Heily Delgado
Atlanta
Summary
Dynamic professional with extensive experience at Precisely Tax Solutions, adept at minimizing tax liabilities and enhancing client satisfaction. Skilled in tax filing and client account management, I excel in building relationships and navigating complex regulations, ensuring compliance while achieving optimal outcomes for clients. Bilingual communicator with a strong focus on customer engagement.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Income Tax Assistant
Precisely Tax Solutions
Jersey
01.2021 - Current
- Assisted clients with IRS audits, including preparing documentation and representing clients in discussions with the IRS.
- Calculated quarterly estimated tax payments for self-employed clients and small businesses.
- Developed strategies to minimize individual taxpayer's liability while adhering to IRS regulations.
- Completed tax returns for individuals, trusts, partnerships and corporations.
- Reduced financial discrepancies by verifying accounting statements.
- Finalized and processed paperwork with local, state and federal government authorities.
Surety Bond Underwriter Assistant
COLONIAL SURETY CO
Woodcliff Lake
02.2019 - 08.2020
- Collaborated with loan originators and processors to gather necessary documentation.
- Worked with colleagues to review, accept or deny new and renewal business.
- Reviewed and evaluated loan applications to assess creditworthiness, risk and eligibility for approval.
- Developed and maintained relationships with external partners, including insurance agents and appraisers.
BDC Agent
Park Ave BMW Service Center
Hackensack
08.2015 - 08.2019
- Greeted customers entering the establishment, determine nature and purpose of visit and provide direction to specific departments
- Received payment and record receipts for services
- Managed the Time Highway Software to schedule appointments and update customers when vehicle is due for services
- Operated the Reynolds ASR (Automotive Service and Repair) program, monitoring customers history of previous visits and status of the vehicle
- Served as an automotive BDC (Business Development Center) representative making outbound phone calls to potential customers, as well as handling inbound calls for sales appointments
- Delivery and pick up rental vehicles after customer received service to their vehicles
Education
GED -
General Educational Development
05.2010
Skills
- Office Management
- Accounts Receivable
- Customer Engagement Skills
- Customer Relations
- Proficient in Microsoft Office programs
- Proficient in Bilingual Communication
- Policy Underwriting
- Experienced In Cold Calling
- Client Account Management
- Data Entry
- Appointment Coordination
- Office Administration Expertise
- Tax Filing Expertise
Certification
Certified Notary Public
Languages
Spanish
Professional
English
Professional
References
References available upon request.
Timeline
Income Tax Assistant
Precisely Tax Solutions
01.2021 - Current
Surety Bond Underwriter Assistant
COLONIAL SURETY CO
02.2019 - 08.2020
BDC Agent
Park Ave BMW Service Center
08.2015 - 08.2019
GED -
General Educational Development
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