Summary
Overview
Work History
Education
Skills
Timeline
Generic

LaKeisha Mathis

Huntsville,Texas

Summary

Adept at navigating complex tax landscapes, I leveraged tax software proficiency and strong organizational skills at Passion For Taxes to enhance client satisfaction and compliance. My proactive approach and financial analysis acumen resulted in significant tax savings, showcasing my ability to deliver results and foster client trust.

Professional tax specialist with strong focus on compliance, tax planning, and client advisory services. Proven track record in streamlining operations, ensuring accuracy, and driving financial efficiency. Highly adaptable team player known for effective collaboration and delivering consistent results. Skilled in tax preparation, regulatory compliance, and financial analysis.

Overview

16
16
years of professional experience

Work History

Seasonal Tax Professional

Passion For Taxes
12.2023 - Current
  • Maintained complete records of client tax returns and supporting documentation in secured areas.
  • Completed and filed returns with tax departments at local, state, and federal levels.
  • Prepared tax returns for clients in various industries according to government regulations and requirements.
  • Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities.
  • Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits.
  • Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement.
  • Conducted comprehensive reviews of individual and business tax returns, identifying errors or opportunities for additional savings.
  • Enhanced client relationships through proactive communication and personalized financial advice.
  • Resolved complex tax issues with thorough research and effective communication.
  • Collaborated with colleagues to develop innovative strategies for optimizing tax planning services.
  • Maintained up-to-date knowledge of evolving tax legislation, proactively informing clients about relevant changes impacting their financial situation.
  • Reduced audit risks by maintaining thorough documentation and ensuring compliance with IRS regulations.
  • Calculated estimated tax payments for clients.
  • Collaborated with clients to answer questions and provide advice on tax matters.
  • Responded to inquiries from IRS and other tax authorities.
  • Google Suite Experience
  • Manage a diverse client portfolio, maintaining high-quality service and customer satisfaction.

In Home Care Provider

Accent Care Home Health
05.2020 - Current
  • Operated medical alert devices to ensure patient safety.
  • Provided compassionate emotional support to patients during difficult times.
  • Demonstrated strong communication skills to coordinate care with family members.
  • Employed scheduling software to manage patient appointments.
  • Improved patient comfort by providing compassionate and attentive care in their homes.
  • Assisted patients with personal requirements for housekeeping and grooming assistance.
  • Demonstrated adaptability when faced with changes in client health conditions or schedules, adjusting care plans accordingly to maintain optimal support levels.
  • Documented vitals, behaviors, and medications in client medical records.
  • Administered medications accurately and on time, ensuring proper dosage per physician instructions.
  • Ensured a safe environment for patients by monitoring their condition, identifying potential risks, and implementing preventive measures.
  • Displayed strong problem-solving abilities when addressing emergencies or unexpected situations during in-home care visits, prioritizing safety and client well-being above all else.
  • Developed strong relationships with patients and their families through consistent communication and empathy.
  • Respected clients'' privacy rights while providing high-quality care within the boundaries set by professional standards and legal requirements.
  • Enhanced clients'' independence by assisting with daily living activities, such as grooming, bathing, and dressing.

Customer Service Representative

Get Insured
08.2024 - 02.2025
  • Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
  • Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
  • Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
  • Responded to customer requests for products, services, and company information.
  • Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
  • Developed strong product knowledge to provide informed recommendations based on individual customer needs.
  • Assisted customers in navigating company website and placing online orders, improving overall user experience.
  • Maintained detailed records of customer interactions, ensuring proper follow-up and resolution of issues.
  • Maintained detailed records of customer interactions and transactions, ensuring accurate documentation and follow-up.
  • Fostered positive customer service culture within team which led to higher customer satisfaction rates.
  • Negotiated solutions with dissatisfied customers, turning potential negative reviews into positive testimonials.
  • Addressed customer inquiries to ensure satisfaction and foster positive service experience.
  • Improved resolution time with effective problem-solving for customer complaints.
  • Responded to customer requests, offering excellent support and tailored recommendations to address needs.
  • Maintained up-to-date knowledge of product and service changes.
  • Followed up with customers about resolved issues to maintain high standards of customer service.
  • Educated customers about billing, payment processing and support policies and procedures.
  • Prioritize tasks and manage skill time and uses creative problem solving skills.
  • Professional call center that has scripts which was initiated beginning and ending calls.
  • Responds to inbound call, online chats, makes outbound calls as well as emails.
  • Virtual phones and headsets which the employee provides.
  • Skillful in Google Suites
  • Data Entry

