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Customer Service Manager

Rancho Cucamonga, California, United States
September 28, 2019

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VIRGINIA (GINGER) ROSE, E.A. Long Beach, CA 770-***-****

SUMMARY: Finance professional with the proven ability to bring about improvements in a variety of settings. Unique combination of financial skills and an entrepreneurial customer service background.


EA - Enrolled Agent – Active # 00109189-EA PTIN Active/CAF Active

MS Taxation – NH College: Completed 15 credit hours.

BS Accounting – Rivier College, Nashua, NH

Certificate, Small Business Administration “Young Entrepreneur Seminar”


Currently consulting for a construction and marketing company. Training and setting up all accounting on QuickBooks for tax years 2019, 2018 and 2017 respectively. Filing relief for late S Corporation elections for (IRS) Internal Revenue Service and penalty relief waivers for the (FTB) Franchise Tax Board and (SOS) Secretary of State. Reviewing (IRS) and (FTB) State notices and ensuring that all federal and state issues are resolved. Preparing and filing the business tax returns along with the shareholders personal tax returns for previously stated tax years.


Completed and filed (1120) Corporation, (1120s) S Corporation, (1065) Partnership, and (1040) Individuals - ranging from middle income to high net worth, (990) Non-Profit, (1041) Trust and Estates along with state and multi state tax returns.

Reconciliation of book to tax work papers (accrual to cash).

Reconciled and prepared client payroll to agree to the filings of Internal Revenue Service forms 941, 940, W-2’s, W-3’s, 1099 Miscellaneous, 1096, along with state forms.

Prepared and filed Sales & Use and Business Property Tax Reports.

Updated and established accounting systems for various businesses using QuickBooks and CCH Trial Balance software.

Preparation of monthly financials which includes Bank, General Ledger and Payroll reconciliations.

Accountable for recording the cost of newly-acquired fixed assets (both tangible and intangible), tracking existing fixed assets, recording depreciation, and accounting for the disposition of fixed assets.

Closed and made year-end adjustments to the Balance Sheet and Profit and Loss Statement in order to prepare tax returns and give clients adjusting journal entries to update their books.

Researched applicable tax laws to ensure client receives the most advantageous tax benefit while remaining within the confines of the law.

Resolved disputes between (IRS) Internal Revenue Service, (FTB) Franchise Tax Board, (EDD) Employment Development Department and clients in a timely manner.

Solidified client relations with clear and concise communications to obtain pertinent information for the completion of tax returns as well as to obtain tax benefits; all the while maintaining future client relationships.


Implemented Party Store idea and designed entire build out of the store.

Worked with designer on store logo and all other advertising materials.

Hired and trained all employees on the POS System as well as customer service for the retail industry.

Purchased inventory through many different vendors comparing costs in order to maximize profits.

Prepared all accounting and payroll as well as managed Accounts Receivable and Accounts Payable.


Set up and implemented US payroll tax system successfully for Fluor US Services, Inc., Fluor Daniel International Inc. and TRS International Inc., including back up and reconciliations to support an audit.

Coordinated with legal department to qualify states and then filed all necessary federal and state to set up Fluor US Services, Inc. as a withholding agent in approximately 18 states.

Managed all tax compliance and payments to both Federal government and States for all 3 entities including Puerto Rico. Coordinated between each state and Wells Tax banking system to set up ACH payments. This resulted in a successful year-end with no penalties for late filing or payment. Oversaw the outsourcing to vendors and reviewed their work for accuracy. This resulted in a savings of $11,000 in penalties that the outsourcing agency incurred due to timeliness of payments.

Responsible for keeping the Payroll Manager and IT department abreast of all current year wage base and percentage rates. Supported all new tax rates for the New Year including unemployment rates and wage bases in the US, Puerto Rico, Canada and the Bahamas.

Tracked Bahamas HR staffing and provided payroll manager with correct wage and tax information.

Oversaw the tax equalization program and provided cost estimates to projects and employees for Expatriates. (E.g. Canadian to Japan, Australian, Saudi, and other many other foreign countries).

Liaison with project managers in foreign countries to acquire all necessary information so that the CPA firms could accurately project estimated tax payments.

Developed a Canadian tax model for Fluor Daniel International Services, Inc (an offshore payroll) that calculated hypo and residual tax accurately to reflect current costs. Projects received the costs so they could manage their financial position, instead of receiving trailing costs that came in after the project was closed resulting in lost expenses.

Billed time out appropriately to other entities or projects to reduce departmental overhead.

Through successful communication with various customers, engineers and internal HR team members, I developed a financial spreadsheet that gave the project accurate costs and provided the expatriate a clear understanding of earnings and taxes.

Liaison with Ernst and Young of Japan, Poland, Price Waterhouse Coopers Puerto Rico, Brian Ringler, CPA, US and Peter Simpson, CA of Canada and other Fluor Offices to ensure estimated tax payments, PR withholding and year end equalization payments were made on a timely basis.

Devised a spreadsheet and tracked 212 Canadian files for tax years 1996-2000. 95% were reconciled and booked into A/R. Collected approximately $130,000 in employee receivables.


Lewis & Yul Construction & Development, Inc. Rancho Cucamonga, CA

SEC Marketing, Inc. 6//2019-current


Raimondo Pettit Group, LLP Long Beach, CA

Enrolled Agent/Senior Accountant 7/2018-10/2018

Gray, Proctor & McMannis, LLP CPA’s Newport Beach, CA

Enrolled Agent/Senior Accountant 1/2018-7/2018

Onisko & Scholz, LLP, CPA’s Long Beach, CA

Enrolled Agent/Senior Accountant 1/2017-7/2017

Williams & Ribb, CPA’s Long Beach, CA

Enrolled Agent/Senior Accountant 2/2013-01/2017

Kevin Chinook/Police Tax (Seasonal) Long Beach, CA

Tax Accountant /All Client Contact 12/2012-2/2013


All Occasions Party Store/Owner Canton, GA

9/2005 – 8/2011

Fluor Enterprises, Inc. / Senior Tax Analyst Aliso Viejo, CA



Tax software: Prosystems FX, Engagement, Lacerte, A+ Tax, Ultra Tax, Turbo Tax and Tax Cut.

Financial software: QuickBooks, Creative Solutions, Prosystems Trial Balance, DS2 for depreciation, MAS 90

Other: Microsoft Office – Outlook, Word and Excel. Practice Management CCH (Time & Billing)


Performance Management

Fluor Business Simulation, Fluor Virtual Campus-Interpersonal Communication skills, Fluor Analyzing Use of your Time.

Completed the following APA seminar; 3rd party sick pay, preparing for year end and Tax Forum.

Canadian tax updates for year-end and preparing for year-end and Canadian tax updates for year-end.

Reviewed various newsletters though out the years concerning global and US tax information.

Collaborating for Service and Satisfaction

Customer Service Version

Mastering Service and Satisfaction

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