Lisa G. Henschen
**** ***** ******* ****** Pinellas Park FL 33872* 215-***-**** * ***********@*****.***
Objective
• Motivated, personable, business professional with multiple degrees and a successful career track record of each profession. Looking to start a career in the Human Resource field.
• Diplomatic and tactful with professionals and non-professionals at all levels. Accustomed to handling sensitive, confidential materials. Always met deadlines and goals.
Key Qualifications
• Report Preparation Computer Savvy HIPPA Laws 2010
• Customer Service Written Correspondence Health Reform 2010
• Manager Accounting Managed Care for employees
• Scheduling Time Management Wellness Management
• Professional Presentation Interviewing Medicare and Retirement
• Counseling Disciplinary
Education
• Ashford University, Clinton IA - Master of Arts in Health Care Management GPA 3.64
• University of Findlay, Findlay OH - Bachelors Degree in Business Administration. GPA 3.25
• Stautzenberger College, Toledo OH- dual Associates Degrees in Travel and Tourism and Business Administration. GPA 3.5
Career Highlights
Communication: Reports/ Presentation/ Technology
• Prepare complex reports for taxation issues that may have come up through an individual’s trust to advise the IRS or another department in what needs to be done.
• Full compliance within tax regulations.
• Professional Correspondence to customers and vendors.
• Rapidly learn and mastered varied computer programs whether its front end on Microsoft Office or back end with Oracle. MAS 90 and other programs
• Presented training to employees using Power Point or speaking of an issue that may have come up through individual’s returns or a specific subject on a problem that needed solved.
• Attention to detail on all aspects of my performance as a Tax Accountant and any reports compiled as a manager.
• Internship with a dental office in Westerville, OH to learn how to run the office portion for the dentist
Customer Service/ Problem Solving
• Won over many clients in the Travel Industry to stay with the company, handled issues that came up with the airlines, hotels, and other travel industry problems for high executive clients, also promoted the store within the market we were in.
• In the banking industry helped beneficiaries understand their tax information and what they needed to do to handle their tax returns.
• Written and spoken to IRS and state departments of Taxation in negotiating matters that may happen within the trust.
• Was responsible for filing their returns in a timely manner and met all goals.
Professional Experience
PNC Bank- June 2007- present-
• Sr. Tax Accountant- processed and reviewed Fiduciary accounts for my team. Responsible for 954 of my accounts and reviewed 500 accounts of my team members.
• Process the OID reports. Maintained and kept up to date all files that were assigned to me as new accounts. Filed 1041’s. 706GS-1 and gift tax returns.
Drs. Faeth and Mitchell- 2006
• Did an internship while attending school to be a dental assistant learning the office routine
• Helped with front office in scheduling appointments and processing insurance claims
JP Morgan Chase July 2000- June 2006-
• Worked as a tax accountant for the fiduciary side of the tax department,
• Responsible for filing and maintaining account load and helping team where ever needed. Filed all return necessary for each client.
KMC Telecom August 1998- July 2000-
• Tax Accountant for the Sales and Use department for the corporation,
• Was responsible for setting up and filing in different states, cities and the surcharges that applied too.
• Helped set up leasing companies returns and filed them, and filing of property taxes.
Military Experience US Army- 1982-1985
Sergeant
• Was responsible for a shift and handling food preparations for the troops.
• Ordered the food and kept inventory of all items used for the meals,
• Stationed in Aberdeen Proving Grounds MD, South Korea and Ft Knox KY
Ohio National Guard 1985-1991-
• First Cook was second in charge of the Dining Facility.
• Spent the time preparing food in the unit. Was up for promotion when my enlistment was finished.
Technical Skills -
• Lotus Notes Microsoft Office 2010
• People soft AM Trust
• Mas 90 SEI