Teresa Sansbury
Tax Analyst
Summary
Polished professional demonstrating experience in preparing federal and state income tax paperwork. An established Tax Analyst promoting exemplary problem solving, communication, and customer service skills.
Overview
20
20
years of professional experience
Work History
Tax Analyst
H&R BLOCK Tax Group Inc.
1 2015 - Current
- Interview clients to gather financial information to prepare individual tax returns
- Provide taxpayer with information and advice to ensure correct tax preparation
- Check and verify data for accuracy
- Electronically submit federal and state taxes.
- Communicated complex tax issues and terminology with others by explaining in easily-understood terms.
- Researched tax issues and stayed current on all federal and state tax laws.
Customer Service Professional
H&R BLOCK Tax Group Inc.
01.2014 - 01.2015
- Greet clients to provide scheduling assistance and tax information
- Screen incoming calls and forward to appropriate tax professional
- Collect payment from clients for tax services rendered and file documentation
- Reconciles cash drawer by proving cash transactions and preparing bank deposits
- Other duties as required.
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
Educator
LACOE
01.2005 - 01.2011
- Speech and Language teacher for pre-school through high school students
- Substitute teacher for Alternative Education Program.
- Implemented classroom management techniques that fostered a positive and inclusive learning environment for all students.
- Monitored student progress and adjusted instruction to meet individual needs.
Education
Bachelor of Science/Accounting -
Philadelphia, PAChild Development Certificate -
Long Beach, CAH&R BLOCK Income Tax Course and Customer service class -
Long Beach, CASkills
- Customer service excellence
- MyBlock App support
- Payment Processing
- Quality Assurance
- Problem-solving abilities
- Data Entry
- Complaint resolution
- Feedback Handling
Timeline
Customer Service Professional
H&R BLOCK Tax Group Inc.
01.2014 - 01.2015
Educator
LACOE
01.2005 - 01.2011
Tax Analyst
H&R BLOCK Tax Group Inc.
1 2015 - Current
Bachelor of Science/Accounting -
Child Development Certificate -
H&R BLOCK Income Tax Course and Customer service class -
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