Summary
Overview
Work History
Education
Skills
Certification
Interests
Timeline
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Page Portwood

Lake Saint Louis,MO

Summary

Dedicated and organized professional with a strong background in tax preparation and accounts receivable. Known for effective problem-solving skills and commitment to client satisfaction, ready to support financial accuracy and operational efficiency.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Tax Preparer

Jackson Hewitt
12.2025 - Current
  • Prepared individual and business tax returns using IRS guidelines and Jackson Hewitt processes.
  • Assisted clients in gathering necessary documentation for accurate tax filing.
  • Explained tax-related questions to clients, ensuring understanding of procedures and requirements.
  • Utilized tax preparation software to input data and generate returns efficiently.
  • Analyzed financial records to verify accuracy of tax returns.

Accounts Receivable Analyst

ELARAS
03.2022 - 01.2023
  • Processed customer invoices accurately and timely to enhance cash flow management.
  • Assisted in reconciling accounts receivable discrepancies to ensure financial accuracy.
  • Monitored outstanding payments and followed up with clients for collections efficiently.
  • Utilized accounting software to maintain accurate records of transactions and customer interactions.
  • Maintained organized documentation of financial records for auditing purposes and regulatory compliance.
  • Analyzed payment trends to identify potential issues and streamline collection efforts.
  • Effectively communicated with clients about payment needs and kept updated, detailed and accurate ledgers.
  • Input financial data and produced reports using [Software].
  • Inspected account books and recorded transactions.

DSP

Emmaus Homes
11.2016 - 04.2017
  • Provided compassionate support to individuals with disabilities, enhancing daily living experiences.
  • Assisted in implementing individualized care plans, promoting personal growth and independence.
  • Collaborated with team members to ensure safety and compliance with health regulations.
  • Monitored and documented client progress, facilitating effective communication among staff and families.
  • Supported medication administration processes, ensuring adherence to prescribed schedules and protocols.
  • Recorded status and duties completed in logbooks for management.
  • Entrusted to handle confidential and sensitive situations in professional matter.
  • Recorded patients' pulse, blood pressure and respirations (TPRs) to assess and document important health information.
  • Scheduled daily and weekly care hours for client caseload.
  • Provided staff coaching, mentoring, and consultation to enhance performance and professional development.
  • Liaised with key accounts to deliver targeted administrative household support.

Server

TGI Fridays
10.2014 - 02.2015
  • Provided exceptional customer service in high-volume dining environment.
  • Accurately processed orders and managed payments using POS system.
  • Collaborated with kitchen staff to ensure timely food delivery.
  • Assisted in training new servers on menu offerings and service standards.
  • Participated in team meetings to discuss service improvements and operational efficiency.
  • Demonstrated strong multitasking skills by managing multiple tables simultaneously without compromising service quality.
  • Worked with POS system to place orders, manage bills, and handle complimentary items.
  • Handled cash transactions accurately, contributing to balanced daily financial reports.
  • Increased sales with upselling techniques and thorough knowledge of menu items, specials, and promotions.
  • Implemented effective communication strategies between front-of-house and back-of-house staff for streamlined operations.

Education

High School Diploma -

MILFORD HIGH SCHOOL
MILFORD, IL
05-2008

Skills

  • Organization skills
  • Document preparation
  • Income tax preparation
  • Local, state, and federal tax returns
  • Bookkeeping
  • Tax return preparation
  • Data inputting
  • Data gathering
  • Risk management
  • IRS representation
  • Staff development
  • Invoice processing
  • Accounts receivable software
  • Payment negotiations
  • Microsoft Excel
  • Journal entries
  • Effective communication
  • Accounts receivable
  • Task prioritization
  • Accounts payable
  • Problem-solving
  • Fast learner
  • Critical thinking
  • Active listening
  • Client satisfaction
  • Team building
  • Medical terminology
  • Medication administration
  • Goal setting

Certification

  • Licensed Tax Preparer - Current
  • DCA - Direct Care Aide
  • CNP - Certified Notary Public

Interests

  • Watching Movies and TV Shows
  • I like looking at the stars and learning about constellations
  • Youth mentor, providing guidance and support to empower the next generation of leaders
  • I participate in low-impact exercises to strengthen core muscles
  • Outdoor Recreation
  • Cooking
  • DIY and Home Improvement
  • I like working with my hands and fixing things
  • Mindfulness Practices
  • Pilates
  • High-Intensity Interval Training
  • Community Cleanup
  • Gym Workouts

Timeline

Tax Preparer

Jackson Hewitt
12.2025 - Current

Accounts Receivable Analyst

ELARAS
03.2022 - 01.2023

DSP

Emmaus Homes
11.2016 - 04.2017

Server

TGI Fridays
10.2014 - 02.2015

High School Diploma -

MILFORD HIGH SCHOOL
Page Portwood