Certified professional with strong background in tax preparation, offering comprehensive expertise in tax code and regulatory compliance. Known for collaborative approach, ensuring team alignment and adaptability to changing requirements. Valued for problem-solving skills, analytical thinking, and high standards in delivering accurate and timely results. Skilled in client communication, financial documentation, and leveraging software tools to maximize efficiency.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Certified Tax Preparer
Jackson Hewitt Tax Service
11.2020 - Current
Developed a reputation for exceptional client service, leading to an increased number of referrals and repeat business.
Facilitated communication between clients and taxing authorities, effectively resolving disputes or discrepancies in a timely manner.
Assisted clients with navigating the impact of major life events on their taxes, including marriage, divorce, and retirement planning.
Streamlined workflow for tax preparation process, enhancing efficiency and accuracy.
Educated clients on best practices for record-keeping, minimizing future audit risks and maximizing potential deductions.
Utilized advanced software tools for efficient completion of federal, state, and local income tax returns across multiple industries.
Developed strong relationships with clients to gain a comprehensive understanding of their financial situations, enabling tailored tax advice.
Project Administrator
Boulder Plumbing and Mech
02.2019 - 02.2024
Identified potential project risks by conducting regular assessments and reviews.
Developed risk mitigation plans to address challenges proactively.
Developed agendas for team meetings to enhance focus and productivity.
Reviewed financial reports with project managers to identify discrepancies and areas for improvement.
Organized critical documentation for easy access and retrieval, increasing team productivity.
Streamlined administrative processes by implementing efficient workflows that reduced paperwork burdens.
Enhanced project efficiency by streamlining communication channels and implementing effective tracking systems.
Facilitated regular team meetings for effective communication, collaboration, and problem-solving efforts.
Guided and directed third-party inspectors through project construction, commissioning, and closeout.
Avoided construction delays by efficiently following through with site inspections.
Improved overall team performance by providing ongoing training opportunities in relevant skills and software tools.
Model Marketing Server
Zen Compound Temple Denver Nightclub
10.2017 - 03.2020
Adapted quickly to changing environments for continued professionalism under pressure.
Remained focused, motivated and professional throughout long shoots and events.
Secured repeat bookings through outstanding professionalism and versatility.
Promoted products and services by posing for commercials, live shows, and photo shoots.
Collaborated effectively with fellow models, photographers, stylists, and makeup artists to create cohesive and successful projects.
Performed well under pressure in fast-paced environments like runway shows or photoshoots ensuring timely project completion.
Networked with industry professionals at events, fostering valuable relationships that led to future opportunities.
Executed detailed skin care routines to maintain photogenic appearance, supporting high-quality campaign outputs.
Contributed to team brainstorming sessions for marketing strategies, bringing model's perspective to promotional efforts.
Individual Claims Customer Service Representative, Clerk for B2 Claims Team and Grievances and Appeals Representative
Anthem Inc formerly Wellpoint
10.2008 - 09.2016
Researched and resolved written complaints submitted by consumers and physicians or providers.
Expedited the appeals process for faster resolutions by streamlining procedures and workflows.
Decreased case backlog by effectively prioritizing and managing high-volume caseloads.
Examined case to initiate clinical review.
Obtained additional documentation required for case review.
Liaised with healthcare providers and insurance carriers to gather necessary documentation for appeal cases, leading to more informed decisionmaking.
Achieved higher success rates on appeal cases by closely analyzing denial reasons and crafting persuasive arguments for reconsideration.
Provided excellent customer service by actively listening to customer concerns and empathetically addressing their needs throughout the appeals process.
Mentored junior staff members on effective communication skills for handling challenging customer interactions, resulting in improved team performance.
Enhanced the accuracy of appeal decisions through thorough research and factchecking.
Completed documentation of final appeals or grievance determination using appropriate templates.
Implemented best practices for documenting case notes, improving record-keeping accuracy, and aiding team members in tracking progress on ongoing cases.
Managed sensitive client information with confidentiality and discretion, maintaining trust between customers and the company.
Continuously monitored changes in healthcare policies affecting appeals processes, ensuring adaptability in response to evolving requirements.
Improved customer satisfaction by efficiently handling and resolving appeals in a timely manner.
Conducted comprehensive reviews of claim denials, identifying errors or discrepancies that led to successful reversals on appeal.
Supported fellow Appeals Representatives through peer coaching and knowledge sharing, fostering a collaborative work environment.
Education
GED -
Community College Of Denver
05.2006
Skills
Income tax preparation
Client communication
Tax software mastery
State tax regulations
Organization skills
Relationship building
Data inputting
Quality improvement
Data gathering
IRS communication
Research/due diligence
Documentation filing
Certification
Microsoft Office Specialist, Excel Certification – Microsoft.
Timeline
Certified Tax Preparer
Jackson Hewitt Tax Service
11.2020 - Current
Project Administrator
Boulder Plumbing and Mech
02.2019 - 02.2024
Model Marketing Server
Zen Compound Temple Denver Nightclub
10.2017 - 03.2020
Individual Claims Customer Service Representative, Clerk for B2 Claims Team and Grievances and Appeals Representative
Anthem Inc formerly Wellpoint
10.2008 - 09.2016
Microsoft Office Specialist, Excel Certification – Microsoft.
GED -
Community College Of Denver
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