Summary
Overview
Work History
Education
Skills
Timeline
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Misty Stockfleth

Kellyville

Summary

Experienced with tax documentation and regulatory compliance, ensuring precise and timely submissions. Utilizes tax software and tools to enhance workflow efficiency. Knowledge of collaborating with diverse teams to achieve organizational goals.

Tax professional with high level of expertise in tax processing and compliance. Skilled in data analysis, financial reporting, and regulatory adherence. Strong focus on team collaboration and delivering results. Reliable and adaptable with keen eye for detail and problem-solving abilities.

Knowledgeable tax processing specialist with strong foundation in tax processing operations and regulatory compliance. Demonstrated history of accurately managing tax documentation and ensuring timely submissions. Adept at utilizing tax software and collaborating effectively with cross-functional teams.

Tax professional with comprehensive background in tax processing and regulatory adherence. Known for meticulous attention to detail and ability to streamline processes for efficiency. Focused on collaborative teamwork and achieving consistent results, flexible in adapting to changing priorities.

Detail-oriented Tax Preparer with 13 years of experience in tax preparation for numerous entities. Expert in managing paperwork for tax returns, extensions, tax planning calculations and write-ups. Quick to build rapport with clients leading to long-term business relationships.

Overview

22
22
years of professional experience

Work History

Tax Processing Specialist

H R BLOCK
10.2022 - Current
  • Reduced client tax liabilities through thorough research and accurate application of tax codes and regulations.
  • Identified areas for improvement within the department''s processes by regularly reviewing internal controls and procedures against industry standards.
  • Led staff training sessions on best practices in tax preparation techniques and updates on current legislation affecting the industry.
  • Assisted clients with complex tax situations, providing expert guidance on deductions, credits, and compliance requirements.
  • Established strong professional relationships with clients, fostering trust and loyalty through attentiveness to their needs and proactive problem-solving approaches.
  • Maintained up-to-date knowledge on federal, state, and local tax laws to provide clients with accurate advice and recommendations.
  • Educated clients about the importance of proper recordkeeping practices for efficient tax preparation and audit defense purposes.

Sales Representative - Unit Leader

Avon
05.2013 - Current
  • Invoicing & Applied Payments
  • Managing Inventory
  • Sales/Marketing
  • Enhanced client satisfaction by addressing concerns promptly and providing exceptional service.
  • Generated additional sales opportunities with upselling and cross-selling techniques.
  • Expanded customer base through cold calling, networking, and relationship building.
  • Maintained up-to-date knowledge of industry trends for informed decision-making during client interactions.

Tax Preparer /Office Manager

Liberty Tax Service
04.2011 - 01.2022
  • 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.
  • 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.
  • Built strong rapport with clients through clear communication and regular updates on the status of their tax filings.
  • Communicated with clients regarding tax situations, providing guidance on financial decisions.
  • Maintained compliance by adhering to current tax laws and regulations.
  • Educated clients on tax planning strategies, helping them save money in future years.
  • 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.
  • Handled complex cases involving small business owners, self-employed individuals, and those with investments or rental properties, showcasing versatility in expertise within the field of taxation.
  • 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.
  • Achieved high levels of accuracy by staying informed on changes in relevant regulations and applying that knowledge to each unique case.
  • Streamlined tax filing processes for clients, ensuring a smooth and efficient experience.
  • Participated in continuous professional development opportunities to stay current in industry trends, elevating personal expertise as a Tax Preparer over time.
  • Assisted in resolving complex tax issues, strengthening client relationships and building trust.
  • Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
  • Offered clients recommendations to reduce tax liabilities.
  • Conducted thorough research to identify potential deductions and credits for clients, maximizing their returns.
  • Identified potential audit red flags to minimize risk of IRS audits.
  • Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
  • Maintained up-to-date knowledge of tax regulations and legislation, ensuring compliance in all prepared returns.
  • Assisted clients with IRS audit preparation, significantly reducing stress and complexity of process.
  • Conducted comprehensive client interviews to gather essential financial information, ensuring complete and accurate tax documentation.
  • Proactively addressed and resolved client concerns, building trust and loyalty.
  • Offered guidance on state and federal tax regulations to clients, ensuring they understood their obligations and opportunities.
  • Educated clients on future tax planning, helping them to make informed financial decisions.
  • Continuously sought professional development opportunities, staying ahead of industry trends and regulatory changes.
  • Facilitated client understanding of complex tax concepts, improving their financial decision-making.
  • Resolved discrepancies in financial documents, ensuring accuracy in tax filings.
  • Streamlined tax return processes for clients, significantly reducing time required for submission.
  • Provided exceptional customer service, resulting in high client retention and satisfaction rates.
  • Leveraged expertise in tax law to advocate for clients during disputes with tax authorities, securing favorable resolutions.

