Sarah Daugherty-Myers

• Established rapport with clients by addressing tax-related questions and concerns.
• Supported senior tax preparers by assisting with complex tax returns as needed.
• Prepared individual and small business tax returns by gathering necessary documentation and information.
• Maintained complete records of client tax returns and supporting documentation in secured areas.
• Documented client interactions thoroughly to provide clear records of services rendered.

I worked here seasonally Feb to May from 2013 to 2023.

- Made and submitted staff work schedules

- Approved staff time sheet submissions on Ultipro

- Dealt with minor client complaints / issues

- Front Desk / receptionist duties: filing, answering phone, emails, receiving payment, booking appointments

- Preparing personal income tax returns for individuals and couples

• Welcomed customers and helped determine their needs.
• Operated cash register for cash, debit and credit card transactions.
• Maintained a balanced cash drawer, ensuring accurate accounting at the end of each shift.
• Counted money in cash drawers at beginning and end of shifts to maintain accuracy.
• Worked flexible schedule and extra shifts to meet business needs.
• Restocked and organized merchandise in front lanes.
• Dipped fuel tanks
• Operated lottery machine

Worked seasonally from Feb to May 2005 to 2008

• Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
• Confirmed appointments, communicated with clients, and updated client records.
• Answered phone promptly and directed incoming calls to correct offices.
• Kept reception area clean and neat to give visitors positive first impression.
• Handled cash transactions and maintained sales and payments records accurately.
• Supported office efficiency by performing clerical tasks such as data entry, photocopying, scanning, and faxing documents.
• Handled sensitive information with discretion while maintaining strict confidentiality standards.