Accounts Payable Office

JOY ANNE BLAKE

***** *** *** **. ******, TX *****

Cell Phone 713-***-****

Position Objective

A challenging position in an environment that will enable the use of my strong interpersonal communication skills and diverse

background in tax preparation/accounting/procurement.

Experience

Taxmasters-Tax Reviewer 2009-Present

Maintained reviewer and production log for files assigned for review.

Reviewed tax returns per review standard guidelines.

Researched tax issues as needed for complex tax returns.

Answered questions on tax issues as needed for complex tax returns.

Created and uploaded review notes into database for each file reviewed with questions for client, new requested tax

documents, and or corrections for tax preparers to make before tax returns were printed and sent to client.

Attended continuing education classes and training sessions.

Tax Preparer 2008-2009

Received files from supervisor for tax preparation.

Prepared files for tax preparation by checking engagement, consult, supplemental agreement, and notes to determine the tax

years needing to be filed.

Looked over IRS transcripts to prepare First Request Letters to be sent to the clients.

Sent request letters and tax worksheets to clients to obtain needed ta x information.

Communicated and gathered information from clients regarding the preparation of their tax returns.

Prepared taxes and sent the files to the reviewing department.

Printed, assembled, and signed reviewed tax returns.

Informed clients that their taxes were prepared and explained to clients the next step in processing their returns.

Attended continuing education classes and training sessions.

H & R Block -Tax Specialist II 2004-2008

Interviewed clients to determine the complexity of their returns.

Researched and answered tax questions for clients.

Prepared complex and simple 1040 and 1040X returns.

Achieved highest number of completed returns in my office.

Responsible for verifying the acceptance of returns sent electronically.

Corrected any rejected returns and resubmitted.

Performed office duties, including answering phones and scheduling appointments.

Opened the office in the morning assuring all computer systems were in prop er working order.

Closed office in evening by closing the cash register, imputing the various forms of payment received, preparing deposits,

and printing daily reports.

Attended continuing education classes in tax preparation each tax year.

Champion Coatings, Inc. – Accounts Payable/Procurement Assistant 2006-2007

Ordered raw materials for manufacturing and supplies for office and plant.

Inputted and distributed purchases orders.

Expedited orders.

Verified receipts to purchase orders, converting packaged quantities to pounds in preparation of receiving raw materials into

inventory and receipt of invoice.

Maintained inventory updates of costs and receipts.

Researched and resolved discrepancies with invoices.

Data entry of payables.

Processed weekly payroll runs for payables.

Prepared month end reports for inventory and accounts payable for controller.

Maintained files in orderly manner.

Prepared and processed daily bank deposits.

Answered 8-line phone system.

Other special projects as needed.

Munson Penner, LLP and Attorney Lori Noack-May – Legal Assistant 2005-2006

Assisted attorneys by researching Internet sites, telephoning or meeting with clients, title companies and appraisers to gath er

information for assembling probate, estate, guardianship and real property documents.

Drafted, filed, and served probate and guardianship applications, waivers, answers for probate and tax suits, Notice to

Creditors, Inventory, Appraisements and Lists of Claims and other documents.

Drafted hearing documents and prepared client’s file for guardianship or probate hearings.

Greeted clients, answered telephone, scheduled appointments, court hearings and trial dates.

Prepared drafts of wills and estate planning documents.

Traveled to attend meetings and closings with clients, notarize documents and pick up bonds.

Filed documents, assembled, maintained and closed client files.

Performed wide range of office duties as necessary, including photocopying, faxing, shredding, mailing certified documents

and preparing Fed X mailings.

Skills and Qualifications

Certified Public Notary, Client Communication, Internet Research

MS Office, Word Perfect

Ultratax, Drake, H &R Block Software

Education

Lone Star College, Associate Degree-Paralegal Studies, Graduated Summa Cum Laude

Lone Star College, Associate Degree-Accounting-estimated graduation date-December 2013

Continuing Education: Tax Preparation I, Tax Preparation II, Investment Income, Sole Proprietorship, Disposition of

Business and Personal Property, Depreciation, Basis of Assets, etc.

Activities and Awards

Member of Phi Theta Kappa Honor Society

Neighbor of the Year Award in Education from Northwest Ministries

Award for overall volunteering in Klein I.S.D. and honored a day as Joy Blake Day from the Klein I.S.D. Administration and

Board of Trustees.

Certificate of Appreciation for exceptional and distinguished volunteer service in the State of Texas from Texas Governors.

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