Bookkeeper, Tax Preparer, Legal Assistant Resume Example
Knowledgeable Surgical Technologist offering over 11 years of experience and success in working as an integral member of the surgical team, striving to reenter the operating room at a community based facility focused on excellence for all patients such as OakBend Medical Center on an as needed basis. Highly knowledgeable in wide range of specialties, including Cardio Thoracic, Vascular, Plastic and Reconstructive, Sports Medicine, Orthopedic and Plastic Hand, Orthopedic Foot, Pain Management, and Microvascular. Do not mind working with and becalming the most difficult and fastidious surgeons using professionalism and maintaining infectious optimism. Current Healthcare Provider BLS certification, and grandfathered certification status.
Have spent 16 years in a business management and finance environment, and continuing education with a degree in Business/Accounting with a focus in forensics. Healthcare is a business, but is also a study in clinical skill and compassion. The combination gives a unique perspective.
- Creative problem solver
- Team Building Experience
- Strong patient focus
- In Office Surgical Experience
- Organizational Skills
- Cost sensitive and business minded
- Quickbooks
- Quicken
- Drake Tax and Accounting
- Medical Terminology
- Microsoft Excel, Word
- Corporate tax filings
- Inventory organizing
- Coordinating site operations
- Adaptive
Healthcare Provider BLS Certification
Grandfathered Status Surgical Technologist
Enrolled Agent
Forest Hill , MD11/2014 - Current
- Proficient use of Drake Tax, Drake Accounting, Quickbooks, and Quicken
- Payroll and Tax preparation for individuals, businesses, estates, and trusts. 1040, 1040-X, 1041, 1120/1120S, 706, W-2, I-9, 1099, 1099-MISC
- Accounting for estates, and complicated trusts, with monthly investment summary reporting for 4 beneficiaries
- Support preparation for IRS audits, and Federal Tax Court cases
- Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement
- Prepared wide array of returns such as corporate, fiduciary, gift, individual and private foundation returns
- Supported administration and research processes for civil litigation cases
- Maintained account accuracy by reviewing and reconciling checks monthly
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions
- Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities
- Maintained high-quality control standards by reviewing internal tax preparation documents for missed tax benefits
- Prepared written responses or tax return amendments to resolve state and federal notices
City , STATE04/2004 - 12/2013
- Purple Turtle started as coffee house and restaurant, that evolved into a full service coffee service for independent operations
- Became Houston area distributor and service center for several major commercial and residential espresso machine manufacturers, including Astoria, Schaerer, Franke, Nuova Simonelli, Faema, Saeco, Jura, and Rancilio, specializing in Super Automatic machines
- Negotiated contracts to provide all repair and routine maintenance service for coffee brewers and espresso equipment for Books A Million, AMC Theatres, Corner Bakery, Panera, Darden, and nearly 100 Starbucks in Houston and surrounding areas
- Managed staff, established hiring practices, maintained in house payroll, processed all federal and state tax filings, balanced all accounts, prepared profit and loss evaluations, lead of sales and contract negotiations, and technical support for in field technicians
- Enhanced operational success through effective staffing, strong training, adherence to safety regulations and well-timed customer service
- Identified and capitalized on community business opportunities with effective networking
- Led company to successful product launch and growth by developing initial product roadmap and go-to-market strategy
- Drove year-over-year business growth while leading operations, strategic vision and long-range planning
City , STATE03/1997 - 08/2008
- Multi Specialty trained and was first to volunteer to float between departments and surgical services to fill staffing needs
- Always received near perfect performance evaluations, including "walks on water"
- Coordinated and actualized continuation to transport 28 CV ICU patients to a different building during Tropical Storm Allison in 2001
- Transferred repeatedly between departments to improve skills and increase flexibility
- Assisted surgeons on various surgical procedures, prepared for cases, prepared patients, and diligently maintained surgeon preferences
- Cross trained, with strong concentration in Orthopedics, Sports Medicine, Plastic / Reconstructive, Micro vascular, Cardio Thoracic and Vascular Surgery
- On team for and was requested for ground breaking firsts in Cardiac surgical procedures
- Travel with team outside the country to developing nations to assist with and aide in training of locals on proper procedure and technique for Cleft Palate repairs and Coronary Artery Bypass procedures
- Liaised between medical reps, different departments and operating room teams, ensuring availability of requisite instruments and equipment, including loaned and specialty devices
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Resume Overview
School Attended
- Houston Community College
- Our Lady Academy
- Texas A&M University At Galveston
Job Titles Held:
- Tax Preparer, Accountant, Legal Assistant
- General Manager / Owner
- Surgical Technologist
Degrees
- Associate : Surgical Technology
High School Diploma
Marine Biology
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