Terry Pellam
Bonney Lake,WA
Summary
Seasoned Tax Preparer at H & R Block and adept Mutual Clerk, showcasing expertise in income tax preparation and exceptional client communication. Excelled in maintaining confidentiality and fostering client loyalty, while efficiently managing financial records and maximizing customer satisfaction. Demonstrated organization and problem-solving skills, contributing to a significant increase in client trust and streamlined operations.
Overview
27
27
years of professional experience
Work History
Tax Preparer
H & R Block Tax Services
01.2023 - Current
- Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
- Analyzed financial records to verify accuracy of tax returns.
- Provided exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.
- Increased client satisfaction by providing accurate and timely tax preparation services.
- Assessed client tax situations to determine best filing options.
- Completed and filed returns with tax departments at local, state, and federal levels.
- This is a seasonal job from January til April.
- Facilitated communication between clients and IRS or state tax agencies, resolving discrepancies and ensuring accurate filings.
Mutual Clerk
Remington Park and Emerald Downs
01.1998 - 09.2024
- Promoted positive customer interactions through excellent communication skills and problem-solving abilities.
- Maximized bet processing speed with thorough knowledge of pari-mutuel wagering systems.
- Reduced errors in transaction processing by consistently verifying wagers, tickets, and payouts.
- Streamlined end-of-shift procedures by accurately balancing cash drawers before closing time every day.
- I worked in OK until I moved back to Wa where I then went to work for Emerald Downs
- Emerald Downs is a seasonal job on weekends from April til Sept.
Education
Associate of Arts -
University of Phoenix
On Line05-1998
Skills
- Organization skills
- Document preparation
- Income tax preparation
- Local, state, and federal tax returns
- Bookkeeping
- Relationship building
- Client communication
- Data inputting
- Data gathering
Timeline
Tax Preparer
H & R Block Tax Services
01.2023 - Current
Mutual Clerk
Remington Park and Emerald Downs
01.1998 - 09.2024
Associate of Arts -
University of Phoenix
Similar Profiles
Agharese NessAgharese Ness
Tax Professional I at H & R Block Tax ServicesTax Professional I at H & R Block Tax Services
Sophia AlpigerSophia Alpiger
Receptionist at H & R Block Tax ServicesReceptionist at H & R Block Tax Services
Linda TopfLinda Topf
Seasonal Income Tax Preparer at H & R Block Tax ServicesSeasonal Income Tax Preparer at H & R Block Tax Services
CYNTHIA RUIZCYNTHIA RUIZ
Oregon Tax Consultant at H & R Block Tax ServicesOregon Tax Consultant at H & R Block Tax Services
Kyle BarrettKyle Barrett
Case Worker, Foster Care at Puyallup Tribe of IndiansCase Worker, Foster Care at Puyallup Tribe of Indians