Technically sophisticated administrative professional with proven success and experience in business administration and office operations. Creative team member and able to exercise independent judgment, seamlessly direct multiple tasks, monitor and meet strict deadlines, and achieve management's objectives. Detailed professional with many years of experience maintaining financial records and reviewing financial activity. Polished in spreadsheet creation, report preparation, and data analysis. Quick and accurate to meet strict deadlines and manage multiple tasks.
Overview
20
20
years of professional experience
Work History
Account Clerk
Manpower
Springfield
11.2025 - Current
Managed daily office operations.
Implemented office procedures to enhance efficiency and streamline workflows.
Performed data entry into computer systems; ensured accuracy of all entered information.
Prepared documents such as memos, letters, reports, spreadsheets and presentations using Microsoft Office applications.
Provided administrative support to the Office Manager and other staff members.
Proofread documents before submission; corrected any errors found in grammar or punctuation.
Assisted with accounts receivable and accounts payable functions.
Sorted mail and distributed it to appropriate personnel or departments within the organization.
Assisted with special projects or tasks related to departmental functions upon request.
Created and updated spreadsheets to track and report data.
Processed documents and materials for dissemination to appropriate parties.
Handled confidential documents with discretion.
Operated office equipment such as photocopiers, scanners, and fax machines.
Created spreadsheets in Microsoft Excel for record-keeping and reporting.
Tax Preparer
Liberty Tax Service
Springfield
11.2025 - Current
Prepared individual and business tax returns using IRS guidelines.
Reviewed client documents for accuracy and completeness before filing.
Assisted clients in understanding tax obligations and potential deductions.
Maintained up-to-date knowledge of tax laws and regulations each season.
Responded to client inquiries regarding tax filings and refund statuses.
Educated clients on financial planning strategies related to taxes.
Utilized tax software to input information and generate accurate returns.
Filed electronically through approved software programs.
Maintained accurate records of all client transactions and filings.
Compiled data from clients to accurately complete tax forms.
Prepared and reviewed tax returns for individuals, partnerships, corporations and trusts.
Researched federal, state, and local laws to ensure compliance with regulations.
Reviewed prior year's returns for accuracy and completeness before submitting them.
Identified potential deductions to minimize clients' tax liabilities.
Responded to state and federal tax notices by preparing written responses or tax return amendments.
Ensured that all applicable deadlines were met when submitting documents.
Advised clients to comply with IRS regulations and meet state and federal tax obligations.
Explained complex tax regulations in an easy-to-understand manner for clients' understanding.
Analyzed financial information such as income statements and balance sheets to calculate tax liability.
Assisted clients in responding to IRS notices of deficiency or audit findings.
Evaluated financial situations of individual taxpayers and businesses to determine appropriate actions for reducing taxes owed or increasing refunds due.
Developed and maintained professional relationships with clients to encourage repeat business and referrals.
Prepared and filed federal and state income tax returns for both individuals and small businesses, ensuring accuracy and compliance with current tax laws.
Utilized tax software to efficiently process returns and identify potential deductions and credits for clients.
Maintained strict confidentiality of client information in accordance with privacy laws and regulations.
Conducted client interviews to gather necessary documentation and information for tax preparation.
Corrected previously filed tax returns to amend errors or claim additional deductions and credits.
Reconciled bank statements and financial documents to ensure accurate tax reporting.
Maintained strict confidentiality of client information in accordance with privacy laws and regulations.
Supported work of senior-level accounting and tax preparation professionals to maximize office productivity.
Patient Access Specialist
Springfield Memorial Hospital
07.2024 - 08.2024
Welcomed and registered patients, guaranteeing precise collection of demographic and insurance information.
Guided patients through financial responsibilities, clarifying billing procedures and payment alternatives.
Preserved integrity of electronic medical records (EMR) system by consistently updating patient data and recording all interactions meticulously.
Worked alongside healthcare team to facilitate timely and effective delivery of quality patient care.
Streamlined registration procedures resulting in reduced patient wait times through enhanced efficiency.
Executed pre-registration activities for upcoming surgeries or procedures, confirming completeness of all necessary documentation.
Cultivated strong relationships with patients through effective communication and compassionate support during healthcare journey.
Maintained compliance with HIPAA regulations during management of sensitive patient information.
Protected confidentiality of patient records by adhering to established protocols.
Facilitated revenue cycle management initiatives through precise charge capture for rendered services.
Facilitated implementation of new patient registration system, enhancing data accuracy and minimizing errors.
