Data Entry Clerk

Lynnette McKinley 816-***-****

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

Kansas City MO 64157

Resume

Skills

Customer Service Experience (17 years), triaging and resolving software issues.

Strong analytical, process improvement & problem-solving skills.

Experienced internal & external technical communicator

Experienced remote worker and team partner.

ERP system experience

Employment History

Evergy Inc.

May 2024 - Present

Vertex, Inc. MSO Premium Returns - Tax Process Specialist II

June 2023 – May 2024

Prepare U.S. sales & use tax & Canadian GST/HST returns (Vertex).

Prepare reconciliations and trend analysis reports for customers.

Map and import tax data, including adjustments into multiple tracking systems.

Request return funding for payment of tax liabilities.

Complete monthly bank statements for customers’ tax payment accounts.

Research and resolve tax notices from taxing jurisdictions.

Avalara. Customer Support – Managed Services

October 2022 – June 2023

Customer-facing product support of Avalara Tax (sales tax product).

Troubleshoot and provide timely solutions for software and compliance issues, working with software development, SaaS, team SMEs, and customers.

Create customer-facing technical documentation, KBAs, user guides, and process guides.

On-demand training of software features/processes, best practices, process improvement, data and document management.

Create custom reports and tax white papers. (lodging, tourism, and other special filings).

Research tax rates, forms, and current tax law

Edit and update documentation required for new product releases.

Corptax, Inc. Senior Support Specialist (Remote)

October 2007 – October 2022

Customer-facing product support of Corpsales (sales tax product)

Troubleshoot and provide timely solutions for software and compliance issues, working with software development, SaaS, team SMEs, and customers.

Create customer-facing technical documentation, KBAs, user guides, and process guides.

On-demand training of software features/processes, best practices, process improvement, data, and document management.

Create custom reports and tax white papers. (lodging, tourism, and other special filings).

Research tax rates, forms, and current tax law.

Edit and update documentation required for new product releases.

Knowledge base team member.

Lynnette McKinley Page 2

Midwest Scrap Management Inc. Accounting Manager

November 2005 - October 2007

Supervise daily purchasing and accounting transactions of various metals.

Accounts payable and daily banking reports. (a large cash business).

Prepare income statement and balance sheet for corporation officers and CPA.

Welch & Associates, LLC Tax Preparation Assistant

June 2005 - November 2005

Prepare federal & state income tax for small to medium-sized businesses.

Education Professional Membership

Columbia College Society of Technical Communication

BS, Accounting 2008 TSIA Certified Customer Service Provider

Software

● Microsoft Products (Excel, Word. Teams) ●NetSuite ● PeopleSoft

● Oracle ● SharePoint ●Citrix

●Corpsales

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