Customer Service Tax Preparer

SHARON PERUMAL

● C: 347-***-****

**********@*****.***

EXPERIENCE

Food Bank of NYC

Tax Preparer – VITA February 2019-April 2019

Prepare tax returns for individuals or small businesses. Interview clients to obtain additional information on taxable income and deductible expenses and allowances. Use all appropriate adjustments, deductions and credits to keep clients' taxes to a minimum. Cholula

Deduction Analysis

May 2019 – Current

Job Description/Responsibilities:

Ensuring that MDF bill backs and chargebacks (deductions) are accurately validated and coded for processing. Work closely with the Customer Service Team to ensure that customer claims for shortages or damages are addressed in a timely manner. Interact directly with Brokers and Region Sales Managers (RSMs) to address deduction issues with contract pricing or deal dates issues.

Metro World Child Brooklyn, NY

Accounts Receivable January 2011-January 2019

● Assisted donors with daily queries

● Posted customer payments by recording cash, checks, and credit card transactions.

● Posted revenues by verifying and entering transactions form lock box and local deposits.

● Updated receivables by totaling unpaid invoices

● Resolved invalid or unauthorized deductions by following pending deductions procedures

● Resolved collections by examining customer payment plans, payment history, credit line; coordinating contact with collections department

● Protected organization's value by keeping information confidential

● Accomplished accounting and organization mission by completing related results as needed.

Sasfin Bank South Africa

Finance Coordinator 2004-2010

● Assisted clients over the phone or in person with queries etc.

● Compiles and sorts documents, such as invoices and checks, substantiating business transactions

● Verifies and posts details of business transactions, such as funds received and disbursed, and totals accounts to ledgers or computer spreadsheets and databases

● Computes and records charges, refunds, cost of lost or damaged goods, freight charges rentals and similar items

● Receive and process incoming and outgoing mail

● Organize business itineraries, conference, meetings and social functions

● Assist with office equipment, i.e. facsimile machines and photocopiers

● Assist with procurement department duties

EDUCATION

● Tertiary Education- Matric - Topaz Secondary School (South Africa)

● College – Faith Bible College

● Bachelor’s Degree in Theology

SKILLS

● Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Dasco, QuickBooks, Taxslayer, Salesforce, SAP

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