income tax preparer resume example with 20+ years of experience

(555) 432-1000,
, , 100 Montgomery St. 10th Floor

Highly respected Board Secretary/Transportation Coordinator with strong knowledge of business secretarial processes. Demonstrates excellent tact in dealing with board members and stakeholders. Skilled in worClaire under pressure and adapting to new situations and challenges to enhance the organizational brand. Detail-oriented approach to organizing files, scheduling appointments, and assisting patients. Organized individual brings a background in medical office settings handling patient needs. Enthusiastic and communicates positively with physicians, office staff, and patients. HardworClaire employee with excellent customer service, multitasClaire, and time management abilities. Devoted to giving every customer a positive and memorable experience. SeeClaire a position where my education, knowledge, skills and abilities will benefit the veterans and the agency.

  • Meeting Minutes
  • Budget Preparation
  • Calendar and Scheduling Software
  • Call routing utilizing a multi-line phone
  • Patient scheduling
  • Entered patient demographics
  • Medical Terminology
  • Outstanding customer service
  • Visitor Greeting
  • Reports and Financial Statements
  • Travel Arrangement Coordination
  • Excellent verbal and written communication skills
  • Meeting Agenda Preparation
  • Supply Inventory Management
  • Records Management Databases
  • Critical ThinClaire
  • Administrative Policies
  • Detail-Oriented
  • Microsoft Office and other computer software
  • Types 50 wpm
  • Healthcare Coding Competency
  • Equipment Troubleshooting and Maintenance
  • Understanding of Medical Laws
  • Knowledge of HIPAA Regulations
  • Patient Eligibility Requirements
  • Insurance Authorizations
  • CPT Coding
  • Client Interviews
  • Tax Law
  • Individual Returns Preparation
  • Attention to Detail
  • Medical Billing Processing
  • Patient Information Verification
  • Hospital Inpatient and Outpatient Records
  • Medical Release of Information ROI
  • Planning & Organizing
  • Staff Training
  • Safety Procedures
  • Transportation Coordination
  • Time and Wage TracClaire
Education and Training
DeVry University Atlanta, GA, Expected in 08/2011 Bachelor of Science : Technical Mangement - GPA :
Sandersville Technical College Sandersville, GA, Expected in 06/2009 Associate of Science : Accounting - GPA :
Sandersville Technical College Sandersville, GA, Expected in 06/2009 Certificate : Payroll Accounting Specialist - GPA :
Sandersville Technical College Sandersville, GA, Expected in 06/2009 Certificate : Microsoft Office Specialist - GPA :
Swainsboro Technical College Swainsboro, GA Expected in 12/1999 Diploma : Information Office Technology - GPA :
Merito Group - Income Tax Preparer
Pinellus Park, FL, 01/2010 - Current

Self-employed part-time during tax season

$8,000 per year

  • Advise clients to comply with IRS regulations and meet state and federal tax obligations.
  • Probe tax situations from different angles to apply for maximum tax benefits or resolve tax debts.
  • Informed clients of potentially beneficial products and services, resulting in additional business opportunities.
  • Analyze unaudited financial statements to determine adjustments for proper tax treatment.
  • Review income statements and documentation of expenditures to determine forms needed to prepare tax returns.
  • Interview clients to obtain additional information on taxable income and deductible expenses and allowances.
  • Use tax form instructions and tables to complete tax forms.
  • Use appropriate adjustments, deductions, and credits to keep clients' taxes minimum.
  • Compute taxes owed or overpaid for clients.
  • Calculate form preparation fees according to return complexity and processing time required.
  • Consult tax law handbooks or bulletins to determine procedures for preparing atypical returns.
  • Analyze information and assess liabilities and deductions according to relevant tax codes.
  • Supply detailed tax documentation needed to submit accurate corporate and individual returns.
  • Finalize and process paperwork with local, state, and federal government authorities.
  • Respond to state and federal tax notices by preparing written responses or tax return amendments.
Johnson County Board Of Education - Transportation Coordinator/Executive Board Secretary
City, STATE, 10/2003 - Current

Supervisor: Charlie Lindsey (XXX) 232-8178

40 hrs. per wk. $36,000

07/2016- present

  • Organize business-wide internal bus drivers meetings, board meetings, conference calls, and staff meetings.
  • Sustained operational efficiencies by coordinating board meetings, travel itineraries, and agenda plans.
  • Monitor daily routes and delivery schedules of school buses, tracClaire dispatches in real time.
  • Ensures licensing and renewals on all vehicles are up to date and compliant with all applicable standards and regulations.
  • Verify that all drivers are properly qualified and licensed.
  • Prepares routing information for students, parents, and building administrators.
  • Manage bus drivers by issuing driver assignments and helping address the transportation needs of students.
  • Communicate with bus drivers, teachers, and guardians regarding problems or incidents impacting student riders.
  • Provides outstanding customer service.
  • Coordinates use of school buses for non-instructional use.
  • Monitors bus communication and bus training requirements.
  • Manage bus drivers' time sheets and sick and personal leave time.
  • Maintain up-to-date employee records.
  • Coordinate repairs for office equipment and provide technical assistance for software and hardware problems.
  • Maintain the reception desk when required.
  • Coordinate with other government and state agencies representing the district office.
  • Perform other duties assigned by the Director of Transportation and Superintendent.


