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Tax Associate Services Coordinator

Location:
Graham, NC, 27253
Posted:
July 13, 2021

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Resume:

Michael Pressley

919-***-****

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

*** ******** **** ** **** 3

Morrisville, NC 27560

Objective

To secure a position with a progressive organization utilizing the skills and abilities gained thru previous professional experience and education.

Skills

Proficient with MS Office 2007 and 2010, XP, Microsoft Access, Office 365, Intuit QuickBooks and Intuit TurboTax.

Able to learn new software and systems quickly and efficiently

Demonstrated effective oral communication skills through working with co-workers and the public

Strengthened organizational abilities by balancing phases of management proficiently in accordance with established systems and procedures

An unwavering commitment to customer service, with the ability to build productive relationships, resolve complex issues and win customer/co-worker loyalty.

Strategic-relationship/partnership-building skills -- listen attentively, solve problems creatively, and use tact and diplomacy to find common ground and achieve win-win outcomes.

Certified Notary Public for the State of NC

Experience

Live Tax Associate, Intuit TurboTax, Inc. (Seasonal - Remote) February 2021 – June 2021

Provided assistance to customers by assisting them in preparing their customer tax returns via TurboTax

Compiled and prepared tax returns for TurboTax Customers

Gathering/organizing and accurately entering customer data in the federal and state tax returns for review

Communicated directly with the customers and coordinated customer meetings and follow-up

Assisted customers who are working on their tax return with both product/software inquiries, as well as with tax questions and calculations

Apply defined practices, procedures and company policies to troubleshoot and resolve product and tax support customer inquiries

Logistics /Office Services Coordinator, Grifols, Inc. June 2018 – June 2021

Oversee and coordinate mail operations, special deliveries, and special bulk mailings

Retrieve, print, fax, or mail supporting documentation to vendors or others as directed

Picks up and delivers all inter-office mail for administrative departments.

Insure conference rooms are prepped for meetings (furniture setups, A/V, special requests)

Handle loading/unloading of parcels, delivering of parcels and other requests

Provide mail, distribution, copying, printing, and other services defined

Operate Pitney Bowes Postage machine and other mailing equipment

Claims Support Specialist, Horace Mann Insurance May 2016 – June 2018

Process total loss claim files and payments

Retrieve, print, fax, or mail supporting documentation to vendors or others as directed

Create new Internet claims for entire office operations

Complete all necessary forms, logging documents into the system, and route documents to the appropriate parties

Operate claims system and reference plan documents to research claim issues

Office Service Coordinator, Nationwide Insurance Company Sept 2014 – Jan 2016

Provided mail, distribution, copying, printing, and other services defined

Insured conference rooms are prepped for meetings (furniture setups, A/V, special requests)

Handled loading/unloading of parcels, delivering of parcels and other requests

Administrative Support Specialist, DTI Services Aug 2013 – Jan 2014

Provided mail, distribution, copy, printing, hospitality, reception, file or other services defined

Delivered on service commitments in a timely and accurate manner

Answered telephone inquiries, loading/unloading parcels, delivering of parcels, copying, and faxing and guest requests

Postal Mail Clerk/Mail Carrier, United States Postal Service Jan 2013 – Aug 2013; 2010-2011; 1993 - 2005

Put undelivered parcels away, retrieved them when customers come to claim them and completed any related documentation

Sorted and bundled mail in preparation for delivery or transportation to relay boxes

Delivered mail to residences and business establishments along specified routes

Education

Master’s International School of Divinity

Bachelor in Religious Studies



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