Dedicated professional with experience in tax preparation and team leadership. Proven ability to enhance workflows and provide exceptional service while mentoring team members. Ready to leverage strong organizational skills to improve client satisfaction and operational efficiency.
Overview
4
4
years of professional experience
Work History
Tax Preparer
H&R Block
San Bernardino, CA
10.2025 - Current
Prepared individual and business tax returns accurately and efficiently.
Assisted clients in understanding tax documents and filing processes.
Reviewed client financial records to identify potential deductions and credits.
Maintained up-to-date knowledge of tax laws and regulations.
Utilized H&R Block software to streamline tax preparation processes.
Collaborated with team members to ensure timely completion of client filings.
Provided exceptional customer service by addressing client inquiries promptly.
Team Leader
Maverik Adventure's First Stop
Victorville, CA
11.2024 - 10.2025
Led daily team operations to ensure exceptional customer service and product quality.
Trained and mentored new team members on company policies and procedures.
Coordinated inventory management, optimizing stock levels for peak performance.
Implemented efficient workflows that improved overall team productivity.
Resolved customer inquiries promptly, ensuring high satisfaction rates.
Developed team members'' skills through targeted coaching sessions, resulting in improved individual performance.
Forklift Operator
FedEx
San Bernardino, CA
04.2022 - 10.2024
Operated forklifts to transport materials efficiently within warehouse environment
Conducted daily safety checks on equipment to ensure compliance with safety standards
Collaborated with team members to streamline loading and unloading processes
Maintained accurate inventory records and assisted in stock management
Operated forklift in compliance with OSHA guidelines and organizational policies.
Coordinated with supervisors to prioritize tasks, ensuring the most urgent shipments were processed first.
Education
High School Diploma -
Encore High School
Hesperia, CA
No Degree - Accounting And Finance
Victor Valley College
Victorville, CA
04-2030
Skills
Organization skills
Document preparation
Problem-solving
Work planning
Daily workflow improvement
Local, state, and federal tax returns
Client communication
Data inputting
Customer service
Critical thinking
Teamwork and collaboration
Accomplishments
Supervised team of 2-4 staff members.
Saved clients average of $1500 by uncovering additional deductions.