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Customer Service Front Desk

Location:
Grand Prairie, TX
Posted:
November 07, 2023

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Resume:

Laura B Rivera

*** ****** **

469-***-****

rievra.khj@gmailcom

Skills

● ability to collaborate effectively with diverse teams to achieve common goals.

● Demonstrated proficiency in analyzing complex issues, breaking them down into manageable components, and devising practical solutions.

● Strategic and critical thinking skills that enable me to evaluate alternatives and make well-informed decisions.

● Strong written and verbal communication skills for effectively conveying ideas and information to a wide range of audiences.

● Active listening abilities, allowing for a deeper understanding of others' perspectives and needs.

Experience

MONTH 2019 - PRESENT

Income tax, Dallas - front desk, consultant

Client Consultation:

● Conduct client interviews to gather necessary financial information and documents for tax preparation.

● Provide bilingual assistance to clients, answering their questions and addressing concerns in their preferred language (e.g., English and Spanish).

Tax Preparation:

● Prepare and file tax returns for clients, ensuring compliance with current tax laws and regulations.

● Utilize tax software and tools to accurately calculate tax liabilities and deductions.

Translation and Interpretation:

● Translate tax-related documents, forms, and explanations from one language to another.

2

● Act as an interpreter during client meetings, ensuring clear communication between clients and tax professionals. Tax Planning:

● Offer tax planning advice to clients, with a focus on minimizing tax liabilities and maximizing refunds.

● Provide guidance on tax credits, deductions, and incentives. Documentation and Record Keeping:

● Maintain accurate and organized client files, both in English and the second language, to ensure proper record-keeping and compliance.

Client Education:

● Educate clients on changes in tax laws and regulations, as well as available tax-saving opportunities.

Customer Service:

● Provide exceptional customer service, addressing client inquiries promptly and professionally.

● Resolve any issues or discrepancies related to tax returns and payments.

Team Collaboration:

● Collaborate with other tax professionals and support staff to ensure a seamless workflow and consistent service delivery. Continuing Education:

● Stay updated on changes in tax laws and regulations, attending training and seminars to maintain expertise. August 2015 - march 2019

Aramark, Copell- cashier

Education

May 2003

Irving High School, Irving - high school diploma

Awards

3

April 2021

Licensed

Texas Notary



Contact this candidate