Highly dedicated and conscientious Human Services Worker with an exceptional work ethic and successful client satisfaction record. Thorough and skilled researcher in child and family histories to ensure optimal placement. Able to explain complex insurance and other organizational rules and procedures to client’s family members and inferior staff.
· Setting up meetings with clients.
· Advising clients about the tax preparation process.
· Preparing and submitting tax returns for clients.
· Handling communication from clients and tax authorities.
· Auditing all tax forms for completeness and accuracy.
· Providing future tax planning to clients.
· Securing repeat business and expanding the client base.
· Analyzing tax data submitted by the client to maximize the outcome for the client.
· Signing income tax returns on behalf of individual and business clients.
· Attentive to details
· Familiarity with Microsoft Office / Google Apps and ability to learn new systems
· 2+ years of experience in Billing Coordinator or Bookkeeper position
· Strong accounting skills including experience using QuickBooks
· Ability to work independently and as part of a team
· Excellent written and verbal communication skills with internal and external customers
· Good problem-solving and critical thinking skills
· Ability to coordinate multiple tasks concurrently and meet deadlines
· Strong organizational skills with great attention to detail and accuracy