Victoriana Roar
Indianapolis
Summary
Detail-oriented tax preparer with strong organization and problem resolution skills. Committed to delivering exceptional customer service while ensuring compliance with tax regulations.
Experienced with handling customer interactions and resolving issues promptly. Utilizes communication and empathy to build strong customer relationships. Track record of maintaining high customer satisfaction and fostering loyalty.
Overview
10
10
years of professional experience
Work History
Tax Preparer
Jackson Hewitt
Indianapolis, IN
01.2022 - Current
- Prepared individual and business tax returns, ensuring compliance with federal and state regulations.
- Conducted thorough reviews of client financial documents to identify deductions and credits.
- Provided guidance on tax planning strategies to optimize client financial outcomes.
- Maintained up-to-date knowledge of tax laws and software applications for accurate filings.
- Collaborated with team members to enhance workflow and streamline return submission procedures.
- Educated clients on tax-related queries, fostering strong relationships and trustworthiness.
- Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
- Provided exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Maintained compliance by adhering to current tax laws and regulations.
- Handled complex cases involving small business owners, self-employed individuals, and those with investments or rental properties, showcasing versatility in expertise within the field of taxation.
CNA
Gale Healthcare
Indianapolis, IN
07.2016 - 02.2026
- Provided compassionate care to patients, ensuring comfort and safety during daily activities.
- Assisted healthcare team with patient assessments, recording vital signs accurately and timely.
- Maintained cleanliness and organization of patient areas, adhering to infection control protocols.
- Supported patients with mobility challenges, promoting independence through personalized assistance plans.
- Assisted patients with daily living activities, promoting independence and dignity.
- Promoted good oral and personal hygiene by aiding patients with shaving, bathing, and teeth brushing.
- Maintained confidentiality of patient information according to HIPAA guidelines while communicating effectively with team members about critical updates.
- Answered call lights and supported patient comfort and safety by adjusting bed rails and equipment.
- Utilized proper body mechanics and assistance devices when transferring patients, minimizing the risk of injury for both parties.
- Implemented fall prevention measures by identifying high-risk patients and maintaining clutter-free environments around bedsides.
- Promoted infection control practices within the facility by adhering to strict hand hygiene procedures and utilizing personal protective equipment when necessary.
- Oversaw and maintained patients' rooms, group living areas, and nurse stations.
Education
High School Diploma -
Job Corps
Indianapolis, IN11-2013
Skills
- Organization skills
- Document preparation
- Income tax preparation
- Local, state, and federal tax returns
- Verbal/written communication
- Tax law knowledge
- State tax regulations
- Active listening
- Critical thinking
- Data entry
- Customer relations
- Problem resolution
- Call center experience
Timeline
Tax Preparer
Jackson Hewitt
01.2022 - Current
CNA
Gale Healthcare
07.2016 - 02.2026
High School Diploma -
Job Corps