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Real Estate Customer Service

Location:
Houston, TX
Posted:
April 08, 2014

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Resume:

Shirley Ashford

***** ******** ****

Houston, Texas 77072

Home: 281-***-**** Cellular: 713-***-****

E-mail: acdj82@r.postjobfree.com

Professional Employment

RYAN LLC, Houston, Texas 2013-2013

Senior Associate Consultant

Review client property tax records, research tax issues and refunds, attends client meeting,

Prepare and review property reports and renditions, analyzes assessment notices and determines potential

reductions, files appeals, work with tax incentive issues for clients, work effectively with client and

taxing authorities on a national basis, applies software knowledge to efficiently work with client data,

interacts frequently with members of a team, downloads, prints, and organizes work papers for review,

copy or scans and uploads work papers at client site, create files for clients and projects utilizing excel

and access, review tax statements and assessment notices for accuracy, process check request and reports

for clients, Assists in the preparation and mailing of more than 3,000 returns

Communicates effectively through written and verbal channels, performs other duties and assists with

other projects as assigned.

THOMSON REUTERS, Houston, Texas 2007-2013

Property Tax Consultant

Review tax statements and assessment notices for accuracy, process check request and reports for clients

Maintained and access database of client property value and tax information

Research tax issues and refunds, attends client meeting,

Work with tax incentive issues for clients; work effectively with client and taxing authorities on a

national basis, analyzed fixed asset listings used to prepare business personal property tax returns

Negotiations during the appeal process for reduction of property values

Analyzes assessment notices and determines potential reductions and files appeals,

Apply software knowledge to efficiently work with client data, interacts frequently with members of the

team communicates effectively through written and verbal channels, performs other duties as assigned.

DELOITTE & TOUCHE, Houston, Texas 2002-2007

Property Tax Associate

Timely and accurately file business personal property returns per local guidelines.

Review and classify client assets in preparation before filing business personal property return.

Input data into Atlas Tax Database; prepare billing instructions and tax savings report.

Identify and track, timely process property tax statements and refunds for multiple clients.

Audit property tax statements, reimbursement, review assessment notices for accuracy.

Research and retrieve information for personal property, real estate and oil & gas clients

Interact with state and local officials, clients and internal personnel

Negotiate value and tax payment settlements.

Prepared Comp for Real Estate hearing

Prepared contingency billing for account handles.

ARTHUR ANDERSEN, Houston, Texas 1998-2002

Property Tax Consultant

Provide support to property tax manager, senior manager and directors

File business personal property returns for Oil & Gas clients

Process and approve Oil & Gas, Personal Property and Real Estate tax bills.

Communicate with clients, assessing authorities and other firm office regarding property administration

and appear processing

Request information from clients such as DOI's, LOE's, income statement and fixed assets listing.

Generate, update and maintain spreadsheets of client’s properties and portfolios and generate tax saving

reports for clients.

Set up new Clients in the Prop Tax Database

Perform other duties and special projects as required

KELLY SERVICES, Houston, Texas 1994-1998

Contracting at Shell Oil Company - Property TAX

Contracting at G.E. Capital - Customer Service/Escrow

FEDERAL DEPOSIT INSURANCE CORPORATION, Houston, Texas 1990-1994

Owned Real Estate Tax Manager 1992-1994

Independently managed a portfolio of Owned Real Estate comprising over 5,000 assets with a total

appraised value in excess of $195 million. Obtained and analyzed legal and technical documents such as

deeds, closing statements, participation agreements, title policies and appraisals before setting up tax

information. Researched and solved any tax problems on assets which entail working closely with

management, title companies, tax attorneys, tax office, appraisal districts and tax consultants. Review,

analyze and coordinate all tax check requests prior to appropriate payment. Furnish tax consultant with

current appraisals and any other information that may assist in securing the tax status and tax protest.

Review and approve invoices submitted by tax consultant for services provided and submit for payment.

Identify and process tax refund checks. Attend various banks closing to expedite the conversion

transaction. Responsible for update and maintenance of the on line tax database. Supervised staff of three

responsible for processing tax payment. Trained new employees.

Credit Technician/Real Estate Mortgages, 1990-1992

Assist in management of three real-estate loan portfolios with aggregated total of $75 Million. Reviewed

debtor credit and collateral files to gather information and documents to be released and /or assigned.

Evaluated financial statements, cash flow statements and income tax return to determine the acceptable

level of payment. Administered tickler system for taxes, insurance, lien search, UCC filings and financial

statements. Participated in failed bank loan reviews and closing.

SAN JACINTO SAVINGS, Houston, Texas, 1989-1990

Owned Real Estate Tax Analyst

Administered ad valorem taxes including rendering valuation analysis, contractor relations, payment of

real estate taxes, and monitored Real Estate assessments and taxes. Reviewed appraisals, Title Policy and

releases before setting up new REO's. Set up tax information on commercial Foreclosures. Reviewed

and verified tax status of commercial Real Estate Owned (REO) Real Estate Invested (REI) and Joint

Ventures. Prepared REO commercial tax checks. Reviewed and approved tax payments for contractors.

Implemented the Real Estate Owned (REO) commercial tax database utilizing Lotus 1-2-3. Evaluated

regulations and recommended tax updates and split-outs.

FEDERAL SAVINGS AND LOAN INSURANCE CORP., Houston, Texas 1987-1989

Real Estate Owned Tax Specialist

Implemented the Real Estate Owned (REO) c ommercial tax database on Automated Data Processing

(ADP). Reviewed and verified status of REO commercial tax and insurance requirements. Maintained

integrity of tax/insurance information and database files. Assisted in the evaluation of the escrow funds

available for tax/insurance remittance. Audited and reconciled tax payment ledger. Provided interface

for Tax Consultant and insurance agency. Assisted with loan servicing requirements.

Education

Texas Southern University, Houston, Texas

Technical Skills

MS Word, MS Excel, MS Lotus Notes, Adobe Acrobat, Atlas Tax System, OneSource Property Tax

System 10 Key, WordPerfect

References:

Available upon request



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