Enrolled Agent

• Jan 2023 - Present

Senior Case Manager

• Feb 2022 - Present

Creating procedures for case management from enrollment to final resolution; creating training manuals in addition to case manager duties.

Senior Case Manager

• Dec 2021 - Aug 2022

Creating procedures for case management from enrollment to final resolution; creating training manuals; coaching tax professionals in addition to case manager duties.

Case Manager

• Nov 2021 - Nov 2021

Managing client cases by making sure necessary initials documents are gathered; conducting the initial compliance call with the IRS; assisting tax prep department with gathering documents; conducting a financial analysis and gathering supporting documents; presenting case to assigned tax professional; following up with clients for case updates or to gather further documentation; and, presenting final resolution for client signature.

Case Analyst

• Jul 2021 - Oct 2021

Managing client cases by making sure necessary initials documents are gathered; making sure the compliance check is acquired in a timely manner; assisting tax prep department with gathering documents; conducting a financial analysis and gathering supporting documents; presenting case to assigned tax professional; following up with clients for case updates or to gather further documentation; and, presenting final resolution for client signature. Managing client cases by making sure necessary initials documents are gathered; making sure the compliance check is acquired in a timely manner; assisting tax prep department with gathering documents; conducting a financial analysis and gathering supporting documents; presenting case to assigned tax professional; following up with clients for case updates or to gather further documentation; and, presenting final resolution for client signature.

Case Manager

• May 2021 - Jul 2021

Managing client cases by making sure necessary initials documents are gathered; making sure the compliance check is acquired in a timely manner; assisting tax prep department with gathering documents; conducting a financial analysis and gathering supporting documents; presenting case to assigned tax professional; following up with clients for case updates or to gather further documentation; and, presenting final resolution for client signature. Managing client cases by making sure necessary initials documents are gathered; making sure the compliance check is acquired in a timely manner; assisting tax prep department with gathering documents; conducting a financial analysis and gathering supporting documents; presenting case to assigned tax professional; following up with clients for case updates or to gather further documentation; and, presenting final resolution for client signature.

Case Manager

• Jul 2019 - Apr 2021

Managing client cases by making sure necessary initials documents are gathered; making sure the compliance check is acquired in a timely manner; assisting tax prep department with gathering documents; conducting a financial analysis and gathering supporting documents; presenting case to assigned tax professional; following up with clients for case updates or to gather further documentation; and, presenting final resolution for client signature.

Document Processor

• Apr 2019 - Jun 2019

Processing legal documents by assuring that they are within compliance, uploading to company database, and faxing to the appropriate IRS or State unit; pulling tax summaries using Tax Help Software, uploading summaries to the company database and letting the appropriate employees know that the report is in; and, calling the IRS for compliance checks and wage and income/account transcripts requests.

Attorney Referral Consultant

• Mar 2016 - Apr 2019

Answering incoming calls and online inquiries from individuals and business owners seeking legal assistance; determining if the problem is of a legal nature and referring the call appropriately; coordinating referrals between potentials client to qualified attorneys specific to the needs of the client; processing referral fees credit card transactions; communicating with clients and attorneys to follow-up on referrals; translating legal documents from English to Spanish for Hispanic callers; and actively participating in community events to continually educate the public about the programs sponsored by the ARS. Show less

Senior Citizen Legal Program Coordinator

• Mar 2016 - Apr 2019

Answering incoming calls from seniors seeking legal assistance; determining if the problem is of a legal nature and referring the call appropriately; coordinating referrals between potential clients, attorneys, and senior centers; processing referral cash transactions; communicating with clients and attorney to follow-up on referrals; actively participating in community events to continually educate the public about the Senior Citizen Legal Program; and, expanding the Program through advertisements or new services. Show less

Data Entry Clerk

• Feb 2016 - Feb 2016

Migrating hundreds of clients from one web source to another; managing cases: contract signatures, personal information, credit information, legal letters, and results; creating new data entry methods for efficiency; and, cleaning and updating old client folders. Migrating hundreds of clients from one web source to another; managing cases: contract signatures, personal information, credit information, legal letters, and results; creating new data entry methods for efficiency; and, cleaning and updating old client folders.

Student Editing Internship

• May 2015 - Aug 2015

Reviewing and editing technical reports; ensuring grammar was used in a concise, clear, and consistent manner; confirming proper document format consistent with the style manual; leading the project to develop a web design and layout for the Commission's style manual; developing a tracking system for incoming reports; and, assisting in making the technical staff understand the report review process. Reviewing and editing technical reports; ensuring grammar was used in a concise, clear, and consistent manner; confirming proper document format consistent with the style manual; leading the project to develop a web design and layout for the Commission's style manual; developing a tracking system for incoming reports; and, assisting in making the technical staff understand the report review process.

Administrative Assistant

• Mar 2014 - Jul 2015

Translating documents from English to Spanish for Hispanic participants of the bike study; transcribing audio interviews and translating them from Spanish to English; scheduling interviews and assisting in translating during the interviews; and, analyzing data and creating spreadsheets from conducted research pertaining to the study. Translating documents from English to Spanish for Hispanic participants of the bike study; transcribing audio interviews and translating them from Spanish to English; scheduling interviews and assisting in translating during the interviews; and, analyzing data and creating spreadsheets from conducted research pertaining to the study.

Editing Internship

• Mar 2014 - Jun 2014

Assisting with various tasks that pertain to the construction of a book such as proofreading drafts, creating spreadsheets, and scanning pages. Assisting with various tasks that pertain to the construction of a book such as proofreading drafts, creating spreadsheets, and scanning pages.