Microsoft
Yolanda Riley
Kingsland,GA
Summary
Proven Tax Professional with extensive experience at Jackson Hewitt Tax Svc, adept in mathematical calculations and IRS correspondence. Excelled in enhancing client satisfaction through empathetic service and expert tax advice. Skilled in tax code knowledge, consistently exceeding service standards and fostering positive client relationships.
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
20
20
years of professional experience
Work History
Client Service Representative
Navy-Marine Corps Relief Society
03.2006 - 06.2014
- Coordinated with operations staff to resolve service problems and boost client satisfaction.
- Helped military personnel every day with positive attitude and focus on customer satisfaction.
- Maintained accurate record-keeping with proactive attention to client information updates.
- Collaborated with director to develop ways to increase customer satisfaction.
- Utilized active listening skills to identify customer needs and provide appropriate solutions.
- Guided clients in developing skills and strategies for dealing with financial problems.
- Devised comprehensive financial plans for clients to achieve short and long-term financial goals.
- Assisted clients with budgeting and cash flow management.
- Updated clients on changes in tax laws and other regulations affecting investments.
Budget Counselor
Navy Marine Corp Relief Society
Kings Bay Base, GA
03.2006 - 06.2014
- Worked well in a team setting, providing support and guidance.
- Organized and detail-oriented with a strong work ethic.
- Identified issues, analyzed information and provided solutions to problems.
- Excellent communication skills, both verbal and written.
- Created debt management plans, spending plans and budgets to assist clients in meeting financial goals.
- Analyzed clients' financial situations to offer products to improve standard of living.
- Used Microsoft Excel to calculate client assets, liabilities, insurance coverage and cash flow to create investment strategies.
Tax Professional
Jackson Hewitt Tax Svc
12.2015 - 04.2024
- Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Prepared tax returns for clients in various industries according to government regulations and requirements.
- Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities.
- Facilitated communication between clients and tax authorities.
- Promoted superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly.
- Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
- Prepared written responses or tax return amendments to resolve state and federal notices.
- Calculated estimated tax payments for clients.
- Utilized tax software to prepare returns and meet deadlines.
- Collaborated with clients to answer questions and provide advice on tax matters.
- Facilitated onboarding sessions and on-the-job training for new hires, bolstering employee job position knowledge and skillset.
- Motivated employees through special events, incentive programs, and constructive feedback.
- Trained staff on operating procedures and company services.
- Open and closed store locations
- Counted, balanced and reconciled cash and credit card payments and identified gaps in proper cash-handling procedures.
Education
High School Diploma -
Salmen High School
Slidell, LA05.1988
Skills
- Mathematical Calculations
- Tax code knowledge
- Internal Revenue Service Correspondence
- Bookkeeping
Accomplishments
- Achieved numerous recommendations from highly satisfied clients.
- Earned Tax Preparer of the Year Award in 2023.
- Used Microsoft software - word, excel, outlook, teams to conduct weekly meetings and daily communications.
Software
Interests
Interest are reading, being update on new technologies and assisting people in need
Timeline
Tax Professional
Jackson Hewitt Tax Svc
12.2015 - 04.2024
Client Service Representative
Navy-Marine Corps Relief Society
03.2006 - 06.2014
Budget Counselor
Navy Marine Corp Relief Society
03.2006 - 06.2014
High School Diploma -
Salmen High School
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