Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic

Katie Clifton

Durham,NC

Summary

Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level tax preparer position. Ready to help team achieve company goals.

Overview

43
43
years of professional experience
1
1
Certification

Work History

Patient Service Associate

Duke Health
02.2000 - 12.2022
  • Answered incoming calls, scheduled appointments and filed medical records.
  • Provided excellent customer service to patients and medical staff.
  • Greeted and assisted patients with check-in procedures.
  • Delivered support to medical staff in completion of patient paperwork.
  • Followed document protocols to safeguard confidentiality of patient records.
  • Verified patient insurance eligibility and entered patient information into system.
  • Processed payments using cash and credit cards, maintaining accurate records of transactions.
  • Compiled and maintained patient medical records to keep information complete and up-to-date.

Professional Tax Preparer

H & R Block Tax Services
01.1990 - 04.1993
  • Maintained complete records of client tax returns and supporting documentation in secured areas.
  • Maintained compliance by adhering to current tax laws and regulations.
  • Completed and filed returns with tax departments at local, state, and federal levels.
  • Analyzed financial records to verify accuracy of tax returns.
  • Offered clients recommendations to reduce tax liabilities.
  • Researched complex tax issues utilizing online resources and professional tax software.
  • Researched tax implications for various deductions and credits.
  • Prepared written responses or tax return amendments to resolve state and federal notices.
  • Maintained complete records of client tax returns and supporting documentation in secured areas
  • Maintained compliance by adhering to current tax laws and regulations
  • Completed and filed returns with tax departments at local, state, and federal levels

Galley Tech Patient Food Service

Duke Health
02.1980 - 11.1989
  • Prepared and served various food and drink items to customer specifications in fast-paced environments.
  • Cleaned and sanitized dishes and utensils, consistently keeping adequate supplies on hand for expected customer loads.
  • Replenished condiments, beverages, and supplies while maintaining cleanliness of service areas.
  • Set up and broke down food service lines quickly to maintain service flow.
  • Strictly followed sanitation and food safety guidelines as required by regulatory agencies and company.

Education

Certificate of Completion - Tax Preparation

H&R Block
Durham, NC
12.1989

No Degree - Food And Nutrition

North Carolina Central University
Durham, NC
05.1980

Certificate of Completion - Taxation

Federated Tax Service
Home Mail Course Latta, SC 29565
08.1978

Associate of Applied Science - Fashion Merchandising

Durham Business College
Pilot St Durham NC 27702
05.1977

GED -

Latta High School
Latta, SC
06.1975

Skills

  • Critical Thinking
  • Maintenance and Repair
  • Google Workspace
  • Planning and Coordination
  • Decision-Making
  • Teamwork and Collaboration
  • Flexible and Adaptable
  • Excellent Communication
  • Data Entry
  • Dependable and Responsible
  • Training and Development

Accomplishments

worked with intuit tax team to help answer questions about program issues under the proserie software.


serving tax clients for over 30 years.


registered Ptin user under IRS guidelines for over 15 years


efile provider for more than 15 years under IRS guidelines.

Certification

  • Certified Tax Preparer, Intuit - [25 years]
  • Tax school], [The tax School] - 11/2012 - 11/2022
  • Taxes, Intuit Proseries - [11/2007 - 11/2022]

Timeline

Patient Service Associate

Duke Health
02.2000 - 12.2022

Professional Tax Preparer

H & R Block Tax Services
01.1990 - 04.1993

Galley Tech Patient Food Service

Duke Health
02.1980 - 11.1989

Certificate of Completion - Tax Preparation

H&R Block

No Degree - Food And Nutrition

North Carolina Central University

Certificate of Completion - Taxation

Federated Tax Service

Associate of Applied Science - Fashion Merchandising

Durham Business College

GED -

Latta High School

Similar Profiles

CREATE PROFILE
Katie Clifton