tax preparer resume example with 20+ years of experience

(555) 432-1000,
Montgomery Street, San Francisco, CA 94105
Professional Summary
Seeking a challenging position with a company in the accounts collection industry, where my skills and professional attributes can be effectively utilized. Experienced portfolio manager with excellent client and project management skills. Action-oriented with strong ability to communicate effectively with technology, executive, and business audiences.
  • Exceptional interpersonal communication
  • Client account management
  • Effective leader
  • Budget development
  • Staff training/development
  • Employee scheduling
  • Consistently meet goals
  • Efficient multi-tasker
  • Project management
  • Conflict resolution
  • Conflict resolution
  • Customer service-oriented
  • Organized
  • Human resources management
  • Deadline-oriented
  • Education
    University of Rhode Island Providence, R.I Expected in 1 1990 Certificate, Medical Terminology Monrovia Community College Monrovia, Liberia 1983 Certificate, Accounting & Bookkeeping : - GPA : This was a basic medical terminology course to provide the framework needed to focus on the many components of a medical term and how to break down a medical term by simply knowing the meaning of the prefix or suffix. By learning the individual parts of a medical word, where you need to memorize hundreds of complex medical terms and their definitions. Learn the basic rules and elements of a medical term. Learn the medical terms related to body structure. Learn 100's of medical suffixes and prefixes to recognize and correctly form medical terms. 
    Assembly of God High School Monrovia, Expected in 1 1981 High School Diploma : - GPA :   You learned the basic principles, concepts, ethics, limitations and techniques central to bookkeeping and accounting the role of bookkeeping and accounting within for-profit organizations, not-for-profit organizations and the public sector. The relationship between bookkeeping and accounting, including similarities and differences in careers. In bookkeeping and accounting, and the requirements for professional qualifications in the two subjects. perform basic operations with numbers, as required for bookkeeping and accounting ·  perform basic operations with Excel spreadsheets, as required for bookkeeping and accounting    complete all the steps required in a double-entry bookkeeping and accounting system from recording financial transactions in books of prime entry to preparing the profit and loss account/income statement and balance sheet · develop the general practical and professional skills of bookkeeping and accounting · Develop awareness of relevant ethical issues for bookkeepers and accountants.
    Work History
    Liberty Tax Service - Tax Preparer
    Statesville, NC, 2011 - 2014
    • Proficient in ARTIVA, HOST, ETRAN, DEI, MEDITECH, and SYNERGY/Associated Accounts System.
    • Billed and collected payments from associated company, etc.
    • Processed and handled accounts payable, bad debts, and other miscellaneous monetary funds.
    • Researched accounts for discrepancy charges or error in payments.
    • Re-billed contractual corrections within company related systems.
    • Knowledgeable in revenue codes, financial class, Account Status, IZ Line (transaction to remove auto-posted contractual adjustments from accounts) and payment screen codes.
    • Verified client's eligibility, benefits, and payments.
    • Prepared payroll and conducted bookkeeping, receiving, and inventory control.
    • Possessed strong interpersonal skills which nourish discipline and teamwork.
    • Ability to meet and exceed performance competencies.
    • Prepared individual income tax returns, conducted bookkeeping services, and payroll transactions.
    • Developed customer billing process and performed account verification.
    • Reconciled billing issues and proactively worked to resolve them.
    • Checked tax returns for accuracy and made corrections appropriately.
    • Accountable for improving overall development and training programs.
    • Maintained timely and accurate documentation for all appropriate transactions.
    • Proficient in numerical calculations and data entry tasks.
    • Operational knowledge of accounts software and MS Office suite.
    Circle K Stores, Inc. - Agency Customer Service Billing Account Representative
    Tallahassee, FL, 2007 - 2011
    • Provided excellent customer service, and learning company products.
    • Processed customer statements, while troubleshooting to solve basic problems with instruments.
    • Data entry using manufacturing software, and interacting with vendors.
    • Worked on special projects as assigned by customer service manager.
    • Handled benefits and eligibility inquiries.
