Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.
Prepared various tax forms and documentation associated with tax compliance, audits and refunds.
Managed bookkeeping functions such as invoicing and account reconciliations.
Prepared individual, trust, partnership and corporate tax returns.
Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
Evaluated customer information to explore issues, develop potential solutions and maintain high-quality service.
Recommended products to customers, thoroughly explaining details.
Responded to customer requests for products, services and company information.