Summary
Overview
Work History
Skills
Languages
Timeline
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Yvette Cortez

El Paso,TX

Summary

Dynamic Tax Preparer with extensive experience at Tax Services of America Jackson Hewitt, excelling in income tax preparation and client communication. Proven track record of enhancing client satisfaction through accurate tax return filings and exceptional customer service. Skilled in navigating complex tax situations while maintaining confidentiality and fostering trust.

Experienced with tax preparation and compliance, offering valuable insights to optimize client returns. Utilizes in-depth knowledge of tax regulations to ensure accurate filings. Track record of maintaining high client satisfaction through effective consultation and personalized tax strategies.

Detail-oriented Tax Preparer with 8 years of experience in tax preparation for numerous entities. Expert in managing paperwork for tax returns, extensions, tax planning calculations and write-ups. Quick to build rapport with clients leading to long-term business relationships.

Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.

Possesses versatile skills in project management, problem-solving, and collaboration. Brings fresh perspective and strong commitment to quality and success. Recognized for adaptability and proactive approach in delivering effective solutions.

Overview

23
23
years of professional experience

Work History

Tax Preparer 3 Lead

Tax Services of America Jackson Hewitt
11.2017 - 04.2025
  • 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.
  • Handled complex cases involving small business owners, self-employed individuals, and those with investments or rental properties, showcasing versatility in expertise within the field of taxation.
  • Assisted in resolving complex tax issues, strengthening client relationships and building trust.

Assistant Manager

Howdys/Speedway
06.2011 - 10.2017
  • Supervised day-to-day operations to meet performance, quality and service expectations.
  • Maintained a clean, safe, and organized store environment to enhance the customer experience.
  • Developed strong working relationships with staff, fostering a positive work environment.
  • Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.
  • Completed regular inventory counts to verify stock levels, address discrepancies, and forecast future needs.
  • Managed inventory levels to minimize stockouts while reducing overhead costs.
  • Generated repeat business through exceptional customer service.
  • Assisted in recruiting, interviewing, hiring, and onboarding of new employees to maintain adequate staffing levels.
  • Collaborated with the management team to develop strategic plans for business growth and improvement.
  • Promoted teamwork within the workplace by encouraging collaboration among staff members on various project tasks.
  • Enforced company policies consistently while handling disciplinary actions when necessary with fairness and respect.
  • Increased sales through effective merchandising strategies and targeted promotions.
  • Coordinated with vendors to ensure timely delivery of products and resolve any supply chain issues.
  • Engaged with customers to gather feedback, using insights to improve service and product offerings.
  • Improved customer satisfaction by resolving complaints and inquiries promptly.
  • Optimized scheduling to ensure adequate staffing during peak hours, improving service efficiency.
  • Implemented staff training programs to elevate service standards and knowledge.

File Maintenance Clerk/Customer Service Cashier

Furrs
08.2002 - 05.2011
  • Coordinated with IT personnel to ensure seamless integration between physical and digital file management systems.
  • Supported departmental projects through efficient management and timely retrieval of necessary documents.
  • Assisted in the development of customized file naming conventions for specific projects or departments.
  • Identified areas for improvement within existing filing systems, proposing actionable solutions that were later implemented.
  • Maintained accurate records by consistently updating files with relevant information, ensuring up-to-date documentation.
  • Improved office efficiency by streamlining the file maintenance process, resulting in a more organized workspace.
  • Assisted in audits by promptly providing requested documentation, demonstrating accuracy and thoroughness of recordkeeping.
  • Conducted periodic reviews of files to ensure data integrity and compliance with company policies and regulations.
  • Examined, categorized, and sorted incoming documents.
  • Sorted and classified documents into appropriate filing systems for increased traceability.
  • Assisted with document scanning and imaging projects to support accurate file back-up.
  • Added and updated records with current materials.
  • Operated office equipment to scan and copy documents.
  • Retrieved file information and made copies for authorized users.
  • Created and printed labels for well-organized filing.
  • Cleaned up files regularly by removing outdated information for archival or disposal.
  • Set up new sales displays each week with fresh merchandise.
  • Maintained current knowledge of store promotions and highlighted sales to customers.
  • Conducted inventory counts by adding each item in stock and documenting in computer system.
  • Processed refunds and exchanges in accordance with company policy.
  • Responded promptly to requests for assistance, spills and customer inquiries.
  • Used POS system to enter orders, process payments and issue receipts.
  • Learned duties for various positions and provided backup at key times.
  • Worked with floor team and managers to meet wide range of customer needs.
  • Handled cash with high accuracy and took care to check bills for fraud.
  • Operated cash register to record transactions accurately and efficiently.
  • Promoted store loyalty programs to customers to enhance engagement and repeat business.
  • Utilized point-of-sale systems efficiently, ensuring accurate pricing and swift transaction processing.
  • Trained new cashiers, enhancing team efficiency and accuracy in transactions.
  • Coordinated with stock team to ensure product availability at checkout area, optimizing customer's shopping experience.
  • Collaborated with team members to streamline checkout processes, reducing average customer wait time.
  • Resolved customer complaints, leading to noticeable improvement in customer satisfaction ratings.
  • Managed cash drawer and financial transactions to maintain accurate store accounts.
  • Enhanced customer experience by providing prompt and accurate transactions.
  • Assisted customers in locating products, improving overall shopping efficiency and satisfaction.
  • Assisted in creation of promotional displays, attracting customer attention and boosting sales.
  • Enhanced store security by identifying and reporting suspicious activities.
  • Facilitated seamless returns and exchanges, maintaining customer trust and loyalty.
  • Ensured cleanliness and organization of checkout area, contributing to positive shopping environment.
  • Provided exceptional customer service, addressing inquiries and resolving issues promptly.

Skills

  • Organization skills
  • Document preparation
  • Income tax preparation
  • Local, state, and federal tax returns
  • Tax return preparation
  • Bookkeeping
  • Client communication
  • Data gathering
  • Data inputting
  • Tax law compliance
  • Tax law knowledge
  • Sales tax filing
  • State tax regulations
  • Information processing
  • Individual taxation
  • Interpersonal strengths
  • Filing system management
  • High accuracy
  • Documentation filing
  • Multi-state tax filing
  • Customer service
  • Appointment scheduling
  • Tax form completion

Languages

English
Native or Bilingual

Timeline

Tax Preparer 3 Lead

Tax Services of America Jackson Hewitt
11.2017 - 04.2025

Assistant Manager

Howdys/Speedway
06.2011 - 10.2017

File Maintenance Clerk/Customer Service Cashier

Furrs
08.2002 - 05.2011

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