PHC Supervisor

Assist Med Inc.
03.2024 - 08.2024
  • Promoted a culture of wellness among staff members by organizing events and activities designed to foster camaraderie, boost morale, and encourage healthy work-life balance habits.
  • Maintained strict adherence to state regulations, industry standards, and organizational policies regarding patient care provision and documentation practices.
  • Exceeded patient care quality expectations by implementing evidence-based practices and regularly monitoring outcomes to identify areas for improvement.
  • Enhanced team performance by conducting regular evaluations, providing constructive feedback, and developing tailored training programs.
  • Facilitated smooth transitions between healthcare settings for patients by establishing effective coordination protocols with external partners, such as hospitals and specialty clinics.
  • Nurtured a positive work environment by fostering open communication channels, encouraging collaboration, and recognizing outstanding employee contributions.
  • Ensured timely completion of care plans for all patients through diligent monitoring and proactive follow-ups with providers.
  • Increased employee retention rates by addressing concerns promptly while offering competitive compensation packages based on merit and performance achievements.
  • Improved patient satisfaction by implementing efficient workflows and streamlining communication processes.
  • Cultivated strong relationships with key stakeholders in the community to promote awareness of available services while garnering support for ongoing programmatic expansion efforts.
  • Recruited, hired and trained all staff, providing direct supervision, ongoing staff development and continuing education to employees.
  • Communicated with patients, ensuring that medical information was kept private.

Youth Care Supervisor

Creighton Oaks Treatment Center
06.2022 - 03.2024
  • Established a safe and supportive environment, fostering healthy relationships among participants and staff members.
  • Ensured program compliance with federal, state, and local regulations by staying current on relevant policies and guidelines.
  • Maintained confidential case files for each participant, documenting progress notes and relevant information regularly.
  • Organized recreational outings and educational field trips, expanding youths'' exposure to new experiences and opportunities.
  • Mentored and guided at-risk youth, helping them develop strong decision-making skills and positive coping strategies.
  • Enhanced communication with parents and guardians through regular updates on youths'' progress and accomplishments.
  • Worked with Dr's, Case Managers, Families, CPS Case Managers,
  • Collaborated with multidisciplinary teams to create individualized support plans for each youth in the program.
  • Administered medication according to prescribed protocols while maintaining accurate records of medication administration logs.
  • Completed clear and concise documentation of youth behavior and actions.
  • Aided with crisis intervention by redirecting negative behaviors and offering peer counseling.
  • Utilized system model to teach youth life skills in accordance with individualized treatment plans.
  • Substituted in absence of teachers during school hours.
  • Provided leadership, guidance and support to staff members.
  • Participated in community events to promote services and engage with public.
  • Facilitated group discussions on various topics such as substance abuse prevention or conflict resolution strategies to promote personal growth among participants.
  • Provided constructive feedback during performance evaluations for staff members, identifying areas of improvement and offering support to achieve professional growth.
  • Conducted ongoing evaluations of program effectiveness, making recommendations for improvements based on findings.

Front Desk Coordinator

Woodland Springs
07.2020 - 08.2022
  • Ensured accurate billing by carefully reviewing invoices before issuing them to clients or submitting payment requests internally.
  • Balanced daily cash drawer reconciliations, ensuring accurate financial recordkeeping.
  • Greeted visitors and customers upon arrival, offered assistance, and answered questions to build rapport and retention.
  • Maintained strict confidentiality when handling sensitive client information in accordance with company policies.
  • Successfully managed challenging situations involving guest complaints or issues by employing excellent problem-solving skills.
  • Updated client records accurately and efficiently, ensuring data integrity within the system.
  • Facilitated effective communication between clients, guests, and internal staff by serving as a central point of contact.
  • Scheduled appointments in computer system.
  • Maintained a clean, organized reception area, creating a welcoming atmosphere for clients and visitors.
  • Collaborated with team members to address guest needs and ensure seamless operations.
  • Trained all staff on front desk procedures and policies.
  • Monitored inventory levels of office supplies, placing orders as needed to prevent shortages or delays.
  • Provided administrative support to management staff, contributing to overall office productivity.
  • Maintained office supplies by taking inventory and submitted orders for low-stock items.
  • Read and responded to emails, answered telephone calls on multi-line phone system and transferred callers.
  • Greeted guests at front desk and engaged in pleasant conversations while managing check-in process.
  • Managed appointment scheduling, ensuring optimal use of resources and minimizing conflicts.
  • Handled high volumes of incoming calls, directing callers to appropriate departments for prompt assistance.
  • Ran end-of-day reports and batches and notified staff of necessary corrections and resolutions.
  • Greeted incoming visitors, verified credentials and purpose of visit in order to direct appropriate area or personnel.
  • Assisted in training new staff members on front desk procedures and company policies.
  • Checked-in late-arrival guests, collected payments and verified reservation details to maintain customer satisfaction.

