Summary
Overview
Work History
Education
Timeline
Generic

Linoska Garcia

Buckeye

Summary

Excellent organizational and communication skills with extensive client interaction experience Team Player who can work cross-functionally to meet objectives Talented tax preparation professional with expertise in completing returns accurately and efficiently. Ambitious individual with hands-on training in fast-paced tax services office. Highly proficient in preparing federal, state and local tax returns and conducting tax planning and research. Well-versed in tax regulations and accounting pronouncements. Excited to launch career as professional.

Overview

24
24
years of professional experience

Work History

Tax Preparer

211 Financial Serives
Buckeye
12.2018 - Current
  • Prepared individual and business tax returns using accounting software.
  • Conducted thorough reviews of client financial documents for accuracy.
  • Assisted clients in understanding tax obligations and filing processes.
  • Educated clients on potential deductions and credits applicable to their situations.
  • Reviewed and resolved client inquiries regarding tax-related issues.

Customer Service Representative

JPMorgan Chase
Tempe
05.2009 - 06.2019
  • Assisted customers with account inquiries and banking transactions.
  • Resolved customer complaints through effective communication and problem-solving.
  • Educated clients on bank products and services to enhance their experience.
  • Documented customer interactions in the bank's CRM system for accurate records.
  • Assisted customers with product selection, ordering, billing, returns, exchanges and technical support.

Customer Service Representative

Wells Fargo Bank
03.2008 - 01.2009
  • Assumed full responsibility for customer satisfaction
  • Responsible for efficient and accurate savings and checking account inquires
  • Use various techniques to increase customer satisfaction
  • Utilized various techniques in increasing sales in personal loans, auto loans or credit cards

Credit Collection Representative

Bank Of America
04.2001 - 12.2007
  • Responsible for learning policy and procedures for accessing letters and information required to achieve successful recovery
  • Became proficient with complex in-house customer service software
  • Developed technical knowledge in adding, changing and deleting information in the file screens as well as memorized action codes for more efficient customer service
  • Displayed professional manner while selling, teaching and showing the debtors how to pay their debts to benefit them and the creditor

Education

Associate of Science - Health Administration

University Of Phoenix
Phoenix, AZ
05-2008

Timeline

Tax Preparer

211 Financial Serives
12.2018 - Current

Customer Service Representative

JPMorgan Chase
05.2009 - 06.2019

Customer Service Representative

Wells Fargo Bank
03.2008 - 01.2009

Credit Collection Representative

Bank Of America
04.2001 - 12.2007

Associate of Science - Health Administration

University Of Phoenix
Linoska Garcia