Customer Service Accounts Payable

Suzanne Martin

**** ** ******* ****, ********, WA 98029

425-***-****(H)/ 425-***-****(C)

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

OBJECTIVE:

Seeking an entry level accounting position in the healthcare industry

SUMMARY of QUALIFICATIONS:

• Proficient in QuickBooks and Peachtree Accounting software.

• Advanced skills in Excel 2007 and Access 2007.

• Accounts payable and receivable.

• Individual and Business Tax Returns; amended prior returns.

• Superior customer service in the provision of tax assistance and planning.

• Daily spreadsheets displaying cash flows, account balances and transfers.

EDUCATION:

Arizona State University: Post-Baccalaureate Accounting Certificate.

Phoenix, AZ 3.31 GPA

Includes 30 Upper-division Accounting credits

Phoenix College: Legal Assisting Certificate

Phoenix, AZ 3.8 GPA

Bellevue Community College: Associates Degree in Database and Programming.

Bellevue, WA 3.8 GPA

Bellevue Community College: Associates Degree in Accounting.

Bellevue, WA 3.8 GPA

University of Arizona: Bachelor of Science in Medical Technology.

Tucson, AZ

University of Arizona: Bachelor of Sciences in Microbiology.

Tucson, AZ

EMPLOYMENT HISTORY:

US Treasury Department (IRS)

Austin, TX 1/2012 - 06/2012

Seasonal Tax Examiner

Reviewed various aspects of individual amended returns including fraudulent tax payer entries at the Austin’s Service Center Submission Processing. Performed a multitude of specific tax payer adjustments for statutory returns requested by tax payers. Identified and adjusted calculation errors and other erroneous entries by tax payers that prompted an adjustment to the tax payer’s account. Prepared and sent specific notices to tax payers that explained erroneous entries by the tax payer that prompted non-requested adjustments by the Internal Revenue Service. In addition, prepared tax payer’s notices that explained calculation errors or omissions by the tax payer that prevented the processing of the tax payer’s amended return. Appropriately routed amended returns to various departments within the Treasury Department that required additional processing outside the submission processing department.

US Treasury Department (IRS)

Ogden, UT 12/2010 - 06/2011

Seasonal Customer Service Representative

Courteously provided transcript requests and technical assistance regarding e-filing as well as other account issues for individual taxpayers and /or their representatives calling on an ASPECT phone line. Navigated the Integrated Data Retrieval System (IDRS) to appropriately disclose, assist or transfer calls to the most appropriate department.. Utilized the Account Management Services (AMS) and other on-line tools to follow the Internal Revenue Manuel’s disclosure guidelines and to send electronic referrals. Utilized the Service’s ELITE system to send verbally requested forms and publications through the postal mail as well as uploaded documents through the Service’s EUP system for online printing to be manually faxed. Provided efficient and accurate explanations to taxpayer’s inquiries. Researched the Internal Revenue Manual (IRM) through the Service wide Electronic Research Program (SERP) as well as other research tools to determine the most appropriate guideline, reference, and/or procedure specific for a taxpayer's situation.

US Treasury Department (IRS)

Holtsville, NY 11/2009 - 03/2010

Seasonal Customer Service Representative

Maintained professionalism and courtesy in accordance with specific guidelines, policies and disclosure procedures while responding to tax payers inquiries on a toll-free phone service. Provided excellent customer service in probe and response procedures to diffuse confusion and anxiety while obtaining tax payer’s information. Explained basic tax law, time-frames, regulatory procedures and filing guidelines specific to a tax year after researching the Service’s operating manual through an Integrated Data Retrieval System (IDRS). Conveyed detailed tax account explanations regarding inquiries related to tax payer’s specific circumstances as well as responded to specific inquiries related to tax account electronic filing rejections, math errors notices, refund statuses and current tax obligations by accessing several databases through the Service’s Account Management System. In addition, provided technical assistance and explanations regarding notices received by tax payers addressing tax account adjustments made by the Internal Revenue Service. Identified criteria from incoming calls that met specific eligibility guidelines that qualified for taxpayer advocate services and then sent electronic referrals to further assist taxpayers. Retrieved requested forms and publications through the Service’s ELITE system to send via postal mail as well as uploaded tax payer’s notices, transcripts and other documents specific to a tax payer through the Service’s EUP system in order to immediately fax requested documents to tax payers.

