Pacifica, California, United States
I am a dedicated Tax Specialist with a strong background in customer service, combining years of experience in retail, call centers, and logistics management. My career has included roles ranging from package center supervisor at UPS to managing operations in a junk hauling call center, giving me a unique perspective on solving problems, streamlining processes, and delivering exceptional service under pressure. I pride myself on my people skills, which allow me to build meaningful connections with clients and colleagues alike. My attention to detail and commitment to excellence ensure that every task—whether preparing tax returns, addressing client concerns, or managing complex workflows—is handled with care and precision. My diverse professional experience has honed my ability to provide tailored solutions and clear communication. I am passionate about creating positive outcomes, ensuring client satisfaction, and making processes as seamless as possible.
As a Tax Specialist at Block Advisors, I deliver accurate and client-focused tax preparation services for individuals and small businesses. I conduct in-depth client consultations to gather financial information, prepare and file federal and state returns, and identify opportunities for deductions, credits, and strategic tax savings. I ensure full compliance with current tax regulations while maintaining strict confidentiality. Known for my attention to detail and clear communication, I help clients navigate complex tax situations with confidence and efficiency.
During my time as a part-time package center supervisor at UPS, I managed communications between drivers and the home office, ensuring efficient delivery operations. I implemented strategies to address customer concerns, enhancing satisfaction and loyalty. Additionally, I developed processes to reduce company costs and delays, contributing to improved operational efficiency and profitability. My role required a strong skill set that included team leadership, safety compliance, logistics management, effective communication, and customer service.
At Junk King Franchise Systems, I advanced from a call center representative to customer service representative, and within six months, I was promoted to National Accounts. In this role, I organized a team that successfully expanded the client base by 30% between 2017-2018, showcasing my leadership and teamwork skills. I negotiated terms between customers and clients, building positive business relationships, and assisted the department lead in coordinating sales efforts to achieve company objectives.
During my tenure as an Administrative Assistant at Lee Law Offices, I supported attorneys by transcribing legal documents such as pleadings, motions, briefs, and correspondence from dictation, ensuring they adhered to court rules and deadlines. I conducted legal research to aid in case preparation and analysis, and managed attorney calendars by scheduling appointments, court dates, and deadlines, while coordinating communication with clients and opposing counsel. Additionally, I researched local and international laws regarding intellectual property and creative licenses, providing essential legal support. I also organized and cataloged the filing system to improve productivity and reduce waste, enhancing overall office efficiency.