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Human Resources Tax Preparer

Location:
Sebastian, FL
Posted:
August 07, 2023

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Resume:

Lucille Forbes

Palm Bay, FL

At this point in my "working" career, I am not looking to

advance up the "corporate ladder," but to just simply work in a “scaled back role” with maybe less managerial duties and to just be considered as part of the "team." Work Experience

Office Manager

Hearing Advocates of Melbourne - West Melbourne, FL September 2021 to June 2023

The position was for all administrative duties. Processed the payroll for their three (3) locations. Managed and coordinated the annual open enrollment process with the benefit carriers for all the employees. Provided regular and periodic data and financial reporting to the CEO.

• The businesses closed on 06/30/2023.

HR Manager/Payroll Specialist & Benefits Coordinator Petro Algae LLC. - Fellsmere, FL

February 2018 to August 2021

• HR Assistant from February 2017 to February 2018. Main duty was assisting the HR Director in all duties and acted on behalf when out of office. Reviewed timecards daily for errors and processed payroll weekly and biweekly. Implemented and managed employee benefits and the enrollments. Recruited temporary and permanent employees. Maintained and managed all employee files of the past and present employees.

• Departure due to company R.I.F. and change in management. Purchasing Assistant and Construction Site Supervisor (same Facility) Petro-Algae LLC - Fellsmere, FL

November 2016 to February 2017

Main responsibility was to order the materials, supplies, and/or equipment for each department, and to follow up with vendors on shipments and deliveries. Oversee the development of Farm 1 on the first (5) five acres that was built. To assist the HR Manager with timecard retrieval and processing for weekly temp payroll and biweekly permanent payroll.

• In doing the task of assisting the HR Manager, this resulted in my being transferred and promoted to HR Assistant.

240 Health Insurance Agent

United Healthcare & BCBS - Melbourne, FL

August 2013 to October 2016

The jobs duties were to educate, advise, assist, inform, aid, and enroll clients into various Medicare healthcare plans.

• Departure was due to FMLA and during it, the position ended. Office Assistant and Income Tax Preparer

Liberty Tax - Sebastian, FL

January 2012 to August 2013

Performed basic office and receptionist tasks. Gathered and compiled information from clients to process their 1040 tax returns and other accounting needs for the Enrolled Agent to process.

• Position was no longer financially available to continue. Banking Associate

Seacoast National Bank - Vero Beach, FL

October 2010 to December 2011

Open new customer checking and savings accounts while also servicing current ones. Promote the bank's services and products daily at numerous public events. Balance daily deposits and bank vault inventory with a zero-error rate.

• Branch closed and there were no open positions available elsewhere. Skills

• QuickBooks (3 years)

• Recruiting & On-Boarding (10+ years)

• Office Management & Administration (10+ years)

• HIPAA Trained & Compliant (10+ years)

• Benefits Administration & Implementation (7+ years)

• Registered Tax Preparer (10+ years)

• Human Resources Management (7+ years)

• I-9 Auditor (4 years)

• Census Enumeration (2 years)

• Paychex

• Paycor

• Paycom

• Payflex

• Paylocity

• Heartland

• Alll ADP Payroll applications (7+ years)

Certifications and Licenses

Registered Tax Preparer

March 2013 to December 2023

Florida Notary Public

March 2013 to January 2025

240 Health Insurance License

March 2013 to January 2021

Primary in Florida dealing with United Healthcare, BCBS and Medicare but then all 50 states. (No longer using)

Additional Information

References:

Audrey Gallagher

HR Director

adyr0p@r.postjobfree.com

321-***-****

Known 2 years

Laura Ivkovich

Lab Tech Support Assistant

adyr0p@r.postjobfree.com

772-***-****

Known 7 years

Shea Groover

Plumber

adyr0p@r.postjobfree.com

321-***-****

Known 8 years



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