Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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Leah Gordon

Leah Gordon

Moss Point,MS

Summary

Experienced team player with a solid accounting background. Capable of independently managing tasks and consistently surpassing expectations. Demonstrated proficiency in quickly adapting to and utilizing computer systems. Diligent and enthusiastic job seeker with exceptional organizational skills, aiming to obtain an entry-level [Job Title] role. Committed to assisting the team in accomplishing company objectives and contributing to overall success.

Overview

17
17
years of professional experience

Work History

Income Tax Preparer

Gordon's Financial Services
01.2022 - Current
  • Researched tax issues to understand related laws and obtain favorable outcomes for clients
  • Coordinated company's tax returns for paperless submission to state and federal authorities
  • Submitted personal returns through online platforms and direct IRS filing software to minimize customer filing delays
  • Prepared more than twenty tax returns per season for both business and individual customers
  • Used Taxwise to prepare 1040, 1120, and 1065 forms with impeccable accuracy
  • Tackled tax technology challenges and delivered scalable solutions for changing tax needs
  • Reviewed clients' W-2s, supplementary income and expense documentation to prepare accurate tax returns with minimum liability
  • Obtained detailed information from clients outlining taxable income and deductible expenses
  • Delivered high level of customer service and assistance to each client
  • Assisted clients with future tax planning, advising on strategies to control liability
  • Maintained complete confidentiality of customer personal and financial information to avoid data breaches

Claims Adjuster

Sedgwick
01.2021 - 01.2025
  • Processing workers compensation claims determining compensation and benefits due on short term indemnity claims, monitors reserve accuracy, and files necessary documents with the state agency
  • Develops and coordinates workers compensation claims action plans to resolution, return-to-work efforts, and approves claim payments
  • Approves and processes assigned claims and determines benefits due
  • Administers subrogation of claims and negotiates claim settlements
  • Communicates claim action with claimant and client
  • Ensures claim file are documented correctly and claims coding is correct
  • Maintains professional client relationships

Intern

Cronier Tax Service
01.2021 - 04.2021
  • Reviewed clients income regarding potential deductions and credits
  • Applied a federal state, and local codes to ensure tax compliance
  • Consulted clients on tax law and income statement documentation
  • Managed electronic tax records using QuickBooks
  • Scanned tax documents
  • Reviewed data input, identifying and resolving federal and state tax issues, and assisting in preparation of tax papers and returns

Claims Associate

Sedgwick
01.2008 - 01.2021
  • Analyzes and processes complex or technically difficult workers' compensation claims by investigating and gathering information to determine the exposure on the claim; manages claims through well-developed plans to an appropriate and timely resolution
  • Negotiates settlement of claims within designated authority
  • Calculates and assigns appropriate reserves to claims; manages reserve adequacy throughout the life of the claim
  • Calculates and pays benefits due; approves and makes timely claim payments and adjustments; and settles claims within designated authority level
  • Prepares necessary state fillings within statutory limits
  • Manages the litigation process; ensures timely and cost effective claims resolution
  • Coordinates vendor referrals for additional investigation and/or litigation management
  • Uses appropriate cost containment techniques including strategic vendor partnerships to reduce overall cost of claims for our clients
  • Manages claim recoveries, including but not limited to: subrogation, Second Injury Fund excess recoveries and Social Security and Medicare offsets
  • Reports claims to the excess carrier; responds to requests of directions in a professional and timely manner
  • Communicates claim activity and processing with the claimant and the client; maintains professional client relationships
  • Ensures claim files are properly documented and claims coding is correct
  • Refers cases as appropriate to supervisor and management

Education

Associates Degree - Business, Business Management, Accounting, and Administrative Technology

Mississippi Gulf Coast Community College
Gautier, MS
01.2021

Skills

  • Financial Data Management
  • Financial Expense Monitoring
  • Timely Financial Reporting
  • Experienced with Accounting Software Applications
  • Accounts Receivable Management
  • Financial Record Keeping
  • Accounts Receivable Processing
  • Data Interpretation
  • Proficient in Data Management Software
  • Vendor Engagement
  • Billing Issue Resolution
  • Awareness of Regulatory Standards
  • Ledger Oversight
  • Effective Interest Computation
  • Accurate Transaction Tracking
  • Office Support Services
  • Content Discovery
  • Data Accuracy Assessment
  • Income Tax Filing Proficiency
  • Federal and State Tax Compliance
  • Tax Assessment Skills
  • Time Management Focused

Accomplishments

  • Calculates and assigns appropriate reserves to claims; manages reserve adequacy throughout the life of the claim.
  • Calculates and pays benefits due; approves and makes timely claim payments and adjustments; and settles claims within designated authority level.
  • Prepares necessary state fillings within statutory limits.
  • Manages the litigation process; ensures timely and cost effective claims resolution.
  • Coordinates vendor referrals for additional investigation and/or litigation management.
  • Uses appropriate cost containment techniques including strategic vendor partnerships to reduce overall cost of claims for our clients.
  • Manages claim recoveries, including but not limited to: subrogation, Second Injury Fund excess recoveries and Social Security and Medicare offsets.
  • Reports claims to the excess carrier; responds to requests of directions in a professional and timely manner.
  • Communicates claim activity and processing with the claimant and the client; maintains professional client relationships.
  • Ensures claim files are properly documented and claims coding is correct.
  • Refers cases as appropriate to supervisor and management.

Timeline

Income Tax Preparer

Gordon's Financial Services
01.2022 - Current

Claims Adjuster

Sedgwick
01.2021 - 01.2025

Intern

Cronier Tax Service
01.2021 - 04.2021

Claims Associate

Sedgwick
01.2008 - 01.2021

Associates Degree - Business, Business Management, Accounting, and Administrative Technology

Mississippi Gulf Coast Community College
Leah Gordon