Work History
Tax Professional
Ashli Tate
Contact
Address
Trinity, TX 75862
Phone
adxisz@r.postjobfree.com
Skills
Tax code knowledge
Local, state and federal tax
returns
Tax return preparation
Document preparation
Information processing
Bookkeeping
Mathematical calculations
Successful tax professional focused on performance, customer service and compliance. Offering over 5 years of expertise in reviewing annual reports, intangible tax and sales tax. Experienced in assisting with financial planning and analysis. High-performing tax professional proficient at preparing complete and accurate tax returns. Knowledgeable in overseeing all paperwork for tax preparation. Excellent planning, problem-solving and decision-making strengths and experienced in latest tax codes and changes.
Dispatcher
Topdollar Logistics Llc, Spring, TX
Directed dispatching, routing, and tracking of
Number fleet vehicles.
Closely monitored dispatch board to triage and
prioritize over Number daily calls.
Maintained updated and detailed records of calls in physical and electronic database.
Maintained professional relationship with shippers, receivers and drivers to increase trust, reliability and rapport.
Processed invoices and payments for dispatched
orders to provide proof of transaction.
Communicated with drivers and personnel to
coordinate timely delivery of goods and materials. Analyzed customer feedback and provided
solutions to improve customer service.
Answered phone calls and responded to customer
emails.
2022-09 -
Current
Tax Preparer
Ashtaxservices LLC, Trinity, 75862
Completed and filed returns with tax departments at local, state, and federal levels.
Offered clients recommendations to reduce tax
liabilities.
Prepared tax returns, extensions, tax planning
calculations, and write-ups for organizations and
entities.
Maintained complete records of client tax returns
2018-02 -
Current
and supporting documentation in secured areas.
Communicated with clients regarding tax situations, providing guidance on financial decisions.
Utilized tax software to prepare returns and meet
deadlines.
Maintained compliance by adhering to current tax
laws and regulations.
Assessed client tax situations to determine best filing options
Maintained complete records of 500 client tax
returns and supporting documentation in secured
areas
Customer Service Representative
Lowes Home Improvment, New Orleans, LA
Answered constant flow of customer calls with
minimal wait times.
Provided primary customer support to internal and
external customers.
Handled customer inquiries and suggestions
courteously and professionally.
Collected and returned unpurchased or returned
items to correct shelf locations and arranged
displays to promote sales.
Answered customer telephone calls promptly to
avoid on-hold wait times.
Answered customer telephone calls promptly to
avoid on-hold wait times
Created and maintained detailed database to
develop promotional sales
Responded to customer requests, offering excellent support and tailored recommendations to address
needs
2015-03 -
2017-08
Sales Associate
Academy Sports And Outdoors, Lafayette, LA
Engaged with customers to build rapport and
loyalty.
Helped customers locate products and checked
store system for merchandise at other sites.
Solved customer challenges by offering relevant
products and services.
2012-09 -
2015-01
Education
Accomplishments
Certifications
Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific
merchandise.
Answered customer questions about sizing,
accessories, and merchandise care.
Managed returns, exchanges and refunds in
accordance with store policy.
Rotated stock and restocked shelves to maintain
product availability and store appearance.
Presented professional image consistent with
company's brand values.
Kept detailed records of daily activities through
online customer database
High School Diploma
New Iberia Senior High School - New Iberia, LA
3.0 GPA
2013-08 -
2013-08
Some College (No Degree): Business
Management
Lee College - Baytown, TX
2022-01 -
2023-03
Some College (No Degree): Business
South Louisiana Community College - Lafayette, LA
2015-01 -
2023-03
Used Microsoft Excel to develop inventory tracking spreadsheets.
Supervised team of [9] staff members.
Completed more than 500 individual tax returns
during 2022 tax season.
2022-09 [Dispatcher] Training - [2022]