    • Processed authorization calls and claim status/adjustments.
    • Corresponded with both members and providers regarding enrollment and payments.
    • Participated in special projects as needed Adhered to quality improvement initiatives.
    • Identified adjustments and executed member terminations.
    • Developed competency in billing and receivable systems and associated applications Maintained timely and accurate documentation for all appropriate transactions.
    Lacosta - Asst Manager
    Bedford, OH, 2000 - 2006
    • Provided administrative support to the director and other department staff.
    • Coordinated and organized team work and meetings; maintained training records.
    • Scheduled luncheons and outings for both Staff and clients.
    • Circulated paperwork for appropriate signatures and approvals.
    • Coordinated and managed the activities, plans and programs of the immediate staff.
    • Responsible for Vocational Rehabilitation and Developmental Services.
    • Handled all administrative functions and duties including, meetings.
    Encompass Health - Supervisor
    Lubbock, TX, 1999 - 2005
    • Prepared reports for management and contracted billing services on monthly basis.
    • Demonstrated excellent communication and negotiated pay scale.
    • Supervised sixty seven staff and posted vacant positions; interviewed, hired, and trained new employees, and performed employee performance evaluations.
    • Processed and prepared monthly billing of services for customers.
    Técnico Corporation - Nurse's Aide
    Chesapeake, VA, 1997 - 2004
    • Trained and experienced in taking vital signs and comprehensive patient care.
    • Also, handled extensive billing and collection of payment from private accounts.
    • Assisted with light housekeeping, prepared meals, ran errands, and verified benefits and payment eligibility for patients.
    • Ability to meet and exceed performance competencies effectively and resolve patient's grievances, and weekly work schedule plan for thirty employees.
    Advisors Excel - Office Manager
    Topeka, KS, 1993 - 1998
    • Processed and resolved customer complaints.
    • Handled customer inquiries and issues.
    • Trained contractors on policies and procedures.
    • Implemented various additional duties to meet the needs of the organization.
    • Exceeded targeted sale goals and quality assurance requirements.
    • Assisted store manager with management responsibilities, merchandising, advertising, inventory control, bookkeeping, payroll preparation, receiving, and human resources.
    Growth Horizon - Assistant Case Manager
    City, STATE, 1990 - 1995
    • Directed, coordinated, and managed activities, plans and programs for the staff.
    • Accountable for improving unit image through the overall development.
    • Responsible for hiring, training, and development of employees.
    • Ensured staffs maintain quality service.
    • Conducted payroll transactions and managed of petty cash-handling.
    St. Joseph's Hospital - Nurse's AIDE/Shift Supervisor
    City, STATE, 1988 - 1990
    • Supervised seven staff, trained new employees, and prepared sterile instrument for surgery, and ensured patient comfort.
    • Supervision
    • Supervised  team to monitor activity and goal achievement.
    • Business Development:
      Spearheaded acquisition of companies.Established and managed  relationships between company and customers.
    • Ensured superior customer service.
    • Worked directly with Human Resources to streamline hiring and onboarding process.
    Accounting, accounts payable, administrative, administrative support, advertising, basic, benefits, billing, Bookkeeping, cash-handling, strong interpersonal skills, excellent communication, client, clients, excellent customer service, customer service, Data entry, documentation, financial, funds, hiring, human resources, image, inventory control, director, Medical Terminology, MEDITECH, meetings, merchandising, MS Office suite, payroll, policies, quality, quality assurance, quality improvement, receiving, tax, teamwork, team work, training programs, troubleshooting
    Additional Information

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    Resume Overview

    School Attended

    • University of Rhode Island
    • Assembly of God High School

    Job Titles Held:

    • Tax Preparer
    • Agency Customer Service Billing Account Representative
    • Asst Manager
    • Supervisor
    • Nurse's Aide
    • Office Manager
    • Assistant Case Manager
    • Nurse's AIDE/Shift Supervisor


    • Certificate, Medical Terminology Monrovia Community College Monrovia, Liberia 1983 Certificate, Accounting & Bookkeeping
    • High School Diploma

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