General Manager/ Certified Chiropractic Assistant

Family Chiropractic Center
08.2015 - 01.2017
  • Managed budget implementations, employee reviews, training, schedules, and contract negotiations.
  • Managed a diverse team of professionals, fostering a positive work environment and high employee satisfaction.
  • Developed and implemented strategies to increase sales and profitability.
  • Cultivated strong relationships with clients, vendors, and partners to ensure long-term success and loyalty.
  • Monitored financial performance, set budgets and controlled expenses to provide financial stability and long-term organizational growth.
  • Managed budget development, forecasting, and financial reporting processes to track progress towards organizational objectives accurately.
  • Drove year-over-year business growth while leading operations, strategic vision, and long-range planning.
  • Formulated policies and procedures to streamline operations.
  • Implemented operational strategies and effectively built customer and employee loyalty.
  • Implemented effective cost-saving measures to reduce overhead expenses without compromising quality or service.
  • Increased overall company efficiency by streamlining operations and implementing innovative managerial strategies.
  • Established comprehensive employee training programs to develop skills, improve productivity, and maintain compliance with industry regulations.
  • Developed and executed strategic plans for business growth and expansion, resulting in increased market share.
  • Analyzed market trends/data to identify potential opportunities for business growth within existing or emerging markets successfully.

CNA/CHHA

Bios/A Better Life Home Care
07.2011 - 12.2014
  • Assisted patients with daily living activities, promoting independence and dignity.
  • Checked patient vitals such as temperature, blood pressure, and blood sugar levels.
  • Promoted good oral and personal hygiene by aiding patients with shaving, bathing, and teeth brushing.
  • Enhanced patient satisfaction by providing compassionate and attentive care.
  • Maintained confidentiality of patient information according to HIPAA guidelines while communicating effectively with team members about critical updates.
  • Answered call lights and supported patient comfort and safety by adjusting bed rails and equipment.
  • Utilized proper body mechanics and assistance devices when transferring patients, minimizing the risk of injury for both parties.
  • Ensured prompt response to call lights, addressing patient needs in a timely manner.
  • Assisted with feeding and monitored intake to help patients achieve nutritional objectives.
  • Prevented bedsores by regularly repositioning patients and implementing proper wound care techniques.
  • Delivered individualized patient care by recording vital signs, documenting observations, administering treatments, and evaluating patient needs.
  • Provided emotional support for patients during challenging times, fostering a positive healing environment.
  • Implemented fall prevention measures by identifying high-risk patients and maintaining clutter-free environments around bedsides.
  • Cared for residents in assisted living facility and delivered high-quality support to meet needs.
  • Reduced patient stress levels through effective communication and active listening skills.
  • Promoted infection control practices within the facility by adhering to strict hand hygiene procedures and utilizing personal protective equipment when necessary.
  • Cared for clients with diagnoses such as respiratory failure, diabetes, Parkinson's disease and muscular dystrophy.
  • Offered immediate assistance in emergency and routine paging situations to evaluate needs and deliver care.
  • Evaluated patients to identify and address wounds, behavioral concerns, and medically relevant symptoms.
  • Oversaw and maintained patients' rooms, group living areas, and nurse stations.
  • Assisted in emergency situations under the direction of nursing supervisors or physicians, providing crucial support during life-saving interventions.
  • Supported ambulation and physical therapy needs by conducting planned exercise routines.
  • Conducted routine safety checks on equipment, promptly reporting any malfunctions or safety concerns to appropriate personnel.
  • Participated in ongoing educational opportunities in order to stay up-to-date on best practices in nursing care.

