Human Resources Service

Terry A. Cole

**** *** ***** ***** **********, IL 60544 630-***-**** *********@*********.***

SUMMARY

Financial professional with over 15 years experience of income tax, along with expertise in multi-states preparation. Self-starter proficient in prioritizing, meeting challenges and deadlines; capable of effectively function with minimum supervision. Comfortable in interacting with all levels of the organization and is a team player. Areas of expertise:

Tax software, Microsoft Office Suites, Analysis, Written and Verbal Communication, Organization/Prioritizing, Detail Oriented and Data Entry

PROFESSIONAL EXPERIENCE

H & R Block – Plainfield, IL January 1990 – Present (seasonal)

Office Leader/Tax Advisor

Supervised tax professional, managed daily office tasks, along with accurately process individual tax returns in a timely manner. Maintained adherence to corporate and federal tax compliance in accordance with company polices and government regulations.

Key Results:

• Increased gross margin per return 2.0 % by implementing personalization advice to clientele to increase profit.

• Managed the accurate and timely processing of up to 900 returns ($300K) for the season and resolve issues of the clientele.

• Managed and oversaw a team of 10 tax professionals, including the receptionist through the daily operation functions and by one on one mentoring and coaching to help build their client bases.

• Performed tax preparation service to clientele, offering tax advice in line with the current IRS, tax laws, compliance, and regulations.

• Performed federal and state tax audits and letters, including performing tax research and planning in an accurate and timely manner.

Royal & SunAlliance – Naperville, IL

Administrative Support Representative, Underwriting July 2000 – February 2004

Assumed responsibility for processing the new and renewal policies submission daily. Communicate with the underwriting team regarding various assignments, along with handling data entry as well as general office function. Work in short-term (two weeks) assignments filling in for absent, vacationing members of the administrative team.

Key Results:

• Acted as liaison to the underwriting team to ensure that documentation of policies are carefully examine and accurate before mailing.

• Consistently maintained proper posting of new and renewal polices submissions from various insurers.

• Drafted reports and letters of declination letters, conditional renewals, nonrenewal, and non-payment premium notices.

• Monitored a variety class code procedure changes, along with the motor vehicle reports ensuring that they complied with company guidelines.

• Demonstrated the ability to fill in at a moment’s notice and, quickly mastering new systems, processes and workflows.

Best Buy Company – Carol Stream, IL

Administrative/HR Assistant December 1993 – July 2000

Promoted to human resources assistant for the Service Center, including payroll reports, orientation and communication with headquarter human resource department. Participated with management on special projects to meet the target goal of the service center

• Collaborated with upper management with work performance reports on the technical staff to reach daily operational goals of the company.

• Researched and resolved payroll discrepancies in a timely manner

• Maintained and processed payroll data and records, including accurately entering tax withholding, personal information and insurance coverage changes for service center employees.

• Composed and processed documentation information and paperwork for team members of the service center that was leaving the company.

• Trained new team members through new hire orientations process and requirements.

EDUCATION

Bachelor of Science - Accounting

Lewis University, Romeoville, IL December 2009

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