Jacqueline Scheuble
Orlando,FL
Summary
Dynamic Tax Preparer with expertise from Jackson Hewitt, skilled in maximizing deductions and ensuring compliance with tax regulations. Proven ability to enhance client communication and streamline document preparation processes. Adept at financial management and tax reporting, delivering exceptional service while maintaining accuracy in high-pressure environments.
Overview
26
26
years of professional experience
1
1
Certification
Work History
Tax Preparer
Jackson Hewitt
Orlando, FL
01.2026 - Current
- Prepared individual and business tax returns using tax software to ensure compliance with federal and state regulations.
- Assisted clients in gathering necessary documentation for accurate tax filing and maximized eligible deductions.
- Conducted preliminary reviews of tax documents to identify discrepancies and ensure data accuracy before submission.
- Provided exceptional customer service by addressing client inquiries regarding tax processes and deadlines.
Risk Management Specialist and Account Receivable
Charles Schwab
Orlando, FL
12.2005 - 01.2025
- Developed risk assessment frameworks to identify potential compliance issues.
- Analyzed data trends to mitigate financial risks and enhance decision-making processes.
- Collaborated with cross-functional teams to implement effective risk management strategies.
- Established monitoring systems for regulatory changes impacting risk exposure and compliance.
- Evaluated risk exposure across financial portfolios, identifying potential vulnerabilities and recommending mitigation strategies.
- Developed and implemented risk management frameworks to enhance compliance with regulatory standards.
- Collaborated with cross-functional teams to assess operational risks and improve internal controls.
- Conducted comprehensive risk assessments, ensuring alignment with organizational goals and industry best practices.
- Led training sessions to educate staff on risk management policies and procedures, fostering a culture of awareness.
- Analyzed data trends to identify emerging risks, providing actionable insights for strategic decision-making.
Medical Biller and Coder
Countrywide Billing Services
Hempstead, NY
06.2000 - 08.2004
- Processed medical claims using advanced billing software to ensure timely reimbursements.
- Reviewed and verified patient information for accuracy to minimize claim denials.
- Collaborated with healthcare providers to resolve billing discrepancies and improve communication.
- Trained new staff on coding standards, compliance regulations, and billing procedures.
- Conducted audits of billing entries to maintain compliance with industry regulations and standards.
- Implemented process improvements that streamlined workflows and enhanced billing efficiency.
- Monitored changes in insurance policies to ensure accurate coding and billing practices were maintained.
- Contributed to team efficiency by maintaining organized records of patient accounts, billing statements, and payment statuses.
Education
No Degree - Office Technology
Queensborough Community College
Oakland Gardens, NYMedical Billing & Coder - Medical Technology
New York Institute of Technology
Old Westbury, NY01-1993
Skills
Organization skills
Document preparation
Income tax preparation
Local, state, and federal tax returns
Tax return preparation
Client communication
Data inputting
Data gathering
Financial management
Tax compliance
Financial statement review
Tax reporting
Accomplishments
- Achieved numerous recommendations from highly satisfied clients.
Languages
Spanish
Full Professional
Certification
Notary Signing Agent, Medical biller & coder, Tax Preparer Certified.
Timeline
Tax Preparer
Jackson Hewitt
01.2026 - Current
Risk Management Specialist and Account Receivable
Charles Schwab
12.2005 - 01.2025
Medical Biller and Coder
Countrywide Billing Services
06.2000 - 08.2004
No Degree - Office Technology
Queensborough Community College
Medical Billing & Coder - Medical Technology
New York Institute of Technology