Manager Customer Service

Kimberly A. Lucky

**** ***** **** **. **

Rio Rancho, NM 87144

Phone: 505-***-****

Fax: 505-***-****

E-mail: abj73h@r.postjobfree.com

Objective To obtain a full-time position in accounting or tax

preparation with an organization that will firmly establish

my career.

Education

1997 - 2001 New Mexico State University

Las Cruces, New Mexico

Bachelor's in Accountancy

1993 - 1996 New Mexico State University

Las Cruces, New Mexico

Bachelor's in Business Administration

Emphasis in General Management with a minor in Accounting

Associate's in Pre-Business, May 1995

1991 - 1993 New Mexico State University

Carlsbad, New Mexico

Completed general education requirements in business

Member of Student Senate 1.5 years

Held position of Senator and executive position of

Parliamentarian

1988 - 1991 Carlsbad High School

Carlsbad, New Mexico

High School Diploma

Member of National Honor Society

LULAC Student of the Month

Member of Outstanding Students of America

Member of French Club, held executive position of Vice

President

Awarded the New Mexico State University Memorial

Scholarship

2009-Present Liberty Tax Service

Albuquerque, New Mexico

Office Manager

Tax Preparer

In charge of overseeing function of a tax preparation

office in Albuquerque, including scheduling, training and

processing of tax returns.

Preparation of individual and business returns, including

Schedule A, Schedule C, Schedule D, Schedule F, Schedule L,

Schedule M. Tax forms 1040, 1040A, 1040EZ, 1040X(amended

returns) and all states as needed.

Monthly bookkeeping functions performed before, during and

after tax season. Duties include weekly income activities,

payroll, monthly and quarterly gross receipts tax

reports(CRS-1, including state withholding calculations),

quarterly ES903A reports(Department of Workforce

Solutions), WC-1 reports(New Mexico Taxation and Revenue

Department Workman's Compensation), 941's, monthly 941

deposits(IRS withholding reports), and 940 reports.

2005-2009 Jackson-Hewitt Tax Service

Albuquerque, New Mexico

General Manager

Tax Preparer

In charge of overseeing function of 27 tax preparation

offices in the Albuquerque, Rio Rancho, Santa Fe, Los Lunas

and Belen

Duties included monitoring cash handling procedures,

schedules, weekly meetings, and insuring all office

procedures were properly followed

In charge of all computer and kiosk (Wal-Mart, Kmart,

Cottonwood Mall, ACE Check Cashers) set up in all 27 tax

offices thorough out organization. This includes

troubleshooting computer and printer problems throughout

the tax season

Insured proper function of all phone lines into offices,

both store front and kiosks by maintaining contact with

Cricket Wireless and Qwest Communications. This included

requests both before and after tax season to have necessary

services(i.e. phone lines, DSL, hunting etc.) turned on and

off

In charge of monitoring all supply levels and purchasing

supplies when needed. This includes office supplies as

well as computers, monitors, printers etc.

Liaison to property managers, landlords, store managers,

district managers, site managers etc.

Maintained proper communication between myself, 2 district

managers and franchisee located in Corpus Christi, TX

Ensured all store fronts are properly maintained both

inside and outside for professionalism. This includes

outdoor signage, lighting, window cleanliness, and other

related marketing elements

In charge of company wide marketing which included

attending networking functions, and meeting with

appropriate personnel to initiate our TAPP(Tax Advantage

Partnership Program)

Prepared month end gross volume reports to determine

royalty fees due to corporate office

Prepared New Mexico gross receipts tax reports(CRS-1) forms

for all offices

In charge of hiring approximately 150 employees each tax

season, which includes tax preparers, office mangers, and

customer service representatives

Also in charge of monitoring functionability of said

employees, including payroll, scheduling and performing

terminations as necessary

Prepared federal and state tax returns: forms included

Schedule C's, Schedule D's, Schedule F's, Schedule E's,

Earned Income Credit worksheets, 1040, 1040-A, complex

itemized deductions, etc. Prepared state returns including

Colorado, New Mexico, Arizona, California, Wisconsin New

York etc. on Profiler tax program

Prepared curriculum and syllabus for professional tax

preparers training and Jackson-Hewitt's basic 12-week basic

income tax course and professional tax preparation course

and also taught when necessary

Contacted Internal Revenue Service and state taxation

authorities on behalf of clientele to discuss tax issues

that occurred year round. Researched and prepared

necessary paperwork to take care of said issues.

