Ashleigh Wilson
Fort Eustis,VA
Summary
Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Hardworking employee with customer service, multitasking and time management abilities. Devoted to giving every customer a positive and memorable experience.
Overview
12
12
years of professional experience
Work History
Tax Assistant
Stockman Kast Ryan +
Colorado Springs, CO
12.2021 - 04.2024
- Provided assistance with filing extensions for taxpayers unable to meet deadlines.
- Processed amended returns when required due to changes in filing status or additional deductions.
- Submitted electronic filings via approved software programs according to established protocols.
- Responded promptly and accurately to taxpayer inquiries about their account status.
- Updated client files with new information regarding taxes, exemptions, credits.
- Ensured compliance with all tax regulations and deadlines.
- Utilized tax software to maximize efficiency and accuracy.
- Provided timely responses to client inquiries regarding taxes.
- Maintained confidentiality of sensitive client financial information.
- Stayed current on changes to tax laws and regulations.
- Collaborated with team members to improve processes and workflow.
- Managed multiple tasks in high-pressure, deadline-driven environment.
- Developed strong relationships with clients through excellent communication skills.
- Trained new hires in company policies, procedures, and software usage.
- Supported work of senior-level accounting and tax preparation professionals to maximize office productivity.
- Supplied detailed tax documentation needed to submit accurate corporate and individual returns.
- Proficiently assembled tax forms for diverse clientele utilizing various software applications such as Safesend, secure email, zip files, and GFR.
- Learned billing process and assisted biller with organizing and sending bills to clients.
Data Processor
Human Touch Health Home Care
Colorado Springs, CO
05.2021 - 12.2021
- Streamlined order fulfillment process and maintained a high rate of receipt for signed documents from physicians.
- Efficiently processed and monitored clinician visits, ensuring all schedules were met.
- Achieved operational efficiency through handling multiple report categories like unbillable activities, missed scheduled visits, and minimizing order fulfillment beyond 30 days.
- Ensured accurate payment processing for clinician payroll through meticulous review of visit records.
- Pulled orders and frequencies to ensure appropriate patient insurance authorization.
Social Services Assistant
Bethany nursing and rehabilitation
Lakewood, CO
10.2020 - 05.2021
- Presented clients with information, referrals and assistance accessing resources such as food, housing and transportation.
- Facilitated supportive services and counseling for family members to address special concerns and ease transition during home visits.
- Performed ongoing monitoring of care plans to evaluate effectiveness, documenting interventions and goal achievements and suggesting changes accordingly.
- Conducted psychosocial assessments to identify individual needs and specific social services necessary to address identified objectives and goals.
- Formulated discharge plans in collaboration with multidisciplinary treatment team, patient and family.
- Promoted integration of behavioral health care and long-term services to enhance continuity of care for clients.
- Coordinated specific psychosocial resources to meet members' identified needs.
- Maintained confidential records of client information according to agency policies and procedures.
- Utilized computer software programs such as Microsoft Office Suite , PASRR, ULTC, MDS, and Care plans.
- Developed plans of care based on assessments of clients' needs and resources available.
- Assisted clients with completing applications for government services and benefits.
- Created reports summarizing data related to client demographics, outcomes, program activities.
- Collaborated with staff from other departments within the organization on projects related to social services programming.
- Assessed eligibility requirements for various public assistance programs and verified application documents.
- Participated in team meetings with other social service professionals to discuss best practices.
- Developed partnerships with local organizations that offer assistance to individuals in need.
- Organized groups and individual meetings to discuss issues related to social service programs.
- Served as a liaison between clients, families, external agencies, and other stakeholders.
- Assisted clients with identifying resources to meet basic needs for food, clothing, shelter, safety, mental health and medical services.
- Assisted clients in navigating various community resources such as housing, food stamps, employment opportunities.
- Coordinated with other agencies to ensure comprehensive care for clients.
- Participated in staff meetings to discuss cases and program updates.
- Conducted intakes and assessments of individuals to determine eligibility for social services programs.
- Maintained case files, records and documentation to ensure compliance with all regulations and policies.
- Developed individualized service plans based on client needs and goals.
- Developed individualized action plans addressing barriers to self-sufficiency.
