Summary
Overview
Work History
Education
Skills
Certification
References Available
Timeline
Generic

Brittany Jones

Summary

Detail-oriented Tax Preparer with nine years of experience in tax preparation for numerous entities. Expert in managing paperwork for tax returns, extensions, tax planning calculations and write-ups. Quick to build rapport with clients leading to long-term business relationships. Seeking to put my skills to use and gain knowledge in the medical setting to ensure patients feel cared for. Capable of working in all areas of the facility ensuring accuracy, timeliness, and punctuality.

Overview

15
15
years of professional experience
1
1
Certification

Work History

Tax Preparer

One Stop Tax
10.2023 - Current
  • Increased client satisfaction by providing accurate and timely tax preparation services.
  • Streamlined tax filing processes for clients, ensuring a smooth and efficient experience.
  • Ensured compliance with federal and state tax regulations by staying up-to-date on the latest tax laws.
  • Assisted in resolving complex tax issues, strengthening client relationships and building trust.
  • Conducted thorough research to identify potential deductions and credits for clients, maximizing their returns.
  • Collaborated with colleagues to develop best practices for efficient and effective tax preparation.
  • Reduced errors through meticulous review of financial documents and double-checking calculations.
  • Educated clients on tax planning strategies, helping them save money in future years.
  • Built strong rapport with clients through clear communication and regular updates on the status of their tax filings.
  • Participated in continuous professional development opportunities to stay current in industry trends, elevating personal expertise as a Tax Preparer over time.
  • Facilitated communication between clients and IRS or state tax agencies, resolving discrepancies and ensuring accurate filings.
  • Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
  • Identified potential audit red flags to minimize risk of IRS audits.
  • Calculated estimated tax payments for clients.
  • Utilized tax software to prepare returns and meet deadlines.
  • Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits.
  • Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities.
  • Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
  • Assessed client tax situations to determine best filing options.

Customer Service Representative

Elevance Health
10.2021 - Current
  • Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
  • Streamlined call center processes for improved efficiency and reduced wait times.
  • Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
  • Assisted customers in navigating company website and placing online orders, improving overall user experience.
  • Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
  • Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
  • Utilized data analytics tools to monitor performance trends regularly, identifying areas for improvement and implementing necessary changes.

Certified Clinical Medical Assistant (extern)

Caring Health Center
08.2021 - 09.2021
  • Roomed patients, took & recorded vital signs
  • Performed EKG's, spirometry, ear/eye lavage, administered vaccinations
  • Performed U/A, UPT, urine cultures, strep, mono & glucose testing
  • Front office: Phones, scheduling, reminder calls.

Customer Service Representative

ResortCom International
04.2018 - 04.2021
  • Outbound and inbound calls to timeshare owners or guests who have upcoming vacations
  • Answer 80-100 + inbound daily.

Quality Control Technician

Brose
05.2016 - 03.2018
  • Record lot numbers and serial numbers in ERP system for traceability of all items produced
  • Resolve production issues, optimize product reliability, and reduce costs.

Customer Service Specialist

NCO Financial
01.2009 - 01.2016
  • Secured client retention by driving service and product benefits, features and recommendations around clients' needs.

Education

Medical Assistant -

Northwest Career College
09.2021

Phlebotomy -

Northwest Career College
07.2021

Skills

  • Typing 45-60 WPM
  • CPR/BLS Certified
  • Chief Complaints
  • Manual Vital Signs
  • Rooming Patients
  • Injections (IM, ID, SubQ)
  • Glucose Testing/Mono/Strep/UA/UPT
  • Phlebotomy (Venipuncture, Butterfly, Capillary)
  • EKG/ECG Procedure
  • Suturing & Casting
  • Ear/Eye Lavage
  • Order of Draw
  • Blood & Specimen Collection
  • EHR/EMR Systems
  • ICD-10/CPT Codes
  • Proper Disposal of Sharps
  • Medical & Medication History
  • Sanitation & Sterilization Procedures
  • Pharmacology Knowledge
  • Scheduling & Rescheduling
  • Patient Phone & Email Etiquette
  • Microsoft Office Software
  • Infection Control & Proper PPE
  • HIPAA & OSHA Trained
  • Medical Terminology
  • Medical Billing & Coding
  • Patient Education
  • Data Gathering

Certification

  • National Healthcare Association, Certified Clinical Medical Assistant, X3H4T4D3
  • National Healthcare Association, Certified Phlebotomy Technician, W6X4A7K6

References Available

True

Timeline

Tax Preparer

One Stop Tax
10.2023 - Current

Customer Service Representative

Elevance Health
10.2021 - Current

Certified Clinical Medical Assistant (extern)

Caring Health Center
08.2021 - 09.2021

Customer Service Representative

ResortCom International
04.2018 - 04.2021

Quality Control Technician

Brose
05.2016 - 03.2018

Customer Service Specialist

NCO Financial
01.2009 - 01.2016

Medical Assistant -

Northwest Career College

Phlebotomy -

Northwest Career College

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Brittany Jones