Theresa Smallwood
Stone Mountain,GA
Summary
Knowledgeable and dedicated customer service professional with extensive experience in the private and government industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Articulate and result-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses. Motivated to maintain customer satisfaction and contribute to the company's success.
Overview
20
20
years of professional experience
Work History
Tax Expert Lead
Intuit TurboTax
Remote, GA
12.2020 - Current
- Assisted over 600+ clients with federal and state tax returns with tax forms while maintaining NPS over 90% of customer satisfaction
- Served as SME by assisting over 300+ calls in chat and telephone by assisting small business and individuals of tax preparation, assisting in area of tax law while maintaining federal and state law compliance
- Review financial records such as income statements and documentation of expenditures to determine forms needed to prepare the tax return.
- Informed clients of potentially beneficial products and services, resulting in additional business opportunities.
- Met with clients to gather information and discuss line item tax return components.
- Utilized knowledge of tax law and software applications to correct or modify data with regard to proper tax reporting of income and deductions.
- Assured corporate income tax compliance to maintain accurate completion of corporate income tax returns.
- Reviewed income statements and documentation of expenditures to determine forms needed to prepare tax returns.
- Supplied detailed tax documentation needed to submit accurate corporate and individual returns.
- Analyzed information and assessed liabilities and deductions according to relevant tax code.
- Helped clients integrate new tax software with accounting software.
Sales Development Intern
Talend
San Francisco, CA
05.2022
- Prospected hundreds of leads through a multi-channel approach, including cold calling, emailing, videos, and LinkedIn messaging; qualified Directors and Managers and closed them on attending webinars
- Collaborated and completed within an SDR team setting by exceeding email and dial quota by 39.33% and 148.75% respectively
- Built and refined call scripts; designed email campaigns with an average personalization rate of 16.7%; created prospecting videos
- Engaged actively in weekly performance reviews and coaching in a team setting with manager
Retail Merchandiser
CrossMark
Atlanta, GA
03.2018 - 09.2019
- Managed a territory of 150+ independent convenience stores monthly confection sales of marketing products on to shelve while working with owners of increasing their sales
- Accurately reported all sales and retail tasks while assisting owners to maximize its sales and promotion inventory transactions by reconciling ordering processes with demand forecasts
Senior Contact Representative
Internal Revenue Service
Chamblee, GA
10.2006 - 05.2016
- Trained over 200+ associates in area of tax law, compliance and technical advisor of congressional updates on a monthly basis
- Conferred and guided taxpayers and/or their representatives to discuss compliance issues, tax laws, and regulations on tax return matters
- Examined and analyzed tax assets and liabilities to determine resolution of current tax problems
- Educated tax accountants, third party representatives and taxpayers on tax laws, new mandates, bankruptcy and offer in compromise
- Served as the liaison for Taxpayer Advocate Division and reviewed over 200+ hardship cases prior to sending them forward for further examination by the taxpayer advocate
- Advised clients to comply with IRS regulations and meet state and federal tax obligations.
- Analyzed information and assessed liabilities and deductions according to relevant tax code.
Sales Consultant
Sprint PCS
Atlanta, GA
03.2003 - 10.2005
- Exceeded monthly sales quota by 110% by generating average sales of $5,000-$10,000+ wireless products and services to existing and new clients
- Ranked in the top 15% in terms of sales within the region by consistently reaching personal and corporate sales goals
- Consultative sales
- EDUCATION
- Sales Development Fellowship
Education
Master - Business Administration General Business
Capella University
01.2007
Bachelor of Arts - International Studies
University of South Carolina
Skills
- SQL
- Data Analysis
- Analytical Problem Solving
- Python Programming
- Intuit QuickBooks
- GAAP Expertise
- Tax Law
- Accounting and Finance
- Small Business Tax Returns
- Corporate Tax Issues
- Team Training
Timeline
Sales Development Intern
Talend
05.2022
Tax Expert Lead
Intuit TurboTax
12.2020 - Current
Retail Merchandiser
CrossMark
03.2018 - 09.2019
Senior Contact Representative
Internal Revenue Service
10.2006 - 05.2016
Sales Consultant
Sprint PCS
03.2003 - 10.2005
Master - Business Administration General Business
Capella University
Bachelor of Arts - International Studies
University of South Carolina
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