Joan Hamilton
Fresno,Texas
Summary
Seasoned professional with many years of experience in company administration. Collaborated with board members and executives to develop budget, coordinating departmental operations in cooperation with managers to execute company initiatives under budget and beyond expectations. Developed innovative sales strategies and personally implemented with high-profile accounts. Dedicated to maximizing company growth and streamlining integration of company operations.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Senior Tax Specialist
H&r Block
Missouri City, TX
10.2023 - Current
- Advised clients in tax preparation, filing, and document management
- Effectively managed client calls, providing accurate answers to their tax questions and efficiently arranging appointments for tax preparation services.
- Secured client privacy by strictly following all company guidelines for handling confidential information
- Increased business growth by promoting services and expanding client base
- Utilized effective communication skills to encourage repeat business and ensure customer satisfaction
- Utilized expertise to assess liabilities and deductions based on relevant tax regulations
- Provided accurate and detailed tax documentation for submission of corporate and individual returns.
Independent Contractor
Nu Republic Financial Services
Houston, Texas
11.2018 - 04.2019
- Prepared and reviewed tax returns for individuals, partnerships, corporations and trusts.
- Compiled data from clients to accurately complete tax forms.
Administrative Assistant
PLANTATION DENTAL
Missouri City, Texas
06.2014 - 02.2018
- Manage day to day operations of Dental office, assisting Office Manager, Hygienist and D.D.S
- Explaining office policies and Preparing Treatment Plans and Financial options to patients at the completion of their appointments
- Professionally answering and responding to patients' needs and concerns
- Securely store records that are HIPPA compliant for privacy to each individual client
- Send out and keep up with referrals to doctors (specialist) with special cases to and from office including Lab cases to laboratories
- Gather and accurately verify insurance eligibility and benefits from patients
- Handle incoming calls and email reception to set appointment and respond to various questions and inquiries
- Accurately collect and process patient payments/post dental claims payments
- Handle incoming mail and courier deliveries
- Process end of day reports
- Prepare bank deposits and statements
- Perform other duties as assigned
- Efficiently demonstrating daily professionalism and composure in a fast-moving demanding environment.
Chief Administrative Officer
IN HIS IMAGE CHRIST INTERNATIONAL MINISTRIES
Missouri City, TX
08.2008 - 2022
- Established 501C3 status to benefit the community through ministry services.
- Authored Bi-Laws for Ministry Corporation
- Managed the filing of Article of Incorporation for the ministry
- Documented minutes for trustee/directors meetings.
- Prepared and reviewed operational reports and schedules, optimizing efficiency.
- Recommended and implemented procedural changes to enhance operations
- Planned, administered, and controlled budgets including bookkeeping and weekly financial contributions
- Submitted and received invoices for vendors to facilitate payment of services rendered
- Scheduled and planned ministry events to develop leaders and ministers
- Designed and created packets/folders for meetings or gatherings
- Conducted classes to train staff and parishioners in procedures
- Researched necessary information from rate books, manuals, and insurance company representatives for accurate charge determination.
Education
Some College (No Degree) -
SOUTHERN UNIVERSITY
Baton Rouge, LASome College (No Degree) -
DELGADO COMMUNITY COLLEGE
New Orleans, LASkills
- Excellent Organizational Skills
- Attention to Detail
- Administrative Support
- Organizational Leadership
Certification
Certified Notary for the State of Texas
Timeline
Senior Tax Specialist
H&r Block
10.2023 - Current
Independent Contractor
Nu Republic Financial Services
11.2018 - 04.2019
Administrative Assistant
PLANTATION DENTAL
06.2014 - 02.2018
Chief Administrative Officer
IN HIS IMAGE CHRIST INTERNATIONAL MINISTRIES
08.2008 - 2022
Some College (No Degree) -
SOUTHERN UNIVERSITY
Some College (No Degree) -
DELGADO COMMUNITY COLLEGE