Karen Linner

• Managed confidential tax and financial documents with accuracy and compliance.
• Prepared invoices, statements, and payment records for timely processing.
• Resolved phone and email inquiries promptly, routing issues to appropriate team members.
• Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
• Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.

• Managed 1200+ client files and records, ensuring compliance with safety procedures to protect data integrity
• Facilitated communication between accountants and clients to ensure accurate information exchange.
• Compiled tax returns, addressed client questions, and organized documentation for efficient processing
• Directed front office operations, ensuring smooth client intake, scheduling, and daily administrative flow.

• Attended courses and in-service trainings monthly to stay current on educational trends and best practices.
• Built positive relationships with parents to involve families in the educational process.
• Worked with administrators to enhance curriculum and support overall educational initiatives.
• Guided students in building self-esteem through supportive activities.

Special Education Certifications