Juvenile Correctional Officer

Texas Juvenile Justice Department
08.2015 - 06.2017
  • Participated in ongoing professional development opportunities to stay current with industry trends and best practices.
  • Improved facility safety by conducting thorough and consistent security checks.
  • Conducted room searches to prevent contraband from entering the facility, maintaining a safe living environment for all residents.
  • Supervised youth's daily activities for school, meals, and recreation time.
  • Facilitated group sessions focused on life skills development, promoting personal growth among offenders.
  • Assisted in the coordination of facility-wide events and activities that encouraged positive engagement among residents.
  • Documented daily activities and progress reports, ensuring accurate record-keeping for each resident''s file.
  • Offered guidance on conflict resolution strategies, helping offenders develop healthy coping mechanisms during their stay at the facility.
  • Reduced incidents of rule-breaking by implementing effective behavior modification techniques.
  • Developed rapport with offenders, fostering positive relationships to support rehabilitation efforts.
  • Served as a positive role model by demonstrating strong work ethic, integrity, and respect towards others within the correctional setting.
  • Led recreational activities that fostered teamwork, communication skills, and physical fitness among residents.
  • Provided crisis intervention services when needed including assisting in calming down distressed or aggressive residents.
  • Collaborated with multidisciplinary teams for comprehensive case management and offender assessment.
  • Assisted in the development of individualized treatment plans tailored to each offender''s needs and progress.
  • Responded effectively to emergencies or crises situations, prioritizing safety and well-being of all residents and staff members.
  • Maintained a secure environment for juvenile offenders with diligent monitoring and supervision.
  • Ensured adherence to facility policies and procedures, maintaining a high standard of professionalism at all times.
  • Maintained open lines of communication with family members regarding resident progress or concerns throughout their stay at the facility.
  • Worked with juvenile offenders to help in development of decision-making and problem-solving skills.
  • Prepared, processed and maintained forms, reports, logs, records, and activity journals.
  • Observed and recorded mental and physical health of each juvenile offender.
  • Supervised 150 inmates during mealtime and recreational time.
  • Prepared reports to document incidents and violations.
  • Enforced rules and regulations to maintain order among inmates.
  • Responded to emergency situations and de-escalated hostile confrontations.

Direct Care Professional

D&S Residential Services
11.2010 - 03.2015
  • Utilized non-verbal communication techniques to engage with non-verbal patients, facilitating effective interaction.
  • Operated specialized lifting equipment to safely transfer patients, minimizing risk of injury.
  • Assisted with daily living activities, including bathing, dressing, and feeding, to maintain patients' well-being.
  • Implemented individualized care plans tailored to each patient's needs, enhancing quality of care.
  • Ensured a safe and comfortable environment by maintaining clean and organized living spaces for clients.
  • Assisted patients with handling daily chores and errands by transporting to appointments, cleaning personal spaces, and purchasing supplies.
  • Supported clients'' emotional well-being through compassionate listening, empathy, and encouragement during difficult times.
  • Helped patients safely transition between sleeping surfaces and mobility assistance such as wheelchairs by providing consistent support.
  • Kept close eye on behavior and emotional responses of clients to address concerns and protect each person from harm.
  • Maintained accurate records of client progress, medication administration, and incident reports to ensure effective communication among team members.
  • Enhanced client well-being by providing personalized care and support in daily living tasks.
  • Contributed to higher quality of life for clients by addressing any barriers or challenges that arose within their home settings or daily routines.
  • Kept clients engaged in social networks and communities for personal health and growth.
  • Promoted physical health among clients by assisting with exercise routines and encouraging an active lifestyle.
  • Helped with home management tasks, meal preparation, grocery shopping, and routine cleaning.
  • Managed emergencies effectively while remaining calm under pressure, ensuring prompt medical attention if needed.
  • Coordinated daily medicine schedules and administration to help clients address symptoms and enhance quality of life.
  • Maintained clean, safe, and well-organized patient environment.
  • Assisted disabled clients to support independence and well-being.
  • Followed nutritional plans to prepare optimal meals.
  • Monitored progress and documented patient health status changes to keep care team updated.
  • Offered support for client mental and emotional needs to enhance physical outcomes and overall happiness.
  • Arranged transportation and accompanied patients to doctors' offices and errands.
  • Demonstrated respect for cultural diversity among clients by incorporating multicultural resources into care plans as appropriate.

