Demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth.
Overview
13
13
years of professional experience
Work History
Tax Preparer/Customer Service
Colbert Ball Tax Service & Tax Solutions
01.2012 - Current
Interview clients to obtain additional information on taxable income, deductible expenses and allowances
Review financial records, including prior tax return forms, income statements, and documentation of expenditures to determine forms needed to prepare return
Consult tax law attorneys, handbooks and bulletins to determine procedure for preparation of atypical returns
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.
Medical Assistant
Spine And Joint Pain Management
02.2021 - 05.2024
Sanitized, restocked, and organized exam rooms and medical equipment.
Obtained client medical history, medication information, symptoms, and allergies.
Built strong relationships with patients through effective communication skills that foster trust in the clinic''s commitment to quality care.
Performed medical records management, including filing, organizing and scanning documents.
Improved patient experiences by efficiently managing appointments and maintaining organized medical records.
Laboratory Technician
Genesis Reference Labs
07.2019 - 05.2024
Provided excellent customer service to patients by answering questions about lab tests clearly while maintaining empathy for their concerns.
Maintained compliance with regulatory agencies through thorough documentation of laboratory processes and procedures.
Maintained confidentiality of all patient information to conform to HIPAA, internal, and other regulatory standards.
Make sure all accounts are balanced and ready for review by commercial and government medical insurance entities
Site Manager
Alphabest Education
10.2012 - 01.2015
Motivated, trained, developed and oversaw staff and all children on site
Fostered relationships by creating open and ongoing communication with parents and school administration
Maintained a weekly control system which included monitoring of billings and payments
Provided guidance and feedback to help team members strengthen knowledge and skills to accomplish individual and team goals
Supervised operations staff and kept employees compliant with company policies and procedures.
Education
Criminal Justice, Accounting
Blinn College
Business Administration, Human Resource Management
Sam Houston State University
Skills
Organization skills
Document Preparation
Income Tax Preparation
Local, state, and federal tax returns
Data inputting
Bookkeeping Expertise
Payroll familiarity
Data Entry
Data Gathering
Organizational abilities
Organizations
Alpha Kappa Psi, Professional Business Fraternity
Order of Eastern Star, Community Development
Unique Sensations, Youth Mentoring Program
Timeline
Medical Assistant
Spine And Joint Pain Management
02.2021 - 05.2024
Laboratory Technician
Genesis Reference Labs
07.2019 - 05.2024
Site Manager
Alphabest Education
10.2012 - 01.2015
Tax Preparer/Customer Service
Colbert Ball Tax Service & Tax Solutions
01.2012 - Current
Business Administration, Human Resource Management
Sam Houston State University
Criminal Justice, Accounting
Blinn College
Similar Profiles
Vicki KiserVicki Kiser
Tax Preparer/ Payroll/Accounting Bookkeeper at Patriot Tax Service, Inc./Bookkeeping SolutionsTax Preparer/ Payroll/Accounting Bookkeeper at Patriot Tax Service, Inc./Bookkeeping Solutions