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Tax Services Operations Administrator

Location:
Ashtabula, OH
Salary:
30.00
Posted:
October 13, 2023

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Resume:

Cincellia L. Williams

*** **** **** ******, *********, OH 44004 · 440-***-**** · ad0ce2@r.postjobfree.com

Professional Summary

Accomplished, analytical, and detail-oriented professional with 14+ years of diverse experience in data processing and analysis, patient care, tax management, and customer service in various industries spanning rehabilitation, healthcare, and tax services.

-A Masters of Business Administration graduate with experience in organizational management and directional leadership.

-Proficient in quantitative and statistical analysis to identify and mitigate actions and business risk.

-Demonstrated success in sustaining an excellent patient care experience that contributes to positive, sustainable health outcomes for patients and work culture of kindness, coordination, integrity, accountability, and excellence.

-Operations Administrator knowledgeable of Corporate Po’s, coordinating the services and duties of various other personnel within or outside of the organization. Align schedules for meetings, deliveries, and events; process invoices and approve payments; submit work orders and tech support tickets; and verify and process expense reimbursements and accounting. Also oversee inventory and order supplies and frequently handle routine bookkeeping and data processing tasks.

-Execute strategic initiatives in identifying needed enhancements to current process flows and help to implement changes following industry standards.

-Possess excellent interpersonal, communication, sound judgment, follow through, and relationship-building skills that engage and impact others with the ability to work in a fast-paced environment.

Core Competencies

Project Management • Strong Verbal & Written Communication • Public Speaking • Economic Development • Data Entry Risk Management• Risk Monitoring • Compliance with Laws • Process Improvements • Statistical Analysis • Information Technology • Strategic Planning & Decision-Making • Collaborative Leadership• Strategy Implementation• Knowledge in Non-Profit & Outreach Services• Knowledge Banking Systems •Internal Controls Competency • Policies and Procedures • Tax Management • Audit Compliance •Quantitative Analytics • Research and Development • Presentation & Reporting

Professional Experience

Operation Administrator

Kinder Morgan Pinney Dock Terminal Ashtabula, Ohio February 2023 – October

-Research and negotiate bids and contracts.

-Assist with the collection of delinquent accounts.

-Coordinate with company owners to resolve issues.

-Oversee internal control procedures.

-Create and oversee implementation of reports.

-Conduct financial audits.

-Develop policies and procedures.

-Assist project management with day-to-day activities.

-Manage day-to-day operations.

-Align schedules for meetings, deliveries, and events; process invoices and approve payments; submit work orders and tech support tickets; and verify and process expense reimbursements and accounting. Also oversee inventory and order supplies and frequently handle routine bookkeeping and data processing tasks.

Office Manager

Family Pride Chardon, Ohio October 2022 – February 2023

-Responsible for creating PowerPoint slides and making presentations.

-Manage two executives’ schedules, calendars, and appointments.

-Responsible for managing office services by ensuring office operations and procedures are organized; correspondence is controlled; filing systems are designed; supply requisitions are reviewed and approved; and that clerical functions are properly assigned and monitored.

-Establish a historical reference for the office by outlining procedures for protection, retention, record disposal, retrieval, and staff transfers.

-Ensure office efficiency is maintained by carrying out planning and execution of equipment procurement, layouts, and office systems.

-Responsible for developing and implementing office policies by setting up procedures and standards to guide the operation of the office; ensure that results are measured against standards, while making necessary changes along the way.

-Allocate tasks and assignments to subordinates and monitor their performance.

-Perform review and analysis of special projects and keep the management properly informed.

-Determine current trends and provide a review to management to act on.

-Responsible for recruiting staff for the office and providing orientation and training for new employees.

-Ensure top performance of office staff by providing them adequate coaching and guidance, and enforcing appropriate discipline to erring employees; planning, supervising, and assessing employees’ job performance.

-Remain updated of technical and professional knowledge by attending educational workshops, joining professional associations, and building networks with fellow professionals; and reviewing of industry publications.

Residential Data Specialist

Northeast Ohio Community Alternative Program (NEOCAP), Painesville, OH Jan 2018 – 2021

-Maintain database input and MS Office forms and oversee help desk calls for staff, including but not limited to printer cartridge refills, installation, and troubleshooting hardware/software irregularities.

