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Customer Service Sales

Location:
Minneapolis, MN, 55430
Posted:
January 05, 2017

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Resume:

DAVID ALLEN DWAPU

**** **** ***. *****, ******** Center, MN, 55430

E-mail: acx4zn@r.postjobfree.com Tel.: 612-***-****

PROFESSIONAL OBJECTIVE

Experienced tax auditor with 10yrs of progressive professional experience skilled in developing audit plans, researching tax laws and analyzing and resolving complex tax matters to verify tax compliance. Extremely knowledgeable and analytical financial analyst/accountant with specialized expertise in financial statements preparation and analysis, retail banking and auditing. Highly reliable, result oriented and focus professional with diversified experience in financial management with the ability to effect mutual institutional growth and success.

CORE QUALIFICATIONS

More than 9yrs of professional experience within the financial services industry working as an accountant, tax auditor, personal banker, tax specialist and mortgage processor.

Proven experience in developing and implementing tax strategies successfully and independently leading and completing complex financial statements and tax audits.

Experienced in retail banking, individual and corporate tax preparation, risks identification and mitigation as well as providing excellent customer service.

Proficient in the use of GenTax, Microsoft word, Excel, Access, PowerPoint, PeopleSoft, Ascend, QuickBooks, and several other computer/ tax software.

EDUCATION

Keller Graduate School of Mgmt. / DeVry University, Minnesota, USA 2013

Master in Accounting and Financial Management (MAFM)

Course work in Accounting, CPA Preparation, Finance, Business Operations,

Strategic Management, Economics, etc.

Don Bosco Polytechnic Monrovia, Liberia 2005

Bachelor of Arts, Accounting

Certificate, Income Tax Preparation H&R Block Tax Course 2012

PROFESSIONAL EXPERIENCE

Minnesota Department of Revenue St. Paul, Minnesota January, 2016 - Present

Sales and Use Tax Auditor

Research and investigate tax compliance issues of a substantial variety and complexity.

Independently conduct on-site tax liability audits involving non-compliance taxpayer.

Review completed exemption certificates for error.

Educate taxpayers on taxability of purchases

Review fixed assets depreciation schedule for taxability purposes.

Apply auditing and accounting principles and practices in the review of taxpayer’s books, records and returns.

Apply the Internal Revenue Code and Minnesota Revenue Laws across multiple Minnesota tax schedules.

Maintain effective working relationships with taxpayers and employees.

Communicate comprehensive tax information on matters of a complex nature in a concise manner.

Resolve and communicate technical and controversial tax issues with professional judgment utilizing tax research skills as needed.

Verify and process taxpayer claim for refund.

Wells Fargo Bank N.A. Crystal, Minnesota May, 2014 – January, 2016

Personal Banker (SAFE)

Opened and processed all products offered by the bank and advised clients on products to meet their needs.

Profiled new and existing clients to uncover financial needs and market bank products.

Submitted loan or line applications, mortgage and investment referrals.

Processed homeowners mortgage repair checks.

Continually met and exceeded quarterly sale and service goals.

Maximized the depth and profitability of the customer’s relationship by partnering with sales specialists in retail Lending, Investments and other product areas to ensure an outstanding customer experience.

Acquired, retained, and expanded customer relationships.

Proactively met with customers face to face and over the phone to discover their financial needs and provide product and service recommendations.

Executed banking processes, daily transaction reconciliation, sales of bank products

Implemented policies on retail banking, developed and maintained relationship with other departments.

Provided Exceptional leadership, organizational, oral/written communication, interpersonal, analytical, and problem resolution skills. Thrive in both independent and collaborative work environments.

H&R Block Robbinsdale, Minnesota Dec, 2012 – January, 2016

Tax Specialist III

Prepared federal and state tax returns for corporate, small businesses and individual clients.

Prepared payroll, sales, commercial and property tax returns.

Informed clients of tax options and fees structure.

Identified areas for potential tax savings and made recommendations.

Maintained all documentation as required by IRS regulations.

Remained knowledgeable of all federal and state law and regulation changes in tax laws.

Provided assistance and education to taxpayers.

