High School Client Service

EMILY LOWE

***********@*****.*** (***) *** - ****

EDUCATION

Lanier High School, High School Diploma, Jackson, MS 1991

WORK EXPERIENCE

H&R Block (Baytown, TX) – Seasonal Client Service Professional 2025 - Present

Serve as point of contact with clients, addressing inquiries, and providing guidance on tax services.

Process payments for services rendered, include preparing receipts and accurate financial records.

Ensure compliance with internal procedures and government regulations regarding tax information.

Support tax preparers in various administrative duties, including organizing paperwork

Assist clients with tax returns, refund status, and available credits

Goose Creek Consolidated ISD (Baytown, TX) – Behavioral Paraprofessional 2023 - Present

Assisting with lesson preparation, tutoring, implementing lesson plans, and reinforcing concepts.

Intervening when students exhibit problems while collaborating with students’ therapists.

Providing assistance to students and small groups for lesson reinforcement.

Tracking attendance, calculating grades, and compiling data reports

Impactful Wealth Solutions (Remote) – Seasonal Tax Preparer Assistant 2023 – Present

Document client’s financial information related to 1095C, 1099C, W-2’s, and more into software

Collaborated with tax preparer to ensure accuracy of client’s information and meet client’s needs

Review previous year’s tax documentation to ensure within compliance of new year’s laws

Baptist Memorial Hospital (Jackson, MS) – Senior Statistical Clerk/Scheduler 2016 – 2023

Implemented changes for patients by consulting with management, doctors and officials.

Completed purchase orders by acquiring official documentation issued by purchasers stating they are committing to pay the seller for sale of specific products or services to be delivered in the future

Compiled, created and tracked purchase orders by communicating with suppliers and customers

Improved efficiency by reducing surgical charges processing times and revenue team’s inquiries

Conducted audits for surgical charges by ensuring itemized billing is sent to insurance companies

Baptist Memorial Hospital (Jackson, MS) – Nursing Coordinator 2004 - 2016

Collaborated with nurses and doctors by providing information about the severity of their charges

Performed inventory checks by tracking surgical items being utilized

Served as a liaison between vendors and hospital by providing information about invoices discrepancies

Renal Care Group (Jackson, MS) – Charge Reconciliation Specialist/Collection Specialist 2000 - 2004

Submitted patient charges for dialysis modalities by balancing their charges of treatments and medications

Processed denials on Commercial, Medicare, and Medicaid Insurance companies

Maintained credit balances on patient accounts by collecting outstanding balances on Commercial, Medicare, and Medicaid Insurance companies

Jitney Corporate Office (Jackson, MS) – Accounting Clerk 1998 – 2000

Maintained financial records by running management reports and recording transactions for stores

Disclosed valuable information to management by researching and analyzing accounting data

Prepared asset, liability, and capital account entries by compiling analyzing account information

SOFTWARE

McKesson Software • Orsol Software • Paragon Software • EPIC Software • Microsoft Office • eSped Software

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