Thais Monique Pentony
adlzb6@r.postjobfree.com
Education
Bachelor of Accounting
Western Governor’s University
April 2018
Masters of Business Administration,
Marketing Concentration
Tulane University
December 1992
Bachelor of Science-Engineering
Tulane University
May 1990
Certified as a Public Accountant, #075902
Certified as a QuickBooks ProAdvisor
Skills
Excel, Word, QuickBooks
Employment
Revenue Tax Specialist, Department of Revenue, 12/2019-3/25/2021
Baton Rouge, LA
Researched state tax laws concerning corporate and franchise tax returns
Analyzed corporate and franchise state tax returns for accuracy
Approved refunds or deny refunds up to $100,000
Determined if payments are prescribed
Updated Excel spreadsheet formulas and added features
Checked that all documentation has been provided for tax credits or exclusions
Answered client questions on their tax assessments, interest and penalties
VITA Volunteer. 2018 Tax Season
Dallas, Texas
Assisted taxpayer file their taxes. Areas dealt with: Schedule C, EIC, Dependents. Nonresident Aliens, Schedule A, Education Credit,
Customer Service Agent, Globe Life Insurance, 10/2015-6/2019
Life and Part D Agent, McKinney, Texas
Adjusted accounts for misapplied payments
Processed loan payments for policyholders
Collected premium payments and explained billing issues
Computed the amount to reinstate past due policies
Answered customer questions on their insurance plans
Collected payments and explained charges on their bills
Assisted members in understanding their drug benefits
Collected payments from members for overdue premiums
Explained Part D law and policies of the company
Assisted life insurance policyholders understand when their premiums were due and coverage amounts.
Customer Service Representative, 2013-2014
CVS Caremark, Richardson, Texas
Answered 40+ calls per day from doctor’s offices on prior authorizations.
Reviewed ICD-9 Codes for proper diagnosis for prior authorization forms
Escalated calls to pharmacists and senior representatives when necessary.
Excellent customer service skills
Bankruptcy Analyst, 2013 Contract (2/2013-5/2013)
Real Time Resolutions, Dallas, Texas
Collected over $100,000 in loan payments and settlement in a month
Awarded bonuses for most phone calls during the month
Spoke with clients about their options on their mortgage accounts
Office Manager, 2004-2012,
IR Affiliates McKinney, Texas
Analyzed transactions and prepared monthly and annual financial statements
Prepared payroll for 12 employees using QuickBooks
Reconciled bank and credit card statements for several accounts
Prepared W-2s and 1099s, 1040, and 1065 company returns
Medicare Auditor, 2003
Trailblazer Health Enterprises, Dallas, Texas
Audited renal clinics to determine the accuracy of bad debts and Federal reimbursements
Software Analyst, 1996-2002
Research Institute of America, Carrollton, Texas
Developed and tested software for the 1040 and 1120 departments
Researched tax laws and ensured tax software was compliant
Answered client questions about the software or tax compliance