Patti Abbott
Greensboro
Summary
Dynamic tax preparer and client service professional with extensive experience at H&R Block. Proven track record in income tax preparation and relationship building, enhancing client satisfaction through accurate and timely services. Skilled in organization and adept at fostering trust, resulting in increased client loyalty and repeat business.
Overview
34
34
years of professional experience
Work History
Tax Preparer and Client Service Professional
H&R Block
01.2015 - 04.2024
- Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
- Analyzed financial records to verify accuracy of tax returns.
- Provided exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.
- Increased client satisfaction by providing accurate and timely tax preparation services.
- Assessed client tax situations to determine best filing options.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Participated in continuous professional development opportunities to stay current in industry trends, elevating personal expertise as a Tax Preparer over time.
Owner/Manager
Graffiti Zoo
03.2008 - 08.2012
- Managed day-to-day business operations.
- Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
- Oversaw daily operations, ensuring all tasks were completed accurately and efficiently by team members.
- Increased customer satisfaction by implementing efficient business processes and providing exceptional service.
- Hired trained, and managed a high-performing team of employees dedicated to achieving company goals.
- Trained and motivated employees to perform daily business functions.
- Implemented marketing strategies to increase brand awareness and attract new customers.
- Negotiated contracts with suppliers for better pricing and terms, reducing overall costs for the business.
- Organized and attended trade shows and special events to showcase products, network with other businesses and attract new customers.
Owner/Manager
Savage Tan
02.1997 - 08.2006
- Managed financial aspects of the business, including budgeting, financial reporting, and tax preparation.
- Consulted with customers to assess needs and propose optimal solutions.
- Evaluated industry competition regularly to maintain a competitive advantage in the marketplace.
- Monitored market conditions to set accurate product pricing and take advantage of emerging trends.
- Mentored staff members on best practices in customer service and sales techniques, leading to increased performance levels.
- Generated revenues yearly and effectively capitalized on industry growth.
- Fostered strong relationships with clients to boost retention rates, conducting regular feedback sessions.
- Interacted well with customers to build connections and nurture relationships.
- Managed purchasing, sales, marketing and customer account operations efficiently.
- Negotiated price and service with customers and vendors to decrease expenses and increase profit.
- Cultivated and strengthened lasting client relationships using strong issue resolution and dynamic communication skills.
- Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.
- Assisted in recruiting, hiring and training of team members.
- Scheduled employees for shifts, taking into account customer traffic and employee strengths.
Owner/Manager
PJ’s Accents
03.1990 - 03.1995
- Established a positive workplace culture that fostered employee engagement, collaboration, and loyalty.
- Established foundational processes for business operations.
- Expanded product offerings by researching market trends and identifying potential growth opportunities.
- Optimized supply chain operations, negotiating with suppliers to ensure timely delivery of high-quality products.
Education
High School Diploma -
Heritage High School
Conyers, GA05-1985
Skills
- Organization skills
- Document preparation
- Income tax preparation
- Local, state, and federal tax returns
- Bookkeeping
- Proficient in client interactions
- Relationship building
- New business development
Timeline
Tax Preparer and Client Service Professional
H&R Block
01.2015 - 04.2024
Owner/Manager
Graffiti Zoo
03.2008 - 08.2012
Owner/Manager
Savage Tan
02.1997 - 08.2006
Owner/Manager
PJ’s Accents
03.1990 - 03.1995
High School Diploma -
Heritage High School
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