Wells Fargo Home Mortgage Eagan, Minnesota July, 2013 – May, 2014

Operations Processor III (Accountemps Assignment)

Researched and resolved recorded mortgage documentation issues in accordance with bank policies.

Updated tracking systems to ensure accurate procurement activities are captured and reported

Created Lost Mortgage Affidavit (LMA) in preparation of foreclosure

Computed the amount of taxes to be levied using applicable tax table

Analyzed, interpreted and documented information from various sources including title companies, settlement agents, escrow agents as well as attorneys.

Monitored and gathered information of recorded DEED of Trust, Mortgage, Title policy, UCC post filing and other related documents to ensure proper vesting and lien position.

Prepared, edited, distributed, and/or corrected standard mortgage and bank documents.

Maintained a working knowledge of unit policies, procedures, standards and workflow.

Medtronic Brooklyn Center, Minnesota Feb, 2011 – March, 2012

Associate Assembler, Molding Dept. (Indrotec Staffing Assignment)

Operated and adjusted minor equipment or a station on an automated operation.

Maintained process documentation and requirements and used microscope to inspect product parts for defects

Molded and inspected final products and specifications by measuring completed component.

Prepared work to be accomplished by verifying assembly instructions, blueprint specifications, and parts lists; gathering parts, subassemblies, tools, and materials.

Positioned equipment parts and subassemblies by using templates or reading measurements.

Assembled components by examining connections for correct fit; fastening parts and subassemblies.

Kept equipment operational by completing preventive maintenance requirements; following manufacturer's instructions; troubleshooting malfunctions; calling for repairs.

Goodwill Easter Father Project Minneapolis, Minnesota Feb, 2010 – May, 2012

GED Tutor

Instructed students on material needed in order to earn their GED.

Taught basic skills encompassing math, science, English, and literature.

Helped students prepare and study for GED exam and assess students' readiness to take exam.

Created lesson plans and modified accordingly throughout the year.

Assessed students and developed learning program for all students.

Evaluated and determined progress of students.

Wells Fargo Home Mortgage Eagan, Minnesota Nov, 2009 – Aug, 2010

Operations Clerk (Aerotek Assignment)

Reviewed mortgage loan documents for errors and accuracy and processed VA and FHA loan documents.

Processed conventional loan documents, identified and resolved any discrepancies.

Researched and resolved issues; utilizing various resources and processed documentation.

Processed online entries, documents, or items with a high degree of accuracy and control.

Appraised real and personal property to determine fair value and assesses taxes in accordance with schedules.

Computed the amount of tax to be levied using applicable tax table.

Computerized loan documents and provided operational support for high-volume financial institution.

Liberia Coca-Cola Bottling Company Monrovia, Liberia Aug, 2005 - Aug, 2008

Accountant

Served as liaison between the external audit team and the accounting department.

Participated in the analysis and preparation of yearly sales budget.

Prepared reconciliation for various general ledger accounts including cash, accounts receivable and payable.

Analyzed financial information detailing assets, liabilities, and capital.

Planned budget expenditure and control cash flow and cost.

Prepared monthly and annual financial reports comparing actual reports to financial forecasts

Monitored financial document to ensure approvals are accurately incorporated into budgets

Analyzed historical information and future projections for cost allocation and budget accuracy

Maintained accounts, journal entries (QuickBooks) and prepared financial statements,

Voscom CPA Monrovia, Liberia Jan, 2004 – July, 2005

Audit Trainee

Conducted financial audits in accordance with Generally Accepted Accounting Principles (GAAP).

Performed analytical procedures/analyses to detect unusual financial statement transactions and relationships.

Performed internal control and substantive testing, documented audit procedures and cross reference work papers.

Identified and communicated accounting and auditing matters to seniors and managers.

Proposed adjusting journal entries and discussed audit findings with clients.

Reviewed Clients’ financial data regarding material assets, net worth, liabilities, income and expenditure.

Assisted senior auditors in the examination and analysis of clients’ accounting records of operation

Verified journal and ledger entries of cash and checks payments, purchases, expenses and trial balances by examinations and authentication of physical inventories



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