Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Jodi Zimmerman

Celina

Summary

Results-driven professional with extensive experience as a Tax Clerk at the City of Celina, specializing in tax preparation and financial reporting. Proven ability to enhance accuracy in accounts receivable and payable while resolving discrepancies. Strong attention to detail and effective communication skills contribute to successful collaboration and client satisfaction.

Overview

18
18
years of professional experience
1
1
Certification

Work History

Tax Clerk

City of Celina
Celina
07.2023 - Current
  • Handled accounts payable and receivable, including invoicing and payment processing.
  • Prepared and filed tax returns for individuals and businesses.
  • Recorded debit, credit and account transactions in computer spreadsheets and databases.
  • Processed payments from taxpayers and filed invoices accordingly.
  • Received and recorded cash, checks and transfers.
  • Prepared bank deposits by verifying and balancing receipts and sending cash and checks to banks.
  • Audited account ledgers to identify errors or omissions in calculation or reporting of taxes due.
  • Supplied detailed tax documentation needed to submit accurate corporate and individual returns.
  • Performed bookkeeping and accounting consulting services.
  • Reviewed client accounts to ensure the accuracy of calculations and compliance with local regulations.
  • Resolved customer inquiries regarding taxation policies and procedures.
  • Performed financial calculations for amounts due, interest charges and balances.
  • Identified discrepancies in financial information provided by clients and took corrective action when necessary.
  • Prepared and maintained tax documents for filing purposes.
  • Collaborated closely with team members to achieve project objectives and meet deadlines.
  • Prioritized and organized tasks to efficiently accomplish service goals.

National Certified Pharmacy Technician

CVS Pharmacy
Celina
06.2007 - Current
  • Managed inventories, rotated stock, removed expired or damaged drug products and resolved discrepancies in drug counts.
  • Completed and filed patient paperwork, updating records in system with insurance carrier changes and allergy information.
  • Assisted pharmacists in filling prescription orders accurately and efficiently.
  • Maintained proper storage and security conditions for drugs.
  • Supervised inventory levels to maintain adequate supply of medications and medical supplies.
  • Checked medications for content, accuracy and completeness of drug packaging and labeling.
  • Maintained a clean work environment by wiping down counters, cleaning spills promptly and properly disposing of waste products.
  • Entered patient and prescription information into pharmacy software systems with high attention to detail.
  • Performed administrative duties such as filing, data entry, answering phones.
  • Assisted pharmacist with clearing high volume of prescriptions and responded to customer questions.
  • Operated cash registers to accept payments from customers.
  • Maintained strict patient confidentiality to adhere to HIPAA regulations and avoid data compromises.

Education

High School Diploma -

Parkway High School
Rockford, OH
05-1994

Skills

  • Tax preparation
  • Accounts receivable
  • Accounts payable
  • Financial reporting
  • Data entry
  • Invoice processing

Certification

PTCB Certification

Timeline

Tax Clerk

City of Celina
07.2023 - Current

National Certified Pharmacy Technician

CVS Pharmacy
06.2007 - Current

High School Diploma -

Parkway High School

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Jodi Zimmerman