Summary
Overview
Work History
Education
Skills
Timeline
OfficeManager

Rachel Liggins

Naperville,IL

Summary

Astute Business Owner experienced in operations management, competitive analysis and financial management. Demonstrated success in growth and innovation. Capitalized on new trends and technologies to boost business initiatives and reach sales objectives. Motivated business professional bringing 5 years of entrepreneurial experience. Dedicated and personable with extensive experience in managing administrative and sales operations and personnel. Well-versed in training, educating, motivating and supporting staff members.

Overview

15
15
years of professional experience

Work History

CEO/owner Tax Business

CEO Of Own Business
Oak Park, IL
01.2019 - Current
  • Consulted with customers to assess needs and propose optimal solutions.
  • Trained and motivated employees to perform daily business functions.
  • Put together realistic budgets based upon costs and fees for successfully operating business.
  • Oversaw business budget planning and administration, accounting functions, purchasing and bi-weekly payroll to handle financial needs.
  • Devised and deployed sales and marketing tactics to drive strategic growth and support achievement of revenue goals.
  • Optimized team hiring, training and performance.
  • Maintained updated knowledge of regulatory changes to adjust business operations accordingly.
  • Provided financial management through preparation of bank deposits and settlement of sales, returns and transaction reports.
  • Provided outstanding coaching to employees to boost productivity.
  • Established and administered annual budget with controls to prevent overages, minimize burn rate and support sustainability objectives.

Tax Preparer

Legacy Financial Services
Oak Park, IL
12.2018 - Current
  • 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.
  • Interviewed clients to collect information and gather necessary paperwork prior to preparing tax returns.
  • Prepared written responses or tax return amendments to resolve state and federal notices.
  • Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
  • Oversaw team of 12 tax professionals handling up to 250 clients per year.

Occupational Therapist

Residential Home Healthcare
Downers Grove, IL
04.2016 - 06.2020
  • Coordinated interventions with multidisciplinary treatment team.
  • Established compassionate and caring relationships with patients.
  • Performed evaluations and assessments to recommend best treatment for individual patients.
  • Used critical thinking to break down problems, evaluate solutions and make decisions.
  • Proved successful working within tight deadlines and fast-paced atmosphere.
  • Performed duties in accordance with applicable standards, policies and regulatory guidelines to promote safe working environment.
  • Worked flexible hours; night, weekend, and holiday shifts.
  • Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.

Occupational Therapist

Shirley Ryan Ability Lab
Chicago, IL
08.2015 - 10.2017
  • Coordinated interventions with multidisciplinary treatment team.
  • Established compassionate and caring relationships with patients.
  • Performed evaluations and assessments to recommend best treatment for individual patients.
  • Performed assessments during treatment to determine progress according to goals.

Occupational Therapist

Nightingale Home Healthcare Inc.
Hinsdale, IL
08.2015 - 04.2017
  • Coordinated interventions with multidisciplinary treatment team.
  • Established compassionate and caring relationships with patients.
  • Performed evaluations and assessments to recommend best treatment for individual patients.
  • Performed assessments during treatment to determine progress according to goals.
  • Conducted physical, academic, vocational, mental and other types of evaluations to identify clients' needs and devise rehabilitation plans.
  • Customized standard plans to meet individual abilities and needs.
  • Meticulously reviewed records and referrals to determine and implement best treatment methods.
  • Consulted with direct-care staff to implement best methods to achieve therapy goals.
  • Recommended equipment to use in-home to maximize opportunities for wellness.
  • Evaluated patient conditions, histories and goals.

Education

Master of Science - Occupational Therapy

Rush University
Chicago, IL
08.2015

Bachelor of Science - Kinesiology And Community Health

University of Illinois At Urbana-Champaign
Champaign, IL
05.2013

Skills

  • Verbal and Written Communication
  • Negotiation and Persuasion
  • Integrity and Transparency
  • Board Oversight
  • Staff Management
  • Leadership and People Development
  • Issue Resolution
  • New Business Development
  • Industry Expertise
  • Employee Training
  • Business Administration
  • Policy and Procedure Development

Timeline

CEO/owner Tax Business

CEO Of Own Business
01.2019 - Current

Tax Preparer

Legacy Financial Services
12.2018 - Current

Occupational Therapist

Residential Home Healthcare
04.2016 - 06.2020

Occupational Therapist

Shirley Ryan Ability Lab
08.2015 - 10.2017

Occupational Therapist

Nightingale Home Healthcare Inc.
08.2015 - 04.2017

Master of Science - Occupational Therapy

Rush University

Bachelor of Science - Kinesiology And Community Health

University of Illinois At Urbana-Champaign
Rachel Liggins