Teri Concepcion
Las Vegas
Summary
Experienced Tax Analyst with strong skills in tax document analysis and client relations. Expertise in preparing accurate tax returns while ensuring compliance with regulations. Focused on leveraging analytical abilities to support client success and organizational efficiency.
Overview
35
35
years of professional experience
1
1
Certification
Work History
Tax Analyst
H & R Block
Las Vegas, NV
12.2015 - Current
- Analyzed tax documents to ensure compliance with federal and state regulations.
- Prepared and reviewed individual and business tax returns for accuracy and completeness.
- Assisted clients in understanding tax implications and strategies to minimize liabilities.
- Collaborated with team members to streamline tax preparation processes, enhancing efficiency.
Sales Associate
Macy's
Honolulu, HI
06.2006 - 01.2013
- Delivered exceptional customer service, ensuring positive shopping experiences.
- Managed inventory levels, restocked merchandise to maintain presentation standards.
- Assisted in training new sales associates on product knowledge and sales techniques.
- Increased branch profit
- Engaged with customers to effectively build rapport and lasting relationships.
Branch Manager
US Bank
Huntington Beach, CA
01.2005 - 01.2006
Branch Sales Manager
Bank of Hawaii
Honolulu, HI
06.1991 - 11.2004
- Developed and executed strategic sales plans to achieve branch growth objectives.
- Established strong relationships with key clients through attentive service and expert product knowledge, solidifying their loyalty and trust.
- Mentored and trained staff on effective sales techniques and product knowledge.
- Set clear performance goals for the sales team, providing regular feedback on progress toward targets while offering support where needed.
Education
No Degree - Merchandising
Honolulu Community College
Honolulu, HISkills
- Critical thinking capacity
- Organizational growth
- Verbal and written communication
- Tax research
- Tax return filing
- Problem-solving abilities
Accomplishments
Awarded "Top Sales Associate of the Year".
Consistently received 100% customer service survey's.
Named Top Tax Professional with the highest product attachment.
Certification
Licensed Tax preparer.
Timeline
Tax Analyst
H & R Block
12.2015 - Current
Sales Associate
Macy's
06.2006 - 01.2013
Branch Manager
US Bank
01.2005 - 01.2006
Branch Sales Manager
Bank of Hawaii
06.1991 - 11.2004
No Degree - Merchandising
Honolulu Community College