Katrina Borchers
Franklin,IN
Summary
Dynamic Tax Navigation Specialist with a proven track record at TaxAct, excelling in customer relations and analytical thinking. Expertly streamlined tax processes, enhancing efficiency and client satisfaction. Adept at problem-solving, I developed educational resources that empowered clients to maximize their tax savings while ensuring compliance with regulations.
Overview
31
31
years of professional experience
Work History
Tax Navigation Specialist
TaxAct
Dallas, TX
01.2021 - Current
- Assisted clients with tax navigation
- Utilized tax software to streamline data entry and improve processing efficiency.
- Collaborated with team members to enhance service delivery for client inquiries.
Licensed Patient Advocate
The Well Fund
Greenwood, IN
07.2024 - 12.2024
- Facilitated communication between patients and healthcare providers to ensure timely access to necessary services.
- Assisted patients in navigating insurance processes and understanding coverage options effectively.
- Collaborated with multidisciplinary teams to develop patient-centered care plans tailored to individual needs.
- Educated patients on available resources, enhancing their ability to make informed health decisions.
Property Claims Adjuster
Sitel
Fishers, IN
08.2023 - 12.2023
- Assisted clients with tax navigation
- Utilized tax software to streamline data entry and improve processing efficiency.
- Collaborated with team members to enhance service delivery for client inquiries.
Tax Advisor
Intuit
Mountain View, CA
12.2016 - 05.2020
- Conducted tax research to ensure compliance with federal and state regulations.
- Assisted clients in preparing and filing tax returns accurately and efficiently.
- Provided guidance on tax deductions and credits to maximize client savings.
- Developed educational resources to enhance client understanding of tax processes.
Lead Tax Preparer
Jackson Hewitt Tax Service Inc
Columbus, IN
01.2012 - 04.2016
- Prepared and reviewed federal and state tax returns for individuals and small businesses.
- Supervised team of tax preparers, ensuring compliance with all regulations and accuracy in filings.
- Trained new staff on tax preparation software and best practices for client interactions.
- Conducted thorough audits of completed returns to identify discrepancies and rectify errors.
Tax Preparer
H&r Block
Indianapolis, IN
01.1995 - 04.2000
- Prepared individual and small business tax returns efficiently, ensuring compliance with federal and state regulations.
- Conducted thorough reviews of client documents to identify potential deductions and credits.
- Communicated effectively with clients to gather necessary financial information for accurate tax filing.
- Assisted in resolving client inquiries regarding tax-related issues, enhancing customer satisfaction.
Education
Associate of Science - Biomedical Engineering
IUPUI of Indianapolis
420 University Blvd Indianapolis, IN 4620312.2003
Skills
Customer relations
Expert problem solving
Analytical thinking
Documentation management
Timeline
Licensed Patient Advocate
The Well Fund
07.2024 - 12.2024
Property Claims Adjuster
Sitel
08.2023 - 12.2023
Tax Navigation Specialist
TaxAct
01.2021 - Current
Tax Advisor
Intuit
12.2016 - 05.2020
Lead Tax Preparer
Jackson Hewitt Tax Service Inc
01.2012 - 04.2016
Tax Preparer
H&r Block
01.1995 - 04.2000
Associate of Science - Biomedical Engineering
IUPUI of Indianapolis