Catherine Minning
Holtsville,NY
Summary
Tax Administrator with extensive experience at Department of Treasury and IRS, specializing in tax compliance and regulatory adherence. Demonstrated success in minimizing client tax liabilities through thorough research and analysis. Strong communication skills and dedication to continuous learning foster process improvements and enhance client satisfaction. Proficient in Microsoft Excel and various tax software.
Overview
8
8
years of professional experience
Work History
Tax Administrator
Department Of Treasury, IRS
Holtsville, NY
06.2024 - 07.2025
- Collaborated with clients to assess financial situations and minimize tax liabilities.
- Researched tax law changes to maintain accuracy in filings.
- Assisted during audits by government agencies and third parties.
- Utilized Microsoft 365, Outlook, Teams, SharePoint, Word, and Excel effectively.
- Performed analytical screening of transcripts, cases, and returns using IDRS database.
- Identified discrepancies between reported and actual income in return preparation.
- Researched tax law changes to ensure accuracy of filings.
- Collaborated with clients to understand their financial situation and provide advice on minimizing their tax liability.
Patient Support Associate
Good Samaritan Hospital Medical Center
West Islip, NY
02.2024 - 05.2024
- Managed front desk operations including answering phones, greeting visitors, and directing them to the appropriate personnel or department.
- Conducted intake interviews with new patients to collect necessary information for registration process.
- Ensured that all forms were completed correctly prior to submission.
- Responded to patient inquiries via phone, email, and in-person.
- Answered questions from family members regarding their loved one's care plan.
- Medical Assistant/Phlebotomist
- Verified insurance coverage before scheduling appointments or procedures.
- Performed data entry tasks for patient records and insurance information.
- Prepared documents for filing into patient charts or other databases.
- Epic Health System
- Adhered to HIPAA regulations regarding patient confidentiality at all times.
- Participated in continuing education courses related to healthcare industry trends and best practices.
- Assisted patients with scheduling appointments and registering for services.
Administrtive Assistant
Brookhaven National Laboratory
Brookhaven, NY
07.2022 - 01.2024
- Entered data into spreadsheets using Microsoft Excel or other similar programs.
- Created travel arrangements and distributed travel details to appropriate personnel.
- Assisted with the planning of special events by arranging catering services, securing venues and ordering promotional materials.
- Provide administrative support to the Laboratory Protection Division/badging office, assisting all employees, guests, family members, retirees, and contractors with ID badges, encoding badges, and disabling badging. Proficient in Microsoft Office, Microsoft Word, Excel, Outlook, Teams, PowerPoint, and SharePoint.
- Handled confidential documents in an organized fashion according to established protocol.
Administrative Coordinator
Suffolk County Social Services
Hauppauge, NY
10.2020 - 05.2022
- Handled customer inquiries via phone and email while maintaining professionalism.
- Collaborated with National Grid and PSEG on heating, gas, and electric programs.
- Conducted interviews for HEAP and SNAP program applicants.
- Utilized Microsoft Office suite, Workday HR system for various administrative tasks.
- Ensured compliance with all applicable laws regarding employment practices.
- Provided comprehensive administrative support across multiple organizational departments.
- Generated expense reports utilizing company software applications.
- Ensured compliance with all applicable employment laws and practices.
Phlebotomist Benefit Specialist
Aetna, a CVS Health
Albany, NY
03.2017 - 07.2018
- Documented patient information into electronic medical records system.
- Reported any abnormal results or trends to supervisor or laboratory manager.
- Prepared specimens for transport to external laboratories.
- Adhered to all healthcare regulations, including HIPAA and OSHA standards.
- Maintained patient comfort and safety throughout the phlebotomy process.
- Delivered quality patient care by completing accurate and timely collection and transport of clinical specimens according to established procedures.
- Collected specimens for drug screens, paternity tests and alcohol tests.
- Entered patient information and test orders into computer systems accurately.
- Medical terminology, pharmacology, and practice, HIPAA.
- Checked hemoglobin levels of individuals prior to blood donation.
- Treated blood-related chronic disorders by performing therapeutic phlebotomy.
Education
Certificate - Cosmology
Johns Paolo's Beauty Institute
Saratoga Springs, NY10-2017
Some College (No Degree) - Nursing
Mildred Elley
Albany, NY05-2014
Some College (No Degree) - General Studies/Medical
Suffolk Community College
Selden, NY01-2008
Certification - Phlebotomist
Eastern Suffolk Boces
Bellport, NY11-2007
Skills
- Regulatory compliance
- Customer service
- Microsoft Excel
- Tax compliance
- Attention to detail
- Confidentiality adherence
- Process improvement
- Problem solving
- Strong communication skills
- Continuous learning attitude
- Financial reporting
- Continuous learning
- Tax software proficiency
- Time management
- Tax training development
- Tax process improvement
- Tax professional development
- Tax incentive identification
Timeline
Tax Administrator
Department Of Treasury, IRS
06.2024 - 07.2025
Patient Support Associate
Good Samaritan Hospital Medical Center
02.2024 - 05.2024
Administrtive Assistant
Brookhaven National Laboratory
07.2022 - 01.2024
Administrative Coordinator
Suffolk County Social Services
10.2020 - 05.2022
Phlebotomist Benefit Specialist
Aetna, a CVS Health
03.2017 - 07.2018
Certificate - Cosmology
Johns Paolo's Beauty Institute
Some College (No Degree) - Nursing
Mildred Elley
Some College (No Degree) - General Studies/Medical
Suffolk Community College
Certification - Phlebotomist
Eastern Suffolk Boces
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