KENYA

MCMILLIAN

FALL

ad46cx@r.postjobfree.com

770-***-****

Woodstock, GA 30188

Goal-oriented manager with distinguished experience in Finance and accounting industries and proven leadership abilities. Expert in increasing productivity and customer satisfaction while driving revenue and sales. Committed to streamlining procedures while optimizing employee talent.

PROFESSIONAL SUMMARY

Baker Tilly - Senior Tax Analyst

Woodstock, GA • 02/2023 - Current

AnswerFirst - Virtual Receptionist

Smyrna, GA • 06/2023 - 01/2024

WORK HISTORY

Increased company revenue by identifying potential tax savings opportunities through research and analysis of current tax laws.

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• Prepared tax returns for individuals and businesses. Processed tax payments, set up payment plans and worked with delinquent taxpayers to resolve issues.

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Managed multiple client accounts concurrently, prioritizing tasks effectively to meet tight deadlines during busy seasons.

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Prepared and reviewed federal and state tax returns to comply with corporate submission requirements.

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• Recommended financial solutions in relation to tax implications. Devised comprehensive financial plans for clients to achieve short and long-term financial goals.

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• Helped clients make informed decisions about financial future.

• Educated clients on financial topics and best practices. Analyzed financial needs of clients and developed tailored strategies to meet goals.

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Answered and screened calls to provide information, schedule appointments and take detailed messages.

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Monitored and screened visitors to verify accessibility to inter-office personnel.

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Organized, maintained and updated information in computer databases.

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Collected payments, processed transactions and updated relevant records.

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Managed a high volume of inbound calls, providing efficient service and support for clients and colleagues.

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Served as an integral part of the virtual reception team through consistent reliability and punctuality during scheduled shifts.

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Answered questions and addressed, resolved, or escalated issues to management personnel to satisfy customers.

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SKILLS

• Project Management

• Corporate Tax Understanding

• Financial Risk Manager (FRM)

• Tax Research

• Time Management Capabilities

• Organizational abilities

• Delinquent account management

• Corporate Tax Return Preparation

• Registered Tax Return Preparer

• Regulations and compliance

• Tax Compliance Expertise

• State and Local Taxation

• Project management abilities

Strategic Communication

Management Professional

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• Research and documentation

Registered Tax Return Preparer

(RTRP)

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• Critical thinking aptitude

• Accounting principles knowledge

• Strong Communication Skills

• Payment plan processing

• Tax Return Filing

Verbal and written

communication

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Recordkeeping and

documentation

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Bryant And Stratton College

Getzville, NY • Expected in 11/2024

Associate of Science: Accounting

Ultimate Medical Academy -

EDUCATION

Clearwater

Clearwater, FL • 03/2022

Associate of Science: Medical

Billing And Office

ETRADE Securities - Manager 11

Alpharetta, GA • 10/2021 - 01/2023

Claim Return Inc - Revenue Recovery Specialist

Escondido, CA • 01/2018 - 10/2021

Maintained detailed records of all calls, messages, and client interactions to ensure accurate information sharing and followups.

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Improved caller experience by consistently delivering professional, friendly, and empathetic assistance during each interaction.

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Increased productivity with thorough knowledge of company services, products, and personnel roles to effectively address caller inquiries.

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Assessed client needs and developed plans to adequately address current and future objectives.

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Conducted post-engagement evaluations to capture lessons learned and identify areas for future growth and development.

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Facilitated smooth onboarding experiences for new clients, guiding them through product setup and training procedures.

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Delivered recommendations to long-term accounts to promote brand awareness to key audience.

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Engaged in product training, demonstrations, consumer awareness, branding, and acquisition initiatives to raise awareness and revenues.

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Exceeded annual revenue goals through improving client relationships and education

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Provided expert guidance on industry trends, helping clients make informed decisions about their investments in our products or services.

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Identified opportunities to cross or up-sell [Product or Service] and communicated customer needs to appropriate team.

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Developed strong rapport with clients through consistent follow-up and attention to detail.

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Resolved problems with high-profile customers to maintain relationships and increase return customer base.

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Demonstrated products to show potential customers benefits and advantages and encourage purchases.

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Implemented process improvements that streamlined workflows within the Revenue Recovery department, leading to increased efficiency and productivity.

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Reduced bad debt expenses with thorough credit assessments and prudent decision-making regarding client risk levels.

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Improved revenue recovery rates by identifying and resolving billing discrepancies in a timely manner.

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Analyzed financial data to pinpoint trends and proactively identify potential areas of concern, allowing for targeted intervention and improved fiscal outcomes.

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Adapted quickly to changes in industry regulations, incorporating new requirements into daily workflow without compromising productivity or results.

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Researched billing errors and discrepancies to initiate corrective action.

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Educated debtors about repayment options, enabling them to make informed decisions while preserving positive business relationships.

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• Delivered exceptional customer service on collection calls and maintained calm and professional demeanor.

Prevented impending loss and increased profitability by enforcing scheduled collection campaigns, consistently achieving targeted recovery rate.

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Contact this candidate