Experienced Tax Specialist with 2years in Individual Tax Return preparation and compliance with tax regulations. Demonstrated success in resolving client issues and delivering high-quality customer service. Skilled in advising clients on tax strategies to reduce liabilities and improve financial outcomes.
Background in Customer Service and Retail sales spans over 7 years, highlighting effective Communication, Problem Solving Abilities , Team work Capabilities and Client Relationship Management Skills.
Accurately prepared and reviewed over 100 federal and state tax returns for individual clients, ensuring compliance with all applicable tax laws.
Analyzed financial data, such as income, deductions, and credits, to maximize client tax refunds and minimize liabilities.
Responded to clients with tax-related inquiries and provided personalized advice on tax planning, deductions, and credits, resulting in a 92% benchmark on the Client Satisfaction rating.
Utilized H Block tax software to efficiently manage client information and ensure accurate and timely filings of clients' taxes.
Ensure the completion of assigned training programs on time in order to enhance tax knowledge and skills.
Informed clients of potentially beneficial products and services, resulting in additional business opportunities.
Provided exceptional customer service to an average of 100 customers per shift/day, resulting in a 90% customer satisfaction rating.
Handled customer complaints and resolved issues in a timely and professional manner.
Demonstrated keen attention to detail in handling transactions in the POS system, ensuring 100% accuracy in balancing cash drawers at the end of the shift.
Demonstrated strong communication skills by greeting customers, answering questions, and promoting the store promotions. Demonstrated replenishment of coolers and store shelves, fulfillment of online orders on time, and food preparation as per the time schedule.
Verified product integrity against invoiced and damage-free receiving of vendor shipments, Experience ensuring credit is received for damaged items.
Delivered exceptional customer service by proactively helping customers find products and resolving inquiries, ensuring a seamless and positive shopping experience.
Operated POS cash register, processed over 90 transactions per shift with 100% accuracy, and zero daily cash drawer discrepancies.
Managed customer inquiries and resolved complaints related to refunds, rain checks, and exchanges, ensuring customer satisfaction.
Effectively replenished store shelves and coolers, maintaining organized and visually appealing displays to enhance the customer shopping experience and uphold a positive store image.
Operated in-store photo service systems, including printing, editing, and assisting with customer photo requests. Processed and fulfilled online orders with accurate handoffs to customers and delivery services.
Demonstrated strong compliance with company policy and standards while promoting a respectful team environment, and completing all mandatory PPLs online training on schedule.
Income Tax Course - Certificate of Completion I H&R Block | November 2023
Tax Specialist Certification I H Block | March 2024
Credit Analyst Training Course - Certificate of Completion I Udemy | June 2023
Accounting & Financial Statement Analysis - Certificate of Achievement I 365 Financial Analysts | April 2023