SEARCH

Tax Preparer/Consultant Resume Example

Resume Score: 80%

Love this resume?Build Your Own Now
SB
TAX PREPARER/CONSULTANT
Professional Summary

Certified Medical Billing Specialist with 6 years of experience in fast-paced, multiple-client medical billing company serving large private practice conglomerates and outpatient clinics. Researched denied claims and submitted appeals. Familiar with health billing and collections. Driven Medical Biller and Administrative analyzer, motivated to perform beyond expectations. Competent Administrative Senior Facilitator providing 6 years of experience in handling wide variety of medical coding and billing tasks, including Insurance payments and providing all relevant information for accurate records. Sophisticated and hardworking individual with excellent analytical and multitasking abilities. Coordinates with insurance companies and expedites claims processes. Expertise in accurately inputting procedure and diagnosis codes into billing software to generate invoices.

Skills
  • Spreadsheets
  • Billing Systems
  • Insurance Knowledge
  • Account Reconciliation
  • Medical Records Management
  • Payment Processing
  • Invoice Processing
  • HIPAA Compliance
  • Billing
  • CPT Coding
  • IRS correspondence
  • Local, state and federal tax returns
  • Document preparation
  • QuickBooks proficiency
Work History
06/2020 to CurrentData Enrty SpecialistCompany Name | City, State
  • Leveraged Allegient to input and compile data gathered from various sources.
  • Recognized by management for providing exceptional customer service.
  • Answered 43 calls per day to assist with customer questions and concerns.
  • Defined strategies and created plan to achieve ambitious operational objectives.
  • Improved operations by working with team members and customers to find workable solutions.
  • Exceeded customer satisfaction by finding creative solutions to problems.
  • Demonstrated leadership by making improvements to work processes and helping to train others.
  • Handled all delegated tasks
  • Prioritized and organized tasks to efficiently accomplish service goals.
12/2019 to 11/2020Tax Preparer/ConsultantCompany Name | City, State
  • Interviewed perspective clients to collect information and gather necessary paperwork prior to preparing tax returns.
  • Provided information about available products and services, including Refund Protection and Funds Expedient services, to clients, resulting in increased business opportunities.
  • Prepared US, multistate and international tax returns for business clients.
  • Offered clients recommendations to reduce tax liabilities.
  • Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
  • Facilitated communication between clients and tax authorities.
  • Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities.
  • Maintained complete records of client tax returns and supporting documentation in secured areas.
  • Prepared tax returns, extensions, tax planning calculations and write-ups for all types of organizations and entities, including individuals.
  • Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits.
  • Processed over 300 tax forms for individual and business clients in first year
04/2009 to 06/2014Administrative SupportCompany Name | City, State
  • Coordinated travel arrangements, including booking airfare, hotel and ground transportation.
  • Monitored Supervisor's work calendar and scheduled appointments, meetings and travel.
  • Generated reports and typed letters in Microsoft Office and prepared presentations in Microsoft Office for maximum impact and results.
  • Performed general office duties, including answering multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
  • Offered office-wide Allegiant and Elation medical software support and training, including troubleshooting issues and optimizing usage
  • Coordinated bookkeeping activities in QuickBooks and Lawson, including invoicing and accounts payable.
  • Supported logistics for programs, meetings and events, including room reservations, agenda preparation and calendar maintenance.
  • Maintained complex digital filing system for financial information.
  • Created PowerPoint presentations for business development purposes.
  • Processed invoices and expenses using Allegiant to facilitate on-time payment.
Education
11/2020Associate of Applied Science | Medical And Insurance Coding And BillingUniversity Of Nebraska At Omaha, City, State
11/2020Associate of Applied Science | Administrative, Medical Insurance Billing/CodingIowa Western Community College, City, State
Certifications
  • Certified Insurance Medical and Billing Code Specialist, Nebraska Medicine - 2020
Build Your Own Now

DISCLAIMER

Resumes, and other information uploaded or provided by the user, are considered User Content governed by our Terms & Conditions. As such, it is not owned by us, and it is the user who retains ownership over such content.

Resume Overview

School Attended

  • University Of Nebraska At Omaha
  • Iowa Western Community College

Job Titles Held:

  • Data Enrty Specialist
  • Tax Preparer/Consultant
  • Administrative Support

Degrees

  • 11/2020 Associate of Applied Science | Medical And Insurance Coding And Billing
    11/2020 Associate of Applied Science | Administrative, Medical Insurance Billing/Coding

Similar Resumes

View All
Business-Consultant-and-Tax-Preparer-resume-sample

Business Consultant and Tax Preparer

Chattanooga, Tennessee