Results-driven professional with experience in tax preparation and unit coordination. Strong skills in client communication and organization, contributing to improved filing efficiency and enhanced client relationships. Committed to maintaining accuracy and confidentiality in all tasks.
Overview
4
4
years of professional experience
Work History
Tax Preparer Assistant
Accelerated Accounting and Tax Service
Bethalto, IL
01.2025 - Current
Assisted in preparing tax returns for individual and small business clients.
Collaborated with a senior tax preparer to gather necessary documentation from clients.
Maintained organized records of client information and tax filings for easy retrieval.
Utilized tax preparation software to input data accurately and efficiently.
Fully trained in Microsoft Applications and software
Responded to client inquiries regarding tax processes and documentation requirements.
Contributed to team efforts in streamlining filing procedures to enhance efficiency.
Engaged in continuous learning of updated tax laws and regulations to improve service delivery.
Unit Assistant
Heritage Health: Therapy & Senior Care
Gillespie, IL
10.2022 - 08.2024
Coordinated patient scheduling, ensuring timely appointments and efficient use of resources.
Managed medical records, maintaining accuracy and confidentiality in compliance with regulations.
Assisted healthcare professionals with administrative tasks, enhancing overall team productivity.
Streamlined communication between departments, fostering collaborative care for patients.