Introduction

Fun fact: Dolly the sheep (the first cloned animal) was named after Dolly Parton, since her DNA was taken from a mammary cell.

Hi, I'm Rob Morgan. My background covers tax preparation, customer account management, and technical problem-solving. I have experience working in remote environments, ensuring compliance, and delivering solid customer service. I bring a detail-oriented and organized approach to my work, especially in areas like remote bookkeeping and tax preparation.

Rob Morgan Selfie

Community Involvement

Rose Creek Band Of Muscogee Creek Descendants | Gainsville, FL

Secretary, June 2023 - Present

Alligator Festival Of Lake City | Gainsville, FL

Secretary, June 2023 - Present

Career History

Self Employed Delivery Driver

January 2019 - Present

  • Consistently executed over 20 daily deliveries with a 95%+ on-time rate, demonstrating exceptional time management and reliability.
  • Successfully onboarded new restaurants and individual customers to Doordash and Island Time Takeout, clearly explaining service terms and system usage.
  • Maintained a high client satisfaction rating (4.98/5 stars over two years) by ensuring order accuracy, meticulously selecting items based on client preferences, and managing budgets effectively.
  • Handled all client communication, scheduling, and issue resolution independently, demonstrating strong remote self-management and client relation skills.

Seasonal Tax Representative at TaxSlayer

December 2021 - March 2022, December 2024 - April 2025

  • Provided expert remote phone support for personal and corporate tax returns, ensuring accurate interpretation of tax inquiries.
  • Maintained meticulous call logs and client data with over 95% accuracy, utilizing proprietary CRM software.

Engineer I / Safety Officer at the Jekyll Island Club Resort

October 2023 - November 2024

  • Efficiently resolved 5-10 daily work orders across various trades (electrical, plumbing, mechanical), ensuring optimal property condition and guest satisfaction.
  • Meticulously tracked parts used and time spent for internal record-keeping.
  • Demonstrated strong technical problem-solving skills by quickly diagnosing and fixing issues, such as guest TV problems, often within 15 minutes.
  • Conducted meticulous safety patrols and enforced protocols, ensuring compliance and detailed incident reporting within a historic luxury resort.
  • Maintained accurate logs of safety checks and guest interactions, demonstrating strong record-keeping habits.
  • Provided transportation and informative historical property tours for guests, enhancing their experience.
  • Showcased initiative and teamwork by assisting other departments during peak times or staff shortages.

Tax Preparer at H&R Block

January 2023 - July 2023

  • Provided comprehensive tax preparation services for individuals, achieving a client return accuracy rate of over 98% through meticulous attention to detail.
  • Effectively assisted clients in understanding and responding to complex IRS notices, simplifying tax jargon and procedures.
  • Developed strong client relationships by delivering personalized service and ensuring their understanding of their tax situation.

Implementation Advisor at Bank of America

March 2022 - November 2022

  • Successfully guided new business clients through the setup of commercial treasury services, ensuring all requirements were met for a smooth onboarding experience.
  • Mentored two new team members on implementation processes and internal systems, fostering their development and understanding.
  • Managed implementation of commercial treasury solutions, performing due diligence on client documentation to ensure accuracy and compliance for new business account setups.
  • Built trust and liaised with diverse stakeholders including clients (finance managers, business owners), sales, and compliance teams.

Seasonal Sales Associate at Savannah Bee Company

November 2021 - December 2021

  • Drove a 40% sales increase for a new product line by strategically improving its placement and visibility based on customer behavior analysis
  • Exceeded sales goals through effective product knowledge and customer engagement.
  • Enhanced customer communication efficiency by independently troubleshooting and resolving persistent issues with the multi-line phone system.

IT Help Desk Technician at Marshland Credit Union

December 2020 - May 2021

  • Resolved complex technical issues for credit union staff, including diagnosing network printer driver conflicts and implementing solutions, ensuring minimal operational downtime.
  • Assisted with user account management (creation, password resets, permissions) in Active Directory, maintaining system security and access control.
  • Demonstrated initiative by developing a prototype for an in-house ticketing system using HTML, CSS, and JavaScript to streamline issue tracking.

Education

College of Coastal Georgia | Brunswick, GA

Coursework in Environmental Studies

Certifications

Intuit Bookkeeper Certification Badge

Intuit Bookkeeper Certification

May 2025

This badge is awarded to individuals who have passed the Intuit Bookkeeping Exam.

CompTIA A+ Badge

CompTIA A+

January 2022

CompTIA A+ is the industry standard for launching IT careers into today’s digital world.

Florida DACS Seal

Florida Class D Security License

August 2023

Unarmed contract security officer license.

FCC Seal

Amateur Radio Operator's License (Technician Class)

December 2013

Has access to all amateur radio frequencies above 30 megahertz, allowing communication locally and most often within North America. It also allows for some limited privileges on the HF (also called "short wave") bands used for international communications.