Donell Williams
Hartsville,SC
Summary
Dynamic Tax Preparer and Personal Loan Specialist from Security Finance, adept in tax compliance and critical thinking, significantly enhancing client satisfaction and loyalty. Excelled in relationship building and tax software mastery, achieving remarkable audit risk reduction. Proven track record in exceeding sales targets at Buddy's Furniture through innovative strategies and exceptional customer service.
Overview
12
12
years of professional experience
Work History
Tax Preparer Specialist/Personal Loan Specialist
Security Finance, Financial Services
2023.12 - Current
- Resolved complex tax issues efficiently, resulting in satisfied clients and reduced audit risks.
- Maintained strict confidentiality when handling sensitive financial information from clients, earning their trust and loyalty over time.
- Maximized client satisfaction by providing accurate and timely tax preparation services.
- Recognized as an expert resource within the firm due to extensive knowledge of taxation concepts and practices.
- Conducted thorough reviews of financial documents to ensure accuracy in clients'' tax returns.
- Developed customized strategies for individual clients to minimize tax obligations while maintaining compliance with IRS regulations.
- Delivered high-quality work under tight deadlines, ensuring timely submission of all required documentation for each client''s case.
Account Manager, Inside Sales
Buddy's Furniture
2012.07 - 2023.12
- Cultivated long-lasting partnerships with clients by consistently exceeding expectations and delivering exceptional service.
- Developed strong relationships with key clients, resulting in increased account retention and growth.
- Consistently met or exceeded quarterly sales targets by diligently monitoring progress toward goals.
- Effectively resolved escalated client issues in a timely manner while maintaining positive working relationships.
- Consistently maintained high levels of client satisfaction through proactive communication and prompt problem resolution.
- Developed and implemented sales strategies to increase revenue.
- Set and exceeded inside sales goals by establishing ambitious targets and motivating sales representatives.
- Exceeded sales quotas and increased profitability through effective sales strategy and business planning.
- Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
Education
High School Diploma -
Timmonsville High School
Timmonsville, SC06.1993
Skills
- Income Tax Preparation
- Critical Thinking Capacity
- Tax Compliance Expertise
- Tax Software Mastery
- Payroll Management
- Decision-making prowess
- IRS Regulations Familiarity
- Organization skills
- Local, state, and federal tax returns
- Relationship Building
- Verbal/written communication
- Financial Statements
- Account Reconciliation
- Bookkeeping
- Customer Service
- Teamwork and Collaboration
- Problem-solving abilities
- Attention to Detail
- Appointment Scheduling
- Professionalism
Timeline
Tax Preparer Specialist/Personal Loan Specialist
Security Finance, Financial Services
2023.12 - Current
Account Manager, Inside Sales
Buddy's Furniture
2012.07 - 2023.12
High School Diploma -
Timmonsville High School