Coordinated with medical staff to uphold accurate documentation of patient encounters for billing needs.
Managed insurance verification and pre-authorization for patient procedures.
Maintained accurate patient records in electronic health record systems.
Collaborated with healthcare providers to streamline patient intake workflows.
Resolved patient concerns and complaints to enhance overall satisfaction experience.
Greeted patients and visitors in person or on the telephone; answered inquiries, provided directions and instructions.
Verified patient insurance coverage, collected copays and other payments, processed credit card transactions.
Participated in ongoing training sessions related to new technologies or software updates impacting the registration process.
Performed data entry tasks associated with registrations such as entering demographic data into system database.
Verified demographics and insurance information to register patients in computer system.
Organized and maintained records by updating and obtaining both personal and financial information from patients.
Ensured all required forms were completed accurately prior to patient visit.
Assembled registration paperwork and placed identification bands on patient.
Processed patient responsibility estimate determined by insurance at pre-registration.
Updated reference materials with Medicare, Medicaid and third-party payer requirements, guidelines, policies and list of accepted insurance plans.
Tax Specialist
H&R Block
Springfield
01.2024 - 04.2024
Prepared and filed accurate tax returns for individuals, partnerships, corporations, and trusts
Reviewed financial records and documents to ensure compliance with tax laws and regulations
Identified potential deductions, credits, and exemptions to minimize clients' tax liabilities
Collaborated with clients to gather necessary information for completing tax forms accurately
Maintained up-to-date knowledge of federal, state, and local tax laws and regulations
Responded promptly to client inquiries regarding their taxes or any related concerns
Utilized specialized software (e.g., TurboTax) to facilitate the preparation of accurate tax returns
Ensured all required schedules, attachments, and supporting documentation were included in each return
Advised clients on strategies for minimizing future tax liabilities through proper planning and recordkeeping practices
Provided guidance to clients on tax planning strategies to optimize their financial positions
Prepared comprehensive tax returns for individual and business clients.
Reviewed financial documents to ensure compliance with tax regulations.
Assisted clients in understanding tax liabilities and filing requirements.
Utilized tax preparation software to streamline return processing.
Provided guidance on tax planning strategies to minimize liabilities.
Collaborated with team members to resolve client inquiries efficiently.
Processed forms and payments for customers.
Performed calculations to determine estimated taxes due or refunds expected.
Facilitated communication between taxpayers and government agencies regarding outstanding payments or other concerns.
Organized files containing source documents used in the preparation of tax returns.
Referred tax professionals according to client needs.
Created reports summarizing the details of all filings made during the year.
Calculated and coordinated company tax payments and tax document preparation
Compiled statistical data from sources such as financial statements for use in preparing income tax returns.
Reviewed prior year returns for accuracy and completeness.
Responded to state and federal tax notices by preparing written responses or tax return amendments.
Finalized and processed paperwork with local, state and federal government authorities.
Human Resources Coordinator
Allied Universal Security
Springfield
09.2022 - 09.2023
Provides day to day general Human Resources support to branch employees and branch management staff, provides first-line answers and elevating questions and issues to appropriate corporate level HR team and other corporate departments as needed.
Assist branch Hiring Specialists with conducting high volume employee new hire orientations and onboarding for large account starts or acquisitions, as needed.
Assist with WinTeam and ABI data entry, including new hire set up and personnel data updates including changes to employee information on file, status changes, rate changes, and direct deposit changes.
Coordinate with other departments to ensure employee changes are completed properly; respond to questions and inquiries from management staff and employees.
Processes hourly employee separations.
Creates and maintains employee personnel records.
Manages 'No Hours' review and dispositioning of employees with assistance from Operations under the supervision of the Regional HR Manager.
Receives inquiries from outside vendors on unemployment claims utilizing online tools to provide timely responses.
Assists with conducting HR audits on a weekly and monthly basis of employee records, licensing records, I-9 records, and other reports as needed.
Assist with generating weekly hiring activity and turnover reports.
Run weekly licensing expiration reports and distribute to operations, update renewals and expirations in database system.
Processes weekly reports and assists with projects as needed under the direction of the HR Manager or HR Director.
Assist with various administrative duties as assigned by the Branch management team, Recruiting and Human Resources, or Regional Vice President.
