Office Manager/Tax Preparer/Notary Public Resume Example
Dynamic Office Manager with 13 years of experience in supporting day-to-day operational functions to provide smooth-running business. Highly dependable, ethical and reliable support specialist and leader in blending advanced organizational, technical and business acumen. Dependable in assisting various office staff and customers with eagerness and attentiveness.
Adept in Technology Strong organizational skills. Professional degree of communication Ability to work well under pressure, adapt to unexpected events, prioritize and multi-task in a deadline driven environment. Excellent judgment, independent thinker and resourceful. Strong proficiency in MS Word, Excel, Publisher PowerPoint Outlook, DrakeTaxSoftware, Quickbooks | Professionalism, diplomacy and discretion Office management expertise Public relations understanding Texas Certified Notary Public Tax preparation Individual/Business Experience Knowledgeable of current tax laws and requirements for taxpayers/tax preparers |
Maintained impeccable office organization to support efficiency, professionalism and performance objectives.
- Automated office operations to manage client correspondence, record tracking and data communications.
- Trained tax preparers
- Oversaw office financial management and payroll administration.
- Automated office operations, managing client correspondence, record tracking and data communications in database and case management software.
- Handled large amount of cash
- As a TAX PREPARER interview clients to obtain additional information on taxable income and deductible expenses and allowances.
Interview clients to gather financial information.
Use all appropriate adjustments, deductions, and credits for client return.
Prepare or assist in preparing simple to complex tax returns for individuals or small businesses.
Furnish taxpayers with sufficient information and advice to ensure correct tax form completion.
Advise on financial matters.
Check data input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures.
Verify accuracy of records.
Calculate form preparation fees according to return complexity and processing time required.
Answer questions and provide future tax planning to clients.
Develop financial plans for clients.
Correspond with customers to answer questions or resolve complaints.
Review financial records such as income statements and documentation of expenditures to determine forms needed to prepare tax returns.
Examine financial records.
Explain federal and state tax laws to individuals and companies.
Explain regulations, policies, or procedures.
- Skillfully and patiently explained coverage options to potential policyholders, answering any questions or concerns.
- Drove client retention by increasing savings opportunities and identifying premium discounts.
- Analyzed customer needs and provided best options, upselling products and services.
- Engaged customers and provided high level of service by carefully explaining details about documents.
- Provided quick turnaround time when customers called with questions.
- Reviewed coverage plans and strategic initiatives, determining how best to align new offerings with business goals.
- Delivered outstanding customer service and built rapport with clients.
- Manager position, Responsibilities include, but are not limited to, daily production data entry, processing bills of lading, invoicing, communicating with vendors, directing and controlling the flow of drivers and communicating with customers
- Expressed appreciation for patronage, inviting and encouraging customer return visits.
- Upheld privacy and security requirements established by Toyota's regulatory agencies.
- Achieved high quality marks on quality assurance evaluations through walk-thru.
- Escalated customer concerns, store issues and inventory requirements to supervisors.
- Consulted with customers to determine best methods to resolve service and billing issues.
- Translated spanish speaking customers for salesman, service center and body shop.
- Automated office operations, managing client correspondence, record tracking and data communications in database and case management software.
- Managed $[Amount] office budget to handle all needs, including inventory, postage and vendor services.
- Managed inventory and purchase of supplies for office operations and [Equipment] maintenance.
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Resume Overview
School Attended
- North Dallas High
- Central Texas Commercial College
Job Titles Held:
- Office Manager/Tax Preparer/Notary Public
- Allstate Insurance Agent/Office Manager
- Customer Relations Representative
- Office Manager
Degrees
- High School Diploma
Administrative Assistant
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