Kimmery Offord

Tyler, TX

adar77@r.postjobfree.com

214-***-****

• Experienced Administrative Assistant with expertise in maintaining heavy calendars, processing purchase orders, maintaining general files, creating and updating spreadsheets, presentations along with other routine office correspondence.

• 5 years of management with experience as a Team Lead, Supervisor and Project Lead

• Self-motivated, proactive, detail oriented and a team player

• Knowledge of conflict resolution techniques at a proficient level

• Knowledge of IRS and state tax codes

• Time management and time critical prioritization skills

• Handle receipts and post receipts to Quickbooks and keep accurate accounting of tithes and in-kind donations for end of year reporting

•Accounts payable and accounts receivable

Work Experience

PT Administrative Assistant/Tyler Unity Center of Practical Christianity - Tyler, TX Nov 2018 to present

•Create monthly service folders

•Create monthly newsletters and distribute by email and mail

•Greet and direct the public

•Answer phone calls and direct call to appropriate personnel

•Update service folder, announcements, and list of music every week to add to the minister's notebook for Sunday's Service

•Collect all bills and process them via quickbook and excel

•Create checks bi-weekly

•Update monthly bill and income statement spreadsheet and record transactions as they occur daily

•Create packets and name tags for new people

•Handle all correspondence as directed by supervisor

•Maintain an electronic and hard-copy filing system, hard copy and e-file contact list of vendors and emergency numbers

•Receive class requests and notify committee

•Prepare financials for the monthly and annual meetings, under the direction of the Board

•Record journal entries

•Maintain inventory, office, books and records in an organized manner

•Keep records of class attendance numbers

•Open, sort, review and distribute mail

Payroll Specialist/Advanced Temporaries - Tyler, TX May 2018 to Sept 2018

• Compute and calculate time and enter into Empact.

• Process time cards daily and weekly.

• Answer and direct phone calls accordingly.

• Open and reply to emails.

• Make copies of invoices, mail and email invoices.

• Put paid in full invoices in their file along with deposits, debits and credits.

•Process new hire paperwork.

•Run OAG, Background checks and Everify for new hires.

Tax Preparer/Kim's Fast Tax - Tyler, TX October 2007 to Present

•Provided income tax counseling through preparation & solving complex tax issues, audit processing

•Offered tax services aimed at lowering the tax rates and assisted in getting the appropriate deductions

•Arranged marketing strategies to new customers in order to increase existing portfolio

•Provided customer service while gathering personal information and being attentive of the IRS Codes

AdministrativeAssistant/Kroeschell Inc - Dallas, TX March 2016 to January 2017

•Primary phone coverage (first to answer all incoming calls

•Filing of materials in general files area

•Be familiar with functions of Office Manager so as to enable him/her to assume the duties of the Office Manager in his/her absence.

•Perform other duties as assigned

•Create and close work orders using Maximo system

•Respond to all daily requestor email requests and Security phone call with an ETA on repairs

• Process all purchases. Issue PO # via phone or email correspondence

• Process all warranty returns, create UPS labels

• Update all logs (spreadsheets) with current information • Process and send in approved time sheets weekly, and bi-weekly

•Create calendar reminders

• Generate PM's on a monthly basis

• Provide general administrative and clerical support including mailing, scanning, faxing and copying to management

Accounting Tax Specialist/Associa - Richardson, TX September 2014 to October 2015

•Applied duties as a Project Lead, while documenting all project phases for future policy & procedure

•Prepared HOA corporate, general excise and franchise tax returns per the IRS & state taxing authorities

• Research document for CPA tax and financial audit, bank reconciliation, wire transfers, open/close bank accts, bank account maintenance - add/remove signer, user, name changes, deposit, provide bank analysis

•Maintained tax compliance per IRS notices, financial reporting; Researched tax laws

• Processed SS-4, W-9, B - Form notices, 1099 & 1096 transmittal form; Filed tax extension & amendments

•Reconciled payments; Reviewed prior year tax returns, financial records, invoices and income statements

•Oversee and manage branch portfolio of branches offices and audit process as assigned

• Manage and remit via the IRS EFTPS system estimated tax payments as provided by CPA

•Track Association Sales Tax returns based on filing requirements

•Track Use Tax returns based on filing requirements

•Track annual state tax filings

•Track Association Income Tax returns as assigned

Machine Operator/Team Lead-Stemco LP - Longview, TX August 1995 to March 2012

•Operated an automated hubcap screw assemble machine that inserted screws into the pre-drilled holes of the hubcaps

•Assembled and packaged a wide variety of heavy duty wheel end products

• Trained new employees on safety policies and proper operation of company equipment

• Supervised 18 direct labor employees; Prepared weekly schedules in which I assigned individual workloads

Education

High School Diploma - Hemphill High School

Skills

Financial Reporting, Employee development, Documentation, Verification, Financial reporting, Bank Statement Reconciliation, Financial statement, G/L, Journal Entry, Billing, ACH processing, AR/AP, Projection & Forecasting, Scheduling workflow, Payroll, Powerpoint

Systems

Intuit Pro - Series, Turbo Tax, HR Block Tax Cut, AccuTax, Tax Act, Microsoft Office: Excel, Word, Tax Net USA, Franchise WebFile, Lockbox, PayLease, C3, StrongRoom, WorkPoints, SharePoint, ACH, OAG, Great Plains, Background checks, Empact

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