Summary
Overview
Work History
Education
Skills
Certification
Work Availability
Work Preference
Websites
Quote
Timeline
53
Kristen Howe

Kristen Howe

Tempe,AZ

Summary

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

13
13
years of professional experience
1
1
Certification

Work History

Tax Preparer, Tax Consulting

K.HoweConsult
03.2022 - Current
  • Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
  • Analyzed financial records to verify accuracy of tax returns.
  • Provided exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.
  • Increased client satisfaction by providing accurate and timely tax preparation services.
  • Assessed client tax situations to determine best filing options.
  • Completed and filed returns with tax departments at local, state, and federal levels.
  • Maintained complete records of client tax returns and supporting documentation in secured areas.
  • Communicated with clients regarding tax situations, providing guidance on financial decisions.

Bookkeeper and Legal Aid

CS&C Rentals and Trucks
11.2023 - 05.2024
  • Self-motivated, with a strong sense of personal responsibility.
  • Proven ability to learn quickly and adapt to new situations.
  • Reconciled and corrected issues with financial records.
  • Established QuickBooks accounting system to reflect accurate financial records.
  • Reduced errors in financial reporting by conducting thorough reviews and ensuring accurate data entry.
  • Reviewed and filed financial documents, coded accounting entries for data processing, and posted daily receipts and payments in accordance with all corporate protocols.
  • Completed tax forms in compliance with legal regulations.
  • Served as liaison between attorneys and clients, facilitating clear communication that kept all parties informed about case progress.
  • Ensured compliance with ethical guidelines while maintaining confidentiality for sensitive client information.
  • Collaborated with attorney to ensure timely filing of court documents, adhering to strict procedural requirements.

Sabbatical From Professional Work - Family

Marvin Bud Coyner III
12.2019 - 02.2022
  • During this time, I stepped away from the professional work field to care for my father who had been diagnosed with terminal cancer after suffering a stroke.
  • While caring for him, I was appointed his personal representative, medical directive, and sole caregiver.
  • I also took this time to learn through various avenues available to me the in depth process of Arizona State's Probate system, family law according to the supreme court, the Arizona Revised Statutes in relation to the Landlord Tenant Act, Probate, Family law with Children/Dissolution of Marriage, the child support and DES portal (and the new system as it rolled out), the E-Filing system with the Clerk of the Court, as well as the County Assessors office.

Business Operations Manager

Anna A Danieli, DDS
10.2012 - 06.2019
  • Reviewed company's strategic plans and established goals and standards to support new vision for restructuring office after purchase of practice.
  • Streamlined purchasing processes by analyzing current inventory and implementing necessary spending caps.
  • Increased overall efficiency of the clinic by automating repetitive tasks and optimizing workflow amongst the crew.
  • Oversaw day-to-day business operations of the office by fostering a positive morale and professional relationships with staff clinicians, vendors, lab technicians and Doctors
  • Established performance metrics to evaluate team effectiveness and identify opportunities for improvement.
  • Promoted energetic atmosphere with purpose to drive improvements in patient care and experiences.
  • Oversaw implementation of new PM system, improving data accuracy, PHI and security for adherence to new HIPAA laws.
  • Developed comprehensive training programs for new employees, ensuring faster and more consistent onboarding
  • Reduced operational costs with thorough analysis of expense reports and identification of areas for budget optimization.
  • Handled day-to-day accounting processes to drive financial accuracy, reporting to WA St DOR, and WA St Dept L&I
  • Reconciled accounts and reviewed expense data, net worth, and assets, providing weekly P&L's and Budget Report
  • Oversaw payroll processing, ensuring accurate payments while adhering to strict deadlines for submission.
  • Managed complex employee relations issues, conducting investigations and resolving conflicts fairly and efficiently.
  • Delivered comprehensive reports to executive management detailing progress toward goals as well as actionable recommendations for future success.

Education

Associate of Arts - Applied Mathematics

Northern Arizona University
Flagstaff, AZ

Skills

  • Strong mathematical skills
  • Conflict resolution
  • Payroll and HR understanding
  • Tax information and analysis
  • Document preparation
  • Legal terminology expertise
  • Account reconciliation
  • Exceptional telephone etiquette
  • General ledger management
  • Organization skills
  • Thorough financial management skills

Certification

  • Level 1 Fingerprint Clearance Card. State of AZ Department of Public Safety, IVP# IVPP810968. Card# 2022P11516
  • Certified BLS, CPR, & AED for Adults and Infants for Healthcare Provider Program with the American Heart Association, Carlson Consulting Group; TC ID# WA04005
  • HIPAA Compliance, HarrisBiomedical
  • Private Investigator License, Department of Public Safety, State of Arizona, Exp: 06162027

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference

Work Type

Full TimePart TimeContract Work

Work Location

On-SiteRemoteHybrid

Important To Me

Career advancementCompany CultureFlexible work hours

Quote

The human brain is an incredible pattern-matching machine.
Jeff Bezos

Timeline

Bookkeeper and Legal Aid

CS&C Rentals and Trucks
11.2023 - 05.2024

Tax Preparer, Tax Consulting

K.HoweConsult
03.2022 - Current

Sabbatical From Professional Work - Family

Marvin Bud Coyner III
12.2019 - 02.2022

Business Operations Manager

Anna A Danieli, DDS
10.2012 - 06.2019

Associate of Arts - Applied Mathematics

Northern Arizona University

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