Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Assessments
Generic

Michelle Taylor

Gainesville,USA

Summary

Dynamic tax professional with extensive experience in tax preparation, client consultations, and compliance management. Expertise in navigating complex tax regulations and leveraging advanced software tools to streamline filing processes and enhance efficiency. Proven ability to foster team collaboration while ensuring accurate and timely submissions, contributing to overall client satisfaction and operational excellence. Committed to staying updated on industry changes to provide clients with effective solutions.

Overview

20
20
years of professional experience
1
1
Certification

Work History

Lead Tax Preparer

Jackson Hewitt Tax Agency
10.2019 - Current
  • Answering all client or potential clients via national call center routing system.
  • Providing excellent customer services to clients as I prepare their yearly tax return.
  • Consulted tax law handbook or bulletins to determine procedures for preparation.
  • Daily voicemail check and returning client calls in a timely manner
  • Audits all tax return forms for accuracy and completeness before submitting to IRS electronic.
  • Resolves client's complaints, research tax related question or issues and responds to clients appropriately and a timely manner.
  • Make daily deposit to bank, knowledge of clover payment system, record all deposit made and scan in system by the end of business day.
  • Review financial records such as income statements and documentation to determine what forms needed to prepare an individual yearly tax return.
  • Maintaining a clean and friendly office environment for client and staff
  • Streamlined tax preparation processes for increased efficiency and accuracy.
  • Kept up-to-date with federal and state tax law changes, ensuring compliance for all clients.
  • Mentored and trained junior staff, improving overall team performance and expertise.
  • Prepared multi-state returns accurately, addressing various compliance requirements effectively.
  • Collaborated with team members to maintain high-quality service standards and meet deadlines.
  • Resolved complex tax issues promptly, mitigating potential penalties or interest charges for clients.

Customer Relation Lead

NCF Diagnostic & DNA Tech
10.2017 - 01.2019
  • Handle and process specimens, sorted and distributed to lab for testing
  • Data Entry all requisition in system for results and updated all ICD-9 Codes if needed.
  • Call Center- Direct incoming calls to Departments
  • Maintained all missing information records for specimens received with no test orders. Call Physician to obtain missing clinical information.
  • Faxing Laboratory Result, Completed all missing facility information on spread sheet.
  • Created and updated SOP documents for customer relation department.
  • Reduced complaint resolution timeframes through effective case management strategies and attention to detail.
  • Provided personalized support to key accounts, ensuring their needs were met consistently throughout each interaction with our organization.
  • Contributed to the development of company-wide initiatives aimed at bolstering overall client satisfaction rates across all departments.
  • Proactively identified potential problems by closely monitoring customer interactions, allowing for swift intervention when necessary.
  • Championed the adoption of new software tools designed to streamline customer interactions and enhance overall satisfaction levels.
  • Analyzed customer feedback data to identify trends and areas for improvement, leading to targeted enhancements in service quality.
  • Balanced competing priorities while maintaining a calm demeanor under pressure, fostering a positive work environment for colleagues as well as clients.
  • Coached team members on best practices for handling difficult conversations, promoting a culture of empathy within the department.
  • Spearheaded process improvements that resulted in decreased wait times for customers seeking assistance via phone or email channels.
  • Developed strong rapport with customers, fostering long-term relationships and repeat business.
  • Streamlined customer service processes for improved response times and increased overall efficiency.
  • Reduced process inconsistencies and effectively trained team members on best practices and protocols.

Residential Independent Advisor

Gainesville Job Corp
12.2015 - 10.2017
  • Supervised student in the dorms.
  • Ensured safe and secure environment.
  • Performed student weekly evaluation progress report.
  • Maintained accurate records and files for each student.
  • Managed risk effectively by closely monitoring client portfolios and making timely adjustments.
  • Enhanced team productivity with introduction of streamlined processes for client assessments and follow-ups.
  • Helped students develop organizational, time management and study skills.
  • Delivered supportive and knowledgeable counseling to students with academic or personal concerns.
  • Assisted students in exploring and selecting career paths.
  • Worked with individuals to help understand and overcome personal, social or behavioral problems affecting educational or vocational situations.
  • Empowered students through counseling and skill-building exercises.
  • Advised students on educational, career and social opportunities.

