Full Time Customer Service

Patsy Hoffer

**** **** **** *****, **** Haven, Utah 84401

***********@*******.*** 801-***-****

[Accounting, Bookkeeping, Taxes]

EXPERIENCE

H&R Block, Ogden, Utah 2002-2023

Sr Tax Advisor 5

Current on Tax Laws

Extensive training and classes for certification levels and to improve skills

Learned to prepare taxes for business returns corporations, partnerships, rentals, amendments, trusts,

Individual tax returns. (Full time 40+ hours weekly seasonal)

H&R Block, Blockworks 2021-2023

Remote

Research Analyst

Responsible for updating and researching changes on the State tax forms. Review all State forms for law changes, corrections

(Full Time 40+ hours Weekly seasonal 08-22-01-22)

H&R Block, Blockworks

Kaysville, Utah

2013-2016

QA Analyst

Responsible for helping define Business Requirements and Functional Requirements Documents. Ensures that the applications function as specified in the documented requirements, use cases, design, and other approved documentation. Responsible for testing assigned functionality and their interaction with other internal components and applications. Utilizes test tools to automate, record defects and issues, update/create test cases, and to track test case execution status. Testing for each milestone is completed on time with a high level of quality.

(Full time 40+ hours Weekly seasonal)

4Care Pharmacy, Layton, Utah 2007-2009

Billing Manager

Set up a collection plan to clean up bad debt with transfer pharmacies,

Responsible for spread sheets, applications, specific plans to minimize bad debt, organize information

Helped to establish great customer service for senior citizens, Assisted Living facilities

Reconciled accounts, month-end routine, applied cash, prepared statements

Manager for the billing department. (Full time 40 hours weekly)

United States Post Office, Salt Lake City, Utah

Remote Encoder 2005-2007

Corrected envelopes, post cards, magazines. Retyped spelling, addresses, titles, states, zip codes .

Keyed in information much quicker and accurate, finishing mail faster

Increased speed and accuracy with typing skills, learned to read mail more efficiently

Finished typing groups of mail at a high rate, data entry

(Full time 40 hours weekly) mandatory overtime, with high volumes of mail

Alliant Foodservice formerly Kraft Clearfield, Utah -Credit Coordinator 1989-1995

Established accounts from Northern Utah, Idaho areas. Set terms, food shipments

Accuracy, strong detail and organization.

Responsible for Spreadsheets, Reports, month end routine, Journal Entries.

Accounts Receivable, Accounts Payable, Bad debt

Took many training classes to perform the job efficiently, and became effective in managing.

Attended all NACM meetings, Food shows (Full time 40 hours weekly)

Education

Park University, Hill AFB Clearfield Utah A.S., CPA ( currently attending)

Extensive tax course training through HR Block

Skills

Organizational skills Spreadsheets

Microsoft Office Customer Service

. Ten-Key People Soft

. Excel Cashier

Word Typing

REFRENCES

Gage Robertson 801-***-**** Blockworks Sr QA

Sandy Bodily 801-***-**** HR Block Office Manager

Julie Messerly 801-***-**** HR Block Tax Advisor

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