Customer Service Management
Resume:
Andre Prada
Ramon Lane Santa Fe, NM ***** 505-***-****
Objective
Accounting position within tax account management, account information, income taxes, or mitigation required for protection of corporation financial interests. Special expertise in tax assessments, financial document analysis, and income tax research for delinquent accounts. Excellent interpersonal and technical writing skills. Seeking a challenging leadership, assessment, and supervisory opportunity with superior customer service.
Qualifications Summary
Sixteen years of progressive experience and successful training in income tax research, account management, collections, tape match accounting, interviews, and information gathering. Extensive experience with information protection, management and financial document analysis. Highly knowledgeable in records management, proprietary information and document control, analysis, and accountability. Successful in fast-paced action environments driven by customer results. Experienced in self-assessments, internal/external survey reviews and account collections. A self-starter and team player.
Professional experience
Demonstrate confidentiality and dedication.
Experience in Statewide Human Resource, Accounting, and Management Reporting System (SHARE) and other information management reporting programs.
Work under minimal supervision on projects in a team environment.
Maintain records with proficiency.
Excellent oral and written communication skills.
Proven record of excellent customer service expertise.
Research and development utilizing various database systems.
Experience in secretarial/ administrative assistance.
Able to make independent decisions, research, analyzes and solves problems.
Effective time management skills as demonstrated by the ability to work on multiple projects with varying priorities and deadlines.
Proficiency and knowledge with policies and procedures.
Effectively assume responsibility for projects under pressure of deadlines, frequent interruptions and changing priorities.
Interact effectively and professionally with all levels of staff.
Education
2008 University of Phoenix
Bachelor of Science, Accounting
(2015 working towards Master of Business Administration with an emphasis on Accounting)
Employment History
2015-Current Financial Specialist/New Mexico Environment Department (Ground Water Quality Bureau)
Provides administrative support to staff by organizing and maintaining paper and electronic files.
Conducts research and manages projects.
Filing, copying, mail routing, preparing correspondence, and faxing.
Provides information to callers and visitors.
Provides financial support to staff.
Prepares itemized travel for staff.
Works in the Human Resource, Accounting, and Management Reporting System (SHARE) and other information management reporting programs.
Composes correspondence.
Purchase equipment and supplies necessary for the operation of the establishment.
Assists agency and personnel in determining agency procurement needs.
Accounts payable.
Manages supply room.
Prepares and distributes public notices.
Experience in mail merge of documents.
Possesses a working knowledge of the accounting process.
Assists accountants with accounting problems and decisions
regarding financial transactions.
2012-2015 Tax Auditor 3, NM Taxation/Revenue Dept.
Audit expenditures made by fuel companies.
Conduct meeting with taxpayers, accountants, lawyers, to review expenditures.
Review tax documents to assure legal compliance as they relate to reconciliation of taxes.
Draft audit narrative to explain all audit procedures performed during the audit.
oReview the audit narrative to ensure that all finding are valid and applied to the proper Regulations and State Statutes.
oTravel to the business headquarters to review and analyze documentation such as invoices, general ledgers, federal returns, deposits, bank statements and receipts.
oConducted taxpayer workshops for the public to provide information pertaining to new business registration and to answer questions regarding taxability issues.
Ensure expenditures and employment rules are uniformly enforced to deter tax evasion, promote voluntary compliance, and educate taxpayers in correctly reporting.
Research taxpayer accounts for late filings, incomplete tax returns, and underreporting.
Answer taxpayer inquiries regarding statutory requirements for filing combined fuel tax returns.
Applicable standards are followed in planning and conducting audits and reporting the results.
Identify potential sources of data that could be used as audit evidence and consider the validity and reliability of these data, including data collected by the audited entity, data generated by the auditors.
2009-2012 Tax Auditor Advanced, NM Taxation/Revenue
Audit expenditures made by the film production companies filming in New Mexico.
Conduct meeting with accountants, lawyers, producers regarding film credit expenditures.
Review tax documents to assure legal compliance as they relate to reconciliation of taxes.
Draft audit narrative to explain all audit procedures performed during the audit.
oReview the audit narrative to ensure that all finding are valid and applied to the proper Regulations and State Statutes.
oTravel to the business headquarters to review and analyze documentation such as invoices, general ledgers, federal returns, deposits, bank statements and receipts.
oConducted taxpayer workshops for the public to provide information pertaining to new business registration and to answer questions regarding taxability issues.
Ensure expenditures and employment rules are uniformly enforced to deter tax evasion, promote voluntary compliance, and educate taxpayers in correctly reporting.
Research taxpayer accounts for late filings, incomplete tax returns, and underreporting.
Answer taxpayer inquiries regarding statutory requirements for filing under the film act.
Applicable standards are followed in planning and conducting audits and reporting the results.
