Tax Preparer Production Manager
Resume:
Marlene Morales
assistant to production manager, supervisor
Meriden, CT 06450
******************@*****.***
Willing to relocate: Anywhere
Authorized to work in the US for any employer
Work Experience
Tax Preparer (Seasonal)
H&R Block-East Haven, CT
January 2021 to April 2023
H&R Block, New Haven, CT 2020 – Current
Tax Preparer
• Informing Clients or employees on the tax preparation policy
• Collecting relevant financial records, including pay stubs and income statements
• Inputting data into tax preparer software program or databases
• Acting as a representative for clients with applicable agencies as required
• Building customer relationships to promote and expand the business.
• Using Applicable federal, state, and local tax law to determine deductions and much each client will pay or earn on the return
Resident Coordinator
The Carabetta Companies-New Haven, CT
November 2016 to March 2020
Reitman Personal, Carabetta Management (Bella Vista), New Haven, CT 09/2018 – 03/2020 Residential Coordinator
• Clerical duties included filing, answering heavy volume of phone calls (100+ daily), make client/resident appointments and accurately input data
• Assisted and interpreted for clients who spoke Spanish
• Provided assistance to over 700 clients/residents and their families including mentally ill and elderly clients, managed and tracked into Word and Excel the monthly Food Box deliveries for residents
• Helped clients with Community Services such as Health Insurance, SNAP, SSI, Medicare, Safe Link and Medicaid paperwork and forms, provided information as required
• Conducted home inspections to determine quality of living and if additional services were required
• Delivered notices to clients/residents regarding activities planned, monthly food box deliveries and other services they qualify for
• Planned and executed activities and events for clients/residents and their families
• Worked with a variety of home care agencies and cleaning agencies to schedule appointments for clients/resident
• Provided Confidentiality according to HIPPA laws
• Reported client issues and complaints
• Worked with clients with drug addictions and mental health issues develop a daily plan to stay healthy
• Solved issues for a large volume of clients/residents as needed
• Accurately record client data daily and prepare for annual audit, consult with doctors and nurses about client care, attend Community Outreach Events to represent Carabetta Management
• Budgeted and Managed Finances for patients and programs
• Delivered and picked up flyers, light furniture, and plants to residents during renovation
• Managed and Direct movers during the building renovations (every apartment in the complex was redone)
assistant to production manager, supervisor
Quality Assurance personnel
2015 to 2017
CONNECTICUT
PHARMACEUTICAL SOLUTIONS
As a quality assurance personnel and supervisor at a medical marijuana grow facility, my job duties included
checking flower made sure it passed Quality size and quality Inspection. Made sure all oil cartridges were not leaking
and packed the right way. Made sure syringes were labeled and packed correctly also. Data entry was a must for every specific job that was being done in the pack Department. Also took inventory of the production floor whether it
was the pack Department product from the lab or The Grow rooms also did inventory for all flower that were grown
harvested and dried.
Trim Coordinator, Shipper
FYC APPAREL GROUP LLC
2012 to 2015
assisted shipping supervisor), UPS, FYC APPAREL GROUP LLC As a Trim Coordinator in a distribution center for women clothing, my duty was to make sure that all labels, hangtags
and UPC numbers are gathered by cut numbers and sent to New York directly to the correct factories to add on the garments. The garments are sent back to the distribution center then allocated, picked, routed then shipped to stores
such as Macy's. JC Penny, Steinmart ect. The shipping supervisor dealt with day to day tasks with a high volume of routing to stores, that's where I come and assist him with any routing that had to be done for certain stores. Assisting
with shipping out anything that went to UPS was another job duty of mine when the UPS person was sick or out. I
was in charge of monthly and quarterly inventory as well as advising UPC codes for India and china to produce
hangtags overseas. Day to Day email was a must.
Team Leader/Runner Covidien
2011 to 2012
As a Team Leader at a health care product company and manufacturer of medical devices and supplies I was in charge of handling the lines that manufactured a specific medical device. I was to gather all supplies and pass along to the assemblers to produce. I was in charge of inventory for that department as well as the hours worked to make
the devices.
Assistant Manager
2008 to 2011
As an Assistant Manager at Dunkin Donuts, my responsibilities were to assist customers and helping my co- workers.
I was in charge of handling the end of day cash and depositing the day's profits to the Dunkin bank accounts, also was in charge of ordering supplies and inventory. Dispatcher Devcon Security
2006 to 2008
As a dispatcher I monitored alarms for businesses and homes. My duties were to secure the property of our
customers' homes and businesses of any dangerous situations. If there was an emergency going on at either premises I would either dispatch the medical, fire, or police department depending on the alarm that came through.
Cashier/Receptionist County
Lexus
2006 to 2007
As a cashier and receptionist my responsibilities were to take calls and transfer customers to whomever they would like to speak to. Also worked with the sales, service and parts department. As a cashier I would handle
the bills for the service and parts dept., also handled down payments on cars and made temporary license plates. At the end of the day I would handle the cash out at the end of each shift I worked. Education
High school or equivalent
Skills
• 65 WPM
• EXCEL
• MICROSOFT EXCEL
• MICROSOFT WORD
• WORD
• QuickBooks
• Accounting software
• Property management
• Sales
• Fair Housing regulations
Certifications and Licenses
Driver's License
Additional Information
Computer Skills
Microsoft Word Microsoft Excel Power Point 65 WPM
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