Summary
Overview
Work History
Education
Skills
Certification
Additional Information
Timeline
Generic

Tara Davis

Rochester,NY

Summary

Dynamic professional with a robust background in behavioral health and case management. Notably at H&R Block, I streamlined tax processing and enhanced client relationships. Expert in cognitive behavioral therapy and crisis management, I excel in developing effective strategies for diverse client needs. Skilled in Microsoft Office and empathetic communication, I have a proven track record of improving client outcomes and fostering team excellence.

Overview

12
12
years of professional experience
1
1
Certification

Work History

Tax Associate

H&r Block
Rochester, NY
11.2024 - Current
  • Performed detailed reviews of client accounts prior to filing taxes in order to identify any discrepancies or errors.
  • Conducted client interviews to gather necessary documentation and information for tax preparation.
  • Resolved client tax issues by investigating discrepancies and implementing corrective actions.
  • Checked data input or verified totals on forms prepared by others to detect mathematical or procedural errors.
  • Implemented electronic filing procedures to streamline tax return processing and reduce errors.
  • Used tax form instructions and tables to complete tax forms.
  • Developed and maintained professional relationships with clients to encourage repeat business and referrals.

Lead Rapid Rehousing Specialist

The Center for Youth
06.2022 - Current
  • As Lead Rapid Rehousing Specialist I assist youth with finding and maintaining permanent housing.
  • Manage caseload of 30 clients and families
  • Case management consist of finding community services to help clients gain self sufficiency.
  • Goal setting
  • Also teaching and encouraging life skills
  • Lead Specialist also requires assisting with locating and interviewing new employees within Rapid Rehousing department.
  • There's lots of documentation, traveling, and providing youth stability.
  • Reviewed documentation and input data into computer system to complete eligibility process, re-certifications and tenant move-outs.
  • Conducted home and apartment inspections to identify safety issues and needed repairs.
  • Answered client questions about lease and rental agreements and advocated on behalf of client needs.
  • Kept case files updated, accurate and aligned with requirements.
  • Intervened in crisis situations to obtain support for clients and reduce escalation or recurrence risks.

Housing Specialist

Open Door Mission
11.2021 - 04.2022
  • As Housing Specialist/Case Manager, I assisted the guests living in the homeless shelter with finding permanent housing.
  • Supplied housing lists and placed the guest on the prioritization list for Rapid Rehousing using HMIS. I also recorded the guest attendance in SPERO and HMIS. This was necessary to have an accurate PIT each count each year to receive government funding.
  • Many of my other tasks were answering multiple phone lines, safety checks of guest belongings, serving meals, participating in workshops, counseling, and being a positive influence daily. I enjoyed being able to bring a positive change to so many lives.
  • Maintained database of housing resources, landlords and management companies.

Relief Counselor

East House
07.2020 - 10.2021
  • My position as a relief counselor had many duties
  • I monitored the health and safety of clients recovering from substance and alcohol addiction
  • I also monitored medication administration, prompted clients to complete the chore assigned to them, remind clients of upcoming appointments, document behavioral changes and activities, and taught daily living skills.
  • Maintained confidentiality of records relating to clients' treatment.
  • Guided clients in developing skills and strategies for dealing with problems.
  • Communicated closely with other counselors to devise programs and activities based on developmental and academic levels.
  • Acted as client advocate to coordinate required services or resolve emergency problems in crisis situations.
  • Used cognitive behavior therapy to assist clients in recognizing and redirecting poor habits.
  • Listened to clients' concerns and provided encouragement and support.
  • Supported individuals dealing with mental health and emotional issues.
  • Displayed sensitivity to cultural and linguistic needs of clients and families served.

Lead Youth Care Professional

Villa Of Hope
05.2019 - 01.2020
  • I worked as a Lead Youth Care Professional In a OCFS group home for teenage girls
  • My primary duties were maintaining order on my assigned shift, assigning duties to coworkers, checking documentation, scheduling youth transportation, participating in recreational and therapeutic activities for the youth, documenting behavioral change and alerting law enforcement when needed
  • I also offered social integration, goal setting, daily living skills, crisis intervention, and meal preparation.