Liberty Tax Services

Kirkland, WA 02/2008-12/2008

Tax Preparer

Prepared individual income and business tax returns and amended returns as well as Washington State and B&O Excise tax returns. Maintained professional and courteous customer service to customers over the phone as well as to walk-in customers. Provided detailed information relaying the general pricing structure for tax return preparation and other services offered by the office to both potential and returning customers. Answered specific inquiries from existing customers regarding the status of their tax returns previously filed at the office. Researched appropriate tax manuals to assure accuracy prior to directly responding to customer’s inquiries or to customer’s telephone inquiries regarding specific tax laws, regulations and filing guidelines. In addition besides tax return preparation during off-season, assisted small business owners verification of income and expenses by adjusting entries recorded in accounts receivables as well as adjusting payments made to vendors. In addition, assisted reconciling bank statements to entries recorded in accounts receivable and accounts payable for small businesses. Performed these services until the franchise owner sold his business.

Finito Services Inc.

Seattle, WA 10/2006-01/2/2007

Accounts Payable Accountant.

Assisted with bookkeeping and preparation of sales and use tax returns for a small business owner that owned several vacation properties each designated as a separate business entity with its own set of accounting records. Verified the accuracy of the accounts payable balance recorded in QuickBooks for each business entity by reviewing current invoices and prior vendor payments. Assured accurate account payable balances for each entity by researching vendor records and reconciling account balances before entering a new vendor payment. In addition, prepared daily spreadsheets that recorded each entity’s accounts receivable and accounts payable balances as well each entity’s bank balances and money transfers between each entity.

H & R Block Premium and Seasonal Office

Bellevue, WA 01/1998-12/2005

Tax Preparer

Seasonally prepared tax returns prior to working year-round in the district’s premium office handling more complex individual and small business returns. Provided courteous and professional customer service in responding to tax inquiries over the phone as well as to walk-in customers. Participated in off-season instruction of advanced H&R Block’s tax courses and in addition, assisted in the implementation of new Window-based proprietary tax software. Acquired a large satisfied clientele of returning customers in which I provided tax assistance for several years.

Columbia Medical Center

Phoenix, AZ 01/1995-06/1997

Medical Technologist and General Medical Technologist

Primarily performed various serological tests inside a hospital’s blood bank in order to safely assure compatible transfusions for hospital patients. Prepared compatible blood components on an emergency basis or on a routine basis for both adult and pediatric surgical patients as well as for inpatients or outpatient requiring reoccurring transfusions. Complied with the blood bank’s quality control procedures by performing all necessary procedures to assure the safety of all the equipment and storage conditions inside the blood bank. Assured the accuracy blood components labels by retesting all blood components brought inside the blood bank by donor center. When not preparing compatible blood components for hospital patients, performed diagnostic testing in the areas of hematology, coagulation and urinalysis inside the hospital’s pathology laboratory.

Good Samaritan Hospital

Phoenix, AZ 01/1986-04/1994

Blood Banker

Worked several years as a specialized medical technologist in the area of blood banking. Performed a large array of serological testing and antibody workups inside a large blood bank that provided compatible blood components to a variety of patients requiring transfusions. Provided emergency transfusions to level one trauma patients as well as provided compatible blood components in specialized situations involving reoccurring transfusions and for neonatal and intrauterine transfusions. Performed various clerical and quality control procedures required to maintain safe blood components inside a large blood bank necessary to maintain the ultimate safety of patients receiving emergency, routine and reoccurring transfusions.

MEMBERSHIPS:

• Phi Theta Kappa Honor Society.

• Student Member of American Society of Women Accountants.

CERTIFICATIONS:

MT (ASCP)

REFERENCES:

Available Upon Request

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