Client Service Customer Support

Norlisa Dillard-Banks

***** ******** ****** ***** - ******, Texas 77379 C: 713-***-**** dillbanks50@gmailcom Thirty-five years Executive Support Staff professional seeks an opportunity to contribute the following proficiencies into a growing organization:

Outstanding client/vendor service

Executive Meeting/Travel/Event Coordination

Project Coordination

Proposal Drafting & Edits

Expense Reports & Billing

Switchboard operator/ Appointment/ Scheduler

KPMG ACCOUNTING FIRM Houston, Texas 2015 - 2020

Tax Technician – Global Mobility Service

Schedule interviews with Expatriate/Repatriates leaving and returning to the US

Consult member firm countries on process for US arrival and departures and foreign filing for home and host countries

Assist Clients/ Taxpayers with tax returns, workpapers, deadlines

Manage client inbox and action items regarding returns, member firm country filings

Schedule meeting between Client / KPMG team

Assist with projects/ details for marketing clients and industry

Problem solver on technical issues with software for clients and KPMG member firm office teams

Global technician for all foreign clients assisting with processing, efile, data base for 12 countries relating to tax returns; maintaining timetable for delivery

Action IRS Notices/ create projects for processing, create POA’s

RIA – transfer return locators from one country KPMG office to another

Assist with preparing documents for Tax Returns, input data into Orion (Tax tool base)

Preparing and tracking foreign and global invoices for US, client and member form countries

Administrative Items; calendar, meetings, engagement letters, travel

Communicate with VIP clients, collecting personal data for filing, mailing tax returns and documents to IRS and clients; sending surveys to taxpayers for responses for KPMG work completed and compiling KPMG ACCOUNTING FIRM Houston, Texas 1999 - 2015

Senior Administrative Assistant - Federal Tax/ Co-Coordinator for Involve

Grew from more of secretarial role; to a coordinator opportunity by demonstrating the diligence and outstanding attention to detail

Spearheads projects and on-boarding for internal and external interns

Oversees calendars and agendas to efficiently coordinate meetings including personal and professional events for Senior Lead Partner and Leadership team

Coordinates all travel for partner, managers and staff

Ensures that weekly meetings between Tax Partners recur without challenge

Prepares managements written and electronic correspondences; maintain phone and correspondence logs

Maintains/Edits/Manipulates client database for mailing and communication purposes

Assists with preparing documents for Tax Returns, input data into Orion (Tax tool base)

Initiates file requests when extensive document research is required

Creates rough draft proposals for new clients

Responsible for departmental accounts payable functions (billing, expense reports, reconciliation etc.)

Perform Firm Software Upgrades for compliance; assist with Blackberry/Treo (service requests, software upgrades)

Registers for and keeps records of KPMG firm-wide training

Assists with state licensing requirements; update CPE profiles/ submit CPE renewals

Key participant and orchestrator of non-profit events for firm

Assists with recruiting events/ organize scheduling and interviews

Update KPMG Link – research on tax returns filing

Maintains time reporting for tax staff/ managers; review timesheets and reconcile for performance managers/ submit timesheets each cycle

Prepare t-letters for tax returns/ deliverables

Prepare reports, spreadsheets, presentations, letters and other correspondence

Maintain confidential files

Receive project information and distributed for monthly meetings EDUCATION

Texas Southern University, Houston, Texas

Texas Business College, Houston, Texas

Fashion Institute of Houston

COMPUTER SKILLS AND COMMUNITY INVOLVE(MENT)

Microsoft Office Suite ~ Corel Word Perfect ~ Windows XP, Vista ~ Internet Explorer PBS Data control

Co-Coordinator Involve/Community Relations- KPMG

Advisor Gulf Coast Sickle Cell Association

March of Dimes

American Heart Association

Junior Achievement, 20 years

Susan B Komen

Haven Home for Girls; foster childen

Houston Food Bank – Big Four Food Fight (Top 4 Accounting Firms)

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