Summary
Overview
Work History
Education
Skills
References
Timeline
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Karen Clifford

Kissimmee,FL

Summary

Dynamic and Highly qualified Tax professional and Bookkeeper with taxation policies, accounting principles and income tax policies. Strengths in planning, problem solving and customer relations. Familiar with financial reconciliations, general ledgers, and regulatory reporting. Always going above and beyond to meet client needs and exceed expectations.

Overview

10
10
years of professional experience

Work History

Technical Support Representative

Spectrum
Orlando, FL
04.2023 - Current
  • Provided technical assistance to customers through phone, email and chat support.
  • Troubleshot customer inquiries related to software and hardware issues.
  • Assisted customers with installation of new hardware and software applications.
  • Diagnosed system errors and implemented solutions to resolve them.
  • Ensured compliance with company policies and procedures regarding technical support operations.

Tax Office Manager

Jackson Hewitt
Orlando, FL
10.2019 - Current
  • Answered questions from taxpayers and assisted individuals with completing tax forms.
  • Discussed and explained various tax forms with taxpayers.
  • Provided excellent service and attention to customers when face-to-face or through phone conversations.
  • Consult with clients to develop a basic understanding of their financial affairs and their scope of tax liabilities.
  • Prepared individuals tax returns and reviewed tax returns prepared by other staff members for accuracy.
  • Resolved problems, analyzed W-2 form, and other tax related documents for transmittal IRS and state departments.
  • Established work procedures or schedules to organize daily work of administrative staff.

Skycap

ABM Aviation
Orlando, FL
03.2020 - 04.2023
  • Assist disabled or wheelchair passengers.
  • Assist passengers with luggage, strollers, and car seats.
  • Assist with curb side check-in.

Hostess

Uncle Julio’s Restaurant
Orlando, FL
09.2018 - 11.2019
  • Greeted guests and gathered information to seat groups or place on waitlist.
  • Supported serving staff, food runners and bussers to keep dining room presentable and ready for guests.
  • Escorted guests to seating area, furnished menus and highlighted daily specials.
  • Monitored dining area to assess server capacity and estimate wait times.
  • Answered phone inquiries to schedule and confirm reservations, record takeout orders and respond to service questions.

Specially Pharmacy Technician Lead

Davita RX Pharmacy
Orlando, FL
03.2014 - 09.2019
  • Created new customer profiles and updated demographics, allergies and new medications in pharmacy computer systems.
  • Assisted pharmacist with clearing high volume of prescriptions and responded to customer questions.
  • Worked with insurance companies to process claims, resolve problems and obtain payments.
  • Transmitted claims to insurance companies for payment and reconciled EOBs.
  • Lead daily workflow calls.
  • Assist in developing and implementing of standard operating procedures.
  • Ensure the proper flow and documentation of prescription fulfillment is always followed.

Education

Associate of Science - Pharmacy Technology

Fortis College- Winter Park
Winter Park, FL
06.2011

Associate of Science - Medical Assisting

Fortis College- Winter Park
Winter Park, FL
06.2008

Skills

  • Process development
  • Data entry
  • Report writing
  • Analytical Skills
  • Tax Compliance
  • Income Tax Regulations
  • Problem Solving
  • QuickBooks, Xero, Fresh Books
  • Attention to Detail
  • Familiarity with GAAP
  • Foreign Tax Regulations
  • Strong Work Ethic
  • Mathematical Skills
  • Critical Thinking
  • Florida Notary
  • Ability to work in a fast paced environment

References

References available upon request.

Timeline

Technical Support Representative

Spectrum
04.2023 - Current

Skycap

ABM Aviation
03.2020 - 04.2023

Tax Office Manager

Jackson Hewitt
10.2019 - Current

Hostess

Uncle Julio’s Restaurant
09.2018 - 11.2019

Specially Pharmacy Technician Lead

Davita RX Pharmacy
03.2014 - 09.2019

Associate of Science - Pharmacy Technology

Fortis College- Winter Park

Associate of Science - Medical Assisting

Fortis College- Winter Park
Karen Clifford