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Customer Service Sales

Boston, Massachusetts, United States
October 20, 2016

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Amesbury, MA *****



Seasoned professional with experience in Tax laws, Account Receivables, and Bookkeeping.

Software: QuickBooks; IDX Program and Get Link; various tax software; Medical Billing and Coding; ERS Training Course at IRS; Word, Access, Excel.


Internal Revenue Service, Andover MA 2006 to 2016

Customer Service Representative

Provide taxpayers who experience problems about their refund the way to correct and fix these problems, correct Math Errors, refund Trace Actions, Unpostabel Return, rejected return, amended return and determine necessary adjustment.

Inform taxpayers and guide them to the right department and information they need it.

In order to do these I utilize various computer systems as IDRS, MAS, IAT, CIS, and EUP to

resolve a wide range of problem.

Tax Examiner

E-help desk for tax preparers resolve a wide range of problem.

Provides customer support tax practitioners who experience problems filing tax returns or other documents electronically, using applications available on the Integrated enterprise portal, (IEP). I utilize various systems including the Employee User Portal, (EUP), Third Party Data Store, (TPDS), E Help Support System, (EHSS), and the Integrated Data Retrieve System, (IDRS) to resolve a wide- range of technical issues concerning Modernized e-file and e-service Products, ( such as the Transcript Delivery System, (TDS).

Guide tax prepares to register, sign- in, or revise their e-service account. Through e-services, tax practitioners submit and revise their e-file application, Tin Matching application and gain access TDS as a Circular Practitioner.

Review all information concerning e-file applicants and participants tax compliance order to accept or reject their e-file application.

Follow guidelines established in the Internal Revenue Manual for Electronic Tax Administration, (IRM3.42.10). Conduct suitability checks used to determine if the firm or individual listed on the e-file Application is appropriate to offer electronic filing. Procedures followed include:

oAn FBI criminal background

oAn IRS tax compliance check

oA prior history check for compliance in IRS e-file

Utilize tools available to be through the IRM, IDRS and the EPSS Portal to work cases from the North Atlantic Area Schema Development Center, (NAASDC).

Research a variety of sources, analyze, and initiate actions on tax issues and obtaining applicable returns.

Made all required information for correction of accounts and records.

Secure payments of delinquent taxes and filing of delinquent returns.

Determine financial, levy sources, adjustment and uncollectible information and advise taxpayers of appeal procedures.

The Chateau, Andover MA 2005 to 2010

Part time Bookkeeper

Reconcile daily cash and total sales reports

Compile monies from cash outs & action bank deposits

Manage sales logs and journals

Reconcile Keno & lottery against lottery reports

Manage registers for day & night shifts

Malden Mills, Lawrence MA 2000 to 2006

Credit Department & Accounts Receivable

Processed credit to new applicants

Provide support to existing customers

Collected approximately $500k/month

Daily monitoring of accounts receivable

Coordinate with sales managers as needed to ensure that customers are in the right discount groups and pricing levels to ensure proper billing

Review, track and follow up with all delinquent accounts

Initiate collection calls and follow up communication with accounts

Maintain current A/R list & communication with sales representatives

Track outstanding balances based on customer’s terms

Initiate new account credit and credit inquiry approvals

Managed primarily through Excel and QuickBooks software


University of Massachusetts Lowell

Courses in: Business Financial Analysis; Marketing Fundamentals; Operations Fundamentals; Organizational Behavior, Accounting, Computerized Accounting Systems

Ain Shams University Egypt

Bachelor’s Degree in Business Administration, specialization in Accounting


H&R Block - Income Tax Preparer

Rome Learning Institute - Health Training Center Medical Coding & Billing

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