Customer Service Accounting
Resume:
Wei Shan Chang. *** Russell Ave, Monterey Park, CA 91755
*************@*****.***
SUMMARY: US Citizen
OBJECTIVE: Seeking a position in Entry Level Accounting Clerk where I can professionally utilize my computer, customer
service, and problem solving skills.
EDUCATION:
University of California, San Diego
Bachelor of Science, Mathematics & Economy, Minor: Accounting
Expected Fall, 2012
• Volunteer Committee: Undergraduate Accounting Society
• CalCPA student Member
Relevant Coursework:
• •
Mathematical economics Intermediate Accounting Theory and Practice I
• •
Calculus & Linear Algebra Intermediate Accounting Theory and Practice II
• •
Intro to Analysis Taxation of the Business Entity
• •
Applied Linear Algebra Federal Individual Income Taxation
• •
Microeconomics & Macroeconomics Auditing
• •
Financial Accounting Cost Accounting
• •
Managerial Accounting Advanced Accounting
• Elementary Accounting I
• Elementary Accounting II
Skills
•
• • •
Prioritization, multi- Type 55 to 65 words per Ability to work in a target
tasking minute. based environment
• • •
Acquainted with Bi-lingual in Mandarin & Pivot table and VLook-up
•
Microsoft Word, Excel, Access, English Skilled in maintaining and
•
PowerPoint, and Adobe Good team player and developing professional
• Self motivated ability to handle multiple tasks relationships with clients
• • • Basic QuickBooks-
Highly ambitious Goal oriented and ready to
take initiatives Possess in-depth knowledge of
accounts payable and receivable
WORK EXPERIENCE:
Accounting Assistant
Dong & Associates, CPA
10/2012 to 06/2013
• Review invoice and check requests
• Sort and Match Invoice and check request
• Set invoices up for payment
• Process check request
• Codes such items as invoices, vouchers, expense reports, check requests, etc., with correct codes conforming to
standard procedures to ensure proper entry into the financial system
• Handles all vendor correspondence via phone or email
• Investigates and resolves problems associated with processing of invoices and purchase orders.
• Bookkeeping for profit & loss statement and balance sheet statement of the LLC, factitious, and corporation
• File Tax return for individual, DBA, K-1 forms, and 1120S form
• Explain to customer calculate tax rate bracket and profitable different between the C corporation and S corporation
• Filed tax return for corporation and factitious, LLC
• Setup the new company’s payroll system in QuickBooks and prepare quarterly check pay staff
• Setup the payroll format into Excel;
• Edit new employees’ information, payroll rate in each year in QuickBooks
Wei Shan Chang. 421 Russell Ave, Monterey Park, CA 91755
*************@*****.***
• Setup EFTP & EDD for online payroll payment
• Answer the customer’s problems regarding to individual tax return or setup the new companies.
Accounting Intern
Shakti Rising
05/2012-08/2012 San Diego, CA
•
• Answer phones and take messages
• Transferred old case numbers into Excel and payroll
• Used PowerPoint to create presentations for court room cases and meeting
• Scanned, copied, faxed and filed all documentation relating to previous cases
Tax Preparation Volunteer
Volunteer Income Tax Assistance (VITA)
01/2010- 04/2010; 01/2011-04/2011
• Prepare tax return for low income families for 2012 tax season
• Studied requisite IRS program and passed training exams
• Interview clients in a one-on-one environment for necessary information
• Prepare and deliver insights and recommendations based on analysis
• use computers to enter, access or retrieve data
Customer Service Representative
Chinese Insurance Agency Northridge, CA
01/2008 – 12/2009
•
• Re-sell existing business and new quotes to clients
• Prioritization
• Follow-up the previous decline cases and re-sell new plans to clients
• Solve the billing questions & make payments for existing clients on phone
• Explain each coverage which is included or excluded as clients made damage to individual or property.
• Add/delete client’s name; Add/delete the vehicles on the endorsements
• Translate a car claim to insurance company by Mandarin
• Report to underwriters about the damage of the claims which are included/excluded on the cars’/ houses’ coverage
• Reply memos to the underwriters of insurance companies by new business
• Performed general office duties and administrative tasks.
• Prepared weekly confidential sales reports for presentation to management.
• Managed the internal and external mail functions.
• Provided telephone support.
• Scheduled client appointments and maintained up-to-date confidential client files.
Contact this candidate