Remote Customer Support Specialist with Tax & Banking Experience

DELISA GIBSON

Irving, TX ***** 214-***-**** ***********@*****.***

Professional Summary

Detail-oriented Business and Customer Support Professional with experience in tax preparation, banking operations, office administration, and team leadership. Proven ability to manage financial transactions, ensure regulatory compliance, support front desk operations, and deliver exceptional customer service. Strong background in cash handling, data entry, CRM systems, and payment processing. Currently pursuing a Bachelor of Science in Business. Work Experience

Tax Preparer

H&R; Block Irving, TX

October 2025 to Present

• Prepare and file federal and state tax returns for individuals and small businesses.

• Review financial documents to ensure IRS compliance and regulatory accuracy.

• Identify deductions and tax credits to reduce client tax liabilities.

• Utilize QuickBooks and tax software for financial analysis.

• Resolve client tax inquiries professionally and confidentially. Janitorial Team Lead

New Dallas Spic and Span Cleaning Dallas, TX

January 2019 to Present

• Supervise teams of 5-10 employees across commercial and residential sites.

• Manage scheduling, supply inventory, and compliance with safety standards.

• Maintain service quality and resolve customer concerns. Bank Teller / Customer Service Representative

InTouch Credit Union McKinney, TX

January 2019 to December 2019

• Processed deposits, withdrawals, and loan payments.

• Balanced cash drawer and ensured transaction accuracy.

• Opened new accounts and cross-sold financial products. Aquatics Coordinator

YMCA Dallas, TX

January 2014 to December 2019

• Managed aquatics program operations and staff scheduling.

• Ensured pool safety compliance and supervised lifeguards.

• Coordinated budgets and resolved member concerns. Education

Business (Bachelor of Science)

University of Phoenix Remote

High School Diploma

Lincoln High School Dallas, TX

Cinematography (Bachelor of Science)

Full Sail University

Skills

Account management Budgeting Administrative experience Banking Operations & Cash Handling Microsoft Excel Payment Processing Data Entry & Record Management Financial statement preparation Regulatory Compliance Bookkeeping Clerical experience Customer Service & Client Relations Financial analysis Financial planning Office Administration Accounting QuickBooks Tax Preparation & Compliance Accounting software Technical accounting Team Leadership & Staff Supervision Microsoft Office (Excel, Word, Outlook) Outbound calling Tax experience Office experience

Certifications and Licenses

Lifeguard Training

First Aid Certification

CPR Certification

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