Customer Service Account Management
Resume:
Elektrah Burnett
CONTACT
****************@*****.***
Melissa, TX 75454
SKILLS
Account management
Operations management
Revenue growth
Financial leadership
Sales and marketing
Budgeting and cost control
Financial management
Manage programs
Client relationship building
Oversee operations
Build revenue streams
Atypical Return Processing
Taxation Document
Inspection
Prepare returns
Multitasking
Client relations
Persuasion skills
Team building
Call center operations
Upselling techniques
Project management
Customer service orientation
Customer account
management
LiveChat messaging
Interpersonal skills
Conflict resolution
Understanding customer
needs
Record keeping
Data entry
PROFESSIONAL SUMMARY
Dynamic tax professional with extensive experience as a Live Tax Expert, excelling in accurate tax return preparation and client satisfaction. Proven track record in account management and financial leadership, having prepared over 350 tax returns while fostering strong client relationships and ensuring compliance with complex regulations. Natural leader who mentors and educates team to meet goals. Committed to empowering sales teams to deliver exceptional customer service, with a passion for motivating team members to present a consistent positive image. Takes ownership of customer escalations and problem solves efficiently. EXPERIENCE
Contractor, Live Tax Expert
Remote - Jan 2025 Mar 2025
Delivered virtual full-service tax preparation and expert advice for individual taxpayers, specializing in 1040 returns, credits, and deductions.
Utilized IRS publications, state tax codes, and internal research tools to resolve complex customer inquiries and ensure accurate filings.
Maintained strict data privacy standards and documented all client interactions to support audit readiness and service quality.
Translated technical tax guidance into clear, user-friendly explanations to enhance customer understanding and satisfaction.
Collaborated across virtual teams to escalate issues, share expertise, and meet or exceed daily performance metrics. Demonstrated integrity, professionalism, and client-first service while operating within compliance and ethical standards.
Researched tax issues to understand related laws and obtain favorable outcomes for clients.
Prepared more than 350 tax returns per season for both business and individual customers.
Employment Guru, Tax Preparer
Money handling
EDUCATION
Flower Mound Marcus High
school
High School Diploma
Flower Mound, TX
May 2020
Student Scholar Athlete
Volunteer, 2K Platinum
Sports.
Irving, TX - May 2021 Jan 2025
Coordinated company's tax returns for paperless
submission to state and federal authorities.
Researched tax issues to understand related laws and obtain favorable outcomes for clients.
Submitted personal returns through online platforms and direct IRS filing software to minimize customer filing delays.
Used TaxWise, Drake and Intuit to prepare 1040, 1120, and 1065 forms with impeccable accuracy.
Reviewed clients' W-2s, supplementary income and
expense documentation to prepare accurate tax returns with minimum liability.
Prepared more than 100 tax returns per season for both business and individual customers.
Platinum Tax LLC, Assistant Tax Manager
Irving, TX - Jan 2018 May 2021
Attended company walkthroughs with management team and followed-up on directives and recommendations. Developed organized filing systems for both digital and analog files.
Maintained office records, including budget information, employee time cards, and purchase orders.
Coordinated meetings and conferences, including
conference room scheduling and catering services.
Accepted deliveries and registered mail in accordance with internal policies and supervisory direction.
Returned pulled files to proper locations to maintain easy staff access.
Maintained an efficient office environment by skillfully routing incoming and outgoing mail.
Provided financial advice to senior management on
investment decisions.
Monitored cash flow, managing incoming and outgoing funds effectively.
Oversaw audits and prepared reports for regulatory agencies.
Conducted risk management analysis to minimize potential financial losses.
Supervised a team of accountants and finance
professionals, enhancing team performance.
Responded to IRS and state audits and communicated with IRS and clients regarding audits, inquiries and tax notices. Delivered compliance and advisory services to
partnerships, corporations and S corporations for clients ranging from Fortune 100 companies to emerging
businesses.
Hired, trained and managed tax professionals and
assistants working on client projects.
Contact this candidate