tax specialist resume example with 6+ years of experience

Jessica Claire
  • , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:
  • :
Professional Summary

High-performing Tax Specialist proficient at preparing complete and accurate tax returns. Knowledgeable in overseeing all paperwork for tax preparation. Excellent planning, problem-solving and decision-making strengths and experienced in latest tax codes and changes. Customer Service Representative bringing top-notch skills in oral and written communication, active listening and analytical problem-solving skills. Enhances customer experiences by employing service-oriented behaviors, understanding customer desires and providing customized solutions to build loyalty.

  • Achieved numerous recommendations from highly satisfied clients.
  • Earned "Product Sales" Award in 2020.
  • Customer Follow-up - Ensured that customers were satisfied with company products and services by doing purchase follow-up calls.
  • Conflict Resolution - Responsible for handling customer account inquiries, accurately providing information to ensure resolution of product/service complaints and customer satisfaction.
  • Detail-Oriented
  • Complex Information Translation
  • Appointment Scheduling
  • Error Detection
  • Individual Tax Returns
  • Client Records Review
  • Critical Thinking
  • Time Management
  • Client Tax Services
  • Verbal and Written Communication
  • Customer Service
  • Problem Solving
  • Relationship Building
  • Data Entry
  • Client Interviews
  • Data Gathering
  • Data Confidentiality
Work History
Tax Specialist, 10-2019 - Current
Cbiz, Inc. San Jose, CA,
  • Interviewed clients to collect information and gather necessary paperwork prior to preparing tax returns.
  • Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
  • Provided information about available products and services, including tax identity shield and peace of mind services, to clients, resulting in increased business opportunities.
  • Completed and filed returns with tax departments at local, state and federal levels.
  • Maintained complete records of client tax returns and supporting documentation in secured areas.
  • Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits.
  • Prepared written responses or tax return amendments to resolve state and federal notices.
  • Offered clients recommendations to reduce tax liabilities.
  • Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement.
  • Answered constant flow of customer calls with minimal wait times.
  • Cultivated customer loyalty, promoted repeat customers and improved sales.
  • Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
  • Regularly exceeded daily sales and product add-on quotas.
  • Used company troubleshooting resolution tree to evaluate technical problems and find appropriate solutions.
  • Answered questions about store policies and addressed customer concerns.
  • Collected and authorized payments of clients.
  • Maintained cash drawer of $190 or more per shift.
  • Worked flexible schedule and extra shifts to meet business needs.
  • Maintained secure cash drawers, promptly resolving discrepancies in daily totals.
  • Performed cash, card and check transactions to complete client payments.
  • Learned receptionist and office manager positions and provided backup at key times.
  • Used POS system to process payments and issue receipts.
  • Maintained computer and physical filing systems.
  • Coached employees through day-to-day work and complex problems.
  • Provided backup to front desk to step in to assist with various tasks whenever employee was absent or at lunch.
  • Resolved issues through active listening and open-ended questioning, escalating major problems to manager.
Rideshare Driver, 03-2016 - Current
Lyft Andover, NJ,
  • Optimized profitable time by anticipating surge areas, targeting highly trafficked sectors and daisy-chaining rides.
  • Achieved high customer ratings on post-trip surveys for timeliness, vehicle cleanliness and customer service.
  • Used GPS to determine fastest route to destinations in order to save riders money and maximize availability.
  • Worked extra hours to achieve company coverage during periods of low driver availability due to illness, weather and other unanticipated factors.
  • Checked condition of vehicle's tires, brakes and safety equipment to maintain all systems in working order.
  • Maximized passenger satisfaction by keeping vehicles in safe and clean operating condition.
  • Minimized mechanical issues by adhering to vehicle maintenance schedule.
  • Waited for passengers at designated high-volume locations such as airports and popular nightlife spots.
  • Worked flexible hours; night, weekend, and holiday shifts.
Beauty Advisor, 10-2014 - 04-2015
Sephora Alpharetta, GA,
  • Arranged merchandise to present visually appealing displays and attract clientele.
  • Maintained counter and display areas for cleanliness and organization.
  • Processed payments, entering sales in register for prompt customer service.
  • Monitored current trends to understand fashions and better serve customer needs.
  • Restocked and organized merchandise in front lanes.
  • Helped customers complete purchases, locate items and join reward programs.
  • Answered questions about store policies and addressed customer concerns.
  • Maintained secure cash drawers, promptly resolving discrepancies in daily totals.
  • Worked flexible schedule and extra shifts to meet business needs.
  • Reviewed weekly sales ads and monitored price changes.
  • Replenished sales floor merchandise and organized shelves, racks and bins for optimal appearance.
  • Promoted customer loyalty and consistent sales by delivering friendly service and knowledgeable assistance.
  • Worked closely with shift manager to solve problems and handle customer concerns.
  • Maintained current knowledge of store promotions and highlighted sales to customers.
  • Performed cash, card and check transactions to complete customer purchases.
Call Center Customer Service Representative, 09-2009 - 03-2010
Curo Health Services College Park, GA,
  • Resolved concerns with products or services to help with retention and drive sales.
  • Educated customers on current promotions, upgrades or new offerings available under current plan.
  • Detailed payment options of customer billing for payment or further questions regarding bill.
  • Described product highlights and benefits to help guide purchasing decisions.
  • Adhered to company policies and scripts to consistently achieve call-time and quality standards.
  • Achieved customer satisfaction through proactive one-call resolutions of customer issues.
  • Maintained accurate and current customer account data with manual forms processing and digital information updates.
  • Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
  • Documented and detailed calls and complaints using call center's CRM database.
Certificate: Cosmetology , Expected in 2016
South Plains College - Levelland, TX
Status -

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Resume Overview

School Attended

  • South Plains College

Job Titles Held:

  • Tax Specialist
  • Rideshare Driver
  • Beauty Advisor
  • Call Center Customer Service Representative


  • Certificate

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