Customer Service Assistant
Resume:
Delicia N. Wilson
**** **** *** ****. ********, Georgia 30058
**************@*****.***
Administrative Skills:
Billing and Records Management, Invoicing, MS office Word and Excel, Appointment Scheduling, Telephone Techniques, Quick-books, Drake software, Replenish Inventory
Work Experience:
2012/Present BOOKEEPER/ASSISTANT WATERS SHEET METAL AND HVAC
Prepare financial statement and reports, including the profit and loss statement and balance sheet.
Process service invoices and receipts.
Generate and dispense all monthly and annual reports and 1099’s
Manage accounts payable and receivable
Handle various payroll duties
2010/2014 CUSTOMER SERVICE/TAX PREPAIRER P AND L TAX SERVICE
Compute taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables.
Prepare and assist in preparing simple to complex tax returns for individuals and small businesses.
Use all appropriate adjustments, deductions, and credits to keep clients taxes to minimum
Interview clients to obtain additional information on taxable income and deductions expenses and allowances
Review financial records such as income statements and documentation of expenditures in order to determine forms needed to prepare tax returns.
Furnish taxpayers with sufficient information and advice in order to ensure correct tax form completion.
Calculate form preparation fees according to return complexity and processing time required.
Check data input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, or procedure.
2007/2009 Client Service Coordinator H and R Block
Answer telephone using professional interpersonal skills; provide callers with basic information about services and fees.
Responsible for receiving and securing cash and credit cards receipts.
Record all transactions in the point-of-sale computer and verify credit card payments.
2001/2006 Office Assistant Blue’s Plumbing Company
Greet office visitors and answer telephone; answer questions and provide information concerning various type of plumbing in accordance with established procedure; take messages or refer caller to appropriate personnel.
Organized and manage the day-to-day activities of a department office assuring efficiency of the office operations
Type up contracts and invoices.
Review and verify invoices and check request.
Maintain vendor’s files.
1998/2001 RECORDS MANAGEMENT CLERK Norell Temporary Service
Responsible for accurately retrieving information and deliver requested information.
Verified and checked reports, and data for accuracy, completeness and compliance with established office standards.
Established and manage confidential files, spreadsheets, and correspondence
Education:
Advance Career Training Administrator Assistant
Diploma: Medical Administrator Assistant
Accomplishments: Dean’s List, Perfect Attendance and Mentor
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