Tax Preparer Customer Service
Resume:
Columbus, MS *****
ad5cg2@r.postjobfree.com
Corretta Jackson
Goal Oriented Professional with strong work ethic and creative problem solving. Seeking to launch a career that opens new opportunities and challenges.
EXPERIENCE
Jackson Income Tax, Columbus, MS — Owner/Tax Preparer
8/2004 - PRESENT
●Knowledgeable tax preparer with 9+ years of experience preparing taxes for high net-worth individuals and businesses.
●Researched tax laws and regulations and kept up to date with the ever-changing IRS tax code.
●Develop and execute a practice development plan which includes networking, new client development and client expansion activities
●Advise against potential tax liabilities. Ensure clients do not pay unnecessary taxes.
●Organizes financial records for clients. Answers client questions and provides advice. Keeps track of deadlines and deliverables for multiple clients.
●Payroll structuring and recognition programs · Managing workplace safety and staffing.
Advance Money Payday, Columbus, MS — Office Manager
8/2008 - Present
●Overseeing administrative operations, managing office resources, coordinating events, and ensuring smooth communication among team members.
●Develop office policies and procedures, and ensure they are implemented appropriately
●Point person for maintenance, mailing, shipping, supplies, equipment, bills, and errands.
●Organize and schedule meetings and appointments
●Provide general support to visitors
● Assist in the onboarding process for new hires
FISERV, Remote — Customer Service Representative
8/2022 - 4/2023
●Handle inbound customer calls in a courteous, timely, and professional manner.
●Answer customers' questions and explain available Bank services.
●Responsible for servicing the needs of bank customers by processing transactions efficiently, professionally and accurately.
EDUCATION
East Mississippi Community College, Columbus, MS
-Associates(Supervision and Management)
Skills
• Scheduling (10+ years)
• Business and administration Operations (10+ years)
• Team Building (10+ years)
• Training (10+ years)
• Retail Management (2 years)
• Inventory (2 years)
• Sales (2 years)
• Management (10+ years)
• Customer Service (10+ years)
• Cash Handling (10+ years)
• Store Management Experience
• Profit & Loss
• Payroll
• Human Resources
• Sales Management
• Pricing
• Supervising Experience
• Assistant Manager Experience
• Operations Management
• Leadership
• Interviewing
• Office Management
• Accounts Receivable
• Administration and business operations
• Accounting
• Hospitality
• Typing
• Documentation review
• Microsoft Word
• Front Desk
• Negotiation
• Organizational Skills
• Microsoft Office
• Marketing
• Research
• Microsoft Excel
• Accounting software
• Windows
• Financial services
• Communication skills
• Accounts Payable
• Account Management
• Multi-line Phone Systems
• Banking
• Bookkeeping
• Business management (10+ years)
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