Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Kurt Margolis

Kinistino,SK

Summary

Organized and dependable candidate successful at managing multiple priorities with a positive attitude.


Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level position.

Overview

28
28
years of professional experience

Work History

Income Tax Preparer

Self Employed Services
01.2000 - Current
  • Completed and filed personal returns for individuals and farm clients with CRA.
  • Built strong relationships with clients through excellent communication skills, ensuring repeat business year after year.
  • Maximized client savings by identifying deductions and tax credits through thorough review of financial documents.
  • Maintained confidentiality of client information by securely storing documentation and implementing strict privacy protocols.
  • Demonstrated attention to detail while preparing complex tax returns for individuals, partnerships, corporations, and trusts.
  • Communicated proactively with clients about missing or incomplete documentation needed for accurate tax return completion.
  • Ensured accuracy in tax returns by meticulously reviewing entries for errors and discrepancies.

Motor License Issuer/Insurance Broker

L Margolis Insurance Agency Ltd.
08.1997 - 09.2021
  • Provided exceptional customer service by responding quickly to inquiries, resolving issues, and anticipating client needs.
  • Educated clients on various insurance products, enabling informed decisions regarding their coverage options.
  • Assisted clients with claims processing, ensuring a smooth experience during difficult times.
  • Calculated quotes and educated potential clients on insurance options.
  • Sold Home, Auto and Farm insurance policies to new and existing customers.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Maintained high standards of customer service by building relationships with clients.
  • Finalized sales and collected necessary deposits.
  • Collected premiums on or before effective date of coverage.
  • Calculated premiums and established payment methods for sales.
  • Handled approximately 25 inbound calls per week in relation to insurance policies and coverages as well as Motor Licensing questions and transactions.

Education

High School Diploma -

Kinistino High School
Kinistino
06.1990

Skills

  • Deadline oriented
  • Computer Skills
  • Client confidentiality
  • Organization skills
  • Relationship building
  • Client communication
  • Verbal/written communication
  • Data inputting

Accomplishments

Served on Kinistino Town Council from 2000-2012

Treasurer for Kinistino Sr Tigers Hockey Club

President of Kinistino Minor Hockey from 2017-2021

Current General Manager of Northeast AA Hockey Program

Served as co-chair for Hockey Day in Saskatchewan held in Kinistino January 2024

Timeline

Income Tax Preparer

Self Employed Services
01.2000 - Current

Motor License Issuer/Insurance Broker

L Margolis Insurance Agency Ltd.
08.1997 - 09.2021

High School Diploma -

Kinistino High School

Similar Profiles

CREATE PROFILE
Kurt Margolis