Diplomatic Customer Service Agent versed in applying strong communication, problem-solving skills and polite, professional demeanor to resolve customer issues and maximize satisfaction. Experienced in exceeding performance goals in fast-paced call center environments. Trained in connecting with customers to build positive relationships and strengthen loyalty. Results-driven Data Entry Clerk with extensive database management expertise. Proven history of successful error detection and correction.
Skills
Statistic analysis expertise
Information organization
Telephone headset mastery
Data confirmation
Meeting sales goals
High-volume call reception
Laser fax machine expert
Experience
05/2021 to Current
Tax PreparerOptima Tax Relief – Santa Ana, CA,
Stored copies of completed returns and related documents according to company procedures and business regulations.
Determined clients' eligibility for tax credits, abatements or deductions through careful research and oversight.
Supplied detailed tax documentation needed to submit accurate corporate and individual returns.
Finalized and processed paperwork with local, state and federal government authorities.
Reduced errors associated with missed tax benefits by completing comprehensive reviews of internal tax preparation documents.
Informed clients of potentially beneficial products and services, resulting in additional business opportunities.
Applied federal and state government regulations to prepare accurate and compliant tax returns for clients in [Industry].
Produced work papers and lead sheets, tax projects and payment estimations.
Supported work of senior-level accounting and tax preparation professionals to maximize office productivity.
Produced US and state income, gift tax and estate tax returns for individuals.
12/2020 to 07/2021
Data Entry ClerkHoya Corporation – Boston, MA,
Input client information into spreadsheets and company database to provide leaders with quick access to essential client data.
Identified and corrected data entry errors to prevent duplication across systems.
Reviewed and updated account information in company computer system.
Adhered to strict data confidentiality policies to prevent information leakage.
Proofread documents and edited materials to correct grammar and spelling mistakes.
Maintained quality levels above prescribed minimums to support team productivity.
Organized billing and invoice data, prepared accounts receivable and generated revenue reports to provide controllers with vital financial information.
Maintained records by creating monthly reports, closing terminated records and performing chart audits.
Verified and logged deadlines in response to daily inquiries and requests.
Maintained confidentiality of client and staff personal details by adhering to all company regulations and requirements.
Modified and updated data formatting and added new input fields following evolving record formatting requirements in database of over [Number] records.
01/2021 to 03/2021
COVID-19 TesterChildren's Mercy Hospital – Junction City, KS,
Collected and prepared nasal-pharyngeal samples for PCR testing of COVID-19 in accordance with standard methods and processes.
Maintained cleanliness of testing booth and testing materials to comply with CDC guidelines.
Followed in-process quality control procedures and performed accurate data entry of patient information to prepare collected specimens for testing and analysis.
Adhered to universal protocol precautions when disposing of contaminated items while performing phlebotomy or laboratory procedures.
Cleaned and sterilized lab area, tools and equipment.
Maintained clean and fully operational laboratory equipment.
Recorded control values from technical instruments to maintain reliability and validity of test results.
01/2019 to 05/2019
WaitressHoliday Retirement – Bradenton, FL,
Maintained accuracy while handling payments, giving change and printing receipts to customers.
Stocked server areas with supplies before, during and after shifts.
Greeted customers, answered questions and recommended specials, wine and desserts to increase profits.
Checked on guests to verify satisfaction with meals and suggested additional items to increase restaurant sales.
Communicated with kitchen staff frequently to stay up-to-date on supply availability and potential customer wait times.
Addressed concerns or complaints quickly to improve service and escalated more advanced issues to management for resolution.
Handled food safely and kept spaces clean to protect customers from foodborne illness and maintain proper sanitation.
Education and Training
Expected in 12/2020
High School Diploma: Texas Virtual Academy - Online, GPA:
Languages
English:
Full Professional
Negotiated:
Accomplishments
Garnered continuous referrals and recommendations by providing friendly and knowledgeable support to customers.
Prepared individual income, gift tax and estate tax returns for high-net-worth clients.
Obtained positive outcomes after individual income tax audits.
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