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Customer Service Administrative Assistant

Tomball, Texas, United States
January 02, 2018

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Kimberly Davis

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

Tomball, TX 77375

Cell: 281-***-****

Professional Summary

Accomplished and energetic Tax Accountant with a solid history of achievement in tax preparation for sole proprietors, partnership, corporations, as well as individuals. Motivated leader with strong organizational and prioritization abilities.

Skills & Abilities

Organized and able to deal with multiple work -loads Data Entry

Ability to deal with large financial data MS Office & Excel

Debtor and purchase ledger reconciliation Power Point

Accounts receivable / Accounts payable Quick Books Accountant

Recording all cash activity on a daily basis Quick Books Enterprise

Pro Series / Pro Tax / Lacerte / Pro Connect Quick Books Online


9/2013 – 5/2017 Accounting Associate David W. McKinney, CPA, PLLC-Tomball, TX

Develop, implement, modify and document record keeping systems, making use of current computer technology.

Prepare, examine, or analyze accounting records, or other accuracy, completeness, and conformance to reporting and procedure standards.

Performed complex general accounting functions, including journal entries, account analysis and balance sheet reconciliations.

Prepare forms and manuals for accounting and bookkeeping personnel, and direct their work activities.

Compute taxes owed and prepare tax returns, ensuring compliance with payment, reporting or other tax requirements.

Communicating with federal, state, and local tax authorities to resolve issues as well as assisting in the development of tax training materials and guiding department training.

Maintain or examine the record of government agencies.

5/2011 – 9/2013 Senior Assistant Manager, Security Finance – Tomball, TX

General office procedures such as bank deposits, customer service and general office duties.

Recommended loan approvals and denials based on customer credit reviews.

Originated, reviewed, processed, closed and administered loans.

1/2008 – 5/2011 Administrative Assistant/ Accounting Clerk, American Electric Repair

Processing accounts payable’s and receivables as needed.

Maintaining accounting documents and records.

Preparing bank deposits, general ledger postings and statements.

Collecting payroll information on a monthly basis.

Working with vendors, clients and colleagues to resolve inquiries and issues.

Assisting with processing of sales invoices, debtor’s statements, and cash receipts on the total accounts package.


1998-1999 Diploma General Studies, Houston, TX - Klein Forest High School

2000-2001 Diploma Business Accounting, Tomball, TX - Lonestar College

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