Thelma Bartolomeo

Coordinated tax preparation processes to ensure compliance with IRS regulations.

• Analyzed client financial data to identify potential tax-saving opportunities.
• Trained new team members on software tools and customer service techniques.
• Opened and closed office facilities daily, ensuring security and organization. Able to pack and load office equipment for storage or distribution. Conducted thorough office cleanings post-tax season to prepare for the upcoming fiscal year. inventory items,change lock box and safe codes in our district. Cleaning offices to prepare each one for tax season. Moving offices back in after refresh Identified and reported maintenance issues to facilitate timely repairs and ensure office functionality.nctionality.

• Monitored workflow to ensure timely completion of client deliverables, enhancing client satisfaction.
• Resolved client inquiries and issues through effective communication strategies.
• Trained new staff on software systems and customer service protocols.
• Identified opportunities for process improvements through analysis of customer trends and feedback.
• Organized and conducted regular team meetings to align performance goals and discuss strategies for operational improvement.
• Collaborated with colleagues to share best practices and streamline operations.

• Interviewed prospective employees and provided input to HR on hiring decisions.
• Led and mentored newly hired employees to enhance understanding of company programs.
• Directed and motivated staff by reviewing work and providing constructive feedback.
• Trained new staff members on customer service processes and procedures.
• Oversaw client onboarding processes to improve client experience and operational efficiency.
• Monitored team performance metrics to ensure alignment with customer service delivery goals.
• Interfaced with third-party companies to resolve concerns and request additional data.
• Ensured compliance with company standards for customer service delivery.

• Delivered personal care and companionship to enhance quality of life for seniors in their homes.
• Assisted clients with bathing, dressing, and incontinence care to promote dignity and personal hygiene.
• Cared for patients by assisting with personal hygiene tasks and completing basic household chores.
• Developed strong relationships with clients to enhance emotional well-being.
• Collaborated with family members to support client care plans effectively.
• Coordinated transportation for clients to ensure timely attendance at appointments and social events.
• Prepared meals and snacks according to prescribed diets.
• Followed HIPAA regulations to maintain confidentiality of sensitive patient information.