Customer Service Senior Tax
Resume:
Sierra James
Midlothian, VA *****
***********@*****.***
Authorized to work in the US for any employer
Work Experience
Sales
Carmax CEC-Richmond, VA
October 2024 to Present
works with customers by phone, online, or in person to find vehicles that match their needs, guide them through the purchase process, and assist with financing and documentation. The role blends customer service and sales by using empathy and communication to help customers, rather than pushy sales tactics, and may involve tasks like setting appointments and managing customer interactions across various channels.
Senior Tax Accountant
Relay tax-Richmond, VA
September 2020 to Present
• Conducted research and planning for payroll and employment taxes.
• Prepared employment tax returns for clients, including 940, 941, 944, W-2, W-3, and 1099s.
• Recommended tax-saving strategies to enhance profitability.
• Managed and maintained the company's tax database.
• Resolved complex tax issues and provided solutions.
• Assisted Tax Consultants in resolving employment tax matters and maintaining good standing with taxing authorities.
• Registered client tax accounts with taxing authorities during status changes or mergers/acquisitions.
• Communicated with state and local taxing authorities for issue resolution.
• Managed work schedules, time off requests, vacations, and payroll-related functions.
• Utilized ADP for payroll processing, including new hire information, direct deposit setup, tax deductions, compliance, and benefit deductions.
• Proficient in using Workday for pre and post payroll-related tasks, including benefit administration, HR functions, scheduling, time offs, and vacations.
• Acted as a liaison between clients, third-party vendors, retirement benefits, disability, insurance, and FMLA administration.
• Demonstrated knowledge of payroll laws, income tax, payroll system management, and tax/retirement plans.
• Strong attention to detail in journal and ledger entries, processing, and review. Retail Sales Associate
Allianz Global Assistance-Richmond, VA
May 2018 to April 2019
• Remote agent responding to inbound customer inquiries using both telephone and email channels of communication.
• Anticipate customer needs by quickly analyzing and providing relevant solutions.
• Responsible for learning products and staying up to date on new products or policies and benefit changes educating customer by explaining EOB's.
• Accurately enter pertinent customer data and research customer information.
• Complete and send out claim forms examine and answer claim status questions.
• Review and resolve pending policy inquiries.
Collections Risk Specialist
Capital One
September 2010 to October 2016
Manage inbound calls at an escalated level; process credit application educate customers on accounts status, attempt to resolve customer's problems and/or attempting to secure payment. The goal is to help our customers build and retain a strong credit standing and maintain a customer for life. We service all stages of delinquent accounts and find unique solutions to get customers back to a current status. Also, requires use a number of Capital One systems to research customer concerns.
• Attend/Facilitate team meetings
• Exhibit effective skip tracing techniques when applicable
• Update account information and complete appropriate documentation
• Maintain superior quality assurance results
• Manage escalated inbound collection calls
• Perform account level research
• Overcome objections that customers have about making payments towards their account and help them understand their account(s) and responsibilities
• Become familiar with and follow Company guidelines and procedures (CBT's, training, timecard, emails, training, etc.)
Dispatcher
Claiborne Trucking-Prince George, VA
April 2010 to September 2016
scheduling and coordinating drivers for timely pickups and deliveries, communicating with clients and drivers to manage routes and address issues, maintaining accurate records of shipments and driver activities, and ensuring compliance with transportation regulations. Medical Receptionist
Hopewell Medical Group-Hopewell, VA
April 2008 to September 2010
Handle incoming calls and mail, greet Patients and visitors, and resolve inquiries. Prepare and type office reports. Maintain supervisor and staff member appointments and travel calendars. Verify, revise, and arrange appointments, such as referrals to specialist MRI, CTI cat scans and etc.. Schedule conferences, and meetings, request prescription for patients, act as liaison to supervisor regarding meetings and conferences. Maintain control records and follow-ups on work in progress. Establish file-coding system also proficient with ICD-9 & 10 coding books, and trained on HIPAA privacy policy for our
patients' medical records. Maintain time and attendance records as well as instructional and reference manuals.
• Highly developed interpersonal skills
• Self-motivated with the ability to coordinate daily office functions
• Knowledgeable regarding technical and medical terminology maintain medical records.
• Knowledge of computer operation Ready to train new personnel. Store Manager
I One Mobile-Hopewell, VA
April 2005 to April 2008
• Developing store strategies to raise customers’ pool, expand store traffic and optimize profitability
• Meeting sales goals by training, motivating, mentoring and providing feedback to store staff
• Ensuring high levels of customers satisfaction through excellent service
• Managing the full operation of the retail store including opening, closing, staffing, service levels, cash and inventory
• Hiring, training, and overseeing new staff
• Responding to customer complaints and concerns in a professional manner
• Creating business strategies to attract new customers, expand store traffic, and enhance profitability Education
Education (High school diploma)
John Tyler Community College-Chester, VA
January 2010 to August 2011
Hopewell High School
June 2004
Skills
• Microsoft word
• Data entry
• Social services
• Inside sales
• Microsoft outlook
• ATS
• Microsoft powerpoint
• Pascal
• HIPAA
• HR sourcing
• English
• PeopleSoft
• Analysis skills
• EMR systems
• Microsoft access
• Mentoring
• Word
• Outlook
• Communication skills
• Accounting
• Recruiting
• Excel
• ICD-9
• Fraud prevention and detection
• Retail sales
• Technical writing
• Leadership
• 45 wpm
• Epic
• Microsoft Office
• Peoplesoft
• Ms office
• Powerpoint
• Microsoft excel
• Tax experience
• Time management
• Organizational skills
• Computer literacy
• Teaching
• Sales
• Medical terminology
Certifications and Licenses
CPA
Enrolled Agent
Driver's License
Certified Professional Coder
RHIA
Certified Coding Specialist
Additional Information
Skills
Volunteer Member of Hopewell Va Board of Social Services (3 years), Faith Mentoring Group( CEO)
(Less than 1 year)
Technical Skills
MS office, PeopleSoft, Microsoft Excel, Microsoft Access, Microsoft PowerPoint, Microsoft Outlook, Microsoft Word, PASCAL, 45 WPM, Copiers, Fax
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