Keriona Lilly
Asheboro,NC
Summary
Proficient Tax Preparation and Customer Service professional with expertise in reviewing financial documents, resolving return issues, and preparing federal and state tax returns. Skilled in data analysis and reporting, enhancing accuracy and informed decision-making. Demonstrates effective communication and strong organizational abilities in deadline-driven environments.
Overview
7
7
years of professional experience
Work History
Tax Preparer
quantum tax solutions
Passaic, New Jersey
09.2026 - Current
- Prepared federal and state returns for Quantum Tax Solutions clients.
- Applied tax laws to complete returns and supporting schedules.
- Interviewed clients to gather income, deductions, and filing details.
- Identified potential deductions to minimize clients' tax liabilities.
- Maintained accurate records of all client transactions and filings.
- Resolved return errors and missing information with client follow-up.
- Supplied detailed tax documentation needed to submit accurate corporate and individual returns.
- Advised Quantum Tax Solutions clients on estimated tax payments.
- Provided tax guidance to clients on the best strategies for filing their taxes efficiently and legally.
- Researched federal, state, and local laws to ensure compliance with regulations.
- Supported seasonal filing workflow and deadline-driven office operations.
- Responded to state and federal tax notices by preparing written responses or tax return amendments.
Aide Assistant
famliy first
Asheboro, North Carolina
01.2026 - Current
- Supported family first clients with daily personal care and companionship.
- Guided family first clients through mobility, transfers, and basic exercises.
- Monitored family first client needs and reported changes to supervisors.
- Assisted family first staff with meal preparation and household routines.
- Coordinated family first appointments, reminders, and daily activity schedules.
- Helped family first households maintain clean, safe, organized living spaces.
- Responded to family first requests with calm, respectful communication.
- Monitored inventory levels of office supplies to ensure availability. of office supplies and placed orders.
Data Analyst
Tapestry Health
Stratford, California
07.2024 - 03.2026
- Assisted in health program analysis for Tapestry Health reporting and planning, contributing to informed decision-making.
- Prepared routine leadership reports with database and spreadsheet tools.
- Performed data quality checks for accuracy, completeness, and consistency.
- Documented reporting procedures for clarity and consistency. and assisted with database updates for Tapestry Health.
- Documented reporting processes and supported database updates for Tapestry Health
- Updated and organized documentation to ensure accuracy and accessibility of all the processes related to Data Analysis.
- Executed data entry, cleaning, and coding for analysis, ensuring data integrity and readiness for insights.
Customer Service Representative
Randolph Hospital
Asheboro, NC
07.2019 - 04.2024
- Provided excellent customer service to resolve customer complaints in a timely manner.
- Supported customers with product selection, ordering, billing, returns, exchanges, and technical support to ensure satisfaction.
- Answered customer inquiries and provided accurate information regarding products and services.
- Collected customer feedback through surveys to identify areas for enhancing service quality.
- Documented customer interactions, transactions, and comments to facilitate ongoing service improvements.
- Developed and maintained a comprehensive budget for hospital operations.
- Monitored patient care quality and safety standards in accordance with Joint Commission guidelines.
- Managed daily operations of the hospital, including staffing, scheduling, and resource allocation.
- Directed and coordinated activities of departments such as medical records, business office, and admissions.
- Established short-term and long-term goals to improve overall efficiency of hospital operations.
- Welcomed patients warmly at hospital reception, ensuring a positive first impression. and families with professional service in hospital reception areas.
- Ensured patient insurance details were correct for smooth processing of services. information and collected patient demographics for records.
- Coordinated with nurses, clerks, and providers to support patient flow.
Education
High School Diploma -
Asheboro High School
Asheboro, NC06-2019
Skills
- State Tax Returns
- Data Entry
- Tax Documentation Review
- Payment Processing
- Client Consultation
- Client communication
- Client Outreach
- Account Management
- Account updating
- Data Collection
- Report writing
- Documentation filing
- Medical terminology knowledge
Languages
English
Timeline
Tax Preparer
quantum tax solutions
09.2026 - Current
Aide Assistant
famliy first
01.2026 - Current
Data Analyst
Tapestry Health
07.2024 - 03.2026
Customer Service Representative
Randolph Hospital
07.2019 - 04.2024
High School Diploma -
Asheboro High School