Customer Service Tax Returns
Resume:
C O N TACT
ad3pg5@r.postjobfree.com
phone
P R O F E S S I O N A L S U MMARY
Accomplished professional with expertise in preparing complex tax returns for individuals and businesses. Utilizes strong technical knowledge and experience to accurately and efficiently complete tax returns. Excels in customer service and communication and ensures client satisfaction with the end product. Committed to staying current on tax regulations and utilizing the latest software and tools
Customer-focused professional with proven track record of exceeding customer expectations and providing
exceptional service. Excellent communication skills, with the ability to quickly develop rapport with customers and resolve complex service issues. Skilled in using CRM and help desk software to effectively manage customer
accounts, troubleshoot technical issues, and resolve escalated customer complaints.
E D U C ATION
Expected graduation December 2023
MEDICAL CODING in MEDICAL CODING AND BILLING
Candidate
COLLEGE FOR PROFESSIONAL HEALTHCARE', SPRING,
TEXAS
January 2018
my tax preparer certificate in US
star college
E X P E R I E N C E
January 2018 - Present
preparer/ assistant
May 2015 - January 2017
team member
• Luis aldana ESQ
Tax preparer, filing and organizing office, runs to
the store and court house, keep things in order
•
• CERTIFIED ACCEPTANCE AGENT
Utilized appropriate adjustments, deductions, and
credits to keep clients' taxes to minimum.
•
Completed all tax forms in accordance with policies and in compliance with legislation and regulations.
•
Met with clients to discuss individual tax needs and provide advice.
•
Utilized tax preparation software to accurately
prepare tax returns.
•
Interviewed clients to obtain additional information on taxable income and deductible expenses and
allowances.
•
• Recommended tax-saving strategies to clients.
Calculated form preparation fees according to
return complexity and required processing time.
•
Explained federal and state tax laws to individuals and companies.
•
• Chick-fil-a
Customer satisfaction, company goals, food
preparer, keeping work station clean
•
Arrived on time for shifts and adhered to company
dress code guidelines.
•
Performed opening and closing duties, including
store cleaning and restocking.
•
Collaborated with other employees to meet sales
targets and deadlines.
•
Sorted, labeled, and dated merchandise to prevent
expirations and product losses.
•
Provided excellent customer service through
solving problems and answering questions.
•
Notified supervisors of item shortages and
organized materials in appropriate locations.
•
A L E X I S A L D A N A
January 2018 - April 2023
Customer Service Representative/ data entry
JIG INSURANCE GROUP, CONROE, TEXAS
Responded to telephone inquiries and complaints
following standard operating procedures.
•
Delivered personalized customer service relating to questions and promptly resolved basic problems on
customer accounts.
•
Maintained knowledge of company products to
provide helpful suggestions and recommendations
to customers.
•
Developed strong customer relationships and
loyalty through effective communication.
•
Provided account information to customers and
explained bill service policies and customer rights.
•
Met daily customer service quotas with a focus on
quality.
•
Investigated and researched issues to determine
root causes and appropriate resolution methods.
•
Maintained logs and documentation to detail key
information regarding incoming and outgoing calls.
•
Assisted with training and mentoring new team
members.
•
Greeted customers by name and displayed
respectful attitude, helping develop rapport with
customer base and build lasting relationships.
•
Developed organizational skills to effectively
manage large amounts of paperwork and records
in an efficient manner.
•
Updated existing databases with new entries on a
regular basis.
•
Maintained data entry requirements by following
data program techniques and procedures.
•
Developed and maintained reports and
spreadsheets to track data entry progress.
•
Verified accuracy of data entered by comparing it
with source documents.
•
L A N G UAGES
Spanish
Native
•
S K I L L S
• 2
• Tax Consulting
• Due Diligence
• Problem Resolution
• Customer Experience
• Customer Relationship Management
• High-Volume Environments
• Call Center Operations
• Good Listening Skills
• Problem Identification
C E R T I F I C ATIONS
• CERTIFIED ACCEPTANCE AGENT
• CUSTOMER SERVICE SATISFACTORY
Contact this candidate