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Accounting Office

Boynton Beach, Florida, United States
October 12, 2016

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Jamie La-Rissa Stevens

**** ******** ****** • Memphis, TN 38016 901-***-****


Top-notch assistant with over 20 years of experience coordinating office management and special projects with a high degree of efficiency. A financial professional who can maintain a variety of accounting and financial data and information for many different businesses and financial organizations such as large corporations and small businesses.

Professional Experience

Internal Revenue Services (IRS), Memphis, TN, (May 2013 –still present)

Held a position as a Tax Examining Clerk GS-4 working in the Examination Department operating a computer terminal using programs such as AMDIS, TAXMODA, RGS, and many other governmental computer procedures.

Tax Examining Clerk GS-4 (05/2013 – still present)

Review financial records such as income statements and documentation of expenditures to determine forms needed to prepare tax returns

Interview clients to obtain additional information on taxable income and deductible expenses and allowances.

Primary responsibility is to assign inventory by assigning mail to teams or management updates.

Programs used in determining the correspondence and acknowledgements include RGS, IRDS, MTRQC, IAT, AMDISA, TAXMODA, and IMFOLT.

J.R.’s Tax Service, Memphis, TN, (October 2010-May 2013)

Held a position operating a multi-office facility managing 2 other employees dealing with operating computer systems, interacting with governmental officials, and all generalize work in the United States and foreign countries.

Office Manage/Accounting Tax Clerk

Duties include reviewing tax returns to ensure accuracy, determining allowable deductions and reporting any adjustments the examiner made on the return.

Primary responsibility is to analyze claims for accuracy for the individual to be granted a refund. According to the Bureau of Labor Statistics (BLS),

“Tax examiners usually deal with the simplest tax returns those filed by individual taxpayers with few deductions or those filed by small businesses.”

Examiners notify taxpayers of any discrepancies and work with them to make corrections.

The Memphis CPA Group, Inc., Memphis, TN, (September 2008 –September 2010)

Held a position working for a Certified Public Accountant as a Senior Accounting Clerk handling numerous business and individual tax accounts as well as performing a variety of duties which involve basic accounting and bookkeeping principles, including overseeing monies collected, posting to accounts and coordinating deposit activities.

Senior Accounting Clerk

Considerable knowledge of the full range of cashiering, bookkeeping, and accounting duties of the office.

Ability to identify and take appropriate action on problems with court documents, fiscal

accounts, and court records.

Considerable knowledge of the fiscal policies of the Trial Court and the requirements for

court compliance.

Working knowledge of the procedures related to all of the cases processed by the office.

Working knowledge of word processing software used by the court and the ability to use such software to prepare memoranda, letters, correspondence, etc...

Instant Tax Services, Memphis, TN, (October 2007 –June 2008)

Held a position as the Accounting Tax Clerk reviewing and/ or preparing work papers and tax returns supporting US and non-US investment. Opening and closing the office and handling all clerical functions like coping, filing, computer operations, and creating files.

Accounting Tax Clerk

Verifying the accuracy of invoices and other accounting documents or records.

Update and maintain accounting journals, ledgers and other records detailing financial business transactions (e.g., disbursements, expense vouchers, receipts, accounts payable). Enters data into computer system using defined computer programs (SAP)

Compile data and prepare a variety of reports.

Reconciles records with internal company employees and management, or external vendors or customers.

Recommends actions to resolve discrepancies.

Investigates questionable data.

Computer Skills

Windows 2000; Microsoft Word, Excel, PowerPoint, Access, Peachtree Accounting; QuickBooks; Outlook Express; scanning technology; HTML; website development; advanced Internet research


Union University

Bachelor of Science, Business Administration, 2014

Southwest Tennessee Community College

Associate of Science, Business Administration, 2003

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