David Crowell
Jackson Hewitt
Waterloo,IL
1
Certification
24
years of professional experience
Customer Service Professional experienced in tax preparation, compliance, and financial reporting. Achieved operational efficiency and customer satisfaction through effective task delegation, problem-solving skills, and collaboration. Focused on enhancing team performance and managing client relationships to resolve tax-related issues accurately and promptly.
Work History
Professional Tax Preparer
9 Months- Prepared accurate federal and state tax returns using Jackson Hewitt software and interview workflows.
- Reviewed client documents to identify deductions, credits, and filing requirements.
- Explained tax law changes, refund options, and return status updates to clients.
- Resolved return discrepancies by verifying source documents and correcting data entry errors.
- Maintained up-to-date knowledge of federal and state tax laws through continuous professional development courses.
- Maintained compliance with IRS guidelines, privacy standards, and company procedures.
- Supported clients through tax interviews with clear questions and efficient issue resolution.
Lead Contact Representative
22 Years 11 Months- Led team in resolving complex taxpayer inquiries and issues efficiently.
- Streamlined communication processes between departments, enhancing workflow and reducing response times.
- Demonstrated exceptional problem-solving skills, resolving complex customer issues with professionalism and empathy.
- Streamlined communication processes between departments to improve workflow efficiency.
- Coordinated with management to align departmental goals with organizational objectives, fostering collaboration and support.
- Trained and mentored new representatives on IRS policies and procedures.
- Developed training materials to support onboarding of new contact representatives.
- Resolved complex customer issues with professionalism and empathy, strengthening customer relationships and trust.
Education
Skills
Client relations
Tax return management
Client confidentiality
Team collaboration
Customer service experience
Problem-solving skills
Computer skills
Contact center experience
Call center skills
Client tax consultations
Confidentiality standards
Tax strategy development
Return accuracy verification
Certification
Intuit Tax Academy level 1
PTIN for ty 2026-2027 56 hours Continuing Education for TY 2026
Timeline
Professional Tax Preparer
Jackson Hewitt
01.2026 - 10.2026Read More
Lead Contact Representative
Internal Revenue Service, IRS
10.2002 - 09.2025Read More
University of Illinois At Chicago
Read More