PHEBEE MCINTOSH
Forest Park
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
18
18
years of professional experience
Work History
Lead Income Tax Preparer
Jackson Hewitt Tax Service
12.2018 - 01.2024
- Completed and filed returns with tax departments at local, state, and federal levels.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Interviewed over 200 clients to collect information and gather necessary paperwork prior to preparing tax returns.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
- Managed office operations while scheduling appointments for department managers.
- Mentored new hires, resulting in stronger staff development and increased productivity.
- Conducted phone interviews to assess applicants relevant knowledge, skills, experience and aptitudes.
- Resolved customer disputes and disagreements through professional, calm communication to find mutually beneficial solutions.
Mail Courier/Delivery
Fulton County Board Of Commissioners
05.2006 - 12.2017
- Developed strong interpersonal and communication skills from interacting professionally with upper management and peers.
- Verified package information to check for accuracy and completeness.
- Greeted recipients, delivered packages, and parcels and acquired proper signatures for all deliveries.
- Completed physical inventory counts each month.
- Performed data entry and completed proper paperwork.
- Developed inventory reports to provide management with comprehensive data on inventory levels.
- Used automated mail processing equipment to sort and collate mail.
- Weighed letters and packages and calculated costs based on classification, weight, and destination.
- Processed and organized incoming mail for distribution to appropriate departments.
Education
Associate of Applied Science - General Studies
Atlanta Metropolitan State College
08.2016
Skills
- Tax Laws
- Staff Development
- Administrative Support
- Eligibility Determinations
- Organizational Abilities
- Conflict Resolution
- Interviewing Clients
- Office Operations
- Customer Satisfaction
- Time Management
Timeline
Lead Income Tax Preparer
Jackson Hewitt Tax Service
12.2018 - 01.2024
Mail Courier/Delivery
Fulton County Board Of Commissioners
05.2006 - 12.2017
Associate of Applied Science - General Studies
Atlanta Metropolitan State College
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