Customer Service Manager

Wendy Pereira

Email: ********@*********.***

Address:

City: Vineland

State: NJ

Zip: 08360

Country: USA

Phone: 609-***-****

Skill Level: Any

Salary Range:

Primary Skills/Experience:

Driven tax professional with demonstrated track record of developing accounts and maximizing client retention. Reputed for treating clients with the highest level of respect while providing accurate financial services. Detail oriented with exceptional analytical and interpersonal skills. Fast learner and proactive planner with a proven ability to prioritize assignments, manage multiple tasks simultaneously, and work effectively under pressure. Excellent verbal and written communications skills.

Educational Background:

High School Dipolma from Star Technical Institute, Egg Harbor Township NJ 1/2001 to 1/2000 (Personal Computer Support Specialist with Networking)

Job History / Details:

Tax Professional

Driven tax professional with demonstrated track record of developing accounts and maximizing client retention. Reputed for treating clients with the highest level of respect while providing accurate financial services. Detail oriented with exceptional analytical and interpersonal skills. Fast learner and proactive planner with a proven ability to prioritize assignments, manage multiple tasks simultaneously, and work effectively under pressure. Excellent verbal and written communications skills.

Core Qualifications

Accomplish all e-/paper filing goals

e-signature proficient

Ensure complete client satisfaction through exceptional customer service.

Address new tax laws and legislation to ensure tax preparation accuracy.

Give detailed information of financial products and services.

Assist clients with federal and state issues, including amended tax returns, IRS errors, and installment payment plans.

Determine depreciation of fixed assets.

Resolve complex tax problems for clients and client-entitled deductions issues.

Proficient in Rapid Refund; master file update; checking DCN numbers; return detail inquiries; check inquiries; rejects and rejection codes to retransmit; etc.

POS open and close. Cash drawer reconciliation.

Appointment setting and the execution of PCCP when peak slows down by the 26th of January for 2012

Maintaining my tax knowledge through Compass and other sources.

Financial Employment

December 2010 to April 2012

H & R Block (T) 304-***-**** 112 N Main St. Moorefield, WV, 26836

Tax Associate

Accurately calculate, prepare and file (e-file) federal and multi-state tax returns for individuals, small businesses, and farms through TPS. Quickly respond to client's needs, questions and concerns. Provide efficient office support and precise tax preparation.

Education

2000 Star Technical Institute Egg Harbor Township, NJ

Diploma Personal Computer Support Specialist with Networking

Completion of H&R Block tax course

Tax Specialist 1 Compass present-

RTRP Exam study Wiley Global Finance present-

Professional Reference

Angela Raynor Office Manager/Licensed Tax Preparer

Tax Office: 304-***-****

Cell Phone: 304-***-****

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