Lynda Hickman
Forest Hill,TX
Summary
Accomplished Tax Preparer and Intake Coordinator with a proven track record at Jackson Hewitt and Salvation Army, Second Chance, enhancing client satisfaction through meticulous confidentiality and exceptional customer service. Expert in data entry and relationship building, I significantly reduced errors and improved filing accuracy, ensuring compliance and fostering client trust.
Outgoing Job Title with experience overseeing multiple tasks and managing employees successfully. Hardworking professional committed to providing outstanding customer service and assistance. Tax professional with comprehensive understanding of tax regulations and compliance. Ensured accurate tax filings and provided valuable insights to optimize client returns. Collaborative team player with results-driven mindset, adaptable to evolving tax laws and client needs. Proven skills in detailed tax analysis and client advisory services.
Overview
25
25
years of professional experience
Work History
Intake Coordinator
Salvation Army Family Store
- Provided excellent customer service to patients, family members, and healthcare providers during the intake process.
- Maintained strict confidentiality of patient information, adhering to HIPAA guidelines and company policies.
- Reduced errors in patient data entry with thorough verification processes and attention to detail.
- Completed intake assessment forms and filed clients' charts.
Tax Preparer
Self Employed
- Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
- Analyzed financial records to verify accuracy of tax returns.
- Provided exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.
- Increased client satisfaction by providing accurate and timely tax preparation services.
- Assessed client tax situations to determine best filing options.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Built strong rapport with clients through clear communication and regular updates on the status of their tax filings.
- Maintained compliance by adhering to current tax laws and regulations.
- Communicated with clients regarding tax situations, providing guidance on financial decisions.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Prepared tax returns for clients in various industries according to government regulations and requirements.
- Facilitated communication between clients and IRS or state tax agencies, resolving discrepancies and ensuring accurate filings.
- Reduced errors through meticulous review of financial documents and double-checking calculations.
- Managed multiple deadlines efficiently, ensuring all clients'' taxes were filed on time without compromising quality or accuracy.
- Researched complex tax issues utilizing online resources and professional tax software.
- Ensured compliance with federal and state tax regulations by staying up-to-date on the latest tax laws.
- Offered clients recommendations to reduce tax liabilities.
- Identified potential audit red flags to minimize risk of IRS audits.
- Conducted thorough research to identify potential deductions and credits for clients, maximizing their returns.
Tax Preparer
Jackson Hewitt
11.2015 - 04.2016
- Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
- Analyzed financial records to verify accuracy of tax returns.
- Provided exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.
- Increased client satisfaction by providing accurate and timely tax preparation services.
- Assessed client tax situations to determine best filing options.
Intake Specialist
Childcare Associates(ShareCare)
09.1996 - 08.1998
- Answered phone calls and provided new clients with required paperwork to initiate service.
- Increased customer satisfaction with timely follow-ups, ensuring all necessary documentation was collected and processed promptly.
- Completed intake assessment forms and filed clients' charts.
- Maintained high levels of accuracy and compliance in data entry, ensuring all information was correctly entered into the required systems.
Education
Bachelor Of Science In Education - Biology/English
Paul Quinn College
Waco, TX05.1972
Skills
- Insurance Verification
- Follow-up skills
- Appointment Scheduling
- Inventory Management
- Cross-cultural sensitivity
- Charting and clinical documentation
- Confidentiality
- Microsoft Office
- Relationship Building
- Data Entry
- Team Leadership
- Administration and Operations
- Handling Complaints
- Customer Service Management
- Documentation and Recordkeeping
Timeline
Tax Preparer
Jackson Hewitt
11.2015 - 04.2016
Intake Specialist
Childcare Associates(ShareCare)
09.1996 - 08.1998
Intake Coordinator
Salvation Army Family Store
Tax Preparer
Self Employed
Bachelor Of Science In Education - Biology/English
Paul Quinn College
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