Customer Service Tax Preparer

Shakala King

************@*****.*** 941-***-**** Riverview, FL

Summary

Seasoned Tax Preparer with 7 years of experience, adept in preparing accurate returns, auditing financial performance, and ensuring compliance with tax laws. Proven track record in relationship building, problem-solving, and effective communication. Seeking to leverage expertise in tax preparation, financial statement analysis, and customer service in a Tax Preparer role.

Work Experience

Jackson Hewitt

Remote Tax Preparer Tampa, FL Dec 2023 - Present

• Prepare accurate financial statements and assist with budgeting and forecasting to support business decision-making and financial planning.

• Facilitate smooth financial operations through meticulous reconciliation of accounts and adept handling of cash transactions without discrepancies.

• Enhance client relations and operational efficiency by managing correspondence, gathering critical customer information, and organizing workflow and appointments. Supportive Solutions

Remote Tax Preparer Tampa, FL May 2019 - Present

• Prepare accurate financial statements and ensure compliance with relevant laws and regulations to maintain the integrity of financial reporting.

• Compile and present detailed budget reports, analyzing financial performance to inform strategic decision-making.

• Complete corporate tax returns and provide support during tax audits, including effective communication with tax authorities.

Alorica

Remote Financial Customer Service Representative Sarasota, FL Jul 2022 - Nov 2023

• Delivered exceptional customer service by providing personalized financial advice and resolving complex issues, enhancing customer satisfaction and loyalty.

• Demonstrated a high level of integrity and commitment, ensuring timely and effective response to customer inquiries as part of a goal-oriented team.

• Communicated confidently and effectively with customers, establishing rapport and addressing potential questions to facilitate a positive service experience.

• Adapted to new technologies and accepted coaching constructively, leveraging over a year of experience in managing challenging customer service scenarios.

SENIOR HOME CARE

Companion/Caregiver Sarasota, FL Apr 2022 - Jun 2023

• Managed household tasks efficiently, including laundry and dishwashing, ensuring a clean and organized living environment for clients.

• Coordinated daily logistics, planned social activities, and provided reliable transportation to various appointments, enhancing clients' quality of life.

• Prepared nutritious meals and facilitated social engagement, while maintaining effective communication with family members and care team professionals to deliver comprehensive client care. Blake Medical Center - Bradenton

Unit Clerk/Cna Bradenton, FL Jul 2017 - May 2020

• Assisted in delivering high-quality patient care by supporting healthcare professionals and maintaining a clean and secure environment conducive to patient recovery.

• Promoted organizational mission, vision, and values through clear communication and adherence to service standards and practices.

• Provided courteous and efficient assistance to patients, family members, physicians, and visitors, ensuring a positive experience through in-person and telephone interactions.

• Upheld ethical standards in clinical settings, respecting patient dignity, rights, and privacy, and maintaining strict confidentiality of patient information.

SRQ

Remote Tax Preparer Sarasota, FL Jan 2019 - May 2019

• Accurately prepared and filed tax documents for clients, ensuring compliance with federal, state, and local tax laws to optimize potential refunds and minimize liabilities.

• Conducted thorough interviews and financial record audits to gather comprehensive income and expense information, enabling precise data entry and effective client representation before the IRS.

• Fostered client trust and retention through effective communication of the tax preparation process and by providing diligent representation in interactions with tax agencies. Centerstone

Unit Clerk Bradenton, FL Jan 2018 - Jan 2019

• Managed front desk operations, efficiently handling email correspondence, answering calls, and coordinating supply inventory to support clinic functionality.

• Maintained stringent confidentiality protocols while managing sensitive patient documentation, including admission and discharge paperwork, ensuring compliance with healthcare regulations.

• Assisted healthcare staff by accurately transcribing medical orders into electronic systems and facilitated information flow among medical personnel.

Alorica

Remote CSR - Customer Service Representative Sarasota, FL Mar 2017 - Apr 2018

• Addressed and resolved customer inquiries and complaints, efficiently managing an average of 100 calls daily, ensuring effective resolution and customer satisfaction.

• Mentored 34 new customer service representatives over a six-month period, guiding them in company protocols and customer engagement strategies.

• Contributed to the company's achievement of high customer service ratings, consistently receiving 90-100% scores from external auditors for communication, problem-solving, and courteousness. Education

Riverview High School

High school diploma Sarasota, FL Jun 2010

Certifications

CPR/BLS September 2021 to September 2023

Skills

Human Resources, Workday, Employee Orientation, Payroll, Journal Entries, Tax Experience, Phone Etiquette, Office Management, Bookkeeping, Call Center Rep, Patient Care, Accounts Receivable, Transcription, Accounting, Balance Sheet Reconciliation, Administrative & Business Operations, Customer Service, Music Therapy, Senior Care, Childcare, Microsoft Excel, Microsoft Office, Google Suite, Windows, Google Docs, Leadership, Accounting Software, QuickBooks, Sales, Phone Etiquette, Front Desk, Microsoft Word, Typing, Medical Scheduling, Cash Handling, Bookkeeping, Account Reconciliation, Accounts Payable, Understanding of tax laws and regulations, proficiency in tax preparation software, excellent time management, problem-solving abilities, effective communication, ability to interpret financial documents

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