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Case Manager Resume Example

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CASE MANAGER
Professional Summary

Enthusiastic Tax Professional experienced in personal tax returns. Applies in-depth knowledge of tax code protocols to optimize returns. Personable and thorough with five years of industry expertise.

Skills
  • General accounting
  • Marketing
  • Budgeting
  • Cost reduction
  • Cost control
  • Public relations
  • Real Estate
  • Sales
  • Tax code knowledge
  • Local, state and federal tax returns
  • Relationship building
  • Administrative
  • Policies
  • Profit
  • Property Management
  • Credit
  • Clients
  • Excellent Customer service
  • Insurance
  • Filing system management
  • IRS correspondence
Work History
Case Manager, 07/2020 to Current
Samaritan Daytop Village – Brooklyn, NY
  • Managed enrollment, transportation and paperwork for individuals to take advantage of community resources.
  • Managed support services and fostered communication among social workers, therapists, hospital staff and patients.
  • Evaluated treatment plans against individual goals and healthcare standards.
  • Completed detailed charts to summarize interactions with patients and booked follow-up sessions.
  • Interviewed clients, families or groups to assess situations, limitations and issues and implement services to address needs.
  • Developed and implemented variety of innovative policies and strategies to promote client self-sufficiency.
  • Worked with clients to improve life choices and maximize benefits of programs.
  • Educated potential participants on available services and processes to engage in program.
  • Identified service gaps and located needed resources for individuals, including housing, work placement and other support.
Case Manager, 07/2020 to 10/2020
Horne LLP – Farmingdale, NY
  • Reported plans, findings and results to employers.
  • Made appropriate referrals, monitored client services in appropriate time frames, sought supervisory guidance as required, documented services provided.
  • Communicated with supervisor regarding issues related to case management, resourcing, service collaboration and development of new resources.
  • Created well-written, effective care plans appropriately matching needs of clients following standards and guidelines of funders, contractors and governmental regulations.
  • Served as case coordinator, assuming responsibility for complex, high-volume assignments and guiding endeavors to successful completion.
  • Recorded case notes and performed follow-up documentation for eligibility.
Assistant Pastor, 07/2015 to Current
Gods Open House For Everyone – Freeport, NY
  • Organized and spearheaded community outreach programs, including shadowing and mentor programs focused on helping students plan for college or vocational education opportunities and participate in local civic processes
  • Case Management
  • Delivered individualized counseling services to clients working through issues such as mental illness and substance abuse
  • Spear headed group counseling sessions to help individuals deal with Reentry from prison and alcohol and substance abuse issues
  • Provided exceptional services including counseling, case management, education and job training to diverse client base.
  • Liaised with members of justice system on behalf of client.
  • Provided comprehensive services including assessment, goal setting, and service plans.
  • Supported victims, family members and witnesses through various systems including law enforcement, healthcare, and social services. Interviewed individuals and families to assess needs and provide informational resources.
  • Collaborated with court, law enforcement and community providers.
  • Led supportive group discussions and education sessions with alcohol and drug users and families
Manager/Co-Owner, 07/2013 to Current
JRM Financial Group – Queens, NY
  • Merchant cash advance sales/closer.
  • Merchant Processing sales/closer.
  • Credit Repair.
  • Tax Preparation.
  • Accountable for budgeting, cost control, general accounting, and profit and lost.
  • Developed marketing campaigns to increase to increase profit.
  • Created new business through community involvement and active public relations programs.
  • Drive sales, provide solutions, and develop relationships with our customers through inbound/outbound calls.
  • Conducting in-depth reviews of clients' financial circumstances, current provision and future aims.
  • Maintained complete records of client tax returns and supporting documentation in secured areas.
  • Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits.
  • Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
  • Interviewed clients to collect information and gather necessary paperwork prior to preparing tax returns.
Education
Bachelor of Science: Criminal Justice, 2011
New York Institute of Technology - Old Westbury, NY
Certifications
  • Life, Accident and Health Agent license
  • License Real Estate Agent
  • Certificate in Tax Preparation
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Resume Overview

Companies Worked For:

  • Samaritan Daytop Village
  • Horne LLP
  • Gods Open House For Everyone
  • JRM Financial Group

School Attended

  • New York Institute of Technology

Job Titles Held:

  • Case Manager
  • Assistant Pastor
  • Manager/Co-Owner

Degrees

  • Bachelor of Science : Criminal Justice , 2011

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