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Tax Preparation Specialist Resume Example

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TAX PREPARATION SPECIALIST
Summary
  • Driven to improve successful businesses results (Not limited to insurance or financial service)
  • Fearless attitude toward prospecting new customers, networking and building relationships.
  • Self-motivated customer service committed to creating a fun, yet organized atmosphere for staff while maintaining and outstanding level customer service.
  • Successful in maintaining sales, while maintaining and lowering controllable cost.
  • Possesses excellent interpersonal skills, able to effectively interface with peers and levels of management.
  • Experienced professional with extensive comprehensive knowledge of leadership.
  • Articulate with good phone manners. Communicates well, has good verbal and written skills.
Skills
  • Reliable and trustworthy
  • Time management (prioritization)
  • Critical Thinking
  • Research/due diligence
  • Simulated Customer & Co-worker interaction
  • Documentation filing
  • Situation judgment strategy implementation
  • Practice E
  • Xcellent ETHIC
  • Behavioral work style
Experience
Company Name | City, StateTax Preparation Specialist10/2009 - Current
  • Determined clients' eligibility for tax credits, abatements or deductions through careful research and oversight.
  • Analyzed information and assessed liabilities and deductions according to relevant tax code.
  • Informed clients of potentially beneficial products and services, resulting in additional business opportunities.
  • Strategized plans to help clients reduce liabilities and maximize deductions in future tax periods.
  • Responded to state and federal tax notices by preparing written responses or tax return amendments.
  • Stored copies of completed returns and related documents according to company procedures and business regulations.
  • Reduced errors associated with missed tax benefits by completing comprehensive reviews of internal tax preparation documents.
Company Name | City, StateInsurance Sales Agent05/2010 - 08/2019
  • Analyzed customer needs and provided best options, upselling products and services.
  • Reduced financial discrepancies by accurately resolving billing issues while processing applications and cancellations.
  • Skillfully and patiently explained coverage options to potential policyholders, answering any questions or concerns.
  • Cultivated professional relations to establish long-term profitable partnerships.
  • Strategized long-term business objectives by assessing customer feedback for direction on process improvements.
  • Drove client retention by increasing savings opportunities and identifying premium discounts.
  • Engaged customers and provided high level of service by carefully explaining details about documents.
  • Streamlined operational efficiencies by researching problems and delivering speedy issues resolution.
  • Pursued continued professional development through insurance workshops, course and webinars.
Company Name | City, StateOwner/Operator03/2015 - 12/2017
  • Enhanced operational performance by developing effective business strategies, systems and procedures.
  • Oversaw project execution, phase progress, workmanship and team performance to drive on-time completion of deliverables.
  • Set pricing structures according to market analytics and emerging trends.
  • Promoted store offerings through newspaper advertisements, catalogs and brochures to attract new customers.
  • Participated in networking events to establish and cement community ties, B2B relationships and industry connections.
  • Developed individual strategies for property acquisitions located across multiple states and ascertained resources for project development to present comprehensive proposals and secure funding from private and public lenders.
  • Promoted business on social media platforms to maximize brand identity and generate revenue.
  • Monitored supplier operations to verify quality, delivery schedule and conformance to contract specifications.
  • Determined clients' immediate and future financial requirements to recommend insurance products meeting individual needs.
  • Hosted fundraising events for various charities to boost brand awareness and community engagement.
Education and Training
L.W. Higgins High School | City, StateHigh School Diploma05/1987
America Notary Association | CityNotary Signing Agent04/2013
  • America Notary Association Member
Texas Insurance Training | CityAssociate of General Studies08/2015
  • Completed continuing education
  • Life, Accident, Health & HMO
  • Completed professional development in Insurance
Texas Insurance Training | CityAssociate of General Studies06/2018
  • Completed continuing education
  • Completed coursework in Property, AMP and ausal
Activities and Honors
  • Member, America Notary Association (2004 - present)
  • Honor to serve Bell county community State of Texas
Notary Signing Agent

Notarizes loan documents, Real estate, Workman Comp, Medical release and attorney client assistance. Documents delivery fax or email high speed internet, laser printer, overnight shipment. Been a Public Notary since 2004 continue my education to a Notary Signing Agent It's been a Honor to serve Texas community.

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Resume Overview

School Attended

  • L.W. Higgins High School
  • America Notary Association
  • Texas Insurance Training

Job Titles Held:

  • Tax Preparation Specialist
  • Insurance Sales Agent
  • Owner/Operator

Degrees

  • High School Diploma
    Notary Signing Agent
    Associate of General Studies
    Associate of General Studies

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