Attended training courses and classes (including IRS tax

forum, NATP courses, NMEA society courses etc) to further

my knowledge of ever-changing tax laws and regulations. I

am currently working to complete the enrolled agent's exam

and I am also continuing with training courses and classes

2003-2005 Jackson-Hewitt Tax Service

Albuquerque, New Mexico

District Manager

Tax Preparer

In charge of overseeing function of 11 tax preparation

offices in the Albuquerque and Rio Rancho

Duties included monitoring cash handling procedures,

schedules, weekly meetings, and ensured all office

procedures were properly followed

In charge of all computer and kiosk (Wal-Mart, Kmart, and

Cottonwood Mall) set up in all 22 tax offices thorough out

Albuquerque and Rio Rancho. This included troubleshooting

computer and printer problems through out the tax season

In charge of company wide marketing

Prepared federal and state tax returns

Forms included Schedule C's, Schedule D's, Earned Income

Credit worksheets, 1040, 1040-A, complex itemized

deductions, etc. Prepared state returns including

Colorado, New Mexico, Arizona, California, Wisconsin etc.

on Profiler tax program

Prepared curriculum and syllabus for professional tax

preparers training and Jackson-Hewitt's basic 12-week basic

income tax course, which I also taught

2003-2004 Investors Trust Property Management

Albuquerque, New Mexico

Accountant

Preparation of financial statement for various properties,

which includes knowledge of Tenant Pro software

Create balance sheets, rent rolls, income statements, cash

flow statements, general ledgers etc. using bank

statements, CD statements, and other information. Also

prepare general journal and adjusting journal entries when

needed

Also contribute to other office duties as deemed necessary

2003-2004 Jackson-Hewitt Tax Service

Rio Rancho, New Mexico

Office Manager

Tax Preparer

In charge of overseeing complete function of 2 tax

preparation offices in the Rio Rancho area

Duties included cash handling procedures, scheduling of 10

tax associates, weekly meetings, ensured that all office

procedures were properly followed and other duties as

deemed necessary

Prepared federal and state tax returns

Forms included Schedule C's, Schedule D's, Earned Income

Credit worksheets, 1040, 1040-A, complex itemized

deductions, etc. Prepared state returns including

Colorado, New Mexico, Arizona, California, Wisconsin etc.

on Profiler tax program

Prepared curriculum and syllabus for professional tax

preparers training and Jackson-

2002-2003 Jackson-Hewitt Tax Service

Silver State Check Cashiers

Montrose, Colorado

Tax Preparer/Assistant Manager

Check Casher

Prepared federal and state tax returns

Forms included Schedule C's, Schedule D's, Earned Income

Credit worksheets, 1040, 1040-A, complex itemized

deductions, etc. Prepared state returns including

Colorado, New Mexico, Arizona, California, Wisconsin etc.

on Profiler 2001 & 2002 tax program

Performed office manager duties when requested, which

included opening and closing of office, verifying cash

beginning and ending balances, teaching income tax school,

and general upkeep of the office.

Handle extremely large amounts of cash

Perform phone verification of checks

Perform daily closing on check cashing records including

balancing, closing teller machine & register, bank deposit

and filing of daily records

1999 - 2001 New Mexico State Taxation & Revenue

Department

Las Cruces, New Mexico

Tax Compliance Specialist

Completed assigned gross receipt and personal income tax

accounts by pursuing collection of past due taxes

Collection strategies included collection letters, serving

bank, wage, and business levies, and long and short-term

payment plans

Requirements of job title included excellent customer

service, knowledge of tax and state regulations, continuous

training, safety awareness, and working with other

collectors as a team, and other duties as assigned

Worked under very strict state laws of confidentiality

1998 - 1999 Sierra Bank

Las Cruces, New Mexico

Accounting Assistant/Returns Research Clerk

Process incoming/outgoing returns

Customer statement organization

Customer research including copying of checks, statement,

and unknown items missing from statements

Federal Reserve adjustments for encoding errors, listing

errors and cash letter errors

Corrections of out-of-balance transactions and customer

deposits for 12 branches

Return of ACH transactions through Federal Reserve's

"Fed-Line"

Transfer of funds through general ledger accounts

Other duties as assigned

Trained on EDS, "BMIS" banking system, desktop archiving

system and Canon 80 PC filmer/microfiche

1998 Federal Reserve Bank-Dallas

El Paso, Texas

Administrative Intern

Served in the Payment Mechanisms/Check Clearing Department

by assisting with the process of preparing bank checks to

be cleared through Federal Reserve system

Included balancing customer accounts and the Federal

Reserve accounts via the Federal Reserve's accounting

system

Other duties as assigned

1998 Matrix Capital Bank

Las Cruces, New Mexico

Institutional Bookkeeper

Served as a liaison between Matrix and an acquire company,

working with an account representative from that company

In charge of opening and closing accounts, doing wire

transfer paperwork for both incoming and outgoing wires,

and account interest paperwork via the GOLDTeller bank

system

Assisted in other administrative tasks, including customer

service

Contact this candidate