Worked in a fast paced environment preparing individual and corporate tax returns. Helped clients understand the basic principles of income taxes and worked with them to obtain information needed to complete their tax returns. Communicated with managers concerning the status of assignments.

Helped solar system purchasers and retailers navigate the state's solar system rebate program. Resolved customer concerns and answer their questions in call center and by email. Used state accounting system to pay state vendors, and update vendor files for accurate payment processing. 

Assisted customers on the sales floor by assessing their needs and recommending products based on that assessment. Used judgment to resolve customer concerns and provide solutions. Assisted store manager by keeping the sales floor stocked, organized, and clean. Monitored store inventory, processed purchase orders, returns, and bank deposits. 

• Daily opening and closing cashier procedures for the Tax office.
• Balancing cash register, receiving cash, check, and credit card payments for provided tax services.
• Handling currency and credit transactions quickly and accurately.
• Providing clients with completed tax returns and checks.
• Interacting with clients in person or via telephone through inbound and outbound calls. Using H&R Block systems to schedule and confirm appointments, check in clients, match clients to the optimal Tax Professional (using client matching software); and effectively managing everyday client flow in a tax office.
• Welcoming clients, identifying and addressing the client's need, and maintaining a pleasant and business-like atmosphere and attitude.

• Performing cashier responsibilities
• Handled currency and credit transactions quickly and accurately.
• Pleasantly and courteously interacting with clients and provided customer service.