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Click here or scroll down to respond to this candidateCandidate's Name
Office Manager/Tax analyst/Income Tax Specialist/Business Consultant/Customer Service/Collections A/RMascotte, Florida, United StatesPHONE NUMBER AVAILABLEEMAIL AVAILABLESUMMARYProactive and meticulous, management professional with 26 years of combined experience in, accounting, taxation,finance, and the customer service industry.Encouraging manager and analytical problem-solver with talents for team building, leading andmotivating, as well as excellent customer relations, aptitude and relationship-building skills.Proficient in using independent decision-making skills and sound judgment to positively impact company success.Dedicated to applying training, monitoring and morale-building abilities to enhance employee engagement and boost performance.Detail-oriented team player with strong organizational skills. Ability to handle multiple projectssimultaneously with a high degree of accuracy.Organized and dependable candidate successful at managing multiple priorities with a positiveattitude. Willingness to take on added responsibilities to meet team goals.WORK EXPERIENCEDecember 1998-April 2024Office Manager Tax ConsultantTax Accounting SolutionsOrlando, Florida, United States Assisted customers with financial planning, set up, and monitor new customer accounts. Provided resolution options for all tax or business related inquiries while maintaining customersatisfaction. Completed schedule C, E, K, trust, and assisted with proprietorship setup, delegate projects to staffthat can handle them most efficiently and provide accounting and tax assistance to staff as needed. Trained new tax preparers, assisted in preparation of business and individual income tax returns. Consulted and assisted with pre-audit and more difficult tax situations. Communicated with existing, clients, colleagues, management, and IRS representatives regardingvarious tax matters. Assisted with business development efforts, including but not limited to, meeting with prospectiveclients, preparing fee quotes and proposals, and evaluating clients needs.September 2013-August 2016Senior Collections Rep IIIKUAKissimmee, Florida, United StatesCoordinated the credit/collection functions of the Utilities billing system, connection charges, returnedchecks and other collection functions. Exercised independent judgment within established policy framework to resolve problems connectedwith utility bills. Used independent judgment and exercises full working responsibility of follow up to locate debtors and collect closingbills. Coordinated office and field collection procedures and analyzed field collection reports to determinefurther steps in collection effort.March 2013-September 2013Relief ManagerSunbelt Credit IncApopka, Florida, United States Covered unmanaged branches for managers on leave. Qualified, processed loan, credit applications, collections, handled profit and loss for branch, as well as come up withmarketing strategies for increased loan volume.July 2012-March 2013Collections SupervisorSafemarkOrlando, Florida, United States Worked with past-due customer accounts: 30, 60, 90, 120 delinquency, charge-off, legal. Offered options and solutions to bring accounts up to date, assisted customers to resolve disputedcharges on credit accounts. Verified all information on new credit files, approved and or deny new account credit limits. Passionately strive and take action to mitigate losses and minimize impact to the company. Responsible for coordinating and motivating daily activity of the collection team members. Handled all escalated collection calls. Provided training on policies and procedures, research and provide guidance to resolve the mostcomplex problems. Other duties include but not limited to, worked delinquent accounts and assisted with compilingstatistical reports and other special projects. Resolved escalated issues and communicating with customers, other epartments, and externalorganizations. Recommended processes to maximize efficiency of operations. Recovered losses and minimize impact to the company. Worked with supervisors to identify problems, and improve collection efforts.October 2011-April 2012Loan Document Specialist IIIWells FargoLake Mary, Florida, United StatesPerformed a variety of loan documentation duties on moderately complex loans, using comprehensive knowledge of policies and procedures for loan products. Processing, closing and compliance for loan products, interpreting policies while analyzing applicant,property and documentation. Ordered all required verifications (sub process), documentation and subsequent follow ups.February 2009-October 2011Backend Lead Collections RepCPS Auto FinanceMaitland, Florida, United StatesResponsibilities included but are not limited to, reduced delinquency for our firm by over exceeding company goals, and quotas and expectations, mail bills and past-due notices to customers, following upon all accounts. Handled all repossession accounts, and charge offs. Arranged new payment plans for those with past due accounts, simplified the process by educating the customers sothey could understand their loan contract. Verified all account information, received and processed payments via phone, web, or certified funds. Notified and or locate customers with delinquent accounts and secure payment, using postal services,telephone, or skip tracing, recorded information about financial status of customer and status of collectionefforts, assisted in training of new hires.March 2005-November 2008Office Manager/Executive AssistantCNG Auto Transport IncOrlando, Florida, United StatesHandled all escalated customer service inquiries, issues, AR Collections, AP, assisted owner by making and confirmingall travel arrangements. Prepared all financial reports, attended meetings with employers, collected and researched data, documents, produced computer graphics, edited and entered reports in the in- house publicationssystems. Conducted internet research and collected facts and figures to be included in budgets. Managed and organized all office tasks and recommend changes, and tracked all funds spent and produced monthlybudget reports. Handled all A/P, A/R duties, not limited to collections, invoicing, ERP, MRP and dispatching.December 2006-April 2007Personal Pro Tax Advisor IIITurbotaxOrlando, Florida, United States Prepared business and individual income tax returns. Consulted and handled pre-audit and more difficult tax situations, and complex returns. Assisted customers with verifying information entered online for accuracy and completion. Set up new customer's accounts and organize meetings through outlook. Completed schedule C, E, K, trust, and assisted with proprietorship inquiries.EDUCATION1996-1998Certified Tax SpecialistPeoples Tax Institute OrlandoOrlando, Florida, United States1994-1996Associates in Accounting & Business Administration in Accounting & BusinessValencia CollegeOrlando, Florida, United States1990-1994Dr. Phillips High SchoolOrlando, Florida, United StatesSKILLSIncome Tax Tax Returns Finance Financial Planning Strategic Planning Employee Benefits LoansLoan Documents Financial Reporting Budgeting Business Development Past Due Accounts AccountingTax Accounting Documentation Office Management Accounts Payable Billing Credit and CollectionsERP (Enterprise Resource Planning) Accounts Receivable Executive Assistant Skills Customer Support/ServiceConsulting Quality Assurance Travel Planning Computer Graphics Retail Sales Marketing OperationsMicrosoft Office Customer/Client Research Customer Satisfaction Sales Prospecting Bid AnalysisProblem Solving Skills Policy Development Analysis Skills Profit & Loss Marketing StrategyOperational Strategy Training/Teaching People Management Statistical Reports Identify IssuesCredit Reports Loss Mitigation Legal Mail Services Customer Training Exceeded Sales GoalFederal Laws and Regulations State Laws and Regulations Corporate Compliance Staff TrainingChargebacks Customer Escalations Resolve Customer Issues Budget Reporting Internet ResearchResearch Skills Data Collection Organizational Skills Publications Health Plan Procedure DevelopmentPlan Meetings Microsoft Outlook Microsoft Word Microsoft PowerPoint Microsoft ExcelWork From Home Customer Service EvaluationCERTIFICATIONSCertification in Tax SpecialistLANGUAGESEnglish - Intermediate |
