Customer Service Tax Preparer

Rasell Chavez

***** ***** **

Whittier, CA *****

Phone: 562-***-****

Email: ******@*******.***

Summary

Applying for the position that utilize my Computer, Office and Customer service skills. Highly creative, skillful and efficient Tax Preparer with profound experience preparing tax returns for individuals and small businesses. Job Objective

Customer Service, 13 years experience and Tax Preparer / Office Clerk 10 years experience Experience

Senior Tax Analyst, Tax Preparers

10/2016 - Current H&R Block 13534 Whittier Blvd, Whittier, CA Tax associates assist in the preparation of corporate, partnership and individual tax returns, keeping clients or employers in compliance with Internal Revenue Service regulations. Tax associates interview clients regarding income and expenses, and review income statements, expenditure documentation and other financial records. They seek to keep clients' tax liability to a minimum through the use of appropriate adjustments and deductions. Researching tax issues and providing related documentation are also regular job duties for these professionals. Tax associates may use sophisticated tax preparation software and applications. Some may be hired by large businesses or organizations to work in accounting or payroll departments, ensuring proper tax setups and deductions. Caregiver, Personal Care Aides

10/2012 - Current IHSS 3400 Aerojet Ave, Sacramento, CA In-home support-service caregivers provide a range of services for clients, such as bathing them, preparing meals, light housework, shopping for groceries, helping them go to the bathroom or even providing companionship and conversation. They may help their clients remember to take prescribed medication. They may also take them to appointments with their healthcare providers. Some caregivers also share information with a client's family. Caregivers who work for agencies may also need to perform some administrative duties, such as filing paperwork and reporting changes in a client's mental, physical or emotional state to a supervisor.

Optometrist Office Assistant, Office Clerks, General 10/2018 - 06/2019 Aaron D. Adame O.D. 6537 Greenleaf Ave, Whittier, CA Duties include answering phones, appointments, Insurance Authorizations, Chart preparation, Lab and contact lens orders, Insurance Billing, Contact Lens Training, Dispensing Eyewear, Adjusting glasses and repair, Posting charges and payments. Lite office cleaning

Assistant Manager, First-Line Supervisors of Retail Sales Workers 03/2016 - 04/2017 Circle k Corporation 12604 Beverly Blvd, Whittier, CA Direct, train, and instruct and oversee the daily performance of customer service staff; assists manager with employee evaluations Meet with customers to respond to and resolve customer complaints and conflicts; use patience and courtesy in dealing with the public. Research and review accounts for accuracy; prepare reports and process orders to discontinue water utility service; compile customer information for vacancies; verify the status of meters; research property ownership. Coordinate meeting, training, and daily activity schedules for all customer service staff. Respond to emergency situations. Assist and develop payment plans and extensions for customers with delinquent accounts; verify and approve customer account adjustments. Implement billing software and software updates; provide training and instruction to staff; test accounts for accuracy; complete forms and performs data entry information into the billing system. Assist in the interpretation and implementation of City resolutions, ordinances, department policies, goals strategies and programs. Participates in City committees and meetings concerning customer service; prepare and maintain departmental procedures. Maintain and controls all aspects of supply inventory for Customer Service Division. Perform the work of customer service staff as needed to accomplish work goals. Demonstrate courteous and cooperative behavior when interacting with visitors, the public and City staff; maintains confidentiality of work-related issues and City information. Tax preparer / Office Clerk, Tax Preparers

01/2012 - 01/2016 John A. Alba D.B.A. H & R Block 11825 Alondra Blvd., Norwalk, CA Check data input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, and procedures. Compute taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables. Interview clients to obtain additional information on taxable income and deductible expenses and allowances. Prepare and assist in preparing simple to complex tax returns for individuals or small businesses. Review financial records such as income statements and documentation of expenditures in order to determine forms needed to prepare tax returns. Use all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum. Calculate form preparation fees according to return complexity and processing time required. Consult tax law handbooks and bulletins in order to determine procedures for preparation of atypical returns. Furnish taxpayers with sufficient information and advice in order to ensure correct tax form completion. Crew member, Cashiers

08/2008 - 05/2009 Carl's Jr. 12940 Imperial Hwy., Santa Fe Springs, CA Crew members at Carl's Jr. perform job duties pertaining to two distinct areas of restaurant operations: hospitality and production. Hospitality crew members work at the counter and drive-thru window and take customer orders, operate cash registers, process various forms of payment, and distribute completed orders to customers. Other responsibilities include responding to customer inquiries and cleaning the dining area. Carl's Jr., production crew members operate fryers and grills, handle ingredients, and prepare menu items according to customer specifications. Additional duties include cleaning the kitchen and stocking storage areas with inventory.

Sandwich Artist, Cashiers

03/2008 - 08/2008 Subway 13238 Imperial Hwy., Santa Fe Springs, CA Subway sandwich artists perform several duties during a typical shift. Sandwich artists assist Subway customers with orders, prepare food to customer specifications, operate cash registers, and complete other jobs assigned by a Subway manager. Sandwich artists with Subway also field customer questions and complaints about personnel or products. Subway sandwich artists may need to complete other duties apart from customer service, including cleaning and stocking. Sandwich artists at Subway may need to clean kitchen, restaurant, and restroom areas as well as stock food goods when supply runs low. Education

Completion

Date

Issuing Institution Location Degree Received Course of Study 01/2006 Whittier Adult

School

Whittier,

CA

High School Equivalency

Diploma

General High School

Curriculum

Occupational Licenses and Certificates

Certification Title Issuing Organization Completion Date Expiration Date Tax Accounting California Tax Education Council 12/2011 12/2020 Skills

Bilingual Spanish-English, Customer Service, Enthusiasm and Energetic, Office Procedures, Telephone Skills, Verbal Communication, Microsoft Office Skills, Listening, Professionalism, Customer Focus, Organization, Informing Others, Handles Pressure, Supply Management, Standard store operations and other duties as needed. Additional Comments

Strong verbal and written communication skills, AbiIity to work independently as well as on a team. References Available on Request

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