Experienced Tax & Customer Support Finance Advocate

Julie Hobson

Finance Advocate

************@*****.*** Delta, 84624 435-***-****

Summary

Dedicated professional with 18+ years in tax preparation and customer support, specializing in financial services and product assistance. Proven ability to support clients and colleagues, demonstrated through roles at TurboTax, QuickBooks, and an independent tax service. Eager to leverage extensive experience in financial guidance and client relations to advocate for families at Global Elite Empire Consultants. Committed to integrity and making a positive impact in a remote capacity.

Work Experience

Customer Support / Accountant Assistance Program, TurboTax / QB online payroll, Delta Initiated role in TurboTax, subsequently transitioned to TurboTax Live, and then transferred to a pilot program providing customer support for QuickBooks Online Payroll, which expanded into an Accountant Assistance Program.

Currently engaged in the QuickBooks Online Accountant (QBOA) program. Provided supplementary support for TurboTax Live during peak tax seasons. Demonstrated proficiency with company products and utilize ProConnect annually. Confident in ability to be a valuable asset to the TurboTax team. Tax Preparer, Hobson Tax service, Delta

Prepared tax returns for a diverse clientele over approximately 18 years. Completed initial training at H&R Block.

Served with H&R Block for 4 years before establishing an independent tax service company. Substitute Teacher, Millard School District, Delta Instructed students across Kindergarten through 8th grade. Adhered to established lesson plans.

Provided extended instruction in two separate classrooms. Developed and implemented custom lesson plans, covering all academic subjects. Conducted parent-teacher conferences.

General Merch Manager, Cashier, Supervisor, Jubilee, Delta Began as a cashier and was subsequently promoted to Supervisor. Assisted customers with product location and processed transactions at checkout. Managed and resolved customer and staff issues.

Upon rejoining Jubilee, assumed the role of General Merchandise Manager, also continuing duties as cashier and Supervisor.

Managed product inventory for assigned departments, represented Jubilee at events, supervised staff, and engaged with the public.

General Merch Manager, Cashier, Supervisor, Jubilee, Delta Initially served as a cashier before promotion to Supervisor. Guided customers in locating merchandise and completed their purchases. Addressed and resolved complaints and operational issues involving staff and customers. During my subsequent tenure at Jubilee, I was appointed General Merchandise Manager, while also maintaining responsibilities as a cashier and Supervisor. Procured merchandise for my designated areas, participated in events to represent Jubilee, oversaw other staff members, and interacted directly with customers.

Hardline Manager, Alco, Delta

Managed the hardlines department, developed employee schedules, and supervised a team of eight. Oversaw operations at the front of the store in addition to managing merchandise. Handled customer complaints and resolved associated problems. Owner and Teacher, Sunshine Academy Preschool, Delta Established and operated a private preschool, instructing children aged three and four. Collaborated with parents and managed relationships with various vendors. Education

Bachelor degree, Science, Southern Utah University, Achieved a GPA of 3.8 and graduated with honors.

Majored in Elementary Education with Minors in Reading and Psychology.

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