- Secured transportation arrangements for medical appointments or court hearings.
- Assisted clients in accessing community resources and services.
- Conducted initial client assessments and developed care plans.
- Monitored clients' progress and adjusted care plans as needed.
- Advocated for clients' rights within social service systems.
- Safeguarded patient privacy with strict adherence to HIPAA protocols.
- Maintained confidential patient documentation to prevent data compromise and comply with HIPAA regulations.
- Connected individuals with relevant community resources and coordinated referrals.
- Performed assessments to determine individual limitations and strengths.
- Collaborated with social workers to support patients.
- Maintained accurate records and documented client data in company databases.
- Consulted and collaborated with other professionals to provide continuity of patient-family care.
- Guided clients through transition to independent living within community.
Receptionist
Bethany nursing and rehabilitation
Lakewood, CO
08.2019 - 10.2020
- Scheduled and confirmed appointments.
- Handled and redirected incoming calls effectively through a multi-line telephone system.
- Maintained accurate records of customer or client information to enhance account management efficiency.
- Served visitors by greeting, welcoming and directing to appropriate personnel.
- Maintained daily calendars, set appointments with clients and planned daily office events.
- Processed payments and updated accounts to reflect balance changes.
- Delivered administrative support to team members by making copies, sending faxes, organizing documents and rearranging schedules.
- Greeted and directed visitors to appropriate personnel and answered large number of calls and emails daily.
- Oversaw office inventory by restocking supplies and submitting purchase orders.
- Screened and verified visitors for identification credentials and purpose of visit to maintain security of personnel and office environment.
- Prepared correspondence, reports and other documents in final formats with correct punctuation, capitalization, grammar, and spelling.
- Reported suspicious individuals to supervisor.
- Handled conference room scheduling, collaborating with meeting organizers on logistics and catering.
- Provided administrative support to staff members including typing letters, filing documents, and scanning and copying documents when necessary.
- Scheduled appointments for clients, customers, and other visitors.
- Ensured that all necessary forms were completed accurately prior to submitting them for processing.
- Assisted in maintaining office supplies inventory by checking stock to determine inventory level; anticipating needed supplies; placing orders for supplies; verifying receipt of supplies.
- Assisted with special projects assigned by management when required.
- Managed all incoming mail distribution, courier services, faxes, and photocopying documents as requested.
- Maintained an organized filing system of confidential client information in accordance with company policy.
- Provided excellent customer service at all times while interacting with both internal and external customers.
- Created badges for temporary personnel who entered the building on a daily basis.
- Updated daily log book with information about visitors entering the premises.
- Prepared welcome packages for new hires containing relevant paperwork and other important details.
- Compiled data from various sources into organized reports for management review.
- Processed customer payments using cash registers or point-of-sale terminals according to company policies and procedures.
- Performed data entry tasks into various computer systems accurately and promptly.
- Provided administrative support to various departments as needed.
- Handled confidential information in a discreet manner according to policies.
- Created professional correspondence using Microsoft Office programs.
- Assisted clients with questions or concerns in a timely manner.
- Trained new receptionists on company procedures and software use.
- Utilized multi-tasking skills to manage competing priorities effectively.
- Randomly performed basic maintenance tasks on office equipment.
- Greeted visitors and provided exceptional customer service at front desk.
- Operated office equipment including copiers, scanners, and fax machines.
- Answered multi-line telephone with polite tone of voice to provide general information and answer inquiries.
- Monitored reception area to provide consistently safe, hazard-free environment for customers.
- Maintained client accounts by obtaining, recording and updating personal and financial information.
- Protected clients' rights by maintaining confidentiality of personal and financial information.
- Investigated and analyzed client complaints to identify and resolve issues.
- Used company badging system to create badges for new employees and visitors.
Area Supervisor/Manager of Operations
Kohls Department Store
Lonetree, CO
11.2011 - 12.2016
- Established area team schedule and planned production.
- Kept areas clean, neat, and inspection-ready to comply with product guidelines.
- Monitored employee work and determined benchmarks for performance indicators.
- Generated documentation and processed orders.
- Maintained shipping documentation, manifests, and receipts in database.
- Secured company assets by verifying and auditing outbound shipments and returns.
