Customer Service Representative

Bryn Kaufman

Work Experience

Customer Service Representative

Internal Revenue Service, Franklin Tennessee June 2023 to Present

●Interpret and apply applicable portions of basic tax law and regulations in order to advise, inform, assess and collect taxes from taxpayers

●Research and analyze a wide range of issues/ problems that require unique solutions specific to each taxpayer

●Apply the tax code to assist taxpayers in understanding and meeting their tax responsibilities

●Secure, analyze and protect sensitive personal and financial information

●Make determinations and use sounds judgment to resolve taxpayer disputes and delinquency issues

●Develop, analyze and evaluate information involving the research of computerized records by assessing multiple online/ database systems

●Work with other departments among the IRS to assist taxpayers in a resolution regarding their refunds, balance dues and any other issues on their account

●Inspect, math verify and check tolerances for processing amended returns

●Input adjustments on individual taxpayer accounts

●Provide customer service to Taxpayers nationwide

●Problem solve based on research and system processes

***From 2015 – 2023 I worked in various service industry positions (bartender/ server) unrelated to Finance – will provide more details upon request***

Financial Analyst

TPC Wire & Cable Corp, Macedonia, Ohio June 2014 to March 2015

●Participated in monthly/ quarterly/ annual close processes, to include journal entry preparation, processing and review; posting cash from bank account to general ledger; and monthly account reconciliations

●Prepared non-traditional/ ad-hoc financial reports, with varying time sensitivity and criticality, as requested by both senior management and members of the sales team

●Created and analyzed monthly, quarterly and annual reports and ensured that financial information was recorded accurately

●Assisted in annual company audits, as well as tax audits by various governmental agencies

●Conducted multi-state research in order to become compliant with each states differing sales and use tax laws

●Prepared and filed state and local sales and use tax forms (created electronic files to support returns) by the required deadlines (monthly, quarterly, annually)

●Maintain tax files including customer sales tax exemption certificates, state sales certificates, and vendor use tax licenses

●Oversaw the cycle count program, reconciled and adjusted inventory in the general ledger and prepared and distributed reports communicating count results

●Investigated shrinkage/ overage/ not in location inventory GL accounts

Treasury Analyst

Electrolux, Charlotte, North Carolina January 2010 to September 2013

●Performed the daily cash position and executed funds transfers, including foreign currency payments

●Prepared short term (12 week) cash flow forecast and reported it to headquarters in Stockholm, Sweden

●Set up and maintained repetitive electronic funds transfers

●Managed bank accounts, including the approval process and working with tax on reporting

●Monitored and conducted account analysis to identify errors and opportunities to optimize bank costs

●Transacted monthly inter-company netting

●Managed intercompany loan portfolio by working closely with AB Electrolux in initiating/rollover/settlement of loans

●Issued and managed LC/guarantees in support of business needs

●Prepared and monitored entity cash balances to optimize liquidity management

●Invested CAD and Pesos on a daily basis based on business/ liquidity needs

●Maintained bank relationships to include a trip to Delaware to visit bankers

Treasury Analyst

Cato Corporation, Charlotte, North Carolina June 2008 to December 2009

●Execute investment activities in accordance with corporate policies and guidelines in addition to forecasting liquidity needs

●Review monthly bank analysis statements for accuracy and compliance with negotiated terms

●Prepare daily cash decision worksheet and daily cash report (calculation of net cash position, track investment holdings and interest rates, and post journal entries to the appropriate general ledger accounts)

●Reconcile investment and cash accounts for both month-end and quarter-end closing

●Oversee Cato’s Clothing Voucher Program (Set up agencies, obtain proper documentation, monitor sales volume, collect past due balances, handle payment inquiries)

Commercial Credit Officer

CIT Group, Charlotte, North Carolina January 2008 to June 2008

●Authorized and negotiated commercial credit limits of up to $25,000

●Investigated and analyzed the financial standing of credit applicants

●Prepared reports and contacted customers regarding past due invoices

●Monitored accounts (obtained financial statements, history of business, and industry analysis) to determine credit worthiness of applicants

Education

Bachelor of Business Administration Degree, Finance

Ohio University, Athens, OH November 2007

●Related course work: Financial and Managerial Accounting, Personal Financial Planning, Financial Modeling, Capital Allocation, Real Estate Finance, and an advanced Excel course (Macros, Pivot Tables, and V-lookups)

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