Summary
Overview
Work History
Education
Skills
Timeline
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Rosemary Zell

Darlington

Summary

Dynamic tax professional with extensive experience at Jackson Hewitt Tax Service Inc, excelling in income tax preparation and client relationship building. Proven track record of enhancing client satisfaction through meticulous tax compliance and exceptional customer service. Skilled in managing complex tax situations while fostering trust and loyalty among clients.

Overview

27
27
years of professional experience

Work History

Tax Preparer/ Office Supervisor

Jackson Hewitt Tax Service Inc
12.2013 - Current
  • Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
  • Provided exceptional customer service during 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.
  • Built strong rapport with clients through clear communication and regular updates on the status of their tax filings.
  • Maintained compliance by adhering to current tax laws and regulations.
  • Ensured compliance with federal and state tax regulations by staying informed on changes in relevant regulations and applying that knowledge to each unique case.
  • Collaborated with colleagues to share best practices and improve overall team performance.
  • Proactively addressed and resolved client concerns, building trust and loyalty.
  • Maintained a clean, organized, and professional office environment to support maximum productivity.
  • Provided exceptional customer service by addressing client inquiries promptly and professionally.
  • Monitored and evaluated personnel performance by all employees.
  • Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
  • Oversaw appointment scheduling and itinerary coordination for both clients and personnel.

Elderly Caregiver

Private Care
06.2009 - 05.2013
  • Offered companionship and kindness to elderly dementia/alzheimers patient and his spouse.
  • Cleaned house, ran errands, managed laundry, and completed weekly grocery shopping.
  • Assisted with personal hygiene tasks such as bathing, grooming, dressing, feeding, toileting giving attention to detail.
  • Assisted client with daily living needs to maintain self-esteem and general wellness.
  • Prepared nutritious meals tailored to individual dietary requirements for elderly clients while considering their preferences.
  • Transported individual to events and activities, medical appointments, and shopping trips.

After School Director

Sugar Creek Elementary School/ NMSC
08.1998 - 05.2013
  • Increased student participation by establishing strong relationships with students, parents, and faculty members.
  • Secured necessary resources for program success by establishing partnerships with local businesses and community organizations.
  • Enhanced program effectiveness by developing and implementing innovative after-school activities.
  • Ensured compliance with all state regulations pertaining to after-school programs, maintaining a safe environment for all participants.
  • Boosted student morale by creating a positive and nurturing learning environment for all participants.
  • Managed program paperwork and child records to comply with state requirements.
  • Furnished facility with supplies, equipment, food and materials to foster social and cognitive development.
  • Developed and coordinated after-school programs and activities.

Education

High School Diploma -

Western Boone High School
Dover, IN

Skills

  • Organization skills
  • Document preparation
  • Income tax preparation
  • Local, state, and federal tax returns
  • Relationship building
  • Bookkeeping
  • Tax law compliance
  • Verbal/written communication
  • Data inputting
  • Tax law knowledge
  • Tax compliance
  • State tax regulations
  • Information processing
  • Tax-related research
  • Records management
  • IRS communication
  • Virtual tax interviews
  • Client interviews
  • Customer service
  • Decision-making
  • Individual tax returns
  • Data entry
  • Data analysis
  • Appointment scheduling
  • Tax form completion

Timeline

Tax Preparer/ Office Supervisor

Jackson Hewitt Tax Service Inc
12.2013 - Current

Elderly Caregiver

Private Care
06.2009 - 05.2013

After School Director

Sugar Creek Elementary School/ NMSC
08.1998 - 05.2013

High School Diploma -

Western Boone High School

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Rosemary Zell