Income Tax Customer Service
Resume:
Peterlee Sam
*****.****@*****.***
Storm Lake, IA 50588
Developed strong analytical and problem-solving skills in fast-paced financial environment, ensuring accurate and compliant tax filings. Demonstrated proficiency in data analysis and financial reporting, along with effective client communication. Seeking to transition these skills into new field, contributing to dynamic and results-driven team. Professional
Summary
Skills • Income tax preparation • Federal and state tax returns
• Tax computing • Deadline oriented
• Client confidentiality • Organization skills
• Local, state, and federal tax returns • Relationship building
• Client communication • Verbal/written communication 10/2024 - 04/2025
Income Tax Preparer
Jackson Hewitt, Spirit Lake, IA
12/2022 - 03/2023
Retrim
Tyson Meats, Storm Lake
Experience
Maintained confidentiality of client information by securely storing documentation and implementing strict privacy protocols.
•
Provided exceptional customer service to resolve issues quickly, resulting in positive feedback from clients.
•
Advised clients on various strategies for minimizing their income tax liabilities throughout the year.
•
Communicated proactively with clients about missing or incomplete documentation needed for accurate tax return completion.
•
Ensured accuracy in tax returns by meticulously reviewing entries for errors and discrepancies.
•
Educated clients on relevant tax matters, empowering them to make informed decisions regarding their finances.
•
Built strong relationships with clients through excellent communication skills, ensuring repeat business year after year.
•
Conducted thorough research on unfamiliar tax situations to ensure proper treatment within client returns.
•
• Self-motivated, with a strong sense of personal responsibility.
• Worked effectively in fast-paced environments.
• Skilled at working independently and collaboratively in a team environment.
• Proven ability to learn quickly and adapt to new situations.
• Excellent communication skills, both verbal and written.
• Passionate about learning and committed to continual improvement.
• Paid attention to detail while completing assignments.
• Strengthened communication skills through regular interactions with others.
• Developed and maintained courteous and effective working relationships. 05/1995 High School Diploma, Pohnpei Island Central School, Pohnpei, Federated States Of Micronesia
Education
Pohnpeian
Full Professional
English
Full Professional
Languages
Contact this candidate