Assistant Manager Tax Returns
Resume:
JOSE FRANK
PANIAGUA
*************@******.***
Miami, FL 33142
CONTACT
ASSISTANT MANAGER
CREDITFLASH, Homestead, Fl
SENIOR ADVISOR
FLORIDA BLUE, Miami, Fl
EXPERIENCE
September 2021 - Present
Handled all incoming telephone calls and email inquiries in a friendly and helpful manner
•
• Experience
• Calculate tax payments
• Estimate tax returns, deductibles, liabilities, and expenses
• Prepare quarterly and annual reports
• Collect data from income statements and expense documents
• Complete clients' tax documentation
• Review data on reports and detect possible errors
• Answer tax- and finance-related questions
• Research new tax trends and regulations
• Advise individuals and companies on tax strategies
• Ensure compliance with government tax rules
Prepared and assisted in preparing simple to complex tax returns for individuals and small businesses
•
Used all appropriate adjustments, deductions and credits to keep clients' taxes to minimum
•
Computed taxes owed and overpaid, using adding machines and personal computers and complete entries on forms, following tax form instructions and tax tables
•
Obtained additional information on taxable income and deductible expenses and allowances
•
Calculated form preparation fees according to return complexity and processing time required
•
• Provided future tax planning to clients
• Scheduled appointments with clients
• Assisted with new hire orientation and employee training Handled employee discipline and termination according to company
• policies
Utilized knowledge of company products and services to make recommendations and up-sell items according to customer needs.
•
April 2020 - Present
Assists various/cross-functional departments (Appeals and Grievances, Membership and Billing, etc.) with the research and
•
TAX PREPARER
ALASKA FINANCIAL, Miami, Fl
US
resolution of CTM's (Complaints Tracking Modules) in accordance with CMS guidelines
Collaborate with Appeals and Grievances Department to ensure oral grievances are identified and documented in accordance with internal processing guidelines; supports process enhancements; makes recommendations directly to department leadership on process improvements, as well as identify process gaps when appropriate
•
• Provides trending and tracking to leadership on a frequent basis Serve as claims processing subject matter expert to Medicare Senior Business Unit Advocates
•
Provides training to staff on understanding claims/benefits processing protocols to prevent and decrease member complaints and misunderstandings
•
Tracks and trends claims processing errors and provide feedback to direct leadership during weekly/bi-weekly engagement sessions
•
Creates process flows/workflows for staff and creates presentations for trainings via PowerPoint and Excel, which is disseminated amongst staff and cross-functional areas
•
Provides frequent updates to leadership and business area leaders
• as requested
Tracked store inventories and replenished products according to demand
•
Reported customer and employee accidents, injuries and concerns for supervisor review
•
Communicated with clients to address questions, concerns and
• needs and provide quality customer service
• Monitored the floor coverage to drive sales
Implemented the visual presentation for the floor, which led to increased revenue
•
Ensured the overall customer service and satisfaction was provided
• at all times
• Responsible for opening and closing store
Daily count of register and store safe, monitor sales of stores of a daily average of $120,000
•
Organized company merchandise and displays to increase brand
• awareness and product sales
Handled employee discipline and termination according to company policies
•
Assisted with new employee training and conducted performance reviews to track overall progress
•
Performed statistical analysis on sales data to measure company
• progress and diagnose procedural obstacles and weakness. January 2019 - Present
ASSISTANT MANAGER
SIMONS SPORTSWEAR, Miami, FL
US
January 2018 - Present
CLINICAL MEDICAL ASSISTING In HEALTHCARE ECONOMICS AND ACCOUNTING
FLORIDA CAREER COLLEGE, Miami, Fl
MIAMI NORTHWESTERN SENIOR HIGH SCHOOL, Miami, FL
EDUCATION
June 2023
June 2019
SKILLS
• MAXIMUS
• Microsoft Excel
• Member Benefits/EOC
• PRIME
• Diamond, Siebel, CTIOS, IMS/RBMS, Sapphire, Jiva,
• Quest, Convergence, Florida Blue Member Web
• Portal, PIMS, ICN, Customer Connect
• Microsoft Office
• Medicare Supplement plans
• Microsoft Outlook
• Microsoft Access
• Types 40 WPM
• Claims processing protocols
• Provider Relations
• CMS Billing and Balance Billing Laws and statutes
• QuickBooks and Sage 50
• Angel Diaz — Simons Sport Wear
• Manager
LANGUAGES
• Spanish
Fluent
• English
Fluent
Alba Diaz — Simons Sport Wear
Manager On Duty
**************@******.***
Genesis Sanchez — Alaska Financial
Supervisor
*********@*****.***
REFERENCES
Manager
Friend
Contact this candidate