Yesenia Cortes
Albuquerque,NM
Summary
Dynamic Tax Associate with expertise in tax planning and compliance at HrBlock. Proven ability to enhance client satisfaction through exceptional customer service and meticulous record preparation. Adept at securing confidential data while maximizing tax credits for clients. Strong organizational skills complemented by a commitment to mentoring and team development.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Tax Associate
HrBlock
12.2023 - 04.2025
- Reviewed and analyzed client data and accurately prepared income tax returns and tax research.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Helped individuals build legacies through estate and gift tax planning, charitable giving, and philanthropy services.
- Secured and properly handled confidential data to protect against unauthorized access, improper transmission, and unapproved disclosure.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Greeted visitors and customers upon arrival, offered assistance, and answered questions to build rapport and retention.
- Scheduled client appointments.
- Welcomed customers with friendly greeting, answered general questions, gathered nature of visit and directed to specific offices.
- Organized, maintained and updated information in computer databases.
Lead Cashier
Sams Club Distribution
11.2021 - 02.2022
- Educated employees on register use, merchandising, and customer service.
- Assisted customers by answering questions and fulfilling requests.
- Worked extra shifts during busy periods and covered for call-in employees to maintain service levels.
- Mentored new team members on POS system operation, customer service strategies, and sales goals.
- Helped customers complete purchases, locate items, and join reward programs.
- Trained, mentored, and developed new cashiers with positive and encouraging techniques to maximize performance and team contributions.
- Processed both cash and card purchases and returns.
- Performed store opening, closing, and shift-change actions and kept accurate shift-change logs.
Education
High School Diploma -
Metro Tech High School
1900 W Thomas Rd, Phoenix, AZ 8501505-2005
Skills
- Tax planning
- Tax law expertise
- GAAP
- Tax compliance
- customer service
- Record preparation
- Security awareness
- Multi-line telephone skills
- Organization skills
Accomplishments
- Achieved numerous recommendations from highly satisfied clients.
- Achieved high customer satisfaction by obtaining positive results following individual income tax audits.
- Maintained 95% client retention rate year-over-year.
- Completed more than 290 individual tax returns during 2025s tax season.
- Grew business through word of mouth referrals and focusing on quality tax preparation.
Certification
- accelerated Tax Associate Training - 2023
Languages
Spanish
Native or Bilingual
Timeline
Tax Associate
HrBlock
12.2023 - 04.2025
Lead Cashier
Sams Club Distribution
11.2021 - 02.2022
High School Diploma -
Metro Tech High School
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