Experienced Customer Service & Tax Specialist with 20+ Years

(***) ***- ****

************@*****.***

Boardman, Ohio

Linkedin.com/in/cherub

- taylor-b8627713b

P R O F I L E

Dedicated professional with over 20 years of customer service experience and 5 years of military expertise in the United States Air Force. Skilled in applied tax preparation, technical support, credit processing and general administrative responsibilities.

Fast learner, ready to hit the ground running and able to adapt to a changing work environment.

W O R K E X P E R I E N C E

Matrix Resources Boardman, Ohio 11/2022 – Present

Employee Retention Credit Processor

• Responsible for gathering personal and confidential paperwork on clients’ income, expenses, allowances, etc.

• Expert in understanding adjustments, credits, and deductions in compliance with federal and state tax laws.

• Utilizes government websites, professional resources, and team expertise to seek out and deliver the right answers to customer inquiries.

• Utilize the Employee Retention Credit (ERC) program to interact with internal processing teams and with small businesses.

• Creates high quality interactions that instill confidence, using deep customer empathy and knowledge in the field of tax preparation. Roi - Wolters Kluwer Tax Firm Youngstown, Ohio 7/2021 – 10/2022 Settlement Analyst

• Performed a full range of financial analysis and settlement activities to support The Automated Export System (AES).

• Evaluated internal and external customer needs through communication strategies to ensure consistency and adherence to laws, policies, mission, and requirements.

• Consistently exceeded performance goals through the development of innovative actions plans, project management and stakeholder outreach. AIY Properties Inc. Austintown, Ohio 10/2021 – 5/2022 Leasing Agent / Administrative Assistant

• Responsible for renting apartment units to prospective residents and for performing various administrative duties assigned,

• Answered customer inquiries and used standard sales techniques to encourage a community visit.

• Checked the available of units that best fit customers desires and budget.

• Showed apartments and the overall community to prospective residents and explained all community amenities.

Tax Preparation / Management / Technical Support

Contacts

Education

Youngstown State

University

Bachelor in Science

Applied Science

-Suma Cum Laude

-Honor Society

B Taylor 2.

W O R K E X P E R I E N C E C O N T I N U E D

• Problem Solver

• Analytical

• Troubleshooter

• Fast learner

• Motivated

• Organized

• Technical

• Professional

• Reliable

H & R Block Youngstown, Ohio 1/2019 – 4/2022

Tax Administrator

• Conducted face to face interviews with clients to process tax returns and offered additional products and services.

• Prepared and filed federal and state weekly tax payments in a timely manner.

• Ensured that Federal and provincial account penalty charges and remittances of those penalties were made daily.

• Generated business growth and increased client retention through cold calls, referrals, and word of mouth.

• Provided timely verbal and written communications to address customer needs and/or concerns.

• Participated in tax season events and performed miscellaneous duties assigned.

Department of Commerce Youngstown, Ohio 8/2020 – 10/2020 Census Bureau

Enumerator

• Contacted prospective customers over the phone and conducted census interviews door-to-door for Mahoning Valley Residents.

• Utilized surveys to obtain, record, and encode various customer information.

• Communicated with leadership, providing timely communication regarding obstacles in obtaining census data.

• Submitted completed tasks to the lead supervisor and discussed daily developments.

United States Air Force Shaw AFB, South Carolina 2/2003 – 2/2005 Culinary Specialist

• Responsible for planning, preparing, and serving meals per military guidelines.

• Developed and analyzed menus to maintain and coordinate dietary requests and/or meal substitutions.

• Ensured the adherence of proper food procedures and temperature guidelines during meal preparation.

• Operated and maintained kitchen equipment and facilities in accordance with military standards.

• Managed food inventory to help maintain the monthly budget. United States Air Force Shaw AFB, South Carolina 11/2000 – 2/2003 Services Specialist

• Designed exercise activities to help military personnel increase strength and endurance.

• Performed administrative duties and miscellaneous projects assigned by leadership.

• Coordinated, scheduled, and planned varsity intramural activities.

• Ensured athletic equipment and facilities were available for sporting events and that the equipment was properly used.

• Deployed to another country to help support Operation Enduring Freedom.

References available upon request.

Skills

• Microsoft office

( intermediate)

• QuickBooks

• Salesforce

• Adobe Acrobat

• CCH Access Tax

• Prosystem FX Tax

Personal

Expertise

• Military Management

• Credit Processing

• Tax Preparation

• Quality Control

• Project Management

• Administrative

• Accounting

• Events Coordinator

Contact this candidate