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Tax Preparer Office Manager

Location:
Jacksonville, FL
Posted:
March 29, 2024

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Resume:

Christel Wallace

Middleburg, FL *****

ad4nqr@r.postjobfree.com

508-***-****

Hardworking CSR/Receptionist bringing 10+yrs of experience meeting the needs of customers/clients via telecommunication role. Skilled telemarketing to customers, meeting productivity targets & maintaining current knowledge of company policies. Offering empathy, reliability

& enthusiasm.

Work Experience

Tax Preparer

La Manna CPA - Bradenton, FL

February 2021 to January 2023

Assist the senior tax preparer with individual & corporate schedules Scheduled tax appointments & answered questions about taxes Receptionist

Johns Eastern Co - Lakewood Ranch, FL

August 2018 to August 2019

Kept reception area neat & clean to give visitors a positive first impression Scheduled office meetings & client appointments for team managers Monitor premises, screen visitors, update logs & issue passes to maintain security Direct incoming calls to internal personnel & departments routing to the best qualified entity to respond to callers needs to maximize efficiency & team productivity Office Manager

Advanced Health Consultants - Palmetto, FL

June 2006 to May 2016

Handled all incoming business & client request for information Communicate corporate objectives across all divisions throughout regular correspondence & scheduled status updates

Hiring, managed, developed training schedules, conducted performance reviews & salaries for staff Coordinate & maintained impressive office organization to keep facilities efficient, organized & professional

Oversaw office inventory activities including ordering, requisitions, stocking & shipments receiving Flight Attendant

Northwest Airlines - Minneapolis, MN

February 1997 to June 2006

Flew domestic & international routes

Inspected interior of aircraft prior, during & after flight to make sure emergency equipment was in place Served beverages & food items from refreshment cart & provided information about connecting flights Greet passengers, verified tickets & directed to assigned seats Operated in compliance with all airline federal aviation regulations to ensure complete compliance with safety & security procedures

Business Express

Airlines (BEX) - Portsmouth NH

May 1996 to February 1997

Flew domestic & international routes

Inspected interior of aircraft prior, during & after flight to make sure emergency equipment was in place Served beverages & food items from refreshment cart & provided information about connecting flights Greet passengers, verified tickets & directed to assigned seats Operated in compliance with all airline federal aviation regulations to ensure complete compliance with safety & security procedures

Christel Wallace

Lead CSR

Chadwick’s of Boston, W. - Bridgewater, MA

March 1989 to April 1996

• Lead CSR from May 1989 to April 1996

Preparing shift reports for the Supervisors on the calls/orders of the day Help operates handle incoming calls & manage escalating calls with targeted resolutions Plan schedule & work flow based on expecyed customer demands Conferred with senior management to handle & correct disciplinary issues Education

Certificate in Income Tax

Surgent Income Tax School - Florida

April 2020 to June 2021

Certificate in Travel & Tourism

Travel School of America - Boston, MA

September 1989 to June 1992

Associate degree in Business Administration & Management Massasoit Community College - Brockton, MA, US

High School Diploma

Brockton High School - Brockton, MA, US

Skills

• SofTel

• Microsoft

• Outlook &

Excel

• Proficient in Word

Certifications and Licenses

Driver's License



Contact this candidate