Medical Records

St. Francis Hospital
02.2011 - 04.2011
  • Maintained accurate medical records for effective communication among healthcare team members.
  • Improved office efficiency by maintaining organized medical records, both physical and digital copies.
  • Conducted frequent medical records reviews and audits to verify followed quality measures.
  • Established organized filing systems for medical records, expediting access to essential information when needed.
  • Retrieved, updated, filed and transmitted medical records.
  • Documented patient history and treatment details, maintaining accurate and up-to-date medical records.
  • Received and processed medical records requests.
  • Enhanced clinic workflow by organizing medical records and maintaining accurate documentation.
  • Reduced claim denials by ensuring accurate and timely submission of coded medical records.
  • Enhanced patient care by administering medications, monitoring vital signs, and updating medical records.
  • Improved patient care by efficiently managing medical records and updating databases.
  • Improved patient care by efficiently processing and reviewing medical records for accuracy and completeness.
  • Enhanced clinic efficiency through thorough documentation, organization, and management of patient medical records.
  • Enhanced patient care by efficiently managing medical records and ensuring their accuracy.
  • Processed and tracked requests for medical records from external organizations.
  • Collaborated with healthcare providers to clarify documentation, enhancing the accuracy of medical records.
  • Analyzed medical records and other documents to determine approval of requests for authorization.
  • Maintained accurate medical records, enabling smooth communication between healthcare providers and patients.
  • Enhanced patient care by efficiently managing administrative tasks and maintaining accurate medical records.
  • Created new medical records and retrieved existing medical records by gathering appropriate record folders and contents and assigning and recording new record numbers.

Work Study

Amedisys Home Health
08.2003 - 12.2003
  • Self-motivated, with a strong sense of personal responsibility.
  • Worked effectively in fast-paced environments.
  • Skilled at working independently and collaboratively in a team environment.
  • Proven ability to learn quickly and adapt to new situations.
  • Excellent communication skills, both verbal and written.
  • Worked well in a team setting, providing support and guidance.
  • Demonstrated respect, friendliness and willingness to help wherever needed.
  • Assisted with day-to-day operations, working efficiently and productively with all team members.
  • Passionate about learning and committed to continual improvement.
  • Worked flexible hours across night, weekend, and holiday shifts.
  • Managed time efficiently in order to complete all tasks within deadlines.
  • Organized and detail-oriented with a strong work ethic.
  • Paid attention to detail while completing assignments.
  • Used critical thinking to break down problems, evaluate solutions and make decisions.
  • Strengthened communication skills through regular interactions with others.
  • Adaptable and proficient in learning new concepts quickly and efficiently.
  • Learned and adapted quickly to new technology and software applications.
  • Proved successful working within tight deadlines and a fast-paced environment.
  • Developed and maintained courteous and effective working relationships.
  • Demonstrated strong organizational and time management skills while managing multiple projects.

Education

HealthCare Administration -

Wings Healthcare
Broken Arrow, OK
12.2015

Tax Preparer -

Liberty Tax Service
Tulsa, OK
10.2012

CNA/CHHA -

Wings Healthcare
Broken Arrow, OK
06.2011

Medical Assistant Back Office -

San Diego Regional Occupational Program
04.2007

Work Study -

Amedisys Home Health
12.2003

Skills

  • Strong organizational skills
  • Critical thinking capacity
  • Tax compliance expertise
  • Deadline oriented
  • Research and analysis
  • Accounting principles
  • Financial analysis proficiency
  • Regulatory awareness
  • Organization skills
  • Tax-related research
  • Local, state, and federal tax returns
  • Relationship building
  • Client communication
  • Verbal/written communication
  • Financial statement review
  • Financial statements
  • Data inputting
  • Efficient nature
  • Quality improvement
  • Payroll processing
  • Tax return preparation
  • Document preparation
  • Account reconciliation
  • Tax audit procedures
  • Mathematical calculations
  • Filing system management
  • Records management
  • Data gathering
  • Bookkeeping
  • New business development
  • Financial management

Timeline

Tax Processing Specialist

H R BLOCK
10.2022 - Current

General Manager/ Certified Chiropractic Assistant

Family Chiropractic Center
08.2015 - 01.2017

Sales Representative - Unit Leader

Avon
05.2013 - Current

CNA/CHHA

Bios/A Better Life Home Care
07.2011 - 12.2014

Tax Preparer /Office Manager

Liberty Tax Service
04.2011 - 01.2022

Medical Records

St. Francis Hospital
02.2011 - 04.2011

Work Study

Amedisys Home Health
08.2003 - 12.2003

CNA/CHHA -

Wings Healthcare

Medical Assistant Back Office -

San Diego Regional Occupational Program

Work Study -

Amedisys Home Health

HealthCare Administration -

Wings Healthcare

Tax Preparer -

Liberty Tax Service

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Misty Stockfleth