Customer Service Manager

Debra Wallace

** *********** *****

Springfield, IL 62702

Phone: 217-***-****

Email: lg6gw5@r.postjobfree.com

OBJECTIVE: Striving to find a position in a family orientated business with a local stable company, where I may showcase my skills and contribute to a team environment.

EDUCATION: Bachelor’s in Applied Science Business Administration, Concentration in Accounting

Robert Morris University, Springfield, IL May 2010

Certificate in QuickBooks 2009-2010

RECOGNITION: Board of Directors Member of the National Association of Tax Professionals, Illinois CPA Society, and International Honor Society- Sigma Beta Delta

SUMMARY OF SKILLS:

Computer: All Microsoft programs, Excel, Word, Access, Power Point, AME, Drake, QuickBooks, Quicken, Ultra Tax, Tax Wise, Lotus Notes, I-notes, Alltel systems, Tandem, Travel Reimbursement systems, LPS systems, e-mail and the Internet.

Experience and Knowledge in: multi-line phone systems, payroll, AP, AR, account reconciliation, tax preparation (individual and corporation), scheduling, petty cash accounts, meeting prep, arranging travel, supply ordering, design and printing of brochures, flyers, signs, invitations, forms, volunteer coordinating, sorting mail, using mailing machines, UPS, Airborne.

EXPERIENCE

Accounting

Sept 2009-current Sterling Tax Service

• Responsible for several clients including but not limited to preparing payroll, quarterly employment tax returns, AP, AR, , reconciliation of accounts, and customer service as a top priority

• Responsible for clients financial statements and advising on business matters that affect clients’ accounting and tax liabilities

Aug 2010-Oct 2011 Airmasters Heating, Cooling, & Refrigeration

• Responsible for all in house accounting services including payroll, quarterly employment tax returns, AP, AR, collections, reconciliation of all accounts, and maintaining QuickBooks software

• Responsible for vendor invoices data entry for client invoices, warranty claims, answering phones, delivery of parts, and collection of past due invoices.

Tax Preparer

Sept 2009-Current Sterling Tax Service

• Responsible for corporate and individual tax preparation, setting appointments, pricing tax preparation work

• Marketing to customers, advising clients on tax options

Jan 2009 – April 2009 Liberty Tax Service (Internship)

• Responsible for client tax preparation, phone calls to clients and customer service follow ups

• Opening store daily, received payments for services, set appointments, dealt with customer issues and resolved them

Jan –April 2001-2003 Tax Partners

• Prepare and e-file individual tax returns electronically and reviewed returns for accuracy.

• Sent e-files to UTS & IRS. Print UTS reports and customer checks approved by the bank

• Dealt with customers on a one to one basis and on the phone.

Administrative

Feb-Aug 2008 RSM McGladrey-(Internship)

• Responsible for client service and administrative functions necessary to support tax team.

• Work independently on assigned responsibilities.

• Conduct research and prepare analysis of data, reports and presentations.

May 2004 to 2007 Macy's Department Store

• Store Manager, Operation Manager and Human Resource Manager Assistant.

• Compile reports and distribute daily, daily newsletter, meeting preparation, petty cash vouchers, answering phones and directing calls, taking call offs and calling associates in to cover shifts, associate fun committee coordinator for all store events

• Partners In Time Coordinator (associate volunteer and donation program),

• Responsible for sign production, brochures, flyers, copy machine maintenance, supply order for office, Customer Response Letters and Tell Us What You Think inquiries, maintenance of Star program and associate recognition, and other general office duties.

Feb 2001-Aug 2002 Illinois PTA

• Answering phones and following up on inquiries, helping district directors with information

• Bulk mailings, responsible for updating membership database, ordering office supplies, filling orders for jewelry and awards

• UPS, service calls on all machines, helping with the designing and in house printing of flyers, newsletters, and other publications.

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