Identify potential sources of data that could be used as audit evidence and consider the validity and reliability of these data, including data collected by the audited entity, data generated by the auditors.
2007-2009 CRS Auditor, NM Taxation/Revenue Dept.
Audit Gross Receipts, Withholding, Compensation Tax and Workers Compensation
Review tax documents to assure legal compliance and accuracy of computations.
oDevelop and maintain various spreadsheets as they relate to the reconciliation of the taxes.
oDraft an audit narrative to explain all audit procedures preformed during the audit.
oReview the audit narrative to ensure that all finding are valid and applied to the proper Regulations and State Statutes.
oTravel to the business headquarters to review and analyze documentation such as invoices, general ledgers, federal returns, deposits, bank statements and receipts.
oConducted taxpayer workshops for the public to provide information pertaining to new business registration and to answer questions regarding taxability issues.
Ensure gross receipts, withholding, compensating, and corporate income taxes are uniformly enforced, deter tax evasion, promote voluntary compliance, and educate taxpayers in the correct method of reporting.
Research taxpayer accounts for late filings, incomplete tax returns, and underreporting.
20% out of state and in state travel to taxpayer destinations to audit businesses.
Answer taxpayer inquiries regarding statutory requirements for filing and reporting of Gross Receipts, Withholding, Compensation, Workers Compensation Taxes, and Corporate Income tax.
Applicable standards are followed in planning and conducting audits and reporting the results.
Identify potential sources of data that could be used as audit evidence and consider the validity and reliability of these data, including data collected by the audited entity, data generated by the auditors.
2005-2007 CRS Tax Examiner, NM Taxation/Revenue
Process adjustments to taxpayer accounts to ensure proper filing of Gross Receipts, Withholding, Compensation, and Workers Compensation Taxes
Process amendments to monthly, quarterly, and semiannual Gross Receipts, Withholding, Compensating, and Workers Compensation returns and process taxpayer’s refunds in a timely and efficient manner.
Answer taxpayer inquiries regarding statutory requirements for filing and reporting of Gross Receipts, Withholding, Compensation, and Workers Compensation Taxes.
Provide training to other units on system protocols for processing errors related to taxpayer misfiling.
Assist Personal Income Tax Unit with clearing up system data entry errors and taxpayer filing errors.
Prepare, distribute and file letters to taxpayers pertaining to Gross Receipts, Withholding, Compensation, and Workers Compensation Taxes.
Test redesigns to database programs and provide user input on recommended adjustments.
Distribute work assignments to unit staff
Worked on special projects assigned by the Governors staff related to tax processing/refunds.
Refund $200,000 on average per year to taxpayers.
2004-2005 ACD Tax Examiner, NM Taxation/Revenue
Processed Mobile Home Clearances to ensure proper payment of sales taxes
Conducted taxpayer workshops for the public to provide information pertaining to new business registration and to answer questions regarding taxability issues
Prepared personal income taxes for low income residents
Signed off on contracts to ensure proper registration
Prepared Combined Reporting System reports for taxpayers
Set up payment plans for delinquent taxpayer accounts
Answered taxpayer inquires pertaining to business tax registrations, Combined Reporting System returns, and Personal Income Tax returns
Reconciled daily cash receipts
2003-2005 Collections Clerk, NM Taxation/Revenue Dept.
Set up payment plans for delinquent taxpayer accounts
Prepared and mailed taxpayer collection letters
Distributed incoming mail for Audit and Compliance Unit
Prepared daily deposits for collections from delinquent taxpayer accounts
Answered taxpayer inquires pertaining to business tax registrations, Combined Reporting System returns, and Personal Income Tax returns
Acted as the administrative assistant to the Districts Bureau Chief.
Maintained vehicle logs related to state owned vehicles.
1999-2003 Government Intern, NM Taxation/Revenue
Answered taxpayer inquires pertaining to business tax registrations, Combined Reporting System returns, and Personal Income Tax returns
Data Entry of business tax registrations, cancellations, and changes
Prepared personal income taxes for low income residents
Prepared Combined Reporting System reports for taxpayers
Signed off on contracts to ensure proper registration
Skills
Proficient in Word, Excel, and PowerPoint
Familiar with State taxpayer database systems
Familiar with Statewide Human Resource, Accounting, and Management Reporting System (SHARE) and other information management reporting programs
References:
Name: Julie Rico
Company: Taxation and Revenue Department
Title: Tax Examiner
Phone: 505-***-****
Email: *****.****@*****.**.**
Name: Fred Cabbage
Company: Taxation and Revenue Department
Title: Bureau Chief
Phone: 841-6311
Email: ****.*******@*****.**.**
Name: Melissa Lopez
Company: Taxation and Revenue Department
Title: Auditor
Phone: 310-2552
Email:
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