Lillian Warren
Roxboro,NC
Summary
Dynamic professional with extensive experience as a Tax Preparer at Liberty Tax Service, specializing in financial analysis and client relationship management. Demonstrated expertise in identifying deductions, ensuring compliance, and maximizing client savings. Skilled in multitasking and maintaining meticulous records while delivering exceptional customer service in fast-paced environments.
Overview
11
11
years of professional experience
Work History
Notary Public
Self Employed Services
Roxboro, NC
09.2024 - Current
- Established secure environment for document signings to enhance safety and privacy.
- Maintained comprehensive records of all notarial acts performed.
- Verified signatures and identification documents to ensure authenticity.
- Scheduled appointments efficiently, accommodating customer needs for Notary services.
- Educated signers on contents of documents prior to signing.
- Prepared and notarized legal documents, including deeds, mortgages, contracts, affidavits, and powers of attorney.
- Adhered to state laws for proper completion of notarial acts.
- Checked customer ID documents for accuracy and completeness before notarization.
Tax Preparer
Liberty Tax Service
Roxboro, NC
01.2023 - Current
- Analyzed income statements and balance sheets to calculate tax liabilities.
- Identified potential deductions to reduce clients' tax obligations.
- Maintained accurate records of all client transactions and filings.
- Reviewed prior year's returns for accuracy before submission.
- Compiled client data to ensure precise completion of tax forms.
- Evaluated financial situations of individuals and businesses to recommend tax strategies.
- Assisted clients with inquiries regarding taxes and filing statuses.
- Filed tax documents electronically using approved software programs.
Direct Support Professional
PCGH INC
Roxboro, NC
02.2014 - Current
- Planned and implemented recreational activities to boost participant engagement.
- Accompanied individuals on outings, fostering independence and community integration.
- Assisted with daily living tasks such as bathing, dressing, and grooming.
- Monitored behaviors, documented observations, and reported changes to supervisor.
- Administered medications per care plans and directives.
- Coordinated with medical providers to confirm client appointments.
- Documented client progress and challenges in logbooks and reports.
Education
Some College (No Degree) - Accounting And Finance
Piedmont Community College
Roxboro, NCSkills
- Financial analysis and tax preparation
- Document verification
- Client relationship management
- Regulatory compliance
- Record keeping
- Microsoft Excel proficiency
- Clerical support
- Problem solving
- Communication skills
- Multitasking abilities
- Customer service expertise
References
References available upon request.
Timeline
Notary Public
Self Employed Services
09.2024 - Current
Tax Preparer
Liberty Tax Service
01.2023 - Current
Direct Support Professional
PCGH INC
02.2014 - Current
Some College (No Degree) - Accounting And Finance
Piedmont Community College
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