Customer Service Accounting

Devin A. Martin

Dallas, TX *****

Email: ************@*****.***

Phone: 469-***-****

Summary

Dynamic and highly qualified Accounting Professional with knowledge of accounting regulations, laws, and procedures. Possesses confidence and patience to effectively communicate with internal and external customers from various offices and organizations.

Summary of Skills

Analytical thinker

Actively participates in team/workgroup to share information

Seasoned in conflict resolution

Negotiation competency

Works independently with minimum supervision

Adapts rapidly to change with a positive attitude

Uses sound judgment to resolve problems

MS Office proficient

Advanced in written and oral communication

Strongly detail-oriented

Career History

Contact Representative, December 2012 to Present

Department of Treasury, Division of Internal Revenue Service

Dallas, TX

Ensures taxpayer(s) and third party representative(s) satisfaction through providing exceptional customer service in support of the mission of the IRS through telephone interaction in a dynamic call center environment. Apply disclosure procedures to secure, analyze and protect taxpayer’s confidential information while communicating with taxpayers regarding tax return inquiries and status. Conducts extensive research of the Internal Revenue Codes through IRS tax software to resolve complex tax issues.

Utilizes Internal Revenue Code, Internal Revenue Manuals, tax forms and publications to educate taxpayers in understanding and meeting their tax responsibilities, ensure proper credits and deductions claimed are allowed by law.

Assist taxpayer with balance due issues, including clarifying bills, correcting IRS errors, negotiating and establishing installment payment plans, verifying payments posted or misapplied, address non-filer/delinquent tax return issues

Assist taxpayer with account related issues, including informing taxpayers of an overpayment and issuing a refund, review/verify income documents to release hold and complete processing tax return, and thoroughly explain audit and under-reporter notices.

Identify potential identity theft cases and refer to appropriate unit

Account Clerk, September 2008 to December 2012

City of St. Louis, Saint Louis, Missouri

Performed diverse accounting duties, including accounts payable, accounts receivable, financial reporting, general ledger, and billing and reconciliation. Aligned all financial activity with the regulations of GAAP and GASB. Managed accounts payable and accounts receivable functions, including matching, batching, coding, and maintain source documents to ensure financial transactions were accurately entered into accounting systems.

Volunteer Experience

VITA Tax Preparer, January 2010- April 2013

University of Missouri- St. Louis

Responsible for working with individual walk-in clients to provide free tax preparation assistance for eligible taxpayers to help meet their tax responsibilities. Use sophisticated interview techniques to collect determine all appropriate deductions and credit entitled to the taxpayer(s) by law. Utilizes TaxWise Software to accurately complete form entries and compute tax liability.

Maintain confidentiality of taxpayer(s) information

Check and verify totals on forms prepared by others to detect errors in arithmetic, data entry, and procedures.

Ensured a copy of the completed tax return(s) is furnished to the taxpayer to keep for their records.

Provide taxpayer with instructions and form 1040-V to pay tax liability and educate taxpayers on strategies to minimize or eliminate any future tax liability

Education

Actively pursuing MBA, April 2012-Present

Keller University, St. Louis, Missouri

Pursuing CPA

Bachelor of Science in Accounting, December 2011

University of Missouri, St. Louis, Missouri

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