Versatile team member offering over 30 years of experience handling tasks smoothly and efficiently. Adapts well to changing processes, programs and team requirements. Eager to contribute to growing company.
Overview
35
35
years of professional experience
Work History
Personal Shopper
Instacart
03.2019 - Current
Maintained high satisfaction ratings by completing orders quickly and making good selections for customers.
Reviewed customer orders closely to locate desired items and checked app regularly to identify changes.
Memorized store layouts and planograms to fulfill orders using shortest, most efficient route.
Performed effectively in self-directed work environment, managing day-to-day operations and decisions.
Served customers with knowledgeable, friendly support at every stage of shopping and purchasing.
Tracked substitutions and informed customers of changes.
Worked productively with customers to meet order requirements and service expectations.
Loaded and unloaded orders at customer's homes or locations.
Kept detailed records of daily activities through online customer database
Contributed to event marketing, sales and brand promotion
Tax Consultant
Self-employed
10.1988 - 04.2023
Interviewed clients to obtain additional information on taxable income, deductible expenses and allowances.
Furnished taxpayers with sufficient information and advice to facilitate correct tax form completion.
Used appropriate adjustments, deductions and credits to keep client's taxes to minimum.
Responded to inquiries from IRS and other tax authorities.
Analyzed financial documents to accurately reflect client information on tax returns.
Utilized tax software to prepare returns and meet deadlines.
Calculated estimated tax payments for clients.
Completed and filed returns with tax departments at local, state, and federal levels.
Collaborated with clients to answer questions and provide advice on tax matters.
Prepared written responses or tax return amendments to resolve state and federal notices.
Maintained complete records of client tax returns and supporting documentation in secured areas.
Facilitated communication between clients and tax authorities.
Managed 30+ clients annually
Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
Personal Caregiver
Stavros Center For Independent Living
01.2007 - 02.2014
Maintained clean, safe, and well-organized patient environment.
Cleaned house, ran errands, managed laundry, and completed weekly grocery shopping.
Transported individual to events and activities, medical appointments, and shopping trips.
Maintained clean personal areas and prepared healthy meals to support client nutritional needs.
Provided assistance in daily living activities by dressing, grooming, bathing, and toileting patients.
Planned healthy meals, purchased ingredients, and cooked meals to provide adequate nutrition for client wellbeing.
Provided safe mobility support to help patients move around personal and public spaces.
Entertained, conversed, and read aloud to keep patients mentally alert.
Monitored progress and documented patient health status changes to keep care team updated.
Conferred with supervisor to discuss patient condition and medical care.
Consulted with supervisors to assess cases and plan strategies for enhancing care.
Built strong relationships with clients to deliver emotional support and companionship.
Assisted with dressing guidance, grooming, meal preparation, and medication reminders.
Engaged patients in meaningful conversation, socialization, and activity while providing personal care assistance.
Supported clients with mental support and physical activities to accomplish quality of life and sustain needs.
Recognized and reported abnormalities or changes in patients' health status to case manager.
Assisted client with daily living needs
Education
Federal Tax Certification - Professional Tax Consultant
Liberty Tax Certification School
Worcester, MA
2007
GED -
South High School Community
Worcester, MA
Skills
Customer Relations
Respectful and Compassionate
Direct Patient Care
Household Management
Care Plan Assessment
Personal Shopping
Strong Ethics
Document and Records Management
Attentive to People
Time Management Skills
Verbal and Written Communication
PC Proficient
Timeline
Personal Shopper
Instacart
03.2019 - Current
Personal Caregiver
Stavros Center For Independent Living
01.2007 - 02.2014
Tax Consultant
Self-employed
10.1988 - 04.2023
Federal Tax Certification - Professional Tax Consultant