Customer Service Client Services

SC

SYLVIA COLSTON

***********@*****.*** 210-***-**** La Coste, TX 78039

Enthusiastic client services professional with strong background directly interfacing with industry customers. Well-versed in products, services and consumer trends. Dependable achiever committed to holding highest ethical standards and maintaining customer trust.

Microsoft Office

Excel Skills

VLookup in Pivot Table Excel

Tax Works

Quick books

Turbo Tax

Easy Acct

Quicken

Orratax

TaxWise

Payroll Expert

Tax Expert

W2 Mate

IRS Efile

Verbal and Written Communication

Transaction Tax Preparation

Tax Return Filing

Tax Form Proficiency

Account Reconciliation

Case Management Skills

Fee Assessments

Project Management

Employee Coaching and Motivation

Managing Operations and Efficiency

Performance Evaluations

Documentation and Reporting

Work Planning and Prioritization

Project Planning

Complex Problem Solving

A & S Tax Pros San Antonio, TX

MANAGER

01/2015 - Current

Assisted small businesses and individual clients with filling out tax forms and electronically filing tax returns.

Reduced errors associated with missed tax benefits by completing comprehensive reviews of internal tax preparation documents. Represented clients under audit before IRS to prove compliance with federal tax laws.

Trained employees on additional job positions to maintain coverage of roles.

Enforced customer service standards and resolved customer problems to uphold quality service.

Accomplished financial objectives by forecasting requirements, scheduling expenditures and preparing annual budgets.

Reviewed operational expenses, budget estimates, betting accounts and collection reports for accuracy in VLookup in Pivot Table Excel Intuit Inc La Coste, TX

Tax Expert

09/2022 - 04/2023

Reviewed established procedures to assess areas in need of improvement. Implemented unique methods and methodologies, which helped reduce and resolve issues.

Documented research findings and prepared polished reports highlighting Summary

Skills

Experience

results and potential improvement strategies.

Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.

Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services. Prioritized and organized tasks to efficiently accomplish service goals. Demonstrated leadership by making improvements to work processes and helping to train others.

Assisted with customer requests and answered questions to improve satisfaction.

Planned and completed group projects, working smoothly with others. Holiday Inn Airport San Antonio, TX

Supervisor

03/2010 - 11/2015

Demonstrated excellent communication skills in resolving product and consumer complaints.

Established positive rapport with customers, managers and customer service team members to maintain positive and successful work environment.

Assisted staff with resolving complex customer issues and implementing targeted solutions.

Investigated sensitive customer service complaints and delivered prompt resolution to customer satisfaction.

Upheld quality control policies and procedures to increase customer satisfaction.

Processed documentation and troubleshot discrepancies to build client rapport.

University of Phoenix Tempe, AZ

Bachelor of Science in Accounting And Business Management Expected in 12/2026

Killeen High School Killeen, TX

High School Diploma

06/1993

Education and Training

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