Residential Assistant

Kappa Delta Sorority Corporation of University of Florida
01.2010 - 06.2013
  • Maintained student record and files.
  • Inventory and order all supplies needed in-house.
  • Managed all invoices, from students, kitchen, and housekeeping.
  • Maintained all deposit, student agreement lease, for the school term year.
  • Maintained sanitation and cleanliness of facility.

Dialysis Technician

Fresenius Dialysis Center
05.2005 - 06.2009
  • Prepared patient for dialysis treatment
  • Prepared patient arm for phlebotomy
  • Prepared dialysis instrument for use
  • Performed maintenance
  • Performed Patient Vital Signs
  • Performed clerical duties

Education

Associate's degree - Medical Billing & Coding, Health Information Technology

DeVry University
Chicago, IL
08.2025

None - Respiratory Technology

Santa Fe Community College
Gainesville, FL
06.2020

None - Medical Assistant

City College
Gainesville, FL
08.2011

Skills

  • Skilled in Microsoft Word

  • ICD-9 coding proficiency

  • CPT coding proficiency

  • Understanding of HIPAA regulations

  • Skilled in electronic medical record systems

  • Proficient in medical billing systems

  • Client support

  • Collaborative team member

  • Workplace professionalism

  • Effective written communication

  • Dedicated work ethic

  • Anatomy and physiology expertise

  • Dialysis proficiency

  • Healthcare billing expertise

  • Healthcare coding expertise

  • Healthcare administrative experience

  • Tax compliance expertise

  • Client support

  • Client relationship management

  • Healthcare vocabulary expertise

  • Patient appointment coordination

  • Administrative support experience

  • ICD coding expertise

  • Document analysis

  • Patient vital signs monitoring

  • Reception management

  • Multi-line phone operation

  • Proficient in English

  • Healthcare receptionist

  • Insurance eligibility verification

  • Electronic health record management

  • Windows operating system proficiency

  • Proficient in computer applications

  • Auditing techniques

  • Tax law expertise

  • Tax preparation software

  • Organization skills

  • Tax return preparation

  • Regulatory compliance

  • Research/due diligence

  • IRS communication

  • Direct IRS filing

  • Documentation filing

  • High accuracy

  • Teamwork and collaboration

  • Customer service

  • Problem-solving

  • Individual tax returns

  • Time management

  • Attention to detail

  • Problem-solving abilities

  • Multitasking Abilities

  • Reliability

  • Active listening

  • Adaptability and flexibility

  • Small business tax returns

Accomplishments

    Over the past several years I have volunteered with fundraising funds to purchase back to school supplies for elementary students in the local community during the month of August. Thanks to Jackson Hewitt and other small businesses within the community for providing the financial support to make this project successful . This effort has been successful with providing 50+ children with Backpacks, pencils, notebook paper, etc. every year.

Certification

  • Medical Billing and Coding
  • October 2020 to Present

Timeline

Lead Tax Preparer

Jackson Hewitt Tax Agency
10.2019 - Current

Customer Relation Lead

NCF Diagnostic & DNA Tech
10.2017 - 01.2019

Residential Independent Advisor

Gainesville Job Corp
12.2015 - 10.2017

Residential Assistant

Kappa Delta Sorority Corporation of University of Florida
01.2010 - 06.2013

Dialysis Technician

Fresenius Dialysis Center
05.2005 - 06.2009

None - Respiratory Technology

Santa Fe Community College

None - Medical Assistant

City College

Associate's degree - Medical Billing & Coding, Health Information Technology

DeVry University

Assessments

  • Medical Receptionist Skills — Highly Proficient
  • August 2020
  • Managing physician schedules and maintaining accurate patient records
  • Full results: Highly Proficient
  • Electronic Health Records: Best Practices — Highly Proficient
  • Knowledge of EHR data, associated privacy regulations, and best practices for EHR use
  • Verbal Communication — Proficient
  • September 2020
  • Measures a candidate's ability to effectively convey information when speaking.
  • Full results: Proficient
  • Medical billing — Familiar
  • July 2021
  • Understanding the procedures and forms used for medical billing
  • Full results: Familiar
  • Electronic health records: Best practices — Highly Proficient
  • Receptionist — Familiar
  • Using basic scheduling, attention to detail, and organizational skills in an office setting.
  • Scheduling — Familiar
  • June 2021
  • Cross-referencing agendas and itineraries to avoid scheduling conflicts
  • Indeed Assessments provides skills tests that are not indicative of a license or certification, or continued development in any professional field.

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