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Customer Service Tax Preparer

Location:
Clearwater, FL
Posted:
August 23, 2024

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Resume:

kianah forbes

Tampa, FL *****

************@*****.***

+1-813-***-****

To obtain a job in your company where I cannot only use my experience but, also gain new knowledge. Willing to relocate: Anywhere

Authorized to work in the US for any employer

Work Experience

Certified Tax Preparer

Liberty Tax Service-Tampa, FL

November 2018 to Present

Certified with I.R.S as a tax preparer

Legal Assistant

Rick Silverman, P.A.-Tampa, FL

August 2023 to May 2024

• Communicating with clients and gathering necessary documents and information

• Conducting legal research and providing information to the lawyer

• Drafting and organizing legal documents and evidence

• Preparing documents for hearings or trials

• Performing basic administrative and customer service tasks, such as answering phone calls, responding to emails and greeting clients

• Managing heavy legal schedules, files, records and appointments

• Collecting on client accounts

• Intake processing for new clients

• Evaluate medical records

• Case management

Billing Specialist

FBCS, Inc (vivint)-Tampa, FL

December 2017 to December 2019

answer billing questions

assist with making payment plans

process payments

reinstate cancelled accounts

inbound/outbound

Debit Collector

Global Trust Management-Tampa, FL

November 2015 to April 2017

assist clients with paying their accounts .inbound /outbound calls . Debit specialist. Service Associate

ACE Cash Express-Tampa, FL

July 2013 to April 2015

Responsibilities

Loan officer, File clerk, Receptionist, Key holder, Safe monitor Customer Service

Resource Center for DIsabled-St Thomas, VI

June 2008 to July 2011

Assist clients with needed paper work, answer multi-line telephones, administer disability and G.E.D test, assist with filing and organization.

Education

Associate of Applied Science in Criminology and criminal justice process Hillsborough Community College - Tampa, FL

August 2019 to 2021

Skills

• Billing

• Collections

• Accounts Receivable

• Loan Officer Experience

• Medical Billing

• Credit Analysis

• Loan origination

• Underwriting

• Banking

• Fair Housing regulations

• Financial analysis

• Loan processing

• Financial services

• Sales

• Cold calling

• Computer literacy

• Communication skills

• Customer service

• Microsoft Office (10+ years)

• Data entry (10+ years)

• Cash handling

• Customer service

• Cash register

• Accounts receivable

• Google Docs

• Office management

• DocuSign

• Tax experience

• Banking

• ICD-10

• Proofreading

• QuickBooks

• Hospitality

• Clerical experience

• Social media management

• Analysis skills

• First aid

• Conflict management

• Litigation

• Legal drafting

Awards

National website design

June 2010

F.B.L.A 1st place over 2,000 children

Best chapter member

June 2010

F.B.L.A best chapter member and vice president

Good citizen

June 2019

F.B.L.A award for humane act

Certifications and Licenses

Food Handler Certification

Shoe designer

October 2019 to Present

0716 the collection

Tax preparer

November 2018 to Present

Driver's License

CPI Certification

Paralegal Certificate

Assessments

Work style: Conscientiousness — Proficient

October 2022

Tendency to be well-organized, rule-abiding, and hard-working Full results: Proficient

Administrative assistant/receptionist — Proficient August 2023

Using basic scheduling and organizational skills in an office setting Full results: Proficient

Customer focus & orientation — Proficient

August 2023

Responding to customer situations with sensitivity Full results: Proficient

Data entry: Attention to detail — Proficient

August 2023

Maintaining data integrity by detecting errors

Full results: Proficient

Attention to detail — Proficient

July 2023

Identifying differences in materials, following instructions, and detecting details among distracting information

Full results: Proficient

Learning agility — Proficient

August 2023

Learning and applying new information

Full results: Proficient

Medical receptionist skills — Proficient

August 2023

Managing physician schedules and maintaining accurate patient records Full results: Proficient

Teamwork: Interpersonal skills — Proficient

July 2023

Responding to challenging team situations at work

Full results: Proficient

Case management & social work — Proficient

August 2023

Determining client needs, providing support resources, and collaborating with clients and multidisciplinary teams

Full results: Proficient

Case management & social work — Proficient

August 2023

Determining client needs, providing support resources, and collaborating with clients and multidisciplinary teams

Full results: Proficient

Work motivation — Proficient

November 2023

Level of motivation and discipline applied toward work Full results: Proficient

Supervisory skills: Motivating & assessing employees — Proficient August 2023

Motivating others to achieve objectives and identifying improvements or corrective actions Full results: Proficient

Business math — Proficient

June 2024

Using basic math to solve problems in a business context Full results: Proficient

Customer service — Proficient

July 2023

Identifying and resolving common customer issues

Full results: Proficient

Legal skills — Proficient

August 2023

Supporting legal procedures, preparing documents, doing research, and collecting client information in a legal setting

Full results: Proficient

Food service: Customer situations — Proficient

March 2024

Identifying and addressing customer needs in a food service setting Full results: Proficient

Front desk agent (hotel) — Proficient

November 2023

Selecting hotel rooms based on requests and identifying errors in hotel data Full results: Proficient

Call center customer service — Proficient

July 2023

Demonstrating customer service skills in a call center setting Full results: Proficient

Sales skills — Proficient

August 2023

Influencing and negotiating with customers

Full results: Proficient

Work style: Reliability — Proficient

July 2023

Tendency to be reliable, dependable, and act with integrity at work Full results: Proficient

Indeed Assessments provides skills tests that are not indicative of a license or certification, or continued development in any professional field.



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