Post Job Free

Resume

Sign in

Tax Professional

Location:
Clinton Township, MI
Posted:
July 12, 2023

Contact this candidate

Resume:

Patricia Duvall

Clinton Township, MI *****

adx9qs@r.postjobfree.com

+1-586-***-****

Authorized to work in the US for any employer

Work Experience

Private Caregiver

Self Employed Contractor - Sterling Heights, MI

June 2022 to October 2022

Assisted elderly lady with Dementia and Stage 4 Cancer in her home until she passed. Duties consisted of Light personal care, meals, medications, ATL'S, interactive mental activities and companionship.

MI Works Employment Services Facilitator

St. Clair Shores Community/Adult Education - Mount Clemens, MI July 2019 to July 2021

Assisted customers with employment searches, job skills, using computers, data entry using OSMIS and MIS.

Customer service for Unemployment to resolve issues and assist with filing claims on site. High volume of inbound/outbound calls daily. Unemployment calls were routed to MI Works Offices from April 2020 to April 2021. Experienced working remote, chat, zoom and office teams. Employment Services Assistant

County of Macomb (MI Works) - Mount Clemens, MI

October 2018 to July 2019

Assisted customer in the computer/phone room with job searches. Helped with computers, put on phones to unemployment, answered questions, copied, scanned, faxed and printed information needed. Medical Data Entry Clerk

Shelbydale Medical Clinic - Shelby Twp, MI

August 2014 to February 2018

Coded patient charts using ICD-10 (ICD - 9), abstracted information and entered into medical data registry. Updated patient information as needed and made sure charts were complete. Assisted with reception tasks; scheduled appointments using E-Thomas, answered phones, pulled charts for appointments, assisted patients with questions, kept track of referrals and prescribed tests. Front Desk Specialist/Administrative Assistant

County of Macomb - Mount Clemens, MI

March 2012 to August 2014

Managed the receptionist area/front desk, included greeting visitors/clients and responding to telephone and in-person requests for information. Inbound/outbound calls, sales. Client intakes, criminal background checks, client photos, mass mailings, event preparation, dispersed mail to correct recipients, referrals, prepared billing invoices and data entry of client information. Tax Preparer (Seasonal)

KRC Tax and Accounting - Clinton Township, MI

January 2011 to April 2011

Tax preparation for local and out of state clients; individual, sole-proprietor and small business. Field Operations Supervisory

US Census 2010

April 2010 to October 2010

Managed field operations for 6 cities/townships and supervised160 employees. Held daily meetings with Field Assistants to monitor progress, distribute assignments and materials, resolved field and employee issues, advised workers on daily changes, collected and checked work completed and payrolls. Trained Field Assistants in class setting and field work, tested, hired, swore in and fingerprinted workers. Tax Preparer/Office Manager

Jackson Hewitt - Mount Clemens, MI

December 2004 to April 2009

Customer service and Tax preparation, scheduled clients and staff, reviewed prepared taxes and documents for accuracy. Product sales, ran off checks for bank loans on customer refunds. Managed productivity, local advertising and handled any issues timely and effectively. Education

CERTIFICATE in Medical Assisting

Pankow Vocational & Technical School - Charter Township of Harrison, MI CERTIFICATE in Medical Front Office

Borne Center Vocational and Technical School - Saint Clair Shores, MI HIGH SCHOOL DIPLOMA in GENERAL EDUCATION/SECRETARIAL L'Anse Creuse High School - Charter Township of Harrison, MI Skills

• Time Management (10+ years)

• QuickBooks (4 years)

• General Office Experience (10+ years)

• Medical Office Experience (10+ years)

• Medical Coding (8 years)

• HIPAA (10+ years)

• Office Management (10+ years)

• Patient Care (10+ years)

• Computer literacy (10+ years)

• Office 365 (3 years)

• Diversified population (10+ years)

• Documentation review

• Information security

• Organizational Skills

• Communication skills

• Customer support

• Microsoft Office Suite (10+ years)

• ICD 9 and 10 Coding (8 years)

• Data Entry (10+ years)

• Phone Etiquette (10+ years)

• Customer Service (10+ years)

• Medical Records (8 years)

• Tax experience

• Microsoft Windows (10+ years)

Certifications and Licenses

IRS Interview/Quality Review Tax Certification 2022 January 2023 to January 2023

IRS Standards of Conduct Tax Certification 2022

January 2022 to January 2022

IRS Updated 2023 Tax Laws Certification

January 2023 to January 2023

IRS Advanced Tax Preparer Certification

January 2023 to January 2023

Assessments

Written communication — Proficient

April 2019

Measures a candidate's ability to convey written information using proper grammar rules. Full results: Proficient

Protecting patient privacy — Expert

December 2021

Understanding privacy rules and regulations associated with patient records Full results: Expert

Customer focus & orientation — Expert

September 2021

Responding to customer situations with sensitivity Full results: Expert

Work style: Reliability — Highly Proficient

April 2022

Tendency to be reliable, dependable, and act with integrity at work Full results: Highly Proficient

Scheduling — Proficient

June 2020

Cross-referencing agendas and itineraries to avoid scheduling conflicts. Full results: Proficient

Customer service — Proficient

February 2022

Identifying and resolving common customer issues

Full results: Proficient

Medical receptionist skills — Proficient

April 2022

Managing physician schedules and maintaining accurate patient records Full results: Proficient

Front desk agent (hotel) — Proficient

November 2021

Selecting hotel rooms based on verbal requests and identifying errors in hotel data Full results: Proficient

Recruiting — Proficient

August 2021

Managing the candidate sourcing and selection process Full results: Proficient

Verbal communication — Highly Proficient

August 2021

Speaking clearly, correctly, and concisely

Full results: Highly Proficient

Data entry: Attention to detail — Proficient

August 2021

Maintaining data integrity by detecting errors

Full results: Proficient

Attention to detail — Proficient

June 2022

Identifying differences in materials, following instructions, and detecting details among distracting information

Full results: Proficient

Indeed Assessments provides skills tests that are not indicative of a license or certification, or continued development in any professional field.

Groups

VOLUNTEER - Macomb County Veterans Administration

Present

IRS VITA/TCE Certified Tax Preparer for veterans and seniors



Contact this candidate