Jacquelyn Brady
Baton Rouge,LA
Summary
Dynamic Tax Analyst II at the Louisiana Department of Revenue, adept at streamlining processes and enhancing efficiency through automation. Proven critical thinking and customer service skills, with a strong focus on accuracy in tax code interpretation and data entry. Committed to fostering organizational growth and delivering exceptional results.
Overview
24
24
years of professional experience
Work History
Tax Analyst II
Louisiana Department Of Revenue
12.2023 - Current
- Streamlined the tax filing process by automating routine tasks, resulting in increased efficiency and accuracy.
- Detailed review of tax returns, payment transactions, documents and correspondence.
- Accurate coding of remittance and tax returns to generate system action.
- Reconciliation of tax payments and tax returns to determine correct application of payment.
- Responsible for opening, sorting, batching, routing and preparation of all mail received by the department.
- Process tax returns, using up to 38 different taxes codes
- Researched the tax payer's account through the DELTA system
- Verify confidential data, such as social security numbers, account numbers and the tax payer's address
Home Health Care Aide
Advantage Home Care
01.2019 - 02.2023
- Assisted patients in maintaining mental wellness through engaging conversation and social interaction during visits.
- Facilitated timely medical appointments by arranging transportation and accompanying patients when necessary.
- Performed laundry, grocery shopping and other light housekeeping duties as instructed by client.
- Supported patients'' daily living activities such as bathing, dressing, grooming, and meal preparation to promote independence.
- Built strong relationships with patients and their families through open communication and empathetic listening skills.
- Developed effective coping strategies for managing client behaviors related to dementia or cognitive decline, fostering a positive atmosphere.
Student Service Representative
CALC Institute of Technology
08.2019 - 12.2020
- Maintained accurate student records by updating information promptly and ensuring compliance with data privacy regulations.
- Promoted a welcoming environment by offering guidance on navigating campus resources and referring students to appropriate offices when necessary.
- Balanced students' record and attendance daily
- Copied, faxed, scanned, filed and emailed important documents
- Answered and transferred calls to the designated party
- Maintained media center with proper resources
Table Games Dealer
River City Casino
05.2010 - 01.2018
- Managed high-stress situations effectively, remaining calm under pressure while maintaining professionalism with guests.
- Maintained fast game pace by handling chips, cards, money, and gaming equipment efficiently.
- Developed strong relationships with regular clients, resulting in increased loyalty and repeat visits to the casino.
- Assisted players with placing bets, educating on game rules to increase understanding.
- Maintained a professional and welcoming atmosphere for players with excellent communication skills
- Assisted in training new dealers, sharing expert knowledge of game rules and best practices for customer service.
- Dealt Blackjack and a variety of carnival poker games
- Kept gaming areas clean and organized to maintain safe and secure environment.
- Verified proper identification and gaming coupons
EVS Porter
River City Casino
05.2010 - 06.2012
- Contributed to a positive guest experience by maintaining clean and sanitary surroundings in high-traffic zones such as lobbies, elevators, restrooms, and hallways.
- Assisted in training new staff members on proper techniques, protocols, and safety measures to ensure consistent service quality across the team.
- Mixed, used, and properly stored hazardous chemical cleaners to reduce risk of injury or illness.
- Reduced cross-contamination risks by following strict protocols for handling hazardous materials and waste disposal.
Loan Officer/Lead Teller
Motor Coach Employees Credit Union
03.2001 - 06.2008
- Maintained strict confidentiality of bank records and client information.
- Submitted loan applications to underwriter for verification and recommendations.
- Developed strong relationships with customers through high levels of customer service.
- Evaluated loan requests and documents to verify accuracy and completeness.
- Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
- Managed cash inventory, ensuring accurate balancing of the vault and individual teller drawers daily.
- Supported branch management in conducting audits, demonstrating attention to detail while verifying transactional records for accuracy.
- Mentored and trained new tellers on bank procedures and customer service standards.
- Answered inquiries regarding checking and savings accounts and other related products.
- Received car loan, home loan, and other payments and posted to accounts.
- Executed wire transfers, stop payments and account transfers.
- Counted, verified and handled bank deposits and armored car transactions.
- Processed applications for new accounts.
- Calculated fees due, interest and change for customer transactions.
- Performed account maintenance by closing out accounts and changing customer addresses.
- Copied, faxed, mailed, and shredded important documents
- Answered customer calls and transferred callers to the correct personnel
- Verified account numbers and proper identification
Client Coordinator
H&R Block
11.2003 - 04.2004
- Registered clients, by collecting detailed documents and information to seek the correct tax preparer
- Increased client retention with personalized follow-up communications.
- Set appointments over the phone and in-person
- Greeted clients, providing them with useful resources as needed
- Verified proper identification in order to release the tax payer the correct check due to them
- Maintained files numerically and alphabetically
Education
High School Diploma -
East St. Louis Senior High
East St. Louis, Il05.2002
Skills
- Critical thinking capacity
- Organizational growth
- Verbal and written communication
- Data entry skills
- Payment processing
- Microsoft office proficiency
- Proficient in DELTA
- Tax code interpretation
- Leadership skills
- Customer service
- Teamwork and collaboration
- Multitasking Abilities
Timeline
Tax Analyst II
Louisiana Department Of Revenue
12.2023 - Current
Student Service Representative
CALC Institute of Technology
08.2019 - 12.2020
Home Health Care Aide
Advantage Home Care
01.2019 - 02.2023
Table Games Dealer
River City Casino
05.2010 - 01.2018
EVS Porter
River City Casino
05.2010 - 06.2012
Client Coordinator
H&R Block
11.2003 - 04.2004
Loan Officer/Lead Teller
Motor Coach Employees Credit Union
03.2001 - 06.2008
High School Diploma -
East St. Louis Senior High
Similar Profiles
Earline RighteousEarline Righteous
RevenueTax Analyst at Louisiana Department Of RevenueRevenueTax Analyst at Louisiana Department Of Revenue
Randy SauerRandy Sauer
IT Computer Operator Supervisor at Louisiana Department Of RevenueIT Computer Operator Supervisor at Louisiana Department Of Revenue
DEVONNA DORSEYDEVONNA DORSEY
Tax Analyst at Louisiana Department Of RevenueTax Analyst at Louisiana Department Of Revenue
Reese SantinyReese Santiny
Team Member at Chic-Fil-ATeam Member at Chic-Fil-A
Mycah LangeMycah Lange
Aquatic Instructor at Kayne's Instructional Swim SchoolAquatic Instructor at Kayne's Instructional Swim School