Mary Davis
Receptionist Assistant /Medical Office Assistant
Whiteville,NC
Summary
Motivated Tax Preparer with 7 years of experience running operations and building clientele for tax services company. Expert in preparation of state and federal tax returns for individuals, non-profit organizations, corporations and partnerships. Client-oriented with dedication to uncovering unclaimed deductions and maximizing tax refunds.
Overview
20
20
years of professional experience
Work History
Manager /Tax Preparer
Liberty Tax Service
Whiteville, NC
01.2014 - 04.2022
- Completed and filed returns with tax departments at local, state and federal levels.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Prepared tax returns, extensions, tax planning calculations and write-ups for organizations and entities.
- Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
- Prepared written responses or tax return amendments to resolve state and federal notices.
- Facilitated communication between clients and tax authorities.
- Offered clients recommendations to reduce tax liabilities.
- Provided excellent customer service
Licensed Practical Nurse
West Columbus Urgent Care Center, P.C.
Cerro Gordo, NC
04.1999 - 03.2010
- Documented accurate and complete patient information to address patient problems and expected outcomes.
- Administered controlled narcotics, inserted IVs and performed catheterizations.
- Performed routine evaluations of each patient's status, needs and preferences.
- Obtained patient vital signs and input/output measurements from inpatients.
- Assisted with admissions, appointments, transfers and discharges.
- Managed patient care through closely monitoring respiration, blood pressure and blood glucose levels.
- Used aseptic techniques to provide sterilized wound care and dressing applications.
- Cared for wounds, provided treatments and assisted with procedures.
- Gathered lab specimens, ordered testing and interpreted results to diagnose patients.
- Educated patients and caregivers on medical diagnoses, treatment options, chronic disease self-management and wound management.
- Answered incoming phone calls from patients to provide basic assistance and triage medical concerns.
- Supported physicians during examinations and scans to assist with diagnostic procedures.
Licensed Practical Nurse
Tristate Family Care Group Inc
Cerro Gordo, NC
05.1998 - 04.1999
- Documented accurate and complete patient information to address patient problems and expected outcomes.
- Performed routine evaluations of each patient's status, needs and preferences.
- Obtained patient vital signs and input/output measurements from inpatients.
- Assisted with admissions, appointments, transfers and discharges.
- Managed patient care through closely monitoring respiration, blood pressure and blood glucose levels.
- Used aseptic techniques to provide sterilized wound care and dressing applications.
- Cared for wounds, provided treatments and assisted with procedures.
- Gathered lab specimens, ordered testing and interpreted results to diagnose patients.
- Answered incoming phone calls from patients to provide basic assistance and triage medical concerns.
- Supported physicians during examinations and scans to assist with diagnostic procedures.
Education
Diploma Licensed Practical Nurse - Nursing
Southeastern Community College
Whiteville, NC05.1986
Skills
- Individual Tax Returns
- Client Tax Services
- Atypical Return Processing
- Adjustments and Deductions
- Tax Return Preparation
- Fraud Detection
- IRS Correspondence
- Due Diligence
- Bank Deposits
- Team Training
- Customer Retention Strategies
- Data Gathering
- Tax Software
Timeline
Manager /Tax Preparer
Liberty Tax Service
01.2014 - 04.2022
Licensed Practical Nurse
West Columbus Urgent Care Center, P.C.
04.1999 - 03.2010
Licensed Practical Nurse
Tristate Family Care Group Inc
05.1998 - 04.1999
Diploma Licensed Practical Nurse - Nursing
Southeastern Community College
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