- Coordinated with other departments to ensure smooth workflow processes.
- Resolved customer complaints in a timely manner, escalating when necessary.
- Collaborated with upper management regarding changes in policy or procedure that could improve workflow efficiency.
- Ensured accurate inventory levels through periodic counts and cycle counting.
- Ensured compliance with safety regulations in the workplace.
- Provided guidance to team members on proper procedures for handling customer inquiries.
- Maintained records of team member productivity, attendance, and other metrics related to job performance.
- Trained new employees on company policies and procedures.
- Responded promptly to any emergency situations that may have arisen during business hours.
- Enforced company policies while maintaining a fair and consistent approach among staff members.
- Developed and maintained a positive working environment for all staff members.
- Evaluated the effectiveness of existing processes, making recommendations for improvement when necessary.
- Monitored employee performance, providing feedback and coaching as needed.
- Assisted in recruiting new employees, conducting interviews, and selecting suitable candidates for open positions.
- Facilitated communication between departments within the organization to ensure successful collaboration.
- Maintained visual merchandising standards throughout store displays.
- Oversaw cash handling procedures, including register reconciliations.
- Delegated tasks efficiently while prioritizing daily operations needs.
- Utilized POS system for transactions, returns, and exchanges.
- Completed thorough opening, closing, and shift change functions to maintain operational standards each day.
- Conducted department walkthroughs to assess and remedy factors such as cleanliness, inadequate stock levels and poor merchandising.
- Counted and balanced registers.
- Researched out-of-stock items to find additional inventory in other store locations.
Education
High School Diploma -
Mountain Vista High School
Highlands Ranch, CO05-2011
Some College (No Degree) - Criminal Justice
Metropolitan State University of Denver
Denver, COSome College (No Degree) - Childhood Development
Brigham Young University - Idaho
Rexburg, IDSome College (No Degree) - Criminal Justice Administration
University of Phoenix
Tempe, AZSkills
- Tax planning strategies
- Bookkeeping knowledge
- Tax document organization
- Customer Service
- Document Proofreading
- Client Records Review
- Appointment Scheduling
- Documentation filing
- Payment Processing
- Tax Form Completion
- Data Analysis
- Document Preparation
- 10-Key Data Entry
- Multi-state tax filing
- Error Detection
- Staff Oversight
- Professional Demeanor
- Data Gathering
- Client Account Management
- Excellent Communication
- Continuous Improvement
- Time management abilities
- Interpersonal Communication
- Multitasking
- Self Motivation
- Task Prioritization
- Team Collaboration
- Active Listening
- High accuracy
- Electronic Filing Software
- Reliability
- Written Communication
- Analytical Thinking
- Adaptability
- Client Relations
- Client Invoicing
- Team Training
Affiliations
- Reading
- Diamond Art
- Camping
- Hiking
- Photography
Accomplishments
- Received Employee of the Month three separate times while working at Kohls
References
References available upon request.
Timeline
Tax Assistant
Stockman Kast Ryan +
12.2021 - 04.2024
Data Processor
Human Touch Health Home Care
05.2021 - 12.2021
Social Services Assistant
Bethany nursing and rehabilitation
10.2020 - 05.2021
Receptionist
Bethany nursing and rehabilitation
08.2019 - 10.2020
Area Supervisor/Manager of Operations
Kohls Department Store
11.2011 - 12.2016
High School Diploma -
Mountain Vista High School
Some College (No Degree) - Criminal Justice
Metropolitan State University of Denver
Some College (No Degree) - Childhood Development
Brigham Young University - Idaho
Some College (No Degree) - Criminal Justice Administration
University of Phoenix
Similar Profiles
Nicole OlsenNicole Olsen
Senior Staff Accountant at Stockman Kast Ryan + CompanySenior Staff Accountant at Stockman Kast Ryan + Company
RUSSELL W. HENWOODRUSSELL W. HENWOOD
PROJECT INTERIOR SUPERINTENDENT at KAST CONSTRUCTION LLC.PROJECT INTERIOR SUPERINTENDENT at KAST CONSTRUCTION LLC.
Enrique RojasEnrique Rojas
Superintendent at KAST Construction CompanySuperintendent at KAST Construction Company