Jeanna Verdin

JEANNA VERDIN Knoxville, TN 37919-- Professional Summary Tax Expert Lead with over 15 years of extensive expertise in tax preparation and customer support, excelling in QuickBooks and Microsoft Off ice. Skilled in mentoring team members and optimizing f inancial workflows, ensuring compliance and accuracy. Committed to enhancing customer satisfaction through innovative solutions and detailed-oriented approaches. Work Experience Bookkeeper/Payroll Specialist Sister's Keepers LLC-Remote November 2021 to Present • Manage weekly payroll for clients, ensuring timely 941 tax payments and accurate reports. • Reconcile monthly checking accounts and process deposits with precise sales tax calculations. • Handle A/P entries and vendor payments, maintaining organized records for a large client. • Input general ledger entries into database, ensuring accuracy and compliance. • Prepare monthly and quarterly f inancial reports and manage tax payments eff iciently. • Streamline payroll processes and tax compliance procedures while managing accounts payable operations and vendor relationships for multiple clients. • Partner with clients to optimize f inancial workflows, enhance reporting accuracy, and maintain strict compliance with tax regulations. Tax Expert Lead Intuit-Remote January 2021 to April 2025 • Guide customers on tax queries and software issues via chat, audio or video ensuring accurate support. • Support experts with software navigation and tax questions enhancing response precision. • Lead virtual customer support, managing escalations to ensure seamless service delivery. • Drive customer satisfaction through eff icient issue resolution, processing discounts, and managing callbacks. • Mentor team members in tax expertise, facilitating knowledge sharing and skill development to elevate overall performance and response accuracy. • Implement eff icient issue resolution strategies, successfully processing discounts and managing callbacks in high-stakes situations. Financial Advocate Onpath Federal Credit Union-Thibodaux, LA May 2019 to November 2021 • Processed daily cash transactions, ensuring accuracy and compliance, contributing to operational eff iciency. • Exceeded loan goals for credit cards, auto loans and personal loans, demonstrating strong sales skills. • Opened new accounts and processed loan applications, enhancing customer satisfaction and retention. • Assisted in managing call lines, providing timely and effective customer service. • Implemented creative strategies to promote ancillary products resulting in increased sales of gap insurance, warranties, and debt protection. Tax Preparer Lead Jackson Hewitt-Houma, LA November 2011 to April 2021 • Prepared thousands of individual/business tax returns, ensuring accuracy and compliance with tax laws. • Completed all basic and intermediate tax courses, enhancing technical prof iciency. • Estimated client refunds and balances due, providing clear f inancial guidance. • Achieved 50+ CE credits, earning placement in the honors club. • Maintained meticulous records for complex tax situations. Implemented quality control measures, reducing errors and improving overall eff iciency. Branch Service Representative World Finance-Morgan City, LA August 2016 to October 2018 • Collected payments from customers, ensuring accurate records and timely processing. • Called past due customers daily, reducing delinquency rates and enhancing customer relations. • Partnered with management to ref ine loan approval criteria, enhancing risk assessment. Developed strong customer relationships through personalized service. • Analyzed past-due accounts, identifying patterns to improve collection strategies. Utilized data driven approach to optimize loan application evaluations. Deputy Terrebonne Parish Sheriff Office-Houma, LA July 2009 to November 2015 • Collected cash bonds up to $20,000, maintaining f inancial integrity and accountability. • Processed surety bonds up to $1 million, demonstrating thorough attention to detail. • Organized court documents using Microsoft programs, enhancing document accessibility. • Managed inmate booking and release processes, handling hundreds of cases and ensuring compliance with legal procedures and facility protocols. • Operated and maintained various off ice equipment, demonstrating prof iciency in computer systems, scanners, and communication devices. • Contributed to a secure and well-organized correctional environment through effective communication and teamwork with fellow off icers. Education BACHELOR'S DEGREE in ACCOUNTING University of Phoenix-Online Campus Remote August 2024 to Present ASSOCIATES OF SCIENCE in ACCOUNTING L.E. Fletcher Community College - Houma, LA January 2004 to December 2007 Skills • Excel (Experienced) • Customer Service • QuickBooks (Experienced) • Leadership (Experienced) • Project Management • Financial Analysis • Tax Software • Payroll • Microsoft Off ice (Experienced) • Banking. • Bookkeeping (Experienced) • Sales • Data Entry • Accounting (Experienced) • Team Management • Tax Preparation (Expert) Certifications and Licenses Certified Bookkeeper