Kimberly Parsons
Dedicated and results-driven Client Success Manager leading customer-facing teams, enhancing client satisfaction, and driving retention through proactive service and issue resolution.
- Role
- Tax Advisor at H&R Block
- Location
- Elgin, IL, US
- LinkedIn followers
- 500 followers
About Kimberly Parsons
With over 25 years of experience in client service leadership, I’ve built my career on…
Experience
Tax Advisor
Jan 2016 — Present · Elgin, IL, US
I excel in delivering comprehensive tax advisory services, focusing on client satisfaction and retention. • Prepared complete and accurate tax returns of varying complexity, ensuring compliance with applicable laws. • Small business certified. Prepare Schedule C returns, S-Corp and Partnership returns. • Conducted mid-year checks for clients, providing proactive tax planning and consultation. • Offered additional products and services to enhance client experience and foster business growth.• Prepared amendments to adjust for IRS changes or audit findings.• Provided technical support to other tax professionals during tax season.
Skills
- Powerpoint
- Microsoft Excel
- Cultural Awareness
- Problem Solving
- Customer Service
- Teamwork
- Employee Training
- Customer Relations
- Writing
- Talent Acquisition
- Management
- Team Building
- Leadership
- Access
- Microsoft Word
- Resume Writing
- Team Leadership
- Purchasing
- Process Improvement
- Employee Relations
- Inventory Management
- Data Entry
- Typing
- Analysis
- Training
- Sales Management
- Organizational Development
- Cover Letters
- Budgets
- Spreadsheets
- Human Resources
- Visio
- Conflict Resolution
- Account Management
- Data Analysis
- Change Management
- Event Planning
- Excel
- Administrative Support
- Research
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