Tonya Harrell
Morrow,GA
Summary
Adept Tax Preparer and financial expert, formerly with Concentrix/Apple, excels in client communication and financial statement review. Leveraged interpersonal strengths to build customer loyalty and efficiently managed sensitive data, enhancing client satisfaction. Achieved significant results in tax preparation and portfolio management, demonstrating a keen organization skill and a meticulous approach to document preparation.
Overview
19
19
years of professional experience
Work History
Tax Preparer
Self-employeed
01.2006 - 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.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Built strong rapport with clients through clear communication and regular updates on the status of their tax filings.
- Educated clients on tax planning strategies, helping them save money in future years.
- Reduced errors through meticulous review of financial documents and double-checking calculations.
Appointment Scheduler
Boynton Health Care Center
12.2018 - 12.2023
- Handled complaints and questions, and re-directed calls to other team members.
- Acted as first point of contact and set appointments for prospective clients.
- Answered phone calls and answered questions from potential customers.
- Conferred with managers, sales teams, and engineering personnel to revise plans and achieve demanding targets.
- Optimized organizational processes by effectively managing crew schedules while adhering to contractual restrictions.
- Completed logs and reports detailing production data such as volume, materials used, and quality assurance results, helping management make accurate operational decisions.
- Worked with supervisors and team members to understand supply needs and bring levels within desired tolerances.
- Generated department orders and accompanying documentation.
- Oversaw and verified adherence to government regulations by maintaining sensitive data and complying with international laws.
- Monitored and optimized inventory, and reordered materials as required.
Senior Advisor2
Concentrix/Apple
06.2019 - 12.2022
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Managed client portfolios on consistent basis and contacted clients to provide details on investments.
- Acted as advocate for seniors during medical examinations and procedures.
Customer Service Representative
Alorica
11.2014 - 01.2018
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
- Responded to customer requests for products, services, and company information.
Education
Bachelor of Arts - Human Resources Management
Georgia Piedmont Technical College
Clarkston, GA01.2015
Skills
- Data Gathering
- Financial statement review
- Corporate tax preparation
- Records Management
- Tax Return Preparation
- Document Preparation
- Organization skills
- Client Communication
- Interpersonal strengths
- Efficient nature
Timeline
Senior Advisor2
Concentrix/Apple
06.2019 - 12.2022
Appointment Scheduler
Boynton Health Care Center
12.2018 - 12.2023
Customer Service Representative
Alorica
11.2014 - 01.2018
Tax Preparer
Self-employeed
01.2006 - Current
Bachelor of Arts - Human Resources Management
Georgia Piedmont Technical College
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