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Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000 xxx-xxx-xxxx

abc@xyz.com

 

Future Bachelor of Science in Finance Candidate eager to contribute 15 years of tax preparation and customer service experience to a progressive organization.

 

Profile of Qualifications

 

  • Demonstrated ability to identify customer needs and develop innovative solutions to resolve issues.
  • In depth understanding of tax preparation processes acquired throughout multiple hands on roles.
  • Strong leadership and organizational abilities.

 

Key Areas of Expertise

 

   Customer Service

   Bookkeeping

 

   Tax Preparation

   Auditing

   Administrative Operations

   Inquiry Resolution

Professional Synopsis

 

Intuit; Tax Expert 2016

  • Utilized interpersonal communication skills to successfully resolve customer inquiries via telephone.

 

Allstate Insurance Company; Customer Service Representative 2014-Present

  • Demonstrated top notch customer service abilities, leading to heightened levels of satisfaction and retention.
  • Resolved all policy inquiries in a timely manner.

 

Client: Convergys, Employer: Aerotek Professionals; Health Benefits Advisor 2014-2015

  • Implemented various tactics while cold calling to successfully promote open enrollment.

 

Community Link North Carolina; Income Tax Assistance Center Site Coordinator 2013-2014

  • Fulfilled leadership position while simultaneously ensuring accuracy throughout tax returns.

 

Client: Direct TV, Employer: StaffMark, Charlotte, NC; Customer Service Representative 2013

  • Utilized strong service knowledge to successfully identify and troubleshoot customer issues within an inbound call center.
  • Recognized for providing excellent customer service and maintaining overall satisfaction.

 

Webtax, Charlotte, NC; Office Manager 2011-2013

  • Thoroughly reviewed tax returns to ensure accuracy and completeness prior to submittal.
  • Heavily involved in oversight of all daily operations, including marketing strategy creation, scheduling and performing administrative functions.

 

H&R Block, Warner Robins, GA; Office Manager 2001-2009

  • Acquired in depth understanding of tax industry; managed distribution of $5M in annual refund checks.
  • Utilized strong leadership skills to oversee daily operations for 11 staff members, focused primarily on tracking and increasing performance.
  • Conducted thorough analysis of revenue, expenses, profit margins and capital expenditures.
  • Implemented effective process improvement procedures, resulting in a 2% revenue increase within 2-year period.

 

Holiday Inn, Warner Robins Hospitality LLC; Night Auditor 2001-2009

  • Maintained quality control throughout shift, providing customer service, appropriately scheduling and balancing receipts.

 

Education & Professional Development

 

Associate of Applied Science, Business Diploma, Central Piedmont Community College; 2014

State of North Carolina Property License

State of North Carolina P&C License; Anticipated April 2016

CPCC Outstanding Student Award for Business Administration; 2014

Department of the Treasury Licensed Enrolled Agent Awarded; 2012

State of North Carolina Licensed Accident & Health or Sickness Awarded; 01/2014

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