Tara Mccoy
Wedowee ,Al
Summary
Deadline-oriented Tax Professional adept at quickly assessing customer needs, developing strategic plans and completing returns to maximize deductions and minimize liabilities. Pursuing role with tax preparation services organization.
Overview
1
1
Certification
Work History
Tax Preparer
Jackson Hewitt
Carrollton
12 2023 - Current
- Offered clients recommendations to reduce tax liabilities.
- Educated clients on tax planning strategies, helping them save money in future years.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Facilitated communication between clients and IRS or state tax agencies, resolving discrepancies and ensuring accurate filings.
- Assisted in resolving complex tax issues, strengthening client relationships and building trust.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Prepared tax returns for clients in various industries according to government regulations and requirements.
- Collaborated with colleagues to develop best practices for efficient and effective tax preparation.
- Provided exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.
- Maintained compliance by adhering to current tax laws and regulations.
- Managed multiple deadlines efficiently, ensuring all clients'' taxes were filed on time without compromising quality or accuracy.
- Built strong rapport with clients through clear communication and regular updates on the status of their tax filings.
- Handled complex cases involving small business owners, self-employed individuals, and those with investments or rental properties, showcasing versatility in expertise within the field of taxation.
- Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
- Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
- Streamlined tax filing processes for clients, ensuring a smooth and efficient experience.
- Increased client satisfaction by providing accurate and timely tax preparation services.
- Communicated with clients regarding tax situations, providing guidance on financial decisions.
- Participated in continuous professional development opportunities to stay current in industry trends, elevating personal expertise as a Tax Preparer over time.
- Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
- Researched complex tax issues utilizing online resources and professional tax software.
Telemarketer
Dial America
Charleston
03 2018 - 06 2020
- Answered questions about company offerings with knowledgeable responses about products and services.
- Built relationships with customers using strong persuasion and active listening skills.
- Answered calls, took messages, and transferred calls to correct individuals.
- Displayed excellent sales skills and understanding of how to leverage abilities to exceed quotas.
- Completed daily cold calling and outreach to build sales pipeline.
- Asked pertinent questions to understand customer requirements.
- Handled high-volume telemarketing operations with expert use of client management software and computer dialing.
- Recorded and updated customer information in online systems.
- Completed daily and weekly sales reporting using assigned tools.
- Recorded contact information of customers and potential customers in internal database.
- Informed current and prospective customers of promotions and new or upgraded products.
Manager
Ewert inc
Charleston
07 2010 - 03 2018
- Accomplished multiple tasks within established timeframes.
- Managed and motivated employees to be productive and engaged in work.
- Maximized performance by monitoring daily activities and mentoring team members.
- Cross-trained existing employees to maximize team agility and performance.
- Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
- Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
- Maintained professional, organized, and safe environment for employees and patrons.
- Built high-performing teams through effective recruitment, onboarding, and talent development initiatives.
- Achieved departmental goals by developing and executing strategic plans and performance metrics.
- Improved marketing to attract new customers and promote business.
- Developed a strong company culture focused on employee engagement, collaboration, and continuous learning opportunities.
- Developed and maintained relationships with customers and suppliers through account development.
- Organized professional development programs for staff, leading to improved performance and skill sets.
- Boosted employee morale and reduced turnover through development and implementation of comprehensive rewards and recognition program.
- Achieved significant cost savings by renegotiating contracts with key vendors, without compromising service quality.
- Improved customer satisfaction scores by overhauling customer service protocols and training staff in customer engagement techniques.
- Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
- Opened and closed location and monitored shift changes to uphold successful operations strategies and maximize business success.
- Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
- Improved staffing during busy periods by creating employee schedules and monitoring call-outs.
- Trained personnel in equipment maintenance and enforced participation in exercises focused on developing key skills.
- Established performance goals for employees and provided feedback on methods for reaching those milestones.
Education
Bachelor's - Accounting
Grand Canyon University
05.2023
Skills
- Filing system management
- Verbal/written communication
- Tax law compliance
- Financial Management
- Local, state and federal tax returns
- Internal control development
- QuickBooks proficiency
- Payroll familiarity
- Mathematical calculations
- IRS correspondence
- Account Reconciliation
- Finance
- Time management
- Bookkeeping
- Deductions listing
- Year-end tax provision proficiency
- Tax reporting
- Document preparation
- Relationship building
Certification
- microsoft 360
- payroll
- training employees
- quickbooks
- learning new computer programs in a timely manner
Timeline
Tax Preparer
Jackson Hewitt
12 2023 - Current
Telemarketer
Dial America
03 2018 - 06 2020
Manager
Ewert inc
07 2010 - 03 2018
Bachelor's - Accounting
Grand Canyon University