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Accounting Customer Service

Fremont, California, United States
June 26, 2018

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Min Wong

Tel: 510-***-****



A dedicated and focused service associate with administrative and accounting experience within a financial services and small business environment. Experienced with auditing and taxation, using strong analytical and accuracy skills that contribute to a detailed accounting role. Recognized for performance, working well under pressure and meeting tight deadlines. A quick learner and cooperative team player.


Sogo Bakery Inc, Newark, CA USA 2017

Accounts Payable

Managed vendor relationships and ongoing maintenance of vendor accounts including updating vendor records, recording vendor payments, issuing checks to pay invoices, wiring payments to vendors, filing invoices.

Ensured accurate processing of bi-weekly payroll for employees. Administered adding new employees to payroll system, monitoring employees’ benefits. Reported 940, 941 and EDD to IRS.

Processed Accounts Receivable sales journal entries. The Shed Shop, Fremont, CA USA 2016


Managed different accounting aspects such as Accounts Payable, processed invoices, issued checks, made workers compensation report and payment, month end sales tax report, reconciled bank statement with Accounts Receivable and Accounts Payable. Processed payroll, prepared data for time sheets, input data for time sheet, administered adding new employees to payroll system, administered employees’ benefits. Made State Board of Equalization return, EDD return.

H & R BLOCK, Newark, CA USA 2013-2014

Tax Specialist

Conduct tax interview with client, give full attention to what client is saying, take time to understand the points being made, ask questions as appropriate; provide tax return services to customer; included schedule A, schedule B, schedule C (Business tax), schedule D ( Sales of stocks and Dividend), schedule E (Rental income) and form 1040, 1040A, 1099R, 1099SSA, 1098, 1098E, 1098T.

H & R BLOCK, Newark, CA USA 2012-2013

Tax Associate

Provide tax return services to customers: included schedule A, schedule B, schedule C, and forms 1040, 1040A, 1040EZ, 1040X, 8719, 1099R, 1098, 1098T. MANULIFE FINANCIAL, Waterloo, Canada (1992-2009)

Service Associate 2009

Chosen by the Business Process Management team to participate in a system conversion project, accurately and precisely moving individual’s accounting instructions to new system.

Performed quality control, and validated clients’ information on guaranteed investment fund system.

Min Wong Page 2

Audited various Canadian tax slips such as T4RIF, T4RSP, NR4, T3’s, T5’s maintaining accuracy of tax information for clients using various internal systems. Input tax information into Tax Access data base. Auditing death claims to the tax assessment database verifying details.

Amended manual tax receipts for RRSP contribution into Excel. Calculated contribution for tax year and exported data for tax report for accounting.

Handled quality control of team members, worked during peak periods, consistently meeting tight deadlines, contributing to team effectiveness.

Mutual Fund Administrator 2000-2008

Resolved, researched and reconciled discrepancies clients’ account, contributing to internal customer service, ensuring the highest level of accuracy of client information.

Investigated internal inquiries with timely problem resolution and correction of client’ financial information, contributing to overall efficiency of data input. Performed data validation on client statements making financial adjustments when required.

Handled high profile client accounts, with 100% accuracy, validating rate of return before statements released.

Initiated discussion with project coordinator to streamline process moving data to Excel, which significantly reduced time and error and moved completion date two weeks ahead of schedule.

Participated in Adjust Cost Base (ACB) project correcting thousands of book value discrepancies, cost based adjustments and cash dividends.

Trained and supported new team members on processing input and daily responsibilities until they were able to work independently, which aided in good quality and productivity. Taxation Assistant 1999-2000

Provided basic accounting and computer based analytical support for taxation department.

Balanced and reconciled tax control accounts for accounting reports.

Validated tax transactions (Canadian GST/PST) in designated Manulife related accounts.

Assisted with demutualization and accounting tasks, prior to shares going public on Toronto Stock Exchange.

Office Clerk 1997-1999

Maintained a numeric sequence filing system, accurately sorting and filing all incoming materials, contributing to office efficiency.

Sorted, distributed and categorized mail for delivery to appropriate internal department. Issue Clerk 1992-1993

Processed loan checks issued on life insurance products and universal life policies that were surrendered.

Determined requirements needed to process requests for deferred annuity products ensuring that statements were checked for accuracy before forwarding to clients. INVESTOR GROUP SERVICE INC., Kitchener, Ontario, Canada 1991- 1991 Computer Operator

Entered information and account records of tax returns into computer (IBM CICS system).

Issued checks for customer’s tax return and prepared bank deposits.

Managed reception duties to provide friendly, and helpful customer service. Min Wong Page 3

NEATEROLLER LIMITED, Mississauga, Ontario, Canada 1989-1990 Accounting Clerk

Managed all aspects of office accounting such as accounts payable, processed invoices, issued checks, investigated and resolved discrepancies, handled suppliers’ inquiries, processed month end reports, and performed computer data entry.

Recognized for being instrumental in reducing stock inventory to have funds available to pay suppliers on time, build good relationship with suppliers and increased customer satisfaction levels.

ARMOR PERSONNEL, Brampton, Ontario, Canada 1988-1989 Accounting Clerk

Responsible for Accounts Receivable. Made Cash-In Report daily, Sale and Gross profit Report weekly. Performed customer refund and bank reconciliation. EDUCATION AND TRAINING

Certificate Program in Accounting 2015 University of California, Santa Cruz, Silicon Valley H&R Block Income Tax Course (US) Federal Tax, and California State Tax Canadian Investment Funds Certificate, Investment funds Institute of Canada (IFIC) Canadian Investment Funds Operation Certificate, Investment Funds Institute of Canada (IFIC) Accounting and Business courses in Wilfrid Laurier University, Waterloo, Ontario Courses: Intermediate Accounting, Finance in Accounting in Conestoga College, Waterloo, Ont. Business Administration Diploma, Accounting Major, Sheridan College, Brampton, Ontario Manulife Internal courses: Guaranteed Investment Certificate Course, (GIC), Guaranteed Investment Fund course (GIF), Customer Service Training, Finance COMPUTER SKILLS

QuickBooks, Peachtree, Outlook, Word, Excel, Access, IBM CICS System

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