Customer Service Data Entry

MAUREEN MORALES

Fort Lauderdale, Florida ***** 786-***-**** *****************@*****.***

Professional Summary

Successful tax professional focused on performance, customer service and compliance. Offering over 8 years of expertise in reviewing annual reports, intangible tax and sales tax. Experienced in assisting with financial planning and analysis. Conducting face-to-face tax interviews. History of going above and beyond to exceed expectations. Deadline-oriented Tax Professional developing strategic plans and completing returns to maximize deductions and minimize liabilities. Ethical and honest professional with great grasp of accounting and bookkeeping procedures paired with strong numeracy abilities. Self-motivated Tax Consultant experienced in preparing various types of returns, researching discrepancies and thoroughly reviewing financial records. Skills

Occupational Licenses, Certificates and

Training

Detailed References

Document Preparation

Tax Return Preparation

Liabilities Mitigation

Appointment Scheduling

Data Analysis

10-Key Data Entry

Payment Processing

Tax-Related Research

Accounting Support

Tax Form Completion

Error Detection

Customer Service

Individual Tax Returns

Tax Payment Estimations

Tax Audit Procedures

Client Tax Services

Small Business Tax Returns

Critical Thinking

Accounting and Finance

Valid PTIN

Intuit QuickBooks

Local, State, and Federal Tax Returns

Relationship Building

Payroll Familiarity

Multiple State Tax Filing

Team Training

Tax Reporting

Tax Return Filing

Data Entry

Electronic Filing Software

Work History

Tax Consultant 01/2023 to 09/2023

Infinity Tax Services – Miami, FL

Maximizing tax

Credits and or Deductions

Managing Losses and Gains on Capital Assets to Offset Each Other

Filing payroll tax returns (both federal, local and state) Providing

Interviewed clients to obtain additional information on taxable income, deductible expenses and allowances.

Furnished taxpayers with sufficient information and advice to facilitate correct tax form completion.

Used appropriate adjustments, deductions and credits to keep client's taxes to minimum. Responded to inquiries from IRS and other tax authorities. Analyzed financial documents to accurately reflect client information on tax returns. Utilized tax software to prepare returns and meet deadlines. Calculated estimated tax payments for clients.

Completed and filed returns with tax departments at local, state, and federal levels. Collaborated with clients to answer questions and provide advice on tax matters. Prepared written responses or tax return amendments to resolve state and federal notices. Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement.

Maintained complete records of client tax returns and supporting documentation in secured areas.

Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.

Offered clients recommendations to reduce tax liabilities. Researched tax implications for various deductions and credits. Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities.

Prepared US, multistate, and international tax returns for business clients. Facilitated communication between clients and tax authorities. Developed spreadsheet models to accurately track tax information. Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.

Jr Administrative Assistant 08/2022 to 11/2022

Naiad Dynamics

None Selected

MS Word, MS Excel

Expense Reports

Restocked supplies and placed purchase orders to maintain adequate stock levels. Received and sorted incoming mail and packages to record, dispatch, or distribute to correct recipient.

Developed and updated spreadsheets and databases to track, analyze, and report on performance and sales data.

Negotiated contracts with vendors and suppliers for office supplies, equipment and services. Managed filing system, entered data and completed other clerical tasks. Managed phone and email correspondence and handled incoming and outgoing mail and faxes.

Managed paper and electronic filing systems by routing various documents, taking messages and managing incoming and outgoing mail.

Liaised between clients and vendors and maintained effective lines of communication. Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.

Established administrative work procedures to track staff's daily tasks. Robert Half Temp

Mail Clerk 05/2016 to 11/2016

Supervisor Of Elections Office – Fort Lauderdale, FL Data Entry

Mail Organization

Filing

Of Federal Documents

Answering Phones

Completed time Sensitive Documents

Maintained Documentation For All Completed Work

Property Administrator 06/2015 to 01/2016

Carriage Hills

Residential Services

Over 900 Properties

Service Requests

Check Account Balances

Rentals Agreements

Handled tenant complaints promptly and appropriately, calling in repairmen, and other support services.

Monitored tenant behavior and implemented corrective action to maintain order in assigned properties.

Coordinated with janitorial and engineering staff on maintenance and upkeep. Followed up on delinquent tenants and coordinated collection procedures. Collected and maintained careful records of rental payments and payment dates. Kept properties in compliance with local, state and federal regulations. Maintained direct contact with customers and operations personnel to maintain positive relationships and exceed customer expectations.

Car Sales Associate 01/2014 to 01/2015

Toyota Of Hollywood

Product Knowledge of All

Vehicles

Sales and Car Delivery

Marketing

High Quality Customer Care and

Attention

Personal Sales Assistant to Highest Seller

Fax, Copies, Excel

Business Mgnt

Demonstrated automobiles by explaining characteristics, capabilities, and features, taking test drives and explaining warranties and services.

Greeted customers on lot and in showroom to answer questions about brand and available inventory.

Closed sales by overcoming objections, asking for sales, negotiating price, and completing purchase contracts,

Answered telephone and email inquiries from potential customers. Followed-up on warm Internet leads and responded to customer questions about vehicle availability, price, and options while fielding inquiries from various marketing websites. Met customers on lot and in showroom to discuss available vehicles and options. Developed successful sales strategies to maximize customer satisfaction and profit. Responded to customer enquiries via telephone and email. Prepared purchased vehicles and completed final delivery checks. Qualified buyers by matching requirements and interests to various car or truck models and discussing finance options.

Negotiated purchase prices and explained sales, warranty, and optional products. Engaged in friendly conversation with customer to better uncover individual needs. Built customer loyalty and retention by delivering excellent shopping experiences. Listened to customer needs and desires to identify and recommend optimal products. Answered customer questions about products and services, helped locate merchandise, and promoted key items.

Provided exceptional services and pleasant shopping experiences to retail customers. Delivered energetic responses to customers in-store and by telephone, going above and beyond to serve needs.

Education

Associate's Degree

Everest College - Miami, Fl

High School Diploma

Hallandale High School - Hallandale, Fl

Contact this candidate