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Sales Customer Service

Santa Ana, CA
October 05, 2018

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**** ***** ** *** #* San Pedro, CA 90731 310-***-****


Reliable, detail orientated account manager seeking a position in a challenging environment that will allow me to utilize 17 years of experience in hands on advanced tax accounting management to contribute to the growth and efficiency of the company.

Skills & Abilities

Proficient in Excel (v-look ups, pivot tables, sum if)

Familiar with introductory SQL

Proficient in Microsoft Office tools

Proficient in Quicken/ QuickBooks

Proficient in proprietary tax software for preparing tax returns

Proficient in working fundamentals of Vertex software.

10+ years experience within specialized field of telecommunication and regulatory taxes


Client Implementation Coordinator/ Senior Tax Specialist, Atlantax Systems, Inc. -Torrance, CA

February 2002 – Present

Process and timely remit multi-jurisdictional/ international Sales and Use, Telecommunications and regulatory tax returns for up to 12 clients monthly.

Organize cloud based files containing tax return copies, tax reports, licenses, applications, resale certificates and correspondence with state/local jurisdictions.

Balance/ reconcile monthly tax reports.

Resolve any tax issues through correspondence with taxing jurisdictions.

Prepare monthly client data for software import using Vertex codes.

Assist new clients with concerns questions and issues.

Assist with training of new employees.

Assist with updates and maintenance of database information.

Sales Associate, Nordstrom- Redondo Beach, CA

September 1999 – February 2002

Retail sales

Customer service


University of Southern California – Los Angeles, CA

B.A Psychology

December 1998

California Basic Educational Skills Test ( CBEST) -Certification

IPT Institute for Professionals in Taxation- Sales Tax Course I

IPT Institute for Professionals in Taxation-Sales Tax Course II

Leadership/ Community

Eastview Little League- San Pedro, CA

League Treasurer

Assistant Snack Shack Coordinator

Team Mom Coordinator


Charlene Rhodus

President, Atlantax Systems, Inc.


Tom Hogland

President, Eastview Little League


Peter Kuan

Senior Manager Tax Accounting Department, KDDI America, Inc.


Salary Requirements


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