Customer Service Tax Returns
Resume:
Elsie Michel
***********@*****.***
education
Strayer University, Maitland, FL January 2008 - December 2010
Bachelor of Science in Accounting
GPA 3.79, Magna Cum Lauda
Alpha Sigma Lambda Honor Society
software
Microsoft Office Excel, Word, PowerPoint, and Outlook ADP Systems, Wisdom Accounting Systems, SAP System, Peachtree QuickBooks, Drake, Profiler, Liquid Office, Smartsheet and Smartsheet Dynamic View.
experience
Orange County Public Schools, Orlando, FL February 2012 - Present
Finance/Payroll III
Send deposit slips for individual schools, file, and bank deposit slips inventory.
Cross-reference and verify vendor invoices from the school sites to the vendor spreadsheets for accuracy and discrepancies on a weekly basis.
Provide excellent customer service, efficient operations, and accuracy.
Manage, collect, and process student refunds. Process payment invoice for Charter schools and process paperwork on SAP.
Sort, file, scan and verify paperwork from different sites while participating in monthly cluster meetings.
Operates a computer to enter, retrieve, review or modify data.
Month-end and fiscal year closings and conduct yearly audits. Approve mileage travel vouchers on the SAP portal.
Balance school lunch negative accounts.
Audit Head Start paperwork/create spreadsheet and audit 10% weekly analysis.
Process monthly Finance score cards for Head start paperwork, M&B invoices and Weekly analysis.
Assist in monthly end closing and miscellaneous.
Audit summer meals count paperwork and process on SAP, create and input data in spreadsheet.
Determine appropriate ledger number to post on SAP.
Attend training to ensure skill level to perform well at work.
Experience in positive time management.
Other duties assigned by the Finance Manager.
Jackson Hewitt, Orlando, FL December 2017- April 2022
Tax Professional (Seasonal)
Prepare tax returns for individuals 1040, 1040-EZ. Clients reside in Florida and out of state.
Help taxpayers by using their federal, state, and local codes.
Verify customer information for accuracy.
Calculate preparation fees, filed, faxed, copied, and scanned.
Consulted most recent tax publication book for difficult tax returns.
Resolve customer complaints.
Prepare tax returns using Drake Software and Profiler Software electronic filing.
Ensure a copy of the completed tax return is provided to the customer.
Experience in positive time management.
Other duties assigned.
Dollar Tree, Orlando, FL July 2014 - October 2020
Assistant Manager (Part-Time)
Worked with the Store Manager to improve operations and sales. Boost profitability by 45% and customer satisfaction rating by 23%.
Reviewed and manage team performances by giving short assessment tests and had one on one meetings with the team.
Trained staff and support the Store Manager in identifying opportunities for commercial advantage. Example: putting the high sale items in the front of the store. Made sure the store floor ran smoothly.
Put together the weekly shift schedules and designed work/tasks for individuals to complete. Managed deliveries and check that the products we sell are well displayed.
Operated the cash register including cash transactions, checks, charges, issue receipts, prepared the bank deposits and balanced the safe with a volume of $5000, sometimes more.
Followed company policies and procedures regarding cash register performance.
Greeted and helped each customer. Assisted customers with their questions, problems, and complaints. Recovery the store floor and prepare damaged items.
Performed the duties of sales representative when required.
Assisted in stocking shelves and rotating merchandise.
Experience in positive time management.
Other duties assigned.
Amscot Financial, Orlando, FL December 2007 - April 2009
Tax Professional (Seasonal)
Prepared tax returns for individuals 1040, 1040-EZ. Clients reside in Florida and out of states.
Helped taxpayers by using their federal, state, and local codes.
Verified customer information for accuracy.
Calculated preparation fees, filed, faxed, copied, and scanned.
Consulted most recent tax publication book for difficult tax returns.
Resolved customer complaints.
Prepared tax returns using Drake Software electronic filing.
Ensured a copy of the completed tax return is provided to the customer.
Experience in positive time management.
Other duties assigned.
McCoy Federal Credit Union, Orlando, FL November 1997 - February 2012
Staff Accountant V
Federal Reserve cash order, Wires, follow federal guidelines and regulations. Customer service collection representative, skip Tracing, call center representative for inbound/outbound calls, and face-to-face interaction with customers.
Ensured credit cards chargeback. Processed ACH, checks for vendors and audit each payment.
Bank reconciliations, accounts payable and assisted in the preparation of financial statements.
Prepared, analyzed account reconciliations and resolved accounting discrepancies.
Assisted in monthly closing and miscellaneous accounting reports and year-end closing process.
Compliance department: Checked for suspicious activities, prepared, and completed System Activity Report (SAR) paperwork for upload.
Assisted and interacts in internal and external auditors in completing audits.
Processed and posted share draft daily report and processed any clearing differences.
Balanced all ATM machines; deposits, withdrawal and balance the cash vault to ensure that there were not out of balanced, prepared and posted journal entries to the correct general ledgers.
Entered invoices and set up new vendors.
Reconciled general ledgers for month-end closing and processed foreign items from branches.
Balanced credit card monetary, order debit/credit cards, and approved credit card applications.
Reconcile financial books including incoming and outgoing funds.
Executed incoming and outgoing wire transfers of funds from Federal Line.
Prepared daily, weekly, monthly, and quarterly financial statements.
Coordinated with accounts payable, accounts receivable, and payroll teams to ensure timely and accurate reporting and reconciliation. Manually posted payroll deductions.
Explained billing, invoicing and accounting policies to co-workers, vendors and clients.
Managed multiple tasks under tight deadlines with strong attention to detail and accuracy.
Experience in positive time management.
Also, special projects were assigned by manager.
skills
Language: English, French and Haitian Creole
Calculator: 10 keys proficient
AWARDS:
Orange County Public Schools: 2019-2020
Awesome Support and Performance Awards (ASAP)
trainings certifications
Orange County Public Schools: District Office October 2020
Managers Training: Certificate
EasyVista Training July 2020
Certificate
Volunteer Management Group VMG, Indian Rocks Beach, FL February 2017- March 2017
Certificate in Grant Writing
The University of Mississippi, Oxford, MS March 2013
Certificate in Inventory Management and Tracking Training
Continuing Education Hours: 6
Orange County Public Schools: District Office July 2013
Travel Mileage Training, Certificate
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