Sign in

Customer Service Microsoft Office

Norman, Oklahoma, United States
October 15, 2016

Contact this candidate


Jonathan L. Lindly

*** *. ****** * ******, OK ***69 n 405-***-**** n

Career Profile

Master’s Degree in Management Information Systems (MMIS)

Bachelor’s Degree in Accounting

Licensed Oklahoma Life and Health Insurance producer

More than 20 years successful experience in customer service and support with recognized strengths in account maintenance, problem-solving and trouble-shooting, sales staff support, and planning/implementing proactive procedures and systems to avoid problems.

Possess understanding of operating systems and software.

Working knowledge of Microsoft Office Applications (Outlook, Word, Excel, PowerPoint)


Call Center Experience

Computer Savvy

Solving customer service issues

Office professionalism

Problem solver

Proper telephone skills

Written correspondence

Report Preparation

Designing and testing software

Tax law and filing processes


CPA Firm – Oklahoma City, OK

Tax Accountant, 2014 to present

Obtain necessary income information, compiled data, to prepare financial statements and calculate personal, partnership, and corporate tax returns. Reviewed all returns to verify accuracy. Always ensured optimal work quality and customer service.

Selected Achievements:

Ensure correct journal entries for accurate monthly and quarterly financial statements preparation.

Maintained quality, constantly seeking new ways to improve processes.

Prepared year end information returns for W-2’s and 1099’s

Prepared fixed asset statements as well as franchise tax returns.

Garrett Tubular Services – Amber, OK

Inventory Manager, 2011 to 2013

Developed and managed the reorganization of oilfield pipe for each product and company in the yard. Directly managed all aspects of the inventory. Always ensured optimal work quality and customer service.

Selected Achievements:

Synchronized new software application with reorganization for submitting accurate reports.

Monitored incoming and outgoing company orders traffic.

Ensured pipe yard was clean and organized for customer satisfaction.

Maintained daily operations and assured operational efficiency.

CCH, Inc. – Wichita, KS

Senior Tax Analyst, 1993 to 2010

Designing and testing software that is currently used by CPA firms and corporations. Have understanding of tax law and the tax filing processes. Designed the complete user experience for all assigned forms, including layout, data collection windows, calculations, help screens, e-Filing, and printing functionality.

Selected Achievements:

Enhanced program to accommodate all tax forms allowed by IRS.

Monitored inbound support calls for timeliness and volume.

Provided continual support for escalated phone calls.

Installed program enhancements through assigned reaction projects.

Programmed updates for current year to IRS EF specifications.

Updated programs to current year tax laws and forms.

Commended for excellent customer service skills on performance reviews and received many awards.

Promoted to Customer Service Team Lead overseeing 5+ customer service representatives, directly monitoring and coaching their call center performance.


FRIENDS UNIVERISTY – WICHITA, KS n Master’s Degree, Management Information Systems (MMIS), 2004

PANHANDLE STATE UNIVERSITY – GOODWELL, OK n B.S., Accounting and Computer Science, 1984

Contact this candidate