Customer Service Manager
Resume:
Courtney B. Duncan
Pickerington, OH 43147
*****************@*****.***
PROFESSIONAL EXPERIENCE
The Huntington National Bank, Tax Accountant, Columbus, Ohio
January 2008 - Present
. Month, quarter and year end tax accounting processes
o Responsible for month end close.
o Prepare monthly and quarterly tax journal entries.
o Prepare monthly federal and state accrued and deferred tax
account reconciliations.
o Assist in preparing monthly tax forecasts.
o Analyze federal and state deferred taxes.
o Prepare and maintain Tax Basis Balance Sheets.
. Quarterly Tax Estimates
o Prepare quarterly tax estimates for Huntington Bancshares, Inc.
and Subsidiaries.
o Assist in the preparation of quarterly financial statement
disclosures.
. State/Federal Tax Planning and Research
o Developed a state effective tax rate model for use in state
planning.
o Calculate state apportionment and State Effective Tax Rates by
legal entity.
o Research state tax law dealing with Unitary/Combined tax filing
requirements and implement appropriate methodology.
o Assist in the development of a three year tax plan for federal
tax planning purposes.
o Responsible for researching federal and state legislative tax
changes.
o Prepare a bi-weekly Tax Update Memo for the corporate tax group
which outlines current tax law changes and the impact on
Huntington.
. Tax Returns
o Prepare REIT Tax Returns.
o Prepare Federal and State Income Tax Returns.
Robert Half International, Accountemps Staffing Manager, Cincinnati,
Ohio
March 2007 - October 2007
. Recruiting
o Responsible for recruiting top local financial professionals;
sourced, interviewed and tested candidates.
o Constructed effective classified job postings for company job-
board website.
o Downloaded, pre-screened and qualified candidates from website
for job openings.
o Identified temporary, project and temporary to hire
opportunities for these candidates
o Completed professional supervisory references for each
candidate.
o Documented all candidate information and correspondence in Micro
J Plus Recruiting System.
o Selected well-matched candidates to fulfill client job orders
and maintained ongoing contact with clients and candidates to
ensure both received exceptional customer service.
o Provided ongoing and consistent communication with candidates
while offering professional and value-added career guidance.
o Resolved any customer service issues quickly and efficiently to
maintain the highest level of customer satisfaction.
. Client Development
o Made marketing calls and conducted in-person meetings with key
managers to senior-level executives, for the purpose of selling
our services to prospective clients and building on existing
client relationships.
o Negotiated bill rates and conversion fees with clients.
Cardinal Health, Inc., Tax Analyst, Dublin, Ohio
June 2005 - March 2007
. Solely responsible for Preparing Corporate Federal, State and City Tax
Returns; Federal Extensions; Quarterly State/City Estimates and
Quarterly Provisions for all Corporate related entities including
Cardinal Health, Inc.
. Prepared Tax Returns, Provisions, Extensions and Estimates using
CorpTax ETS and ETS Calendar
. Tax Department CorpTax ETS Security Administrator - responsible for
adding and modifying all user profiles, entities, adjustments,
accounts, calculations and individual user rights while confirming all
modifications are SOX compliant.
. Lead Analyst on Electronic Funds Transfer Project - responsible for
coordinating the conversion of all Cardinal Health entities from
payment by check to payment by EFT in all applicable states.
. Researched and resolved all IRS/State Tax Notices related to the
Corporate Entity group.
. Communicated with State Tax Departments regarding tax issues.
. Communicated with Business Units regularly to gather necessary tax
information needed to complete tax returns.
. Researched tax law and prepared recommendations for correct tax
treatment.
Norman, Jones, Enlow & Co. CPA's, Staff Accountant, Columbus, Ohio
March 2005 - May 2005 (Contract Basis)
. Prepared individual federal and state 1040 tax returns using Tax Prep
software
. Prepared individual city, school district, and RITA tax returns using
Accountware software
. Communicated with clients regularly
. Answered clients' questions regarding their tax returns
Internship at The Wilds, Accounting/Finance Department, Cumberland,
Ohio
June 2001 - September 2001
. Entered invoices, ticket sales, and donations into the General Ledger
. Printed checks for vendor payments
. Assisted with month end updates and worked with the budget
. Entered payroll information into the computer and printed payroll checks
. Responsible for managing department after supervisor resigned
. Trained co-workers to perform day-to-day responsibilities and process
payroll
EDUCATION
BBA
Ohio University, Athens, Ohio
Graduation Date: June 14, 2003
Major: Accounting/ Business Prelaw
G.P.A: 3.4/4.0
Capital University Law School
August 2003 - January 2005
RELATED EXPERIENCE
Accounting Programs:
. ONESource Income Tax Software
. InSource RS Income Tax Software
. Corptax ETS Forms
. Corptax ETS Calendar
. Corptax ETS Administrator
. Hyperion Essbase - General Ledger Retrieval
. Passport - General Ledger System
. JD Edwards - General Ledger System
. Thomson RIA Checkpoint Research Tool
Recruiting Programs:
. Micro J Plus Recruiting and Tracking Software
Microsoft Excel, Outlook, PowerPoint, Word
Lexis Nexis Certified, Certification received November 2003
VOLUNTEER EXPERIENCE
Mentor - Northwest Counseling Services
. Serve as a role model for children in the community
ORGANIZATIONS/HONORS
Beta Gamma Sigma Honors Fraternity, 2002-present
Alpha Lambda Delta Honors Fraternity, 2001-present
Accounting Club, 2002-2003
Alpha Gamma Delta Sorority, 2000-2003
. VP Finance Assistant, 2001-2002
Ohio University Dean's Scholarship: 2001-2002; 2002-2003
Women's Law Association, 2003 - 2004
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