Lateya Lloyd
Savannah
Summary
Committed to ensuring customer satisfaction by providing exceptional service and unmatched support. Proficient in utilizing customer service best practices and adept at exploring different solutions to address customer needs effectively.
Overview
12
12
years of professional experience
Work History
Professional Tax Preparer
Money Tree Income Tax Service
01.2018 - Current
- Assisted clients in gathering necessary tax documentation and information
- Supported preparation of individual and business tax returns using tax software
- Learned federal and state tax regulations to ensure compliance during preparation
- Communicated effectively with clients to clarify financial details and resolve inquiries
- Adapted to various tax situations by researching specific deductions and credits
- Assisted clients in resolving IRS notices and audits by providing expert advice and timely communication.
- Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
PBX Operator
Westin Hotel
11.2013 - 01.2018
- Operated multi-line phone system to efficiently manage incoming and outgoing calls.
- Directed calls to appropriate departments, ensuring timely communication across teams.
- Provided exceptional customer service by addressing inquiries and resolving issues promptly.
- Trained new team members on PBX operations and company protocols for effective performance.
- Collaborated with IT staff to troubleshoot technical issues related to phone systems.
- Maintained a high level of professionalism while assisting callers in various situations, including emergencies and complaints.
Education
Accounting
Savannah Technical College
Savannah, GA12-2026
Skills
- Client confidentiality
- State tax regulations
- Payroll management
- Cash flow management
- Tax software proficiency
- Individual tax preparation
- Amended returns
- IRS communication
- Tax credits and deductions
Timeline
Professional Tax Preparer
Money Tree Income Tax Service
01.2018 - Current
PBX Operator
Westin Hotel
11.2013 - 01.2018
Accounting
Savannah Technical College
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