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Customer Service Manager

Location:
West Babylon, NY
Salary:
55000
Posted:
June 19, 2013

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Resume:

Tamara Saintonge

*** ****** ******, ********, ** 11726 516-***-****

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

SUMMARY OF QUALIFICATIONS:

. Experience providing legal and financial services to clients ensuring

compliance with rules and regulations of state, local and federal

government laws

. Proficient in Microsoft Word, Excel, PowerPoint, QuickBooks, TurboTax,

Intuit; adapt quickly to company software programs

EDUCATION:

Monroe College, King Graduate School of Business, Bronx, NY

Master of Business Administration (MBA), Business Management, June 2009,

GPA 4.0/4.0(Honors)

Selected Courses: Accounting I and II, Financial Statement Analysis,

Managerial Finance, Research and Statistics, Project Management, Legal

Environment of Business

Boston University, Boston, MA

Bachelor of Arts in Political Science, September 2002

PROFESSIONAL EXPERIENCE:

Broadridge, Lake Success, NY (12/11-8/12)

Tax Reporting/Cost Basis Analyst (Contract Assignment)

. Processed 1099 year-end tax reporting using back office brokerage

systems such as BPS/TLE.

. Calculated loss/gain of company's balance sheet for reportable

purposes to the IRS.

. Analyzed balance sheets for accounting errors and inputting

transactional adjustments.

. Participated in ongoing internal process improvement.

Solution Management Group, Cambria Heights, NY (11/08-04/11)

Tax Accountant

. Prepared state and local income tax returns (SALT) for individuals and

businesses.

. Analyzed financial statements for accurate reporting of forms such as

1099, 1040, 1042S, W-9, and 1120.

. Assisted tax manager with quarterly tax provisions; trained and

developed new staff; ensured all daily tax processes complied with IRS

rules and regulations.

. Represented IRS inquiries for client audits.

. Managed operation of firm's policies, procedures, and manuals to

comply with ethical standards of all tax reports and filings.

Harold L. Kestenbaum, P.C., Uniondale, NY (11/06-9/07)

Paralegal (Ended employment to pursue MBA degree Full-Time)

. Prepared and proofread legal documents, contracts, agreements, and

correspondence for startup franchise businesses.

. Performed extensive client contact to submit necessary materials to

state's Uniform Franchise Offering Circular (UFOC).

. Updated and prepared registration renewal documents to prevent

noncompliance with state regulations and rules.

Bank of America, Bellmore, NY (7/05- 11/06)

Personal/Business Banking Consultant

. Advised and sold clients financial products for personal and business

needs.

. Prepared home equity and mortgage documents with analyzing client's

financial standing and credit reporting.

. Resolved customer service inquiries and complaints.

. Supervised and worked in a 6-person team to ensure smooth operation of

banking center in absence of managers.

PROFESSIONAL ACTIVITIES:

National Black MBA, Westchester, NY Chapter (3/08-present)

Active Member

National Association of Black Accountants, New Rochelle, NY Chapter (4/09-

present)

Active Member



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