-Research data, maintain and enter various information such as CCIS, inventory, statistics, etc. to assess, prepare reports, prepare spreadsheets, create graphs, and project facility needs

-Hire and train all personnel to use computer systems and develop an initial personnel file into the computer system

-Proactively participate in scheduled staff meetings, seminars, and continuing education programs, and set up computers for scheduled video conferences

-Install hardware, software, or CAT5 for the network, maintain CCTV video system, and retrieve videos

-Assist the Business Director to plan, design, and implement upgrading requirements for the facility computer systems

-Process all incoming and outgoing facility, residential mail, as well as internal and legal correspondence

-Maintain Resident Phone Account by approving phone numbers and placing funds on their account

-Lead the acquisition of weekly timesheets and input relevant, confidential data into state computer databases

-Pass out OTC medication to residents and log usage, and oversee the collection and remittance of resident money

-Log in deliveries, update inventory, maintain facility inventories, and reorder all facility supplies

-Collaborate with all facility visitors while liaising with the outside vendors as needed to meet the business requirements

-Monitor and supervise maintenance for vehicles service and monitor Central Control, answer phones and fax

-Ensure compliance to policy and procedural requirements and maintain strict confidentiality of all information

Direct Care Staff

New Avenues to Independence, Euclid, OH Apr 2012 – Jan 2018

-Assisted in dressing and bathing, completed basic hygiene tasks, and facilitated any required rehabilitation exercises

-Ensured that individuals take their prescribed medications and prepared meals that adhere to special dietary considerations

-Acted as counsel and taught developmentally disabled adults how to adopt basic independent living skills

-Assisted with light cleaning and housework and helped adults with developmental disorders learn to make a budget and complete basic household tasks

-Worked with disabled children in the school system, providing support and assistance during daily activities, and met with the family to discuss the needs of patients

-Ran errands to the grocery store, laundromat, cleaners, drugstore, and other necessary locations

-Served as a companion for the elderly who live alone and organized several activities for them to be active

Certified Tax Preparer

Liberty Tax, Ashtabula, OH Oct 2009 – Apr 2012

-Created invoices and requests payment for services rendered based on the difficulty level and time spent

-Prepared legal documents and verified tax forms completed by clients to ensure their proper submission

-Conducted research and seek the advice of senior preparers when confronted with challenging tax circumstances

-Accurately calculated taxes for clients by preparing appropriate materials regarding yearly tax tables, instructions, and forms in compliance with pertinent tax laws and regulations

-Completed tax forms properly in collaboration with clients on the paperwork and legal documentation required

-Worked with clients to obtain personal information regarding potential deductions, educational grants, or allowances

-Met with clients and addressed their questions and concerns regarding tax forms and legal paperwork

Patient Access Representative

University Hospitals Geneva Medical Center, Geneva, OH Apr 2006 – Jun 2009

-Welcomed patients and their caregivers in a warm, professional manner and recorded pertinent information into a computer database

-Documented insurance information and obtained pre-approval for treatment if needed

-Organized and prioritized the order of care so that the most critical patients are seen first

-Maintained paper and electronic medical records and updated the records regularly

-Communicated information between patients and other staff members, providing them with relevant updates

-Assisted patients during checkout and ensured they have post-treatment instructions if required, and referred individuals to outside agencies when unable to meet customer requirements and needs

-Provided information to insurance companies to assist with billing and calculated payment information, accepted funds, and credited accounts accordingly following cost accounting principles

Education

Master’s Business Administration – Specialization in Economics

University of Arizona – Online Campus, June 6, 2021

Bachelor General Studies – Minor in Psychology

Kent State University – Ashtabula Campus, Dec 2009

Training

Human Trafficking, NIC (National Institute of Corrections), 2021

COVID-19 Precautions, NIC (National Institute of Corrections), 2021

How to Communicate Effectively, NIC (National Institute of Corrections), 2022

Workforce Stoppage, NIC (National Institute of Corrections), 2022

CPR/First AID, NIC (National Institute of Corrections), 2022

Menta, NIC (National Institute of Corrections), 2021

Technical Knowledge

Microsoft Office: Word, Excel, Outlook, PowerPoint, Access, SharePoint

Adobe Creative Suite: Illustrator, Photoshop, InDesign, Dreamweaver, Bridge

Accounting Software: Salesforce, Oracle, QuickBooks, MAS500, AS400

Social Media: Facebook, Instagram, Twitter, LinkedIn, TikTok,

Communication Software: Slack, Google Chat, Google Duo, Yammer

File Sharing Software: OneDrive, WeTransfer, Google Docs



Contact this candidate