Teresa Williams
Bay City,TX
Summary
Results-driven Tax Professional with expertise in client education and tax compliance. Skilled in enhancing service delivery and optimizing client interactions to improve experiences. Strong Team Leader adept at maximizing productivity and fostering collaboration. Committed to process improvement and delivering creative solutions that align with organizational goals.
Overview
4
4
years of professional experience
Work History
Team Leader
H & R Block Tax Group
Bay City, Texas
01.2023 - 04.2026
- Led team in preparing accurate tax returns for diverse clients.
- Trained new team members on tax preparation processes and software.
- Supported compliance during tax preparation season through diligent guidance.
- Educated clients on available tax credits and deductions, maximizing their potential refunds.
- Facilitated client understanding of tax regulations and completion of tax forms.
- Collaborated with team members to refine service processes, resulting in a more positive client experience.
- Maintained accurate records of client interactions and tax documents for audits.
- Communicated effectively with clients to address questions and concerns promptly.
- Reviewed completed tax returns for compliance with regulations and accuracy.
- Implemented process improvements that streamlined service delivery and reduced client wait times.
- Managed calendar and scheduled appointments to enhance service delivery efficiency.
- Resolved client inquiries and concerns related to tax filings promptly.
- Assisted clients in understanding tax documents and filing requirements.
- Maintained up-to-date knowledge of tax laws and regulations for compliance purposes.
- Maintained a positive work environment that promoted collaboration between team members.
- Offered training and support to keep team members motivated and working toward objectives.
- Delegated daily tasks to team members to optimize group productivity.
- Scheduled team meetings to align on project goals. to ensure efficient workflow during peak periods.
Tax Professional
H & R Block Tax Group
Bay City, Texas
01.2022 - 04.2022
- Prepared and filed individual tax returns using H & R Block's software.
- Reviewed client documentation to ensure accuracy and completeness of tax information.
- Assisted clients in understanding tax obligations and available deductions.
- Conducted interviews to gather financial data for accurate tax preparation.
Education
Accounting And Finance
Wharton County Junior College
Wharton, TX02-2022
Computer Programming
Wharton Junior College
Wharton, TX05-1987
Skills
- Tax preparation
- Tax compliance
- Tax software proficiency
- Process improvement
- Client training
- Staff development
- Client engagement
Timeline
Team Leader
H & R Block Tax Group
01.2023 - 04.2026
Tax Professional
H & R Block Tax Group
01.2022 - 04.2022
Accounting And Finance
Wharton County Junior College
Computer Programming
Wharton Junior College