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Amy Urbeck
Lovington
Summary
Results-driven management professional with proven ability to lead teams to success. Strong focus on team collaboration, operational efficiency, and achieving measurable outcomes. Adept at strategic planning, process improvement, and fostering culture of accountability and excellence. Known for adaptability and consistently meeting changing organizational needs.
Talented Manager with expert team leadership, planning, and organizational skills built during successful career. Smoothly equip employees to independently handle daily functions and meet customer needs.
Results-oriented achiever with proven ability to exceed targets and drive success in fast-paced environments. Combines strategic thinking with hands-on experience to deliver impactful solutions and enhance organizational performance.
Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.
Overview
25
25
years of professional experience
Work History
Tax Preparer
Intuit TurboTax
01.2022 - Current
- 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.
- Increased client satisfaction by providing accurate and timely tax preparation services.
- 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.
- Reduced errors through meticulous review of financial documents and double-checking calculations.
- Researched complex tax issues utilizing online resources and professional tax software.
- Provided exceptional customer service, resulting in high client retention and satisfaction rates.
Office Manager
H&R Block
12.1999 - 04.2021
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
- Enhanced team productivity by delegating tasks effectively and overseeing daily workflow.
- Coordinated office events and meetings, ensuring timely execution and optimal scheduling for all participants.
- Assisted in the recruitment process, conducting interviews and onboarding new employees to promote a seamless integration into the team dynamic.
- Served as a liaison between upper management and staff members, facilitating open channels of communication to address concerns or issues promptly.
- Facilitated smooth office relocations by meticulously planning and coordinating all aspects of move.
- Resolved office disputes swiftly and equitably, maintaining harmonious workplace.
- Coordinated with IT department to upgrade office technology, enhancing overall efficiency and data security.
- Increased customer satisfaction by developing effective client feedback system that led to service improvements.
- Implemented comprehensive training program for new hires, improving their integration into team and productivity.
- Managed scheduling and coordination of all office meetings to ensure smooth operations and minimal conflicts.
- Spearheaded community outreach initiatives, improving company's local reputation and engagement.
- Improved team morale and cohesion with regular team-building activities and open communication channels.
- Handled sensitive employee and client information with utmost confidentiality, maintaining trust and integrity.
- Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
- Established team priorities, maintained schedules and monitored performance.
- Defined clear targets and objectives and communicated to other team members.
- Established performance goals for employees and provided feedback on methods for reaching those milestones.
Education
Education
Midwestern Bapstist College
Pontiac, MIHigh School Diploma -
Heritage Christain Academy
Gays, IL05-1989
Skills
- Detail-Oriented Organization Skills
- Document Management
- Tax Filing Expertise
- Federal and State Tax Filing
- Strategic Relationship Development
- Skilled in Client Engagement
- Effective Communication Skills
- Document Organization
- Employee Training
- Business Development
- Comprehensive Research
- Multi-State Tax Preparation
- Strategic Decision-Making
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
Every day of our lives we are on the verge of making those changes that would make all the difference.
Mignon McLaughlin
Interests
Family
Travel
Work Preference
Work Type
Full TimeWork Location
RemoteImportant To Me
Company CultureWork-life balanceCareer advancementFlexible work hoursTimeline
Tax Preparer
Intuit TurboTax
01.2022 - Current
Office Manager
H&R Block
12.1999 - 04.2021
Education
Midwestern Bapstist College
High School Diploma -
Heritage Christain Academy
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