Childcare Provider

Green Tara Childcare
08.2016 - 11.2018
  • As a registered childcare provider I ensured safety and compassionate care for children ages 6 months to 12 years old
  • My primary duties were personal care, meal preparation, offering engaging learning activities, parental support, and child care transportation.
  • Facilitated learning through play, stories and outdoor activities for successful child outcomes.
  • Developed age-appropriate activities and crafts to engage children.
  • Sanitized dishes, tabletops, toys, and frequently touched surfaces to prevent spreading of germs.
  • Assisted in potty training and other daily hygiene activities to support child development.
  • Encouraged children to develop healthy social and emotional skills.
  • Utilized positive reinforcement techniques to encourage good behavior.
  • Liaised with parents and guardians to discuss child progress.

Resident Assistant

Volunteers of America
10.2015 - 05.2016
  • I worked as an assistant in a supportive housing program for men with a history of drug addiction or mental illness
  • My duties included maintaining a drug and alcohol free environment
  • I often performed breathalyzer and urine screenings for possible drug and alcohol use
  • I maintained safety checks and documentation of every individual entering the building.
  • Attended, participated, and contributed to monthly staff meetings addressing resident needs.

Assistant Manager

ARC of Monroe County
04.2013 - 08.2015
  • In this position I utilized leadership and problem solving skills
  • My administrative duties included monthly summaries, scheduling shifts for DSP employees, following the behavior service plans for individuals, documentation checks, activity planning, and balancing the house financial ledgers
  • I also administered medication and offered guidance and safety for the individuals.
  • Supervised day-to-day operations to meet performance, quality and service expectations.
  • Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.
  • Helped with planning schedules and delegating assignments to meet coverage and service demands.
  • Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.

Behavioral Health Technician

People Inc
11.2013 - 12.2014
  • As a behavior tech I maintained the clients health and safety and assisted with daily living skills
  • Medication administration and keeping accurate documentation of behavioral and physical change were the primary tasks during shifts
  • I also introduced the clients to responsible spending practices and budgeting while shopping.
  • Completed documentation for every incident and forwarded to correct personnel for review.
  • Conducted client rounds to check on residents.

Education

Associate's degree - Chemical Dependency Counseling

Finger Lakes Community College
Canandaigua, NY

Vocational Healthcare in Medical Assistant -

Concorde Career Institute
Tampa, FL

Skills

  • Autism experience
  • Medical office experience
  • Patient Assessment (2 years)
  • Medication Administration
  • Caregiving (10 years)
  • Developmental Disabilities Experience
  • Supervising Experience: 2 years
  • Behavioral Therapy
  • Individual/Group Counseling
  • Group therapy
  • Mental health counseling
  • Child and Family Counseling
  • Addiction counseling
  • Vital Signs
  • Curriculum development
  • Time management
  • Experience with children
  • Data collection
  • Cognitive Behavioral Therapy
  • Administrative experience
  • Management
  • Crisis Management (2 years)
  • Case management (2 years)
  • Intake (2 years)
  • Communication skills
  • Driver's license
  • Excellent problem solving
  • Articulate
  • Medical terminology
  • Empathetic
  • Case Management
  • Staff management
  • Microsoft Office
  • Behavioral disorders
  • Substance abuse treatment
  • Income Verification
  • Referrals and Networking
  • Crisis Situations
  • Behavior Support

Certification

Microsoft Word (10+ years) Medical terminology (10+ years) Articulate Home Care (10+ years) Senior Care (10+ years) Mentoring (2 years) Microsoft Office (10+ years) Crisis Intervention (10+ years) Behavioral Health (9 years) Medical Receptionist (2 years) Behavioral Health (6 years) Childcare (10+ years) Meal Preparation Medical Receptionist Nursing (10+ years), March 2022 to April 2025 Class D First Aid Certification CPR Certification

Additional Information

  • Authorized to work in the US for any employer

Timeline

Tax Associate

H&r Block
11.2024 - Current

Lead Rapid Rehousing Specialist

The Center for Youth
06.2022 - Current

Housing Specialist

Open Door Mission
11.2021 - 04.2022

Relief Counselor

East House
07.2020 - 10.2021

Lead Youth Care Professional

Villa Of Hope
05.2019 - 01.2020

Childcare Provider

Green Tara Childcare
08.2016 - 11.2018

Resident Assistant

Volunteers of America
10.2015 - 05.2016

Behavioral Health Technician

People Inc
11.2013 - 12.2014

Assistant Manager

ARC of Monroe County
04.2013 - 08.2015

Associate's degree - Chemical Dependency Counseling

Finger Lakes Community College

Vocational Healthcare in Medical Assistant -

Concorde Career Institute

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Tara Davis