Customer Service Accounting

Christina L. Bradley

*** *** ******* ****, *********, GA. 30813, 706-***-**** ****************@*****.***

SUMMARY:

I am a dynamic and highly qualified professional with extensive knowledge of accounting principles, taxation

policies and income tax procedures. I have strong communication skills, expert in customer relations,

proficient in SAP, and have effective time management.

EDUCATION:

Masters Degree in Accounting Concentration in Taxation GPA 3.60 2011-2014

Strayer University, Augusta, GA

BS in Accounting: Cum Laude GPA 3.52

Strayer University, Augusta, GA. 2009–2011

Member of the National Society of Collegiate Scholars

Associate Degree in Accounting GPA 3.95

Augusta Technical College, Augusta, GA. 1999--2002

Student member of the Institute of Management Accountants

Member of Phi Theta Kappa, held the office of Treasurer

HIGHLIGHTS / SKILLS:

Microsoft Office Public & Private Accounting Accounting Operations

Account Reconciliations Complex Problem Solving Various Office Machines

General and Tax Accounting QuickBooks / Peachtree proficient

ACCOMPLISHMENTS:

• Accounting Skills: Operated computers programmed with accounting software to record, store, and

analyze information. Establishing experience in bookkeeping & payroll by stepping out of my comfort

zone.

• Accounting Reviews: Conducted detailed technical & analytical review of federal/ state corporate,

partnership and S-Corp tax returns prepared by associates.

PROFESSIONAL EXPERENCE:

Michael P. Salazar, CPA Augusta, GA 706-***-****) 02/2015-04/2015

Staff Accountant

• Prepared personal and corporate income tax returns; also prepared property tax returns.

• Called clients to get information pertaining to their income taxes.

• Perform monthly and quarterly payroll reports for clients.

• Reconciled monthly bank statements for clients.

• Scan important documents into the e-file cabinet for future reference. The documents were given

back to the clients.

Professional Boiler Services, Inc. Augusta, GA 706-***-****) 09/2014-12/2014

Office Manager/Accountant

• Answer the phone for Professional Boiler Services as well as CSRA Boilers and Burners (located at

same address in the same building, owned by the same person) and keep a phone log of who called

and why.

• Create and send out quotes for jobs for PBS

• Using QuickBooks, invoiced for jobs completed and would collect monies due and applied to the

invoices for PBS; as well as making sure all companies renting from PBS paid their rent on time.

• Collect daily timesheets from employees in order to conduct weekly payroll.

• Prepared, reported, and paid weekly, monthly, and quarterly tax reports which included the 941, 940,

DOL-4, ST-3 sales tax report for GA and SC, GA Withholdings for PBS and CSRA.

• Enter in QuickBooks all bills to be paid by the company. Make sure all bills were coded for the job

the materials were used on for PBS.

• Prepared, reported, and paid monthly workman’s compensation insurance and union dues for PBS

• Create and run financial statements for the CPA when he requested them on a monthly basis.

• Handle petty cash for both businesses and balance on a monthly basis.

• Bank Reconciliation every month for the accounts payable and payroll accounts for both companies.

• Established and upheld the internal control in the business in regards to payroll.

Kitchens Business Solutions (KBS), Augusta, GA. 706-***-**** 01/2014-04/2014

Income Tax Preparer Seasonal position 01/2013-04/2013

01/2010-04/2010

• Prepared individual (1040), corporate (1120s) and personal business (Sch C) income taxes.

• Called or emailed Clients to get information in order to complete their income taxes and to let the

client know when their return was completed.

• Reviewed completed returns for any errors that needed to be corrected

• Assisted in processing (internal control) of the completed income taxes returns

ADP, Inc, Augusta, GA (via Accountemps/Robert Half 803-***-****) 07/2011-02/2012

Accounting Clerk Temporary Position

• Called customers to make sure we had the correct State Tax ID numbers for filing their withholding

taxes.

• Corrected the Tax ID numbers in the system if they were incorrect and re-filed the customer’s returns

for Federal and State withholding.

• Research and answer customers regarding question they may have concerning their accounts or

problems they may have.

Carlisle Tire and Wheel Aiken, SC (via Accountemps/Robert Half) 06/2011-07/2011

Credit Department Assistant Temporary Position

• Sent out bills for the accounts receivable department

• Update the client’s credit accounts by re-evaluating their credit activity and payment habits.

• Fax credit applications to customers and would run credit reports for evaluation of credit line

with company.

Georgia Department of Revenue, Martinez, GA 404-***-**** 8/2004-11/2009

Revenue Agent I & II

• Collect from the taxpayers any and all monies owed to the State of Georgia by the means of

installment agreements, bank levy, till-taps, citing for alcohol violation, or just freezing their bank

account. At times would go as far as closing a business down and auctioning off the tangible

property in order to pay the state tax lien.

• Called taxpayers to let them know they had a deficiency in their account whether it was missing

returns or a liability due or in response to correspondence I have received via fax, mail or e-mail.

• Audits taxpayer records (sales and use tax, withholding, personal income taxes) to determine

accurate tax liabilities and to make the necessary adjustments to the accounts as needed based on

the information provided by the taxpayer.

• Investigates individuals, partnerships, and corporations through computer inquiry, visual review of

records, telephone, correspondence, and personal contact to determine and ensure compliance with

state tax law in registration, reporting and payment requirements of the Revenue Department.

• Examines records to determine proper party is being held liable for delinquency, examines court

records for deeds and property ownership, and determine bank account and employment locations

for possible garnishment, or bank levy.

• Post any and all monies collected to the taxpayers’ accounts as they were received.

• Collected up to $700,000 in one year while working for Georgia Department of Revenue.

• Know how to research and how to interpret the tax law so the taxpayers’ could understand it.

TRAINING

Syritsyna-Day & Associates, Augusta, GA 12/2010 –1/2011

Tax Preparer---Paid training through the GA Works Program

• Assisted in preparing the 433-A for installment agreements that were submitted to the IRS.

• Composed letters and Power of Attorneys to be sent to the IRS, GA and SC Department of Revenue

• Prepared Individual income taxes for clients in order to reduce their liability with the IRS.

• Scheduled client appointments.

Georgia Department of Revenue, Martinez, GA

Training 24 hr Put It in Writing Course 09/2005

Training the Art of Exceptional Customer Service 10/2007

Contact this candidate