Collect, organize, and verify all relevant financial documents needed for reporting, audits, or tax preparation.
Analyzing tax payers income by reviewing earnings statements, deductions, and overall financial status.
Conducted a detailed review of a client’s financial situation to determine their affordability and financial capacity for IRS and or State restitution.
Transportation Liaison II
IDEXX Laboratories
Irvine, California
01.2014 - 01.2023
Resolved customer inquiries and issues through effective communication and problem-solving skills.
Managed over 80 inbound customer service calls per day
Trained new team members on customer service protocols and company policies to enhance team performance.
Collaborated with cross-functional teams to streamline processes and improve service delivery efficiency.
Developed training materials for ongoing staff development, focusing on best practices in customer engagement.
Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
Training and Development Coordinator at Tax Relief Advocates / Tax Processing SolutionsTraining and Development Coordinator at Tax Relief Advocates / Tax Processing Solutions