Summary
Overview
Work History
Education
Skills
Timeline
Generic

Sandra Phillips

Jonesboro

Summary

Customer support and tax preparation expert with proven proficiency in tax software and staff training. Consistently delivers exceptional service and enhances client satisfaction through effective problem-solving and support strategies.

Overview

5
5
years of professional experience

Work History

Customer Service

Walmart
Jonesboro
09.2012 - 05.2014
  • Provided customer service support to patrons during events.
  • Resolved customer service issues in a timely manner while providing excellent customer service at all times.
  • Adhered to company policies regarding customer service standards.
  • Provided customer service training to new staff members.
  • Managed staff scheduling, payroll, and customer service duties.

Tax Specialist

Jackson Hewitt
Jonesboro
09.2009 - 04.2014
  • Prepared and reviewed individual tax returns for accuracy and compliance.
  • Assisted clients with tax-related inquiries and provided guidance on documentation.
  • Utilized tax software to streamline filing processes and improve efficiency.
  • Conducted client consultations to gather necessary financial information and details.
  • Maintained up-to-date knowledge of tax laws and regulations affecting clients.
  • Prepared, reviewed, and filed tax returns for individual clients.
  • Maintained current knowledge of changes in taxation rules and regulations through continuing education and professional development courses.
  • Educated taxpayers about various tax issues such as filing status, eligibility for credits or deductions.
  • Processed forms and payments for customers.
  • Responded promptly to client inquiries related to their taxes or other fiscal matters.

Education

CMA

Atlanta Technical College
Atlanta, GA
07-2009

Associate of Science - BSN

Clayton State University
Morrow, GA

Skills

  • Tax preparation and compliance
  • Tax software proficiency
  • Customer support and consultation
  • Financial analysis
  • Staff training
  • Problem solving
  • Customer service expert
  • Healthcare customer service
  • Adherence to high customer service standards

Timeline

Customer Service

Walmart
09.2012 - 05.2014

Tax Specialist

Jackson Hewitt
09.2009 - 04.2014

CMA

Atlanta Technical College

Associate of Science - BSN

Clayton State University
Sandra Phillips