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Customer Service Senior Tax

Location:
Murray, KY
Posted:
September 17, 2024

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Resume:

Cassandra Cornwell **** Duigiud Dr. Apt. H*

Murray KY 42071

270-***-****

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

EXPERIENCE

H & R Block, Paducah, KY — Senior Tax Analyst

December 2017 - Present

● Worked with individuals and business entities to manage tax compliance and reporting needs

● Reconciled and produced federal and state tax documents for small business and individual customers

● Reviewed financial statements for accuracy

● Maintained thorough and current understanding of tax laws

● Collected, organized, and scanned tax documents and data

● Entered data into database

● Audited incomplete tax returns and worked to resolve the issue

● Monitored security and handled incidents in a calm and professional manner

● Completed all daily tasks and special assignments with an efficient and quality-driven approach

● Generated repeat business through exceptional customer service and responded to customer concerns with friendly and knowledgeable service.

● Processed payments and applied to customer balance Paramount Metal Mall, Murray Ky — Admin Assistant

January 2023 - June 2024

● Collaborated with co-workers and management

● Maintained schedule and routes of wholesale customers for over the road truck drivers

● Created driver route order and work order numbers to be delivered

● Created driver packets for delivery to ensure correct wholesale company received correct orders

● Invoiced wholesale orders

● Communicated with wholesale companies to ensure receipt of orders, clarified any questions we had about the orders, and worked with them in the event of any discrepancies in the deliveries.

● Managed my time accordingly to ensure wholesale paperwork made it to warehouse to provide team leaders accurate information to certify correct items loaded on trucks for delivery

● Adapted to change wholesale delivery paperwork at the last minute as needed per management

● Created and maintained organization of trucking paperwork and local retail sales paperwork

● Updated filing system

● Reassembled past packets with missing pages and filed them per company policy

● Assisted office manager and company manager with any duties requested

SKILLS

Intentional & quick learner

Eager for Training &

Development

Analytical problem-solving

skills

Intelligent oral and written

communication

Exemplary file record

maintenance

Distinctively organized

Empathetic customer service

Results oriented & self-driven

Collaborative & Adaptable

Diligent persistence

Strong Work Ethic

Proficient time management

10+ years experience birth-13

years

TECHNOLOGY & PRODUCTION

Google Drive

Microsoft Office

Microsoft Teams

Zoom

Email

Photoshop

Adobe Creative apps

Circuit Maker

Point of Sale software

Credit Card Reader

Fitts Block, Murray, KY — Secretary

March 2019 - January 2022

● Monitored security and handled incidents in a calm and professional manner

● Completed all daily tasks and special assignments with an efficient and quality-driven approach

● Generated repeat business through exceptional customer service and responded to customer concerns with friendly and knowledgeable service.

● Processed payments and applied to customer balance

● Created spreadsheets to maximize efficiency maintaining bookkeeping records, quarterly, semi-annual, and annual reports for federal, state, and local business requirements

● Supervised staff to ensure quality of customer service and efficiency of work completed

Check Into Cash, Paducah, KY — Assistant Store Manager June 2018 - March 2019

● Monitored security and handled incidents in a calm and professional manner

● Completed all daily tasks and special assignments with an efficient and quality-driven approach

● Generated repeat business through exceptional customer service and responded to customer concerns with friendly and knowledgeable service.

● Processed payments and applied to customer balance Solera Lynx Services, Paducah, KY — CSR

June 2014 - February 2017

● Ensured exceptional customer experience by addressing customer concerns, demonstrating empathy, and resolving problems

● Applied highly effective selling skills while properly engaging and presenting solutions to customers and vendors

● Managed correspondence and records via manual and automated methods for maximum efficiency and accuracy

iKids, Benton, KY — Toddler Teacher

October 2013 - June 2014

● Facilitated open and loving environment where children could express themselves and direct their own age-appropriate learning

● Administered assessments for children and tracked results

● Planned, implemented, monitored, and assessed classroom instruction program

● Observed individual behaviors and suspect actions and reported to proper authorities when necessary

● Maintained safety and security of all in my care Quickbooks

Technical writing

Data analysis

Common operating systems

Manpower, Little Rock, AR — Staffing Agent

January 2012 - January 2013

● Followed qualifications, guidelines, and requirements for individual positions including systematic rating process to identify and measure appropriate candidates against established criteria

● Responded to client and prospective employee requests via telephone and email

● Organized and spearheaded Job Fairs to fill a large quota of manufacturing positions

● Performed initial client assessment, interview, and analysis to begin hiring process

● Copied, logged, and scanned supporting documentation

● Verified data integrity and accuracy

Bright Ideas, Sherwood, AR — Teacher Director/Lead Teacher January 2009 - October 2010

● Facilitated open and loving environment where children could express themselves and direct their own age-appropriate learning

● Administered assessments for children and tracked results

● Planned, implemented, monitored, and assessed classroom instruction program

● Observed individual behaviors and suspect actions and reported to proper authorities when necessary

● Maintained safety and security of all in my care

● Established and advocated guidelines for teacher performance, lesson planning, compliance with procedures, and record keeping

● Trained teachers on age appropriate activities, learning experiences, assessments, and how to keep proper objective assessments Audubon Area Community Services, Cadiz, KY — Special Education Teacher

July 2007 - October 2008

● Facilitated open and loving environment where children could express themselves and direct their own age-appropriate learning

● Administered assessments for children and tracked results

● Planned, implemented, monitored, and assessed classroom instruction program

● Observed individual behaviors and suspect actions and reported to proper authorities when necessary

● Maintained safety and security of all in my care

● Created weekly lesson plans

● Collaborated with teachers, therapists, and administration to develop and evaluate school programs including Individualized Education Plans by sharing student success data and insights

The Village, Murray, KY — Teacher

October 2001 - July 2007

● Facilitated open and loving environment where children could express themselves and direct their own age-appropriate learning

● Administered assessments for children and tracked results

● Planned, implemented, monitored, and assessed classroom instruction program

● Observed individual behaviors and suspect actions and reported to proper authorities when necessary

● Maintained safety and security of all in my care EDUCATION

Murray State University, Murray, KY — Interdisciplinary Early Childhood Special Education

January 2002 - May 2007

General GPA - 3.1

Major Courses - 3.4

Marshall County High School, Benton, KY — Comprehensive Honors Diploma

August 1996 - May 2000

REFERENCES

Tina Lambert

H & R Block Senior Tax Analyst

Symsonia, KY 42082

270-***-****

LaJetta Hutson

Former Supervisor

Benton, KY 42025

270-***-****

Rhonda Henson

Personal Reference

Benton, KY 42025

270-***-****



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