Experienced Tax Specialist with 2+ years 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 and teamwork capabilities.
❖ 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 to 92% Client Satisfaction rating.
❖ Utilized H&R Block Tax software to efficiently manage Client information and ensure accurate and timely filings of Clients Taxes.
❖ Ensure completion of assigned training programs on time inorder to enhance Tax knowledge and skills.
❖ Monitored changes in tax laws and regulations, staying updated on relevant tax information and ensuring compliance.
❖ 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 details in handling transactions in 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 & store shelves , fulfillment of online orders on time and Food preparation as per time schedule.
❖ Verified product integrity against invoiced and damage free receiving of vendor shipments , ensure credit 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 discrepancy .
❖ 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
Specialized in individual tax filings, deductions and credits using H&R Block tax software.
❖ Tax Specialist Certification I H&R Block | March 2024
Expertise in individual tax preparation, tax planning, and compliance.
❖ Credit Analyst Training Course - Certificate of Completion I Udemy | June 2023
Gained skills in credit risk analysis, financial modeling, and loan underwriting.
❖ Accounting & Financial Statement Analysis - Certificate of Achievement I 365 Financial Analysts | April 2023
Proficient in financial statement analysis, including balance sheets, income statements, and cash flow analysis.