Prepare basic and complex individual federal and state tax returns. Complete complex returns including small business Schedule C and rental Schedule E returns.

Handled repair tickets for customer base, which includes agent accounts and customers billing $5K+ monthly. Handled escalations from Elite Channel Support group for Enterprise customer base. Handled service tickets for TXNU circuits (UneL) services and resold POTS services (UneP) through Verizon, Fairpoint, Earthlink, CenturyLink and Frontier. Switch work for the UneL circuits in the DMS100 switches to build/repair features, test lines, and co-op test with techs.

Customer service professional greeting clients, scheduling appointments for tax professionals and posting payments for tax services.

Fielded inbound calls from patients and insurance companies. Processed billing for outpatient accounts to Medicare, Medicaid, and commercial insurance companies. Coded patient registration sheets with IDC-9 diagnosis codes.

Maintained daily contact with insurance companies. Organized and maintained weekly refund and cash logs. Researched credit balance reports and refund request letters. Posted payments and adjustments from private insurances, and state Medicare/Medicaid programs per explanations of benefits.

Oversaw daily reconciliation of money orders, tellers checks, and cash vault. Opened new individual and business accounts. Posted treasury sales tax payments, loan payments, and bond sales/redemption.

Provided customer assistance with deposits and withdrawals. Reconciled cash drawer and ATM machine transactions.