Tax Associate
H&R Block
Springfield
01.2023 - 04.2023
Prepared and filed accurate tax returns for individuals, partnerships, corporations, and trusts
Reviewed financial records and documents to ensure compliance with tax laws and regulations
Identified potential deductions, credits, and exemptions to minimize clients' tax liabilities
Collaborated with clients to gather necessary information for completing tax forms accurately
Maintained up-to-date knowledge of federal, state, and local tax laws and regulations
Responded promptly to client inquiries regarding their taxes or any related concerns
Utilized specialized software (e.g., TurboTax) to facilitate the preparation of accurate tax returns
Ensured all required schedules, attachments, and supporting documentation were included in each return
Advised clients on strategies for minimizing future tax liabilities through proper planning and recordkeeping practices
Provided guidance to clients on tax planning strategies to optimize their financial positions
Prepared comprehensive tax returns for individual and business clients.
Reviewed financial documents to ensure compliance with tax regulations.
Assisted clients in understanding tax liabilities and filing requirements.
Utilized tax preparation software to streamline return processing.
Provided guidance on tax planning strategies to minimize liabilities.
Collaborated with team members to resolve client inquiries efficiently.
Processed forms and payments for customers.
Performed calculations to determine estimated taxes due or refunds expected.
Facilitated communication between taxpayers and government agencies regarding outstanding payments or other concerns.
Organized files containing source documents used in the preparation of tax returns.
Referred tax professionals according to client needs.
Created reports summarizing the details of all filings made during the year.
Calculated and coordinated company tax payments and tax document preparation
Compiled statistical data from sources such as financial statements for use in preparing income tax returns.
Reviewed prior year returns for accuracy and completeness.
Responded to state and federal tax notices by preparing written responses or tax return amendments.
Finalized and processed paperwork with local, state and federal government authorities.
Lead Tax Preparer
Liberty Tax Service
Springfield
01.2020 - 04.2022
Organizes and files daily operational and functional reports to ensure efficiency.
Handle customer inquiries, questions, and complaints.
An active liaison between clients and the IRS.
Prepares income tax return forms for businesses and individuals.
Reviews various financial records like income statements, receipts of expenditures and previous tax returns to determine a strategy for preparing current returns.
Interviews clients for information on income, deductible expenses, and allowances.
Uses tax form instructions and tax tables to make proper entries on the tax form and compute the amount of taxes an individual or business owes.
Consults tax resources and law books to obtain assistance with atypical returns.
Verifies forms that individuals prepared themselves to check for errors or miscalculations.
Calculates proper fee to charge each customer for tax preparation services based on the complexity of each form and the amount of time required for the work.
Takes continuing education courses to stay up-to-date on changes in federal and state tax codes.
Knowledge of accounting, data, and administrative management practices and procedures.
Knowledge of clerical practices and procedures.
Knowledge of human resources management practices and procedures.
Knowledge of business and management principles.
Computer skills and knowledge of office software packages.
Shopper/Delivery Driver
Instacart
Springfield
11.2019 - 11.2020
Selected items accurately according to customer orders and preferences.
Communicated with customers to clarify product choices and substitutions.
Navigated store layouts efficiently to optimize shopping routes.
Assisted customers with product recommendations and availability inquiries.
Bagged groceries carefully to keep products in perfect condition, separated fragile products and kept frozen and perishable foods cold or fresh.
Completed pickup and shopping orders for customers within local area.
Shopped at customer's chosen store, verified replacement items, selected freshest fruit, produce, and meat, and delivered groceries on-time to exact location specified.
Verified pricing accuracy throughout the store using price tags and labels.
Suggested comparable products to replace out-of-stock items.
Conducted personalized shopping services for clients based on their preferences, sizes, and needs.
Handled client budgets efficiently, ensuring the best value for their spending.
Provided extensive range of groceries, including alcoholic beverages
Guaranteed timely delivery of groceries to destination.
Guaranteed inventory accuracy through meticulous tracking
Collected, unloaded, and allocated groceries.
Replenished fuel supply in vehicle
Verbatim Hearing Reporter
STRATCOMM INC
Natick
01.2018 - 01.2019
Facilitate communication among disability claimants, attorneys, and Administrative Law Judges during disability hearings.
Transcribed legal proceedings with high accuracy and attention to detail.
Managed recording equipment during hearings and ensured clear audio quality.
Edited transcripts for grammatical correctness and proper formatting standards.
Maintained confidentiality of sensitive information throughout reporting process.
Handled confidential information with discretion and professionalism.
Collaborated with court staff on proper procedures related to recording devices used in courtrooms.
Troubleshot technical issues that arose during proceedings or while creating digital files.
Attended court proceedings to accurately transcribe verbatim statements and testimony.
