Tax Preparer resume example with 7+ years of experience

(555) 432-1000,
Montgomery Street, San Francisco, CA 94105
Professional Summary

Nurse Aide with over 2 years of successful experience in BLS and nursing skills. Recognized consistently for performance excellence and contributions to success in the nursing industry. Strengths in vital signs and patient satisfaction.

  • Guest services
  • Inventory control procedures
  • Merchandising expertise
  • Loss prevention
  • Cash register operations
  • Product promotions
Northeast Texas Community College Mount Pleasant, TX Expected in 05/2014 Associate of Science : Business Administration And Accounting - GPA :
  • Certified Nurse Assistant (CNA)
  • First Aid/CPR Certified
  • Certified Patient Care Technician
  • CPAP Specialist
  • Certified Phlebotomy Technician
  • Certified EKG Technician
Work History
Optima Tax Relief - Tax Preparer
Chandler, AZ, 01/2019 - 04/2020
  • Completed and filed returns with tax departments at local, state and federal levels.
  • Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement.
  • Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits.
  • Offered clients recommendations to reduce tax liabilities.
  • Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities.
  • Prepared wide array of returns such as corporate, fiduciary, gift, individual and private foundation returns.
  • Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
  • Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
  • Maintained complete records of client tax returns and supporting documentation in secured areas.
  • Prepared written responses or tax return amendments to resolve state and federal notices.
  • Delivered comprehensive tax documentation required for accurate individual and corporate returns.
Common Spirit - Resident Care Aide
Lakewood, CO, 02/2018 - 03/2019
  • Assisted patients with handling daily chores and errands by transporting to appointments, cleaning personal spaces and purchasing supplies.
  • Kept close eye on behavior and emotional responses of clients, consulting with Nurses to address concerns and protect each person from any harm.
  • Coordinated daily medicine schedules and administration to help clients address symptoms and enhance quality of life.
  • Assisted patients with dressing, grooming and feeding needs, helping to overcome and adapt to mobility restrictions.
  • Answered call lights and supported patient comfort and safety by adjusting bed rails and equipment.
  • Helped patients safely transition between sleeping surfaces and mobility assistance such as wheelchairs by providing consistent support.
  • Offered support for client mental and emotional needs to enhance physical outcomes and overall happiness.
  • Followed nutritional plans to prepare optimal meals, including purchasing ingredients from local shops.
  • Wiped down equipment with proper cleaning products after each patient transport to reduce instances of infection.
  • Encouraged patients to participate in safe physical activity to help boost mood and improve overall wellness.
  • Planned, prepared and served meals and snacks according to prescribed diets.
  • Recorded vital signs, such as temperature, blood pressure, pulse, or respiration rate, as directed by medical or nursing staff.
  • Remained alert to problems or health issues of clients and competently responded.
  • Scheduled and accompanied clients to medical appointments.
  • Documented residents' behavior in terms of mental status, sleeping and eating patterns in medical record books.
  • Interacted kindly with patients and families and displayed positive, outgoing attitude, resulting in establishment of long-term, professional relationships.
Cci Health & Wellness Services - Billing Clerk
Forest Glen, MD, 10/2015 - 01/2018
  • Monitored outstanding invoices and performed collections duties.
  • Handled account payments and provided information regarding outstanding balances.
  • Processed payment via telephone and in person with focus on accuracy and efficiency.
  • Collected data to complete detailed financial reports for stakeholders and management.
  • Executed billing tasks and recorded information in company databases.
  • Developed rapport with clients and vendors to cultivate loyalty and satisfaction.
  • Created improved filing system to maintain secure client data.
  • Managed invoicing and payment processing operations.
  • Paid vendors by monitoring discount opportunities and paid employees by receiving and verifying expense reports.
  • Utilized talents and expertise to complete on-time and accurate monthly closing processes, journal entries and accruals.
  • Kept vendor files accurate and up-to-date to expedite payment processing.
  • Generated and submitted invoices based upon established accounts receivable schedules and terms.
  • Trained and mentored new team members and managers on accounts payable systems and policies to build cohesive groups and promote operational performance.
  • Generated accounts payable reports for management review to aid in financial and business decision making.
  • Disbursed petty cash by recording entries and verifying documentation.
  • Obtained necessary signatures on information release forms to obtain medical and treatment records from other service providers.
  • Adhered to all facility, company and legal guidelines.
  • Reviewed medical records for completeness and filed records in alphabetic and numeric order.
  • Reviewed charts and flagged incomplete or inaccurate information.
American Home Patient - CPAP Specialist
City, STATE, 05/2012 - 10/2015
  • Interpreted clients' needs and introduced services to fit specific requirements.
  • Evaluated diverse organizational systems to identify workflow, communication and resource utilization issues.
  • Followed all company policies and procedures to deliver quality work.
  • Listened and responded to customer requests and forwarded necessary information to superiors.
  • Kept detailed records of project progress, discrepancies and other funding issues.
  • Communicated with management to request maintenance assistance for CPAP equipment.
  • Convened and led multi-discipline committee to address sustainability in college operations.
  • Monitored customer lines at POS and opened additional registers to expedite sale process.
  • Attended training programs to deepen professional skillset and assisted in training fellow store associates on existing and new training programs.
  • Drove sales through sampling initiatives, suggestive selling and communication of promotional items and specials.
  • Prepared, presented and maintained appropriate stock levels to promote product availability to customers.

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Resume Overview

School Attended

  • Northeast Texas Community College

Job Titles Held:

  • Tax Preparer
  • Resident Care Aide
  • Billing Clerk
  • CPAP Specialist


  • Associate of Science

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