Tax Specialist Resume Example

Love this resume?

By clicking Build Your Own Now, you agree to our Terms of Use and Privacy Policy

Jessica Claire
  • , , 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 to 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 to 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 to 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 to 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

By clicking Build Your Own Now, you agree to our Terms of Use and Privacy Policy

Resumes, and other information uploaded or provided by the user, are considered User Content governed by our Terms & Conditions. As such, it is not owned by us, and it is the user who retains ownership over such content.

How this resume score could be improved?

Many factors go into creating a strong resume. Here are a few tweaks that could improve the score of this resume:


Resume Strength

  • Personalization
  • Strong Summary
  • Target Job
  • Typos
  • Word Choice

Resume Overview

School Attended
  • South Plains College
Job Titles Held:
  • Tax Specialist
  • Rideshare Driver
  • Beauty Advisor
  • Call Center Customer Service Representative
  • Certificate