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Data Entry Tax Examiner

Location:
Alexandria, VA
Posted:
January 07, 2023

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Resume:

James Callaham

*** * ****** **. *** *** Alexandria Virginia 22304 Phone: 323-***-**** Email: aduial@r.postjobfree.com

Experienced financial management professional with superior critical thinking and communication skills. Possessing substantial ability to apply accounting theory and knowledge in specific areas such as accounts receivable, accounts payable, payroll, general ledger, inventory control, and fixed assets. Ability to work in a team or independently to meet the demands of tight project deadlines and fixed budgets.

Proficiencies

• DUTAS (D.C. Government) •

• PeopleSoft •

• Peachtree •

• Microsoft Office Suites (Access, •

Inventory control

Auditing

Vendor account maintenance Tax Preparation Government compliance/ regulations

2012-Present

Excel, PowerPoint, and Word) • Financial Statement preparation

Forecasting

Invoicing

Employment

El Capitán LLC, Virginia/California

Owner

• Event/festival organization and management

• Brand management

• Artist development and management

• Social media management

• Brand marketing and awareness

• Mainstream clothing/brand development

• Product development

• Motivational speaking

• Over 100,000 followers and celebrity influence wearing our brand ie. Chris Brown, Lebron James, Rick Ross etc.

Rite Aid Pharmacy, Philadelphia, PA

Accounts Receivable/Assistant Manager

Jan 2012 - Dec 2012

• Analyzed the Profit and Loss statements to identify threats and opportunities associated with a multi-million dollar business unit

• Assisted with staff and company accounting duties

• Managed payroll and other controllable expenses

• Prepared and distributed company invoices accurately

• Generated customer statement of accounts

• Deposited and/or posted cash receipts and electronic payments

• Handled customer inquiries

• Made any appropriate account adjustments e.g. credit memos, returned items, and

write-offs

• Generated and analyzed aged receivable reports

• Followed up on delinquent company accounts

• Generated internal/external required reports

• Maintained customer and receivable files

• Skillfully built a team that was committed to driving sales and providing superior

customer service

• Work effectively with other leaders including the pharmacy managers, loss

prevention manager, human resources manager, and district manager

• Utilized the principles of merchandise presentation, including Plano grams and

seasonal/promotion goods to generate maximum sales.

District of Columbia Government, Washington, DC Aug 2008 - Nov 2011

Tax Examiner

• Assisted with all Staff Accounting tasks

• Assisted with payroll and accounts receivable duties

• Completed administrative work involving the examination, review, assessment

and collection of various state taxes.

• Responded to taxpayer questions, concerns and resolved tax return issues.

• Analyzed and researched correspondence from taxpayers relating to delinquent

and balance due

returns.

• Corrected or adjusted taxpayer accounts to secure payment, financial information

and levy sources.

• Compiled tax information and prepared documents to initiate collection actions to

previously filed

returns or issued tax bills.

• Trained 6 staff members within the tax division including 2 supervisors on the

duties of a tax

examiner (posting collections to employer accounts, solving problems within the employer’s accounts that were accounting related, and giving general knowledge on navigating the Dutas Tax software system.)

Quality Suites and Sleep Inn at Lake Wright, Virginia Beach, VA 2007-2008

Assistant Shift Manager

• Completed opening and closing shift duties while; working the switchboard; answering incoming phone calls, following appropriate greeting; preparing, printing, and reviewing reports.

• Greeted and interacted with guests in person, over the phone, and through email. Assisted with check-ins, check-outs, reservations, conformations, cancellations, and other inquiries.

• Performed and accounted inventory when shipment and merchandise arrived for the stock room and gift shop

• Evaluated customer inquiries and complaints in a professional manner while trying to solve confrontational situations, with appropriate resolutions.

• Received and disbursed funds for sales transactions, recorded customer purchases and provided appropriate receipts for each transaction.

District of Columbia Department of Health, Washington, DC Jun 2002 - July 2006

Student Accounting Intern

• Reviewed W-9s and sets up vendor accounts (computer and/or hard copy)

• Verified any receipt of goods or services

• Matched invoice to receipt of goods and purchase orders

• Obtained necessary approval for payment

• Verified and coded invoices/Entered any invoices for payment

• Assisted other departments with any health related duties including: Securing

phone appointments, acquiring competitive service rates and issuing food

certification cards to customers.

• Received and disbursed money for sales transactions and kept appropriate records

• Assisted with numerous projects in the community providing literature on various

health threats in the DC Metropolitan area

• Input time and information sensitive data entry in to the organization’s database.

WaWa Inc. Virginia Beach, VA May 2000 - Jun 2002

Shift Manager

• Assisted with payroll and employee scheduling

• Monitored sales activities and ensured that satisfactory service was achieved

• Attended required meetings, conferences, and trainings for the store

• Supported employees with training and problem solving techniques

• Maintained written and verbal communication with all employees.

Education

Norfolk State University, Norfolk, VA Graduated: 2008

Bachelors of Science in Accounting Minor: Marketing and Entrepreneurship

References are available upon your request



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