Summary
Overview
Work History
Education
Skills
Timeline
Generic

David M Jones

Quinton

Summary

A highly motivated person proven expertise in customer interactions, and coordinating office functions. Strong focus on teamwork and delivering results. Very focused and goal oriented. Skilled in communication, problem-solving, and analytical decision making. Known for fostering collaborative relationships and driving customer satisfaction.

Overview

4
4
years of professional experience

Work History

Financial Service Advisor Specialist I

Virginia Department of Taxation
12.2022 - Current

Assist Taxpayers with general questions regarding their taxes, assist taxpayers with bills and update payments as needed. Assist taxpayers with refunds and refund verifications, assist taxpayers with online login as well reset passwords, update address and telephone numbers when taxpayers advise their address and telephone number has changed, help taxpayers with phone orders for tax returns, instruction booklets and other material needed for filing season. Assist taxpayers with bill inquires to determine how the taxpayer had to pay taxes.

Department of Treasury IRS Wage and Investments

IRS
10.2020 - 10.2021

Provided quality service to taxpayers with many complicated issues that are unavailable to them in helping to resolve their tax problems. referred taxpayer to other divisions within the IRS to further assist them when information is unavailable to them. Conduct compliance checks .

Determine reasons for unpaid balance for previous tax years.

Education

Associate of Applied Science - Criminal Justice

Bryant & Stratton College
Richmond, VA
06-2015

Skills

    Customer service skills, CASG, Document scanning, multi tasking, management skills, very personable, goal oriented, readily available to assist team members

Timeline

Financial Service Advisor Specialist I

Virginia Department of Taxation
12.2022 - Current

Department of Treasury IRS Wage and Investments

IRS
10.2020 - 10.2021

Associate of Applied Science - Criminal Justice

Bryant & Stratton College
David M Jones