Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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Willow Allison

Leicester,NC

Summary

From a young age, I found myself immersed in the world of finance, thanks to my mother's role as a seasoned accountant. Her dedication and expertise sparked my fascination with taxes and numbers. I quickly discovered that I had a genuine passion for the intricacies of financial management.

While I may be relatively new to the tax industry, I've been cultivating my skills and knowledge alongside my mother, actively contributing during tax seasons by handling tasks such as return filings and bookkeeping. This hands-on experience has given me a solid foundation and a keen understanding of the essential nuances of the field.

In my current remote position, I've had the privilege of working directly with individuals seeking tax assistance and collaborating with tax preparers. This role has allowed me to put my burgeoning expertise into action. I am not only ready but also eager to continue my journey of growth and learning within the dynamic realm of taxation. I am determined to expand my knowledge and skills swiftly, contributing my utmost to provide exceptional service to clients and colleagues alike.

My enthusiasm for this field, coupled with my dedication to personal and professional development, makes me a valuable asset poised to make a meaningful impact. I am excited to further explore the intricacies of the tax world and contribute my passion for numbers to achieve outstanding results for those I serve.

Overview

1
1
year of professional experience

Work History

Tax Liaison Specialist and Certified Coaching Prof

StarTek
11.2022 - Current

As a Tax Liaison Specialist and Certified Coaching Professional at Republic Bank, I serve as a pivotal link between our esteemed financial institution and the intricate world of tax offices and conscientious taxpayers. With a keen eye for detail and a passion for exceptional customer service, I facilitate seamless interactions between tax preparers, taxpayers, and our bank, ensuring that their financial affairs are managed with precision and care.

My role entails:

  • Providing expert guidance and resolving inquiries from tax preparers and taxpayers, offering a personalized touch to every interaction.
  • Leveraging my Certified Coaching Professional certificate to enhance communication, actively listening, and offering tailored solutions to address clients' needs.
  • Managing a high volume of phone calls to optimize the tax refund process, ensuring clients receive their deserved refunds promptly.
  • Serving as a trusted advocate for our clients, guaranteeing they receive the financial support and information they require during the tax season.

In this role, I combine my financial expertise with my coaching skills to ensure that each client's tax-related journey is not just efficient but also a reassuring and positive experience. I take pride in helping individuals and businesses navigate the complexities of the tax world with confidence and ease, all while fostering the growth and success of our valued customers.

Education

High School Diploma -

Clyde A Erwin
Asheville, NC

Skills

    Taxation Knowledge

    Communication Skills

    Customer Service

    Problem Solving

    Active Listening

    Coaching and Training

    Organization

    Attention to Detail

    Time Management

    Adaptability

Accomplishments

    I take immense pride in achieving my Coaching Professional Certificate, a milestone that reflects my commitment to personal and professional growth. This certification not only underscores my dedication to excellence but also demonstrates my capacity to provide a unique and valuable dimension to the services I offer.

Timeline

Tax Liaison Specialist and Certified Coaching Prof

StarTek
11.2022 - Current

High School Diploma -

Clyde A Erwin

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Willow Allison