Matthew Yao
Customer Relations Manager & Tax Preparation Specialist at Rapid Filing Services LLC- Claim this Profile
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Bio
Experience
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Innosoft, Inc.
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United States
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Software Development
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1 - 100 Employee
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Customer Relations Manager & Tax Preparation Specialist
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Nov 2014 - Aug 2018
• Promoted from Customer Service Representative to Manager within two years • Supervised, trained, delegated call center staff in conflict resolution, technical support, and sales • Obtained PTIN and specialized in preparation and audits of Form 1040 Individual Tax Returns • Facilitated strategy meetings and maintained communication between depts (advertising, marketing, operations, and engineering) to maximize website efficiency and productivity • Executed financial transactions… Show more • Promoted from Customer Service Representative to Manager within two years • Supervised, trained, delegated call center staff in conflict resolution, technical support, and sales • Obtained PTIN and specialized in preparation and audits of Form 1040 Individual Tax Returns • Facilitated strategy meetings and maintained communication between depts (advertising, marketing, operations, and engineering) to maximize website efficiency and productivity • Executed financial transactions and wire transfers: Checks, ACH, Credit, Chase Paymentech, etc. • Provided client services through telephone, e-mail, live chat, and internal messages systems. • Handled 25-50+ phone calls daily: advising in tax law and compliance with IRS publications Show less • Promoted from Customer Service Representative to Manager within two years • Supervised, trained, delegated call center staff in conflict resolution, technical support, and sales • Obtained PTIN and specialized in preparation and audits of Form 1040 Individual Tax Returns • Facilitated strategy meetings and maintained communication between depts (advertising, marketing, operations, and engineering) to maximize website efficiency and productivity • Executed financial transactions… Show more • Promoted from Customer Service Representative to Manager within two years • Supervised, trained, delegated call center staff in conflict resolution, technical support, and sales • Obtained PTIN and specialized in preparation and audits of Form 1040 Individual Tax Returns • Facilitated strategy meetings and maintained communication between depts (advertising, marketing, operations, and engineering) to maximize website efficiency and productivity • Executed financial transactions and wire transfers: Checks, ACH, Credit, Chase Paymentech, etc. • Provided client services through telephone, e-mail, live chat, and internal messages systems. • Handled 25-50+ phone calls daily: advising in tax law and compliance with IRS publications Show less
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Minuteman Parking Company
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United States
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Hospitality
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1 - 100 Employee
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Valet Manager, Attendant, & Concierge
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Jul 2010 - Oct 2014
• Responsible for site supervision as well as the training and coordination of parking attendants • Oversaw courtesy patrol and security of parking garage and perimeter of the location • Accommodated tenants and handled client inquiries, facilitated use of site venues for events • Responsible for site supervision as well as the training and coordination of parking attendants • Oversaw courtesy patrol and security of parking garage and perimeter of the location • Accommodated tenants and handled client inquiries, facilitated use of site venues for events
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Union Street Catering Company
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San Francisco, CA
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Waiter & Butler
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Sep 2013 - May 2014
- Served among diverse teams of catering professionals for high-profile corporate events - Performed various duties other than waiting such as training, general upkeep, and security, etc. - Gained further experience in team work, hospitality, and people skills in fast-paced environments - Served among diverse teams of catering professionals for high-profile corporate events - Performed various duties other than waiting such as training, general upkeep, and security, etc. - Gained further experience in team work, hospitality, and people skills in fast-paced environments
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Santa Monica College
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United States
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Higher Education
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700 & Above Employee
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President's Ambassador & Peer Mentor
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Aug 2010 - Jun 2011
- Promoted college life and campus involvement through information tables set-up around campus - Provided support and assistance to the College and Student Government Presidents - Conducted weekly advising appointments with prospective and newly admitted students - Promoted college life and campus involvement through information tables set-up around campus - Provided support and assistance to the College and Student Government Presidents - Conducted weekly advising appointments with prospective and newly admitted students
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Mood Media
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United States
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Technology, Information and Media
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700 & Above Employee
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Artist & Repertory Dept. Intern
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Jun 2008 - Oct 2008
- Sorted and rated library of music submitted and acquired from new artists - Researched and gained deeper perspective on musical classification (genres, styles, etc.) - Assisted and observed interactions and negotiations with clients - Sorted and rated library of music submitted and acquired from new artists - Researched and gained deeper perspective on musical classification (genres, styles, etc.) - Assisted and observed interactions and negotiations with clients
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Sports 360
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Mar Vista, CA
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Research & Data Entry Specialist
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Jan 2008 - Apr 2008
- Analyzed sports statistics via internet resources - Compiled and gathered information into a database for web-based company - Researched various web-page layouts and designs for new website - Analyzed sports statistics via internet resources - Compiled and gathered information into a database for web-based company - Researched various web-page layouts and designs for new website
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Education
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University of California, Berkeley
Bachelor of Arts (B.A.)