Manager Customer Service

Imelda A. Martinez

**** ********** ** • Katy, TX • 77449

Cell: 407-***-**** *******@*********.***

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Objective: Seek for a rewarding and growing opportunity.

SUMMARY: Immensely gifted, creative and resourceful Tax Manager with huge background managing and delivering an efficient and accurate tax service to clients, ensuring that all responsibilities are discharged effectively and that the firm's revenue and profits are maximized.

Summary of Qualifications

• More than 6 years experience.

• Remarkable knowledge of entity taxation relevant for high net worth clients, such as family limited partnerships, self employee taxes.

• Strong leadership & staff development skills; and significant experience in supervising tax professionals;

• Proven relationship management and sales skills.

• Great knowledge of Taxation.

• Strong personal computer skills, Microsoft applications such as Excel, Word, etc.

• High level of organizational skills and ability to prioritize, handle multiple projects at a time and meet multiple deadlines in a fast paced environment.

• Strong communication skills, oral and written; ability to communicate with all levels within the organization and with various outside consultants as needed.

Professional Experience

Ivy Investments

10-2009-Present

In charge of five Tax Preparation Office in Houston Area, doing marketing, also developing

Relationship with customers assinting customers tax and financial needs, helping them with

IRS problems and balances, making sure every office is meeting the goals and standards

For the current tax year, solving customer service issues and collecting revenue from every

Store, making schedule checking production.

JH Tax Of Orlando(Jackson Hewitt Franchise Independently operated)., Orlando, FL.

01-2005 - 04-2009

Tax Office Manager

• Responsible for managing and developing relationship with clients.

• Responsible for assisting clients in meeting tax and financial planning objectives by using a range of tools (including wealth transfer and estate planning). Prepared and reviewed tax return estimates and extensions.

• Reviewed and analyzed state apportionment information and filing methodologies.

• Research and draft technical tax memoranda on individual, and Estate and Gift tax issues for the clients.

• Review and sign a variety of tax returns, and serve as a subject matter expert when appropriate.

• Responsible for all aspects of staff supervision, development and mentoring in overseeing client engagement teams.

• Knowledge of Internal Revenue Code and regulations pertinent to a tax policy for a better performance in the tax return elaboration.

• Conducted interviews with taxpayers all year round to resolve protested tax assessments and protested refund claim denials of unlimited amounts.

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• Albertsons Store., Winter Park FL.

06-2002 - 11/2005

Service Deli Manager

• In charge of ordering and selling deli products as well as Preparation of food, in charge of deli personnel and revenue of this department, inventory scheduling, productivity elaboration of ads responsible for the maintenance and function of the department.

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Education

Income Tax Course of Jackson Hewitt, 2004-2008

Some College in Accounting and Administration

University of N.L. Mexico (1989)

High School Graduated

University of N.L. Mexico (1987)

Thank You,

Imelda A. Martinez.

Office Manager

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