Debra Kelley
Braham,MN
Summary
Deadline-oriented Tax Professional adept at quickly assessing customer needs, developing strategic plans and completing returns to maximize deductions and minimize liabilities. Pursuing role with tax preparation services organization. Successful tax professional focused on performance, customer service and compliance. Offering over 15 years of expertise in reviewing annual reports, intangible tax and sales tax. Experienced in assisting with financial planning and analysis.
Overview
20
20
years of professional experience
Work History
Tax Preparer
Myself
04.2016 - Current
- Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
- Analyzed financial records to verify accuracy of tax returns.
- Provided exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.
- Increased client satisfaction by providing accurate and timely tax preparation services.
Substitute Teacher
Braham Area School District #314
02.2023 - 04.2024
- Implemented lesson plans left by the regular teacher
- Managed classroom behavior and maintained a positive learning environment
- Adapted teaching methods to meet the needs of diverse student populations
- Communicated effectively with school staff, parents, and students
- Provided feedback to the regular teacher on student progress and behavior.
- Developed strong rapport with students through consistent encouragement and support, fostering a positive learning atmosphere conducive to academic growth.
- Upheld classroom routines to support student environments and maintain consistent schedules.
- Took over class for regular classroom teacher, managing assignments, student needs, and recordkeeping.
- Fostered a positive classroom environment that promoted respect, collaboration, and open communication among students.
SPEDS Elementary Paraprofessional 4-6 grades
Braham Area School District #314
07.2019 - 04.2024
- Assisted in implementing individualized education plans (IEPs) for students with special needs
- Supported classroom teachers in creating a positive and inclusive learning environment
- Provided one-on-one or small group instruction to students with learning disabilities
- Assisted students with daily tasks and personal care needs as necessary
- Collaborated with special education team members to track student progress and adjust interventions as needed.
Tax Specialist II (Seasonal)
H&R Block
09.2013 - 09.2016
- Prepared tax returns for individuals and businesses
- Reviewed financial records to ensure accuracy and compliance with tax laws
- Communicated with clients to gather necessary information and answer tax-related questions
- Researched and interpreted tax laws and regulations to ensure proper filing
- Assisted in resolving any tax-related issues or discrepancies with tax authorities.
Human Resource Specialist/Payroll/Front-End Manager
Rainbow Foods
04.2004 - 08.2013
- Managed payroll processing for a team of employees
- Implemented HR policies and procedures to ensure compliance
- Led recruitment and onboarding processes for new employees
- Conducted performance evaluations and provided feedback to staff
- Collaborated with department heads to address staffing needs and concerns.
- Implemented data-driven decision-making processes for resource allocation, leading to increased operational efficiency.
- Identified useful resources and coordinated referrals.
- Enhanced resource allocation efficiency by streamlining the procurement process and implementing inventory management strategies.
- Designed robust contingency plans to ensure uninterrupted supply chain flow during unforeseen events or disruptions.
Education
Diploma- Insurance Billing and Coding Specialist, Diagnosis Coding I & II, Procedure Coding I & II, Insurance Claims: Processing Adjudication, Medical Terminology, Ethics and Health Information Management (HIPPA) -
Associate of Applied Science (A.A.S) - Accounting, Taxation I & II, Accounting I & II, Research Project -
Associate of Applied Science (A.A.S) - Accounting -
Minneapolis Campus of Herzing University
05.2016
Skills
- Income Tax Preparation
- Document Preparation
- Organization skills
- Relationship Building
- Local, state, and federal tax returns
- Tax Return Preparation
- Tax Law Compliance
- Client Communication
- Data inputting
- Verbal/written communication
Personal Information
Title: SPEDS Elementary Paraprofessional 4-6 grades
Timeline
Substitute Teacher
Braham Area School District #314
02.2023 - 04.2024
SPEDS Elementary Paraprofessional 4-6 grades
Braham Area School District #314
07.2019 - 04.2024
Tax Preparer
Myself
04.2016 - Current
Tax Specialist II (Seasonal)
H&R Block
09.2013 - 09.2016
Human Resource Specialist/Payroll/Front-End Manager
Rainbow Foods
04.2004 - 08.2013
Diploma- Insurance Billing and Coding Specialist, Diagnosis Coding I & II, Procedure Coding I & II, Insurance Claims: Processing Adjudication, Medical Terminology, Ethics and Health Information Management (HIPPA) -
Associate of Applied Science (A.A.S) - Accounting, Taxation I & II, Accounting I & II, Research Project -
Associate of Applied Science (A.A.S) - Accounting -
Minneapolis Campus of Herzing University