Results-driven professional with extensive experience in tax preparation and financial analysis. Known for optimizing filing processes and resolving client inquiries, contributing to improved compliance and customer satisfaction.
Overview
18
18
years of professional experience
Work History
Tax Preparer
Master Tax services
11.2023 - Current
Prepared individual and business tax returns for clients.
Utilized tax preparation software to streamline filing processes.
Collaborated with team members to resolve client inquiries promptly.
Organized client files for efficient retrieval during tax season.
Communicated effectively with clients to gather necessary information.
Filed electronically through approved software programs.
Assistant Manager
Creative Caregivers FW
Fort Worth
02.2019 - 07.2024
Assisted in daily operations and management of caregiving services.
Coordinated staff scheduling to ensure adequate coverage for client needs.
Facilitated communication between caregivers, clients, and families for effective service.
Provided guidance and support to junior staff members on daily tasks, projects, and objectives.
Resolved conflicts between team members in an effective manner.
Shift Lead Supervisor
Educare Community Living
Arlington
05.2008 - 06.2017
Trained new employees on policies, procedures, and client care standards.
Monitored compliance with safety regulations and ensured a safe environment for all.
Managed inventory of supplies, ensuring availability for daily operations and client needs.
Maintained accurate inventory records of products used during shifts.
Supervised, trained and guided team by coaching on daily activities.
Provided leadership and direction to shift staff, ensuring company policies and procedures were followed.
Ensured all daily operations were in compliance with safety standards and regulations.
Education
High School Diploma -
Arlington Heights High School
Fort Worth, TX
05-1994
Associate of Applied Science - Health Care Administration
Harvard University
Online
Skills
tax preparation
tax software utilization
electronic filing
financial analysis
compliance management
customer relationship management
Data inputting
Document preparation
Individual returns preparation
Timeline
Tax Preparer
Master Tax services
11.2023 - Current
Assistant Manager
Creative Caregivers FW
02.2019 - 07.2024
Shift Lead Supervisor
Educare Community Living
05.2008 - 06.2017
High School Diploma -
Arlington Heights High School
Associate of Applied Science - Health Care Administration
Medical Billing Insurance Verifier at Cornerstone Staffing, Inc. Temporary Contract PositionMedical Billing Insurance Verifier at Cornerstone Staffing, Inc. Temporary Contract Position