Administrative Assistant Customer Service

Shelia H. Gober

*** ********* *****

Lavonia, Ga. 30553

Dear Human Resources Manager:

As an experienced professional Tax Preparer Accounts Payable, Accounts Receivables/ Customer Analysts, Administrative Assistant and Payroll/Tax Professional Manager; I am writing to express my strong interest in joining your great team.

My background includes over 20 years of professional experiences in and as a Tax Professional, office setting from clerical to management, with a proven background of excellence in my work ethics. I am confident that you will find my resume favorable and my skills will make it a smoother transition to the Tax Preparer position that you have available. I greatly respect your mission and feel strongly that your company’s value aligns closely with my own.

I am willing to start immediately in the Tax Preparer role as soon as I am trained.

Please review my attached resume as I look forward to further discussing my potential employment and can be reached any time at 404-***-**** or via email at adtatx@r.postjobfree.com or adtatx@r.postjobfree.com.

Sincerely,

Shelia H.Gober

Shelia Gober

425 Greenleaf Drive

Lavonia, Ga. 30553

Phone: 404-***-****

adtatx@r.postjobfree.com

December 1997 Present Tax Preparer Professional

Responsible for submitting tax forms on behalf of clients to pay the appropriate amount and maximize the client’s return. Interview clients about their income and expenses, auditing account details and acting as a liaison between clients and the IRS.

Inform clients or employers on the tax preparation process

Collect relevant financial records, including pay stubs and income statements

Input data from financial records into tax return software or databases

Use applicable federal, state and local tax law to determine deductions and how much each client will pay or earn on the return

Complete and file tax documents with appropriate agencies, like the IRS, state and local government entities

Act as a representative for clients with applicable agencies as required

Build customer relationships to promote and expand the business

In-depth knowledge of applicable tax laws, regulations and deadlines

Proficiency with common tax preparation, word processing and spreadsheet software applications

Familiarity with the tax return submission and confirmation process, including how to navigate the IRS and other government entity online platforms

Excellent customer service skills, including patience and flexibility

Great organizational skills, including time management and strategic thinking

Strong written and verbal communication skills

Keen attention to detail

Marketing to obtain new clients and advertise promotions

Call clients when return is rejected by the IRS and or State to collect more data or communicate any issues regarding the return

Communicate and assist walk-in as well as telephone clients regarding inquires

Conduct a thorough in-person interview with potential clients, using the company’s propriety tax software application.

Create and coordinate work schedule for four different JH store locations.

Manage, motivate, encourage, coach and train and train new employees on the proper procedures and necessary steps for filing taxes.

Deliver customer service by anticipating customer needs and considers the impact of all decisions/actions on the customer.

Answer client calls via our national call center routing system.

Presents the Company’s value proposition to clients concerning various company products and services and uses prescribed selling techniques.

Process and print income tax checks daily as funds are cleared through IRS

Research client’s back taxes with IRS and find resolution

Set up payment plan via client with IRS

Complete all related tax forms in accordance with policies, and in compliance with legislation and regulations.

Furnish taxpayers with sufficient information and advice to ensure correct tax form completion.

Consult tax law reference materials to determine procedures for preparation of atypical returns.

Answer questions and provide future tax planning to clients.

Review financial records such as income statements and documentation of expenditures to determine forms needed to prepare tax returns.

Research tax related questions and issues, and responds to clients appropriately and within a timely manner.

Resolve client complaints, or refers situations to supervisor (as appropriate) for resolution

Audits all tax return forms for accuracy and completeness (i.e., client signatures).

Check the “hold” drawer daily and contacts clients for additional information, as necessary, to insure accurate completion of tax returns.

Monitor on-site client volume and advises supervisor when additional tax preparers are required.

Participate in call campaigns and other marketing activities.

05/ 2005-01/2014 Franklin County Partnership Executive Administrative

Assistant

Ordered supplies weekly and compare prices with previous buyers and select best prices for purchase

Adhere to employee/vendors inquires and communicate to appropriate personnel

Responsible for accounts payable - made sure all invoices matched packing slip as well as checks

Process Accounts Payable and Accounts Receivables

Motivate, encourage, coach and train the Billing Coordinators to elevate performance

Oversee and streamline billing processes

Plan and implement quality assurance

Troubleshoot billing errors and investigate root causes

Communicate directly with clients, client success team, account management team, and sales team on resolving billing issues

Review and validate that invoices are processed and entered into client web portals

Exported and calculated worked hours and printed payroll checks

FMLA/LOA enrolled employees in benefit program and termination notices to appropriate personnel

Responsible for health screen appointments and maintain attendance log

Recruitment selection, training & promotion regulations and procedures, compensation & benefit package; labor relations and negotiation strategies, and personnel information

Job descriptions and revisions- Attend regular HR seminars

Responsible for scheduling and speaking in the new employee orientation

04/200*-**-**** Merial Limited Customer Analyst

Received calls from customers inquiring information about their account, consisting of but not limited to payments made, open/closed invoices, discounts, checks and or credit card information

Payments over phone, made payment arrangements with clinics, and mail dunning letters, collection calls, as well as releasing orders on eligible accounts. Pull tracking information by UPS and/or FEDEX

Discussed with Customers as well as Sales Rep in detail the account history, debits, credits and pending information and report all changes to appropriate personnel

Aware of diverter accounts and notify such to Sales Rep and team lead

Assisted customer care with inquires and manage 4000 accounts for multiple states

Reviewed customer orders and authorize when appropriate their release from credit review

Heavy collection calls and written correspondence regarding delinquent balances

Provided assistance to customer and sales representatives in researching and resolving problems

Recommend placement of account with third party collection agencies where all internal collection efforts have been exhausted.

Trained new employees on all aspects of Accounts Receivables/Payables

Worked on special project collecting approximately two million dollars within one month time frame and was awarded second place in this project.

06/2001- 04/2002 (Xerox) Merial Limited Administrative Assistant

Communicated timely, accurately and professionally to party on the telephone as other lines are ringing using Console Operations computer system

Maintained telephone extensions for Athens employees including additions, changes and terminations

Responsible for paging system within the framework of Merial policies

Responsible for routing visitors to appropriate personnel and able to follow all guidelines and procedures listed in the Merial Switchboard Operator/Receptionist manual

Responsible for giving job applications to applicant and entering applications for processing into Human Resources data base

Responsible for company vehicle reservations as well as credit cards payments and Process payroll

Monitored security cameras and log information into Excel spreadsheet

Attended sale meetings and record minutes-record information on sales and create monthly spreadsheet and distribute to appropriate personnel

Virginia College - Information Systems - Business Relations

Skills/Certifications: Notary Republic, Tax Laws, Public Speaking, AS400, Oracle, Microsoft Word, Excel and PowerPoint, Quick-books Pro/MAC, Word Perfect, Typing, 10-Key Adding Machine, Bookkeeping, and Telephone/Switchboard

References- Available upon request

Contact this candidate