Customer Service Tax Consultant

Patrick Chia

Katy, TX ***** • 347-***-**** • *****************@*****.*** • WWW: Bold Profile

Professional Summary

Accomplished Tax Consultant with a proven track record at H&R Block Tax Service, adept in tax advisory services and payroll management. Excelled in streamlining tax processes and enhancing client satisfaction through exceptional problem-solving and customer service. Increased team productivity at H&R Bock Tax Service by implementing efficient workflows, demonstrating strong leadership and organizational skills. Seasoned Tax Consultant with 5 years of experience. Focused Tax consultant conducting face-to-face tax interviews. History of going above and beyond to exceed expectations. Work History

Tax Consultant, 01/2024 to 04/2024

H&R Block Tax Service – Katy, TX

Streamlined tax preparation process for increased efficiency and accuracy. Educated clients about the impact of life events on their taxes, helping them make informed decisions.

Maintained positive relationships with both existing and prospective clientele through excellent customer service and responsiveness.

Identified discrepancies in client records that could trigger audits or result in missed deductions or credits.

Advised clients on best practices for maintaining compliance with changing tax regulations, avoiding costly penalties.

Furnished taxpayers with sufficient information and advice to facilitate correct tax form completion.

Supervisor, 10/2019 to 12/2023

UPS – North Carolina

Oversaw daily operations of department, ensuring smooth workflow and timely completion of tasks.

Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows.

Handled customer complaints, resolved issues, and adjusted policies to meet changing needs. Monitored workflow to improve employee time management and increase productivity. Improved customer satisfaction with timely response to inquiries, addressing concerns, and finding effective solutions.

Maintained compliance with company policies, objectives, and communication goals. Evaluated employee performance and coached and trained to improve weak areas. Increased team productivity by implementing efficient workflows and setting clear expectations for staff members.

Mentored newly hired employees on operating equipment and safety and developed training manual to use for reference.

Achieved results by working with staff to meet established targets. Pastor, 09/2013 to 08/2018

Lewis Chapel Missionary Baptist Church – Fayetteville, NC Provided pastoral care to individuals in need, offering counseling, guidance, and support during difficult times.

Provided spiritual care through visitation, counseling, and prayer. Officiated special services such as weddings, funerals, baptisms, and nursing home services. Planned and conducted worship services, wrote sermons, and worked with key church leaders to carry out church mission.

Strengthened relationships between families by initiating regular events and workshops catered to their needs.

Fostered welcoming environment for newcomers by creating inclusive culture within church community.

Helped to create welcoming environment for visitors and encouraged congregation to offer support.

Oversaw administration and management of all areas of ministry. Provided spiritual and administrative leadership to church and managed daily operations. Led programs such as worship, study, fellowship, and service opportunities. Empowered church volunteers through training sessions and ongoing support, enhancing their ability to serve our congregation effectively

Raised congregational awareness of needs and contributions of youth to church life and operations. Authored sermons, speeches and other religious materials. Managed 600 members congregation

Sales Consultant, 01/2002 to 07/2013

Eneslow Shoes & Pedorthics – New York, NY

Advised clients on appropriate product selections based on their unique needs, ensuring optimal satisfaction levels upon purchase.

Used consultative sales techniques to understand customer needs and recommend relevant products and services.

Provided sales and customer service assistance to walk-in traffic Developed long-lasting client relationships by consistently exceeding expectations with exceptional service.

Followed up with existing customers to provide additional support and address concerns. Boosted customer satisfaction by providing personalized consultations and tailored product recommendations.

Contributed to positive work environment by supporting fellow Sales Consultants in achieving their individual goals and targets.

Generated increased sales revenue through effective lead generation and follow-up efforts. Attended ongoing training sessions to stay current on industry trends, market conditions, and product offerings – applying knowledge gained to better serve customers. Increased sales by fostering relationships with customers, implementing business strategies and suggesting areas for improvement.

Enhanced team performance by sharing successful sales strategies and best practices in regular team meetings.

Applied knowledge of market and full range of innovative and unique products to meet customer needs, expanding company's customer base.

Managed approximately 30 incoming calls, emails, taxes per day from customers Education

Bachelor of Arts: Christian Studies, 2017

Campbell University - Buies Creek, NC

Associate of Arts: Pastoral Studies, 06/1997

Liberty Theological Seminary - Monrovia, Liberia

Skills

Tax Research Abilities

Excise Tax Management

State and Local Tax Knowledge

Property Tax Administration

Tax Return Filing

Local, state, and federal tax returns

Client Interviews

Tax Form Completion

Contact this candidate