING
University of Phoenix
GED -
Harrisville Central
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