Sandra Jack
Tax Advisor
LAKE CHARLES,LA
Summary
Ambitious Medical Billing and Collection with more than 35 years of experience in debt collection and collections processing. Successful in following up on past due accounts and recouping unpaid balances. Outstanding negotiator skillful in creating manageable repayment plans to reduce debt.
Overview
22
22
years of professional experience
Work History
Tax Preparer Specialist
HBR Resources LLC
10.2016 - 03.2022
- 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.
- Maintained compliance by adhering to current tax laws and regulations.
- Communicated with clients regarding tax situations, providing guidance on financial decisions.
- Assessed client tax situations to determine best filing options.
- Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
- Prepared tax returns for clients in various industries according to government regulations and requirements.
- Offered clients recommendations to reduce tax liabilities.
- Identified potential audit red flags to minimize risk of IRS audits.
- Analyzed financial records to verify accuracy of tax returns.
- Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
- Researched complex tax issues utilizing online resources and professional tax software.
- Prepared written responses or tax return amendments to resolve state and federal notices.
- Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits.
- Responded to inquiries from IRS and other tax authorities.
- Utilized tax software to prepare returns and meet deadlines.
Patient Account Manager, Billing and Collection
Baylor College Of Medicine
12.1999 - 05.2008
- Complied with established internal controls and policies.
- Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
- Performed banking, business administration and financial tasks to guarantee five-star service for clients.
- Maintained accurate records of customer accounts, payments and payment plans.
- Responded to customer inquiries and provided detailed account information.
- Contacted customers to discuss past-due accounts and negotiated payment plans.
- Entered client details and notes into system for interdepartmental access and review.
- Worked with customer to create debt repayment plan based on current financial condition.
- Listened to customers and negotiated solutions that met creditor and debtor needs.
- Researched billing errors and discrepancies to initiate corrective action.
- Established relationships with customers to encourage payment of delinquent accounts.
- Monitored customer accounts for payment delinquency and initiated collection efforts.
- Processed debtor payments and updated accounts to reflect new balance.
- Located customers with overdue accounts and solicited payment in compliance with fair debt collection practices.
- Analyzed customer financial records to determine appropriate payment plan.
- Developed and documented collection procedures and policies to comply with government regulations.
- Prepared internal and regulatory financial reports, balance sheets and income statements.
- Supported financial director with special projects and additional job duties.
- Generated and distributed monthly customer statements.
- Established internal audit procedures to validate and improve accuracy of financial reporting.
Education
Associate of Science - Business Finance
University of Phoenix
Tempe, AZ05.2016
High School Diploma -
Washington High School
Lake Charles, LA05.1976
Skills
- Project Requirements
- Tax Strategy Implementation
- Prepare Returns
- Account Reconciliation
- Excellent communication skills
- Proficiency of Microsoft Excel MS Office and PowerPoint
- 30 years of experience in Billing and Collection
- Strong interpersonal skills
- Strong oral and written communication
- Strong leadership and decision making skills
Crocheting, Cooking, Painting and Traveling
I have a small business called, Creole Lady Creations. I crochet baby blanket, booties, hats and dresses. I also, make afghans and throws. I love making all sort of different dishes from scratch. Painting is something new I discovered in 2008 and I'm pretty good at it.
Crocheting, Cooking, Painting
I love to crochet baby blankets, booties, and hats. I cook all sorts of dishes from scratch and baking different cakes, cookies and cup cakes. I only started painting in 2008 and I love it.
Timeline
Tax Preparer Specialist
HBR Resources LLC
10.2016 - 03.2022
Patient Account Manager, Billing and Collection
Baylor College Of Medicine
12.1999 - 05.2008
Associate of Science - Business Finance
University of Phoenix
High School Diploma -
Washington High School
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