Customer Service Office Administrator

JONATHAN L. KELLY

**** ********* *****, *********, ** 30274 e-mail *********@***.*** 770-***-****

OBJECTIVE: Administrative Support

SKILLS:

Tax Preparation, Exceptional Customer Service, processing applications and examining financial documents, Bookkeeping & Basic Accounting.

Windows 10, Word, Excel, Adobe Acrobat, Adobe Photoshop and Power Church database.

High degree of accuracy with Inventory Setups and Cycle Counts

Facilitator, Budget Experience, Negotiator, Employee relations,

EXPERIENCE:

Office Administrator, Mt. Calvary Baptist Church (Atlanta, GA) 04/2020-Present

Church treasurer; making weekly deposits and reconciling bank accounts.

Make monthly reports of donations to church officers and maintain individual offerings for yearly tax reporting.

Purchasing agent for church. Purchase supplies for the maintenance of the building and the offices.

Approves the distribution of checks for payroll and vendor requests.

Approves expenses for reimbursements.

Assist the budget committee in compiling expected expenses for yearly meetings and report to the congregation..

Client Service Leader and Senior Tax Advisor, H& R Block (Jonesboro and College Park, GA)

11/2011-04/2022

Supervised an office of 12 Tax Professionals and Customer Service Reps to achieve a goal of preparing individual and business tax returns for a growing clientele.

Led Third Highest Performing office in district of 17 offices.

Responsible for the daily operations of sales, marketing, tax preparation and customer service relations in the office.

Attend weekly meetings regarding the training of Tax Pros and staying current on IRS laws and changes

Resolving client issues with regard to service in the office and IRS letters

Responsible for ordering supplies needed for the office and requisitioning office maintenance/repairs

Conducted mid/season and end of season evaluations on employees

Performed duties of Tax Professional as listed below.

Prepared 1040, 1040A, and 1040EZ forms for client tax returns, inputting data using H&R Block software and researching tax laws to suit individual customer needs.

Performed customer service duties greeting in person and phone contacts and advised customers of current tax laws where applicable.

Sold financial services and advised clients of the services offered by the company.

Reconciled daily receipts and performed cash register close outs at 2 different office locations.

Host community forum for potential customers & trained new recruits

EDUCATION:

B.A. in Business Administration, Morehouse College, Atlanta, GA minor in Accounting

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