Summary
Overview
Work History
Education
Skills
Timeline
Generic

Chelsey Harris

McGregor,TX

Summary

Business Manager 15+ years of professional experience in business management, tax preparation, office administration and bookkeeping. Managed client accounts, processed invoices and payments, and calculated payroll liabilities. Improved collection rate by 35% and reduced average billing cycle time by 25% in 6 months. Streamlined office procedures to increase efficiency and accuracy in data processing.

Overview

11
11
years of professional experience

Work History

Tax Professional

Centex Tax
11.2019 - 08.2023
  • Prepares income tax return forms for individuals and small businesses :
  • Reviews financial records, such as prior tax return forms, income statements, and expenditures to determine forms needed to prepare return
  • Interviews clients to obtain information on taxable income and deductible expenses/allowances
  • Computes taxes owed, following tax form instructions and tax tables. Consults tax law handbooks or bulletins to determine procedure for preparation of atypical returns.
  • Maintained complete records of client tax returns and supporting documentation in secured areas.
  • Completed and filed returns with tax departments at local, state, and federal levels.

Business Manager

Bosque Valley Childrens Services
08.2022 - 02.2023
  • Client account management, Patient insurance documentation, data processing, and billing and collection to achieve efficient account collection and accurate billing
  • Working closely with medical offices to complete proper forms for private and government insurance benefits according to state and federal codes
  • Supervising and monitoring the work of administrative staff processing invoices and managing office budgets
  • Implementing and maintaining procedures/office administrative systems
  • Insuring optimal day to day office operations.

Office Manager

Integrity Autoworks
04.2019 - 09.2021
  • Lining out daily duties/jobs for auto technicians, writing up and quoting needed repairs, parts ordering/locating/inventories, accounts receivable/accounts payable, payroll, data entry, collections, legal filings of liens, customer service, responsible for all day to day business operations
  • Insurance Authorization Medical Billing
  • Maintained computer and physical filing systems.
  • Created, maintained and updated filing systems for paper and electronic documents.
  • Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
  • Developed and maintained successful relationships with vendors, suppliers and contractors.

Allumed Inc
07.2015 - 04.2018
  • Client account management, working closely with medical offices to complete proper forms for private and government insurance benefits according to state and federal codes
  • Submitting all incurred claims, appeals, payments, renewals and billing processes related to each case.

Bookeeper/Office Manager

Milstead Construction And Remodeling
03.2012 - 11.2015
  • Responsible for various general accounting duties including accounts payable, banking, check requests and special projects as needed
  • Processed accounts payable; including purchase order entry, invoice approval and entry, follow up with vendors, aging reporting
  • Responsible for calculating and recording hourly employee's time and two salary employee's
  • Generating payroll checks and direct deposits advance
  • Posting and generating the payroll liabilities tax reports
  • Posted necessary monthly journal entries to the general ledger (QuickBooks) .Processed daily checks and various credits
  • Assisted with month- end close and financial reporting
  • Performed monthly reconciliation of all bank accounts, including reconciliation of deposits with accounts receivable
  • Performed other analyses and accounting projects as needed
  • Reconcile monthly inter - company balances Prepare and file monthly sales and use tax returns Processed
  • Accounts Receivable, aging, and collections.

Education

Temple College
Temple, TX

High School Diploma - General Studies

Temple High School
Temple, TX
06.2000

Skills

  • Financial Management
  • Store Oversight
  • Tax Audit Procedures
  • Critical Thinking
  • Confidential Data Protection
  • Complex Problem-Solving
  • Client Account Management
  • Administrative Support

Timeline

Business Manager

Bosque Valley Childrens Services
08.2022 - 02.2023

Tax Professional

Centex Tax
11.2019 - 08.2023

Office Manager

Integrity Autoworks
04.2019 - 09.2021

Allumed Inc
07.2015 - 04.2018

Bookeeper/Office Manager

Milstead Construction And Remodeling
03.2012 - 11.2015

Temple College

High School Diploma - General Studies

Temple High School

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Chelsey Harris