Customer Service Medical

ANNE R. LUTER

*** ****** ****** 757-***-****

Norfolk, VA 23505 **********@***.***

OVERVIEW

Legal knowledge and education with a proven track record in the following practice areas: Bankruptcy; Tax; Wills & Estates; Medical Malpractice; Telecommunications; Patent. Experience in the following business domains: Corporate; Legal Services; National and multi-national law firms; Sole-Practitioners. Over fifteen years of progressive growth in an ever expanding legal landscape. Key skills include:

Drafting Federal Legislative Bills Monitoring Federal Legislation Database Management

Legal Research and Writing Professional Tax Filing Experience Electronic Filing

Bankruptcy Law Record Retention Management Legal Billing

EXPERIENCE

Jackson Hewitt Tax Services, Norfolk, VA

Tax Preparer, January 2012-Present (Part-time, Seasonal employee)

• Prepare small business and individual federal and state income tax returns.

• Continuing education toward tax certification.

• Specializing in the preparation and filing of income taxes for military families.

Portfolio Recovery Associates, LLC, Norfolk, VA

Bankruptcy Claims Administrator, June 2010 – January 2011 (Full-time)

• Manage bankruptcy claims and objections for a major debt collection company.

• Provide accurate legal research in support of the objection process.

• Act as intermediary between the legal department and the bankruptcy department.

Philip R. Farthing, P.C., Norfolk, VA

Wills and Estate Paralegal February 2010 to June 2010 (Full-time)

• Assist a Sole Practitioner with the preparation of fiduciary tax returns and Annual Year End Accountings to be made to the Commissioner of Accounts in Norfolk, Virginia.

• Review and reconcile investment statements.

• Manage fiduciary accounts and maintain estate files.

Jackson Hewitt Tax Services, Denver, CO

Tax Specialist III (Seasonal Employee), January 2007 - 2009

• Prepare small business and individual federal and state income tax returns including but not limited to All States, Stock Options, Retirement, Planning, Estates & Trust, and Schedules A,B,C, D, E and K)

• Continuing education toward tax certification.

• Key Accomplishment: High client retention and exceptional customer service.

Denver Bar Association Placement Services, Denver, CO

Contract Paralegal in the areas of Medical Malpractice and Insurance Defense, (Full-Time)

January 2007 – September 2009

• Litigation support responsible for document review and analysis in response to subpoenas.

• Gained experience in use of Lexis-Nexis File & Serve.

• Knowledge of the Colorado Rules for calendaring/docketing.

• Drafted pleadings including Notice of Appearance, Subpoena Duces Tecum, prepared trial exhibits, requested Plaintiff medical records and Federal tax filings, prepared the Bill of Costs for reimbursement of trial expenses after final judgment, drafted client correspondence and summarized depositions and records for attorney review in the Court of Appeals and District Courts of Colorado.

AT&T, Inc., Washington, DC

Federal Legislative Telecommunications Paralegal, May 2000 – October 2003 (Full-time)

• Responsible for tracking bills from introduction through final passage.

• Reported on the status of critical legislation and regulation governing the telecommunications industry.

• Attended Department of Justice meetings for long distance approval for SBC in several key states.

• Key Accomplishment: Customized a system for monitoring and reporting federal and state legislation.

Kirkland & Ellis, Washington, DC

Patent Appeals and Federal Trial Paralegal, September 1997 – April 2000 (Full-time)

• Responsible for the preparation of trial materials and support in federal court.

• Participated in litigation with the Chicago field office in two Federal Trade Commission trials in high profile patent infringement lawsuits.

• Cite-checked over 50 U.S Supreme Court and U.S. Court of Appeals briefs for numerous Fortune 500 clients.

• Key Accomplishment: Created a database used to provide primary evidence in a criminal wire tapping case leading to arrest and termination of a reporter for a national media company.

Jenner & Block, Washington, DC

Patent Litigation Paralegal, September 1996-September 1997 (Full-time)

• Created and managed a database used in a multi-national patent infringement case involving 30 separate patents for a core international business product.

• Reviewed operational documents and constructed a timeline to illustrate negligence in an expansive overseas construction project.

• Key Accomplishment: Developed in-house training on cite-checking and case management for junior paralegals.

EDUCATION

• Georgetown University, Washington, DC - Paralegal Certificate

• University of Northern Colorado, Greeley, CO – Bachelor of Arts in English and Journalism; concentration on Secondary Education

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