CNA

Brenham Nursing And Rehabilitation Center
06.2010 - 03.2015
  • Operated electronic health records system to update patient information accurately.
  • Supported mobility exercises to enhance patient physical well-being.
  • Communicated effectively with healthcare team to coordinate patient care plans.
  • Employed infection control protocols to maintain sterile environment.
  • Monitored vital signs and reported significant changes to nursing staff.
  • Assisted patients with daily living activities, promoting independence and dignity.
  • Checked patient vitals such as temperature, blood pressure, and blood sugar levels.
  • Promoted good oral and personal hygiene by aiding patients with shaving, bathing, and teeth brushing.
  • Enhanced patient satisfaction by providing compassionate and attentive care.
  • Maintained confidentiality of patient information according to HIPAA guidelines while communicating effectively with team members about critical updates.
  • Answered call lights and supported patient comfort and safety by adjusting bed rails and equipment.
  • Utilized proper body mechanics and assistance devices when transferring patients, minimizing the risk of injury for both parties.
  • Delivered individualized patient care by recording vital signs, documenting observations, administering treatments, and evaluating patient needs.
  • Prevented bedsores by regularly repositioning patients and implementing proper wound care techniques.
  • Assisted with feeding and monitored intake to help patients achieve nutritional objectives.
  • Ensured prompt response to call lights, addressing patient needs in a timely manner.

Direct Support Professional Supervisor

Brenham State Supported Living Center
08.2009 - 03.2011
  • Promoted independence among clients by teaching essential life skills such as budgeting, cooking, and public transportation use.
  • Increased community integration for clients through the organization of social events, volunteer opportunities, and outings.
  • Advocated for client needs during service planning meetings, ensuring resources were allocated appropriately to foster growth and development.
  • Ensured compliance with all federal, state, and agency regulations by conducting regular audits of client files and documentation practices.
  • Addressed behavioral challenges proactively by implementing positive behavior supports and collaborating with behavioral specialists.
  • Ensured client safety and well-being through thorough monitoring, documentation, and reporting of incidents and progress.
  • Assisted in staffing decisions including selection, hiring, training, scheduling, and mentoring new team members to ensure quality care provision.
  • Enhanced individual care by developing personalized support plans for clients with intellectual and developmental disabilities.
  • Served as a role model for staff in demonstrating compassionate care practices that prioritize respect for each individual''s dignity and rights.
  • Collaborated with healthcare providers to coordinate medical appointments for clients, ensuring proper follow-up on treatments and recommendations.
  • Streamlined communication between interdisciplinary teams, facilitating effective collaboration on client goals and support strategies.
  • Managed caseloads efficiently while maintaining accurate records in compliance with state regulations and agency policies.
  • Conducted regular performance evaluations for direct support professionals to identify areas of improvement and guide professional development.
  • Maintained strong relationships with families, providing regular updates on their loved one''s progress and addressing concerns promptly.
  • Fostered a positive work environment by supporting team members, recognizing achievements, and addressing conflicts in a timely manner.
  • Improved staff performance by providing consistent training and ongoing supervision to direct support professionals.
  • Maintained clean, safe, and well-organized patient environment.
  • Assisted with crisis intervention to de-escalate challenging behavior and maintain peaceful encounters.
  • Assisted disabled clients to support independence and well-being.
  • Encouraged and supported clients to participate in recreational and leisure activities to promote social interactions and reduce loneliness.

Education

Associate of Applied Science - Administrative Assistant

Ultimate Medical Academy
Clearwater, FL
08-2018

High School Diploma -

Burton High School
Burton, Tx
05-2009

Skills

  • Tax credits and incentives
  • State and local taxation
  • Local, state, and federal tax returns
  • Customer service
  • Critical thinking
  • Data entry
  • Customer relations
  • Problem resolution
  • Call center experience
  • Computer proficiency
  • Conflict resolution
  • Complaint handling
  • Payment processing
  • Customer satisfaction measurement
  • Call center operations
  • Scheduling
  • Follow-up skills
  • Microsoft Office Suite
  • Documentation
  • Data collection
  • Prioritization
  • Building rapport
  • Technical support
  • De-escalation techniques
  • Staff training
  • Quality control
  • Clerical support
  • Live chat support
  • Filing
  • Customer education

Timeline

Customer Service Representative

Get Insured
08.2024 - 02.2025

PHC Supervisor

Assist Med Inc.
03.2024 - 08.2024

Seasonal Tax Professional

Passion For Taxes
12.2023 - Current

Youth Care Supervisor

Creighton Oaks Treatment Center
06.2022 - 03.2024

Front Desk Coordinator

Woodland Springs
07.2020 - 08.2022

In Home Care Provider

Accent Care Home Health
05.2020 - Current

Juvenile Correctional Officer

Texas Juvenile Justice Department
08.2015 - 06.2017

Direct Care Professional

D&S Residential Services
11.2010 - 03.2015

CNA

Brenham Nursing And Rehabilitation Center
06.2010 - 03.2015

Direct Support Professional Supervisor

Brenham State Supported Living Center
08.2009 - 03.2011

Associate of Applied Science - Administrative Assistant

Ultimate Medical Academy

High School Diploma -

Burton High School

Similar Profiles

CREATE PROFILE
LaKeisha Mathis