Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Xenia Medrano

Las Vegas,NV

Summary

Customer service–focused Tax Professional with experience in financial services and tax preparation. Recognized for strong communication, accuracy, and leadership, with a proven ability to support clients, ensure IRS compliance, and prepare returns that maximize deductions and minimize liabilities.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Tax Preparer and Customer Service Manager

Elite Sales Solutions Inc
05.2024 - 10.2025
  • Prepared and filed individual tax returns using Drake software.
  • Ensured IRS compliance and financial data accuracy.
  • Verified W-2s, 1099s, and other supporting documentation for completeness and accuracy.
  • Managed high-volume workloads efficiently during peak tax season.
  • Resolved customer complaints while prioritizing customer satisfaction and loyalty.
  • Trained and regularly mentored associates on performance-oriented strategies and customer service techniques.

Teller

Wells Fargo
04.2022 - 05.2024


  • Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Educated customers on use of banking website and mobile apps.
  • Processed customer transactions promptly, minimizing wait times.
  • Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.


Office Clerk

Masters Termite & Pest Control
03.2018 - 04.2022


  • Provided clerical support to company employees by copying, faxing, and filing documents.
  • Responded to inquiries from callers seeking information.
  • Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
  • Handled data entry, scheduling, and client correspondence.
  • Organized records and maintained office flow.

Head Cashier

Five Below
03.2017 - 03.2018
  • Oversaw cashier operations and ensured smooth transactions.
  • Managed cash handling and discrepancy resolution.
  • Performed store opening, closing, and shift-change actions and kept accurate shift-change logs.
  • Helped customers complete purchases, locate items, and join reward programs.
  • Assisted customers by answering questions and fulfilling requests.

Education

High School Diploma -

Schurr High School
Montebello, CA
06-2013

Skills

  • Bilingual (English & Spanish)
  • Tax Preparation (1040, Drake)
  • Customer Service
  • Leadership
  • Microsoft Office
  • Data Entry
  • Conflict Resolution
  • Time Management
  • Compliance & Accuracy
  • Tax Tools
  • Logics
  • Ring Central
  • Tax Help Software

Certification

  • PTIN
  • Annual Filing Season Program

Timeline

Tax Preparer and Customer Service Manager

Elite Sales Solutions Inc
05.2024 - 10.2025

Teller

Wells Fargo
04.2022 - 05.2024

Office Clerk

Masters Termite & Pest Control
03.2018 - 04.2022

Head Cashier

Five Below
03.2017 - 03.2018

High School Diploma -

Schurr High School
Xenia Medrano