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Sales Customer Service

Location:
Austin, Texas, 78727, United States
Posted:
March 16, 2011

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****** Martell Shade

***** ******* ***** ****** #****

(561) ***-****

Austin, TX 78727

********@*****.***

EXPERIENCE

Self-Employed (Seasonal) January 2001-

Present

Tax Preparer

. Prepare, process and resolve over 100 returns for clients

via TaxWise

. Maintain budget; purchasing

. Discuss and recommend options for future tax filings

. Uphold IRS Codes with integrity

. Promote incentive sales to increase revenue

. Administrative tasks such as switchboard, filing, greeting,

appointments, write quarterly newsletters

Comprehensive AIDS Program January 2007-

January 2008

A/P Specialist

. Enter, code, match, batch and reconcile accounts payable via

MIP Software

. Oversee other batch entries including accruals

. Print checks for multiple intercompany

. Prepare monthly bank and credit card reconciliations

. Process, proofread and mail 1099's yearly

. Assist in payroll, 940, 941, employee benefits via MIP

Software and Excel

. Assist CFO in managing cash flow

. Assist in grant billing through Excel and SOX Compliance

Ajilon Finance/Staffing Now January 2006-

December 2006

Contract Employee

. Handle assignment according to aptitude and experience

requested from client

. Process administrative and accounting via Microsoft and

accounting Software

. Answer calls and reroute via a 15 multi-company switchboard

. Restore corrupted accounting data including chart of accounts

. Assist SOX audits

Security Identifications Systems January 2005

- October 2005

Bookkeeper/Payroll Assistant

Temporary Employee April 2004-

July 2004

. Oversee Administrative and light HR duties

. Oversee and reconcile inventory; job costing;

. Record deposits and payables in QuickBooks including credit

cards via internet and mail

. Post journal entries and adjusting entries; assist month end

and year end closings

. Process and reconcile a/p, a/r, payroll, expense accounts

. Process Sales Tax and Use quarterly and year end

. Payroll tax 940 and 941

. Uphold Sarbanes Oxley Act for auditing

Mister Chips/Damon Fruitful (Out of Business) August

2003 - December 2004

Office Manager/Bookkeeper

. Oversee six operating locations and its employees

. Full cycle for accounts payable and account receivable

. Process Sales Tax for multi companies

. Maintain database for sales, purchases, job cost and payroll

through QuickBooks

. Human Resources duties including payroll and associated taxes

paid through EFTPS

. Administrative Tasks as necessary

American Bible Society (Relocate) April

2000 - January 2003

Trust & Annuity Team Leader

. Process and proofread over 6,000 1099's yearly.

. Prepare garnish and process tax filing for specific states

and for annuitants via ADP

. Process over 40 charitable annuities weekly through AS400

. Resolve and research donor inquiries

. Maintain and update information for over 17,000 donors and/or

payees and issue over 700 checks to them biweekly while

handling customer and vendor issues and inquiries

. Prepare statistic spreadsheets on monthly reconciliations

All Makes Heating & Air Conditioning August 1999 -

March 2000

Accounts Payable Manager

. Process full-cycle payables on Peachtree

. Prepare and update spreadsheets

. Prepare adjusting and journal month-end entries

. Handle customer service, arrange meetings for company audits,

. Process and file Sales Tax and Use quarterly

. Process and prepare Workman's Compensation claims

. Payroll for over 30 employees and light HR duties including

interview

. Act as language interpreter between insurance carrier and

company employees

COMMUNITY

IRS Volunteer Income Tax Assistance January

2001-April 2007

Coordinator

. Interview and assess taxpayer for eligibility of service

. Supervise tax preparers

. Submit and approve volunteer hours

. Address concerns from taxpayer and tax preparer

. Verify, correct tax return

. Address and resolve issues with rejected tax returns

. Appointments using voice messages or incoming phone calls

. Encourage community to prepare their return with V I T A

SKILLS

. Bilingual in Spanish

. Peachtree ? QuickBooks Pro

. Tax Wise ? ADP Payroll

. Certified by IRS for personal taxes ? Microsoft Office

Programs

. AS400 ? JD Edwards

. MIP Accounting Software ? ACCPAC

. Solomon

. Adobe Acrobat

EDUCATION Liberty University, Lynchburg VA Psychology /Accounting



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