Hi, I’m
Mirian Diaz
CLS/ Tax Professional
Edmonton,AB
Summary
Accomplished CSL/Income Tax Preparer at H & R Block Canada, adept in tax software proficiency and fostering client relationships, significantly enhancing client satisfaction. Expert in income tax preparation and accounting principles, demonstrated through meticulous account reconciliation and effective communication, ensuring repeat business and maximized savings for clients.
Overview
26
years of professional experience
Work History
H & R Block Canada
CSL/Income Tax Preparer
02.1998 - Current
Job overview
- Completed and filed returns with at local, provincial, and federal levels.
- Conducted thorough research on unfamiliar tax situations to ensure proper treatment within client returns.
- Maintained confidentiality of client information by securely storing documentation and implementing strict privacy protocols.
- Increased client satisfaction with the timely preparation and filing of income tax returns, meeting strict deadlines.
- Stayed current on changing tax laws and regulations to provide the most accurate advice to clients.
- Built strong relationships with clients through excellent communication skills, ensuring repeat business year after year.
- Maximized client savings by identifying deductions and tax credits through thorough review of financial documents.
Aramark Canada Ltd.
Office Administrator/Accounting Clerk
02.2012 - 10.2017
Job overview
- Reconciled account files and produced monthly reports.
- Assisted in preparation and processing of payroll to facilitate prompt staff payments.
- Aided in employee onboarding through training new hires on office procedures, software applications, and company policies.
- Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
- Maintained electronic and paper filing systems for easy retrieval of information.
- Coordinated communications, financial processing, registration, recordkeeping, and other administrative functions.
GE Money Ltd.
CSR
03.2005 - 03.2010
Job overview
- Managed high call volumes, maintaining a professional demeanor during peak hours and effectively multitasking in a fast-paced environment.
- Demonstrated empathy and active listening skills, resulting in a higher rate of customer satisfaction and repeat business.
- Answered customer telephone calls promptly to avoid on-hold wait times.
- Answered constant flow of customer calls with minimal wait times.
- Improved customer retention rates with exceptional product knowledge and personalized service recommendations.
- Handled complex billing issues, ensuring accurate invoicing and prompt resolution of discrepancies.
Education
NAITEdmonton, AB
Office Business Administration from Business Administration
06.2005
University Overview
- Accounting Assistance, City of Edmonton, 2006
Skills
- Income Tax Preparation
- Deadline-oriented
- Tax Software Proficiency
- Accounting Principles
- Verbal/written communication
- Data inputting
- Payroll familiarity
- Account Reconciliation
- Customer Service
- Critical Thinking
- Decision-Making
- Data Entry
Languages
English
Full Professional
Latin
Native or Bilingual
Availability
See my work availability
Not Available
Available
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Accomplishments
- Grew business through word of mouth referrals and focusing on quality tax preparation.
- Achieved high customer satisfaction by obtaining positive results following individual income tax audits.
- Achieved numerous recommendations from highly satisfied clients.
- Managed 12 team members focused on client retantion, with strong track record of exceeding objectives.
- Improved team efficiency by implementing key process adjustments.
Certification
- Advance Bookkeeping
- Client Service Manager
- Tax Prepare Level 4
Timeline
Office Administrator/Accounting Clerk
Aramark Canada Ltd.
02.2012 - 10.2017
CSR
GE Money Ltd.
03.2005 - 03.2010
CSL/Income Tax Preparer
H & R Block Canada
02.1998 - Current
NAIT
Office Business Administration from Business Administration