Developed professional relationships with judges, court personnel and other reporters in order to maintain a high level of customer service.
Reviewed transcripts for accuracy prior to submission to clients.
Scanned original documents into electronic format in order to provide an easily accessible version of the record.
Welcome and inform all hearing parties, confirm accuracy of paperwork, and arrange hearing rooms.
Create accurate typewritten transcripts for each recorded hearing through application of Social Security Administration's DRAP system.
Aid judges with managing outstanding issues, collecting pertinent paperwork, and resolving technical problems.
Compile daily written report detailing completed hearings, outcomes, and next steps.
Verbatim Hearing Reporter
KARASCH & ASSOCIATES
West Chester
01.2017 - 01.2018
Utilize diverse equipment, including audio devices, video monitors, and computers.
Participate in courtroom proceedings to transcribe and document comprehensive notes for informal court hearings.
Assess correctness of typed transcripts from each hearing, confirming consistency with audio transcripts.
Fortify security of court recordings, safeguarding against unauthorized access or replication.
Transcribed legal proceedings with high accuracy and attention to detail.
Managed recording equipment during hearings and ensured clear audio quality.
Edited transcripts for grammatical correctness and proper formatting standards.
Maintained confidentiality of sensitive information throughout reporting process.
Reviewed transcripts for compliance with court requirements and submission deadlines.
Handled confidential information with discretion and professionalism.
Collaborated with court staff on proper procedures related to recording devices used in courtrooms.
Troubleshot technical issues that arose during proceedings or while creating digital files.
Attended court proceedings to accurately transcribe verbatim statements and testimony.
Developed professional relationships with judges, court personnel and other reporters in order to maintain a high level of customer service.
Reviewed transcripts for accuracy prior to submission to clients.
Recorded and monitored audio equipment to ensure accuracy of recordings.
Evaluated and edited transcriptions to verify error-free reporting.
Department Secretary
Manpower
Springfield
01.2016 - 04.2016
Operated switchboard, routing calls and capturing messages.
Managed departmental communications and correspondence efficiently.
Maintained accurate records and files for departmental documentation.
Collaborated with team members to improve workflow processes.
Provided administrative support to senior management as needed.
Answered and directed incoming calls to appropriate personnel.
Processed incoming mail according to established procedures.
Handled confidential information in a professional manner at all times.
Entered data into computer system accurately and timely.
Maintained an efficient workflow by prioritizing tasks based on urgency.
Provided customer service assistance to clients visiting the office or calling in.
Updated departmental databases with current information on a timely basis.
Collaborated with other departments to coordinate inter-office functions.
Managed inquiries from 90+ callers by analyzing files, records, and various documents to gather required information for effective resolution.
Utilized office equipment such as photocopiers, scanners, fax machines, voicemail systems, and personal computers.
Revised files for Clinical Laboratory Improvement Amendments (CLIA), structured files, and restored alphanumeric order.
Sorted, organized, and dispatched 100+ pieces of inbound mail, responded to correspondence, and prepared 60+ pieces of outbound mail.
Front Desk Agent
President Abraham Lincoln Hotel
Springfield
01.2011 - 01.2013
Oversaw diverse administrative and clerical functions including phone management, cash drawer handling, document faxing, and reservation generation in high-volume, full-service hotel.
Managed reception tasks including check-in, checkout, billing processes, attraction recommendations, and general inquiries.
Employed strong interpersonal skills to handle requests and questions in an efficient, timely, and friendly manner.
Documented and addressed 95% of customer complaints independently without escalation to Manager on duty.
Settled cash credits at conclusion of shift.
Greeted guests warmly upon arrival at the historic hotel.
Managed front desk operations, ensuring smooth guest check-in and check-out processes.
Handled guest inquiries and resolved issues with professionalism and efficiency.
Coordinated room assignments while maintaining accurate reservation records.
Processed payments and maintained cash handling procedures accurately.
Utilized hotel management software to update guest information and reservations promptly.
Collaborated with housekeeping to ensure rooms met quality standards for guest satisfaction.
Answered phones, responded to inquiries, and took messages.
Provided excellent customer service while upholding company policies.
Inputted guest information into computer system accurately and securely.
Managed cash drawer responsibly throughout shift.
Maintained cleanliness of lobby area at all times.
Collaborated with colleagues to ensure smooth operations of front desk area.
Provided information about hotel amenities, services, and local attractions.
Scheduled reservations for groups and special events.
Verified accuracy of room rates and other charges during check-in process.