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Karen Ungerer
Kokomo
Summary
Dynamic Tax Associate with proven expertise in tax planning and client communication at Jansen Tax Office. Skilled in optimizing tax liabilities and managing client portfolios, ensuring compliance with local, state, and federal regulations. Recognized for building strong relationships and enhancing service delivery through effective organization and time management.
Overview
33
33
years of professional experience
Work History
Tax Associate
Jansen Tax Office
01.2020 - 05.2025
- Analyzed financial documents to identify discrepancies and optimize tax liabilities effectively.
- Collaborated with clients to gather necessary information, enhancing communication and service delivery.
- Reviewed and analyzed client data.
- Secured and properly handled confidential data to protect against unauthorized access, improper transmission, and unapproved disclosure.
- Managed portfolio of assigned clients'' accounts, monitoring deadlines, payments, refunds, and other critical aspects of their financial health.
Home Daycare Provider
Self Employed Services
01.2007 - 08.2017
- Managed daily schedules, ensuring a balanced routine of play, learning, and rest for children.
- Fostered a safe and nurturing environment through consistent supervision and positive reinforcement techniques.
- Communicated regularly with parents regarding children's progress, behavior, and developmental milestones.
- Offered children numerous opportunities throughout each week to get sunshine and exercise in yard and at local parks.
- Taught children to organize toys, wash hands, and share by leading by example.
- Treated basic first aid needs such as cleaning and bandaging minor cuts.
- Balanced children's days between play, instruction, and rest with well-designed schedules.
Appointment Coordinator
Kokomo Family Care
02.1992 - 03.2006
- Managed appointment scheduling, ensuring optimal patient flow and minimal wait times.
- Coordinated communications between patients and healthcare providers, enhancing service delivery.
- Implemented electronic scheduling systems to streamline appointment management processes.
- Trained new staff on appointment coordination protocols and software usage.
- Monitored daily schedules to identify trends and improve resource allocation.
- Collaborated with clinical teams to align appointment availability with service demands.
- Assessed patient feedback to enhance scheduling practices and overall experience.
- Directed telephone calls to appropriate parties.
- Demonstrated flexibility by adjusting schedules quickly in response to last-minute changes or requests from both clients and service providers.
- Coordinated appointments for multiple departments, ensuring optimal use of resources and time management.
- Provided exceptional customer service, fostering positive relationships with both new and existing clients.
- Greeted customers upon arrival and provided appropriate forms to fill out.
- Scheduled appointments for customers in person or over telephone.
Education
High School Diploma -
Kokomo High School
Kokomo, IN05-1991
Skills
- Tax planning
- Organization skills
- Local, state, and federal tax returns
- Relationship building
- Client communication
- Document preparation
- Time management
Accomplishments
- Reduced errors [Number]% by establishing quality assurance standards.
- Worked with clients to prepare individual tax, gift tax and estate tax returns.
Interests
Timeline
Tax Associate
Jansen Tax Office
01.2020 - 05.2025
Home Daycare Provider
Self Employed Services
01.2007 - 08.2017
Appointment Coordinator
Kokomo Family Care
02.1992 - 03.2006
High School Diploma -
Kokomo High School