October 2003- July 2016

  • Pleasantly welcomed visitors answered phone calls and maintained the front reception desk.
  • Provided quality services to students, staff, principals, board members, and the community.
  • Set up workshops, conferences, and meetings by scheduling and reserving rooms and preparing supplies.
  • Created spreadsheets in Microsoft Excel for record-keeping and reporting.
  • Coordinated travel arrangements and completed expense reports for travel reimbursement.
  • Kept office equipment functional and supplies well-stocked to promote efficient operations.
  • Handled incoming calls on a multi-line phone system and directed callers to the appropriate department or employee.
  • Schedule appointments and arrange conferences and interviews.
  • Sorted and distributed incoming faxes, letters, and emails for office distribution.
  • Assisted the booClaire department with purchases and requisitions.
  • Distributes payroll checks and assists in payroll, managing files for teachers and applicants.
  • Coordinated the vision and dental insurance.
  • Issued work permits.
  • Schedule meetings between parents and the superintendent.
  • Composed, edited, and typed complex memos and reports with job-related software.
  • Oversaw staff correspondence, record tracClaire, and data communications, resulting in improved automation of office operations.
  • Responsible for all personnel files, vendor files, and other obtained records.
  • Performed other duties assigned by the Superintendent.
Community Health Care System Inc - Medical Records Technician/Secretary/Receptionist Assistant
City, STATE, 09/1996 - 10/2003

Supervisor: Carla Belcher (XXX) 552-7384

40 hrs per wk. $9.00 per hr.

  • Greeted each patient pleasantly and offered a desk sheet for easy sign-in.
  • Scheduled appointments for patients via phone and in person.
  • Relayed messages from patients to physicians about concerns, condition updates, or refill requests to facilitate treatment.
  • Entered patient insurance, demographic, and health information into the software and confirmed records.
  • Handled incoming calls from a multi-line phone system and directed callers to the appropriate department or employee.
  • Retrieved medical charts for healthcare staff for filing in medical records.
  • Safeguarded patient records, managing data transfers in compliance with HIPAA standards and administrative regulations.
  • Scanned and validated medical records for upload.
  • Pulled patient charts for upcoming appointments.
  • Managed release of information requests and identified requestors as patients, relations, or provider.
  • Kept department clean, organized, and professional.
  • Processed and invoiced records requests from patients, providers, and third parties.
  • Tracked and processed release of information requests.
  • Obtained information by contacting appropriate personnel or patients.
  • Purged inactive files and destroyed obsolete files following procedures.
  • Ordered and restocked supplies in line with budget limits and office needs.
  • Compiled and coded patient data using standard classification systems.
  • Answered questions and fulfilled requests with friendly and knowledgeable service.
  • Proofread documents carefully to check the accuracy and completeness of all paperwork.
  • Transmitted information or documents to customers through email, mailings, or facsimile machines.
  • Checked patients in and out for appointments and collected co-payments.
  • Carried out daily tasks by professionally communicating with physicians, nursing staff, technicians, and medical assistants.
  • Called patients to confirm scheduled appointments and obtain additional details.
  • Conducted patient intake interviews to collect medical information and insurance details.
  • Delivered high-quality administrative and customer service to sustain patients and workflows.
  • Managed the sliding fee program for indigent patients, determined their eligibility, and notified the patients of renewal dates and documents required to update their accounts.
  • Prepared bank deposits.
  • Protected patients by observing strict HIPAA guidelines.
  • Retrieved faxes and uploaded documents to patient charts to assist clinical staff.
  • Photocopied insurance cards, documented details, and verified patient coverage for upcoming procedures or appointments.
  • Trained new staff on office procedures, insurance processes, and medical terminology.
  • Informed patients of financial responsibilities before rendering services.
  • Straightened up the waiting room to maintain a neat and organized space.
  • Gathered, transcribed, and typed medical information into charts.
  • Consulted with insurance companies regarding payment of claims.

Administrative Assistant 09/1996-10/1997

Supervisor: Sharon Claire (XXX) 864-2600

40 hrs per wk. $7.00 per hr.

  • Assistant to the CEO, scheduled travel arrangements, made hotel reservations, etc.
  • Answered phone calls and emails to provide information, resulting in effective business correspondence.
  • Directed customer communication to appropriate department personnel.
  • Provided secretarial and office management support while building cooperative worClaire relationships.
  • Scheduled appointments, meetings, events for management staff and prepared the agenda.
  • Composed correspondence and transcribed doctor notes, reports, and meeting notes.
  • Utilized editing programs to proofread content for typo-free emails, memos, and documentation.
  • Kept office equipment functional and supplies well-stocked to promote efficient operations.
  • Sorted and distributed incoming faxes, letters, and emails for office distribution.
  • Created presentations, conducted research, and consulted with other offices and the public for needed information.
  • Prepared bank deposits.
  • Routed agreements, contracts, and invoices through the appropriate signature process.
  • Notified expected attendees of the meeting.
  • Scheduling patient appointments when needed and other office duties.
Activities and Honors

Member of National Technical Honor Society

HOPE Grant Scholarship Recipient

President’s List

Graduated with Honors in the Accounting and Payroll Program

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Resume Overview

School Attended

  • DeVry University
  • Sandersville Technical College
  • Sandersville Technical College
  • Sandersville Technical College
  • Swainsboro Technical College

Job Titles Held:

  • Income Tax Preparer
  • Transportation Coordinator/Executive Board Secretary
  • Medical Records Technician/Secretary/Receptionist Assistant


  • Bachelor of Science
  • Associate of Science
  • Certificate
  • Certificate
  • Diploma

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