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Professional Summary

Client Support Specialist who goes above and beyond basic administrative tasks and takes on multiple projects at once. Excellent work ethic and strength in boosting company morale.

  • Initiative and problem-solving abilities
  • Maintains confidentiality
  • Proficient in Microsoft Office including Excel and PowerPoint
  • Strong team player
  • Excellent communication skills
  • Experienced working with payroll tax filing system (Payroll Tax Management system, Master Tax, UltiPro, Salesforce)
  • Ability to learn other application programs as needed 
  • Attention to detail
  • Customer and client relations
Work History
Temporary Tax Operator 04/2018 to 05/2018
Ultimate Software Group Inc Santa Ana, CA
  • Maintained strict confidentiality procedures to ensure data integrity.
  • Provided operational support for company software.
  • Involved in a variety of operational areas on the new company software platform interacting with internal peers.
  • Audited documents such as Tax Returns for appropriate distribution and mailing.
Client Support Specialist 01/2015 to 01/2018
Payroll Tax Management Inc Santa Ana, CA
  • Collaborated,  research, analysis and necessary reconciliation to resolve agency related payroll tax notices and amendments with internal peers.
  • Managed ten customer accounts consisting of 1100 employee identification numbers to process payroll taxes and file Federal, State and local tax returns for QE and YE filing.
  • Administered and maintain on CRM the company's database, including updates, and reports.
  • Answered inquiries and addressed, resolved or escalated issues to management personnel to ensure client satisfaction.
  • Interacted with tax agencies, customers, and internal to Company.
  • Analyzed payroll data supplied by clients.
  • Managed sensitive and confidential file systems in both digital and physical formats. 
  • Developed sustainable relationships of trust through open and interactive communication with internal and external members. 
  • Researched issues and took appropriate action to ensure speedy resolution.
  • Ensure accurate compliance with payroll tax laws and regulations for company and the client
  • Implemented client data changes into the system using company payroll software, and sales force.
Tax Analyst 06/2013 to 11/2014
Ultimate Software Group Inc Santa Ana, CA
  • Facilitated communication between clients and tax authorities.
  • Provided the integration of modern tax software with client accounting software.
  • Prepared written responses or tax return amendments to resolve state and federal notices.
  • Processed Federal, State and Local tax returns for business customers.
  • Researched and resolve tax notices on a timely manner to avoid additional assessments to customer accounts. 
  • Reviewed collection reports to determine the status of collections and the amounts of outstanding balances.
  • Collected and reported monthly payroll tax variances and explanations .
  • Set up and updated customer accounts with interactions, payments and personal information.
  • Provided extensive clerical and administrative support to department staff.
  • Followed up with customers to collect information and verify details.
Test Operator 04/2011 to 01/2013
Semtech Corporation Irvine, CA
  • Recorded inspection and test data in multi test stations and entered in Excel spreadsheet for test results; pass or fail.
  • Inspected outbound shipments and conducted random sampling to ensure product quality.
  • Identified and helped resolve production problems such as damaged computer chips.
  • Quality assurance of passed computer chips.
  • Observed all safety policies and procedures.
Bachelor of Science: Healthcare Administration 2017 University of Phoenix - Southern California Campus
Long Term CareAffiliation: Association of University Programs in Health Administration (AUPHA)AHA Heart-saver First Aid CPR AED 2017 University of Phoenix - Southern California Main Campus
Associate of Arts: Healthcare Administration, Long Term Care 2011 American Intercontinental University
This resume is created in 7 minutes.
Strategic and detail focused Analyst with strong tax background and critical thinking skills. Successful at concurrently managing high-pressure assignments with tight deadlines while taking on increasing responsibilities. Excellent interpersonal and communication skills.
  • MS Office Suite
  • Budgeting
  • Fluent French speaker
  • Financial analysis
  • Ad Hoc Reporting
  • Complex problem solving
  • Account reconciliation
  • Multi-group collaboration
Financial Tax Analyst, 01/2017 to Current Tesla, Inc. San Mateo, CA
  • Responsible for the preparation, analysis, and remittance of Sales and Use tax to government authorities
  • Compile and analyze over a dozen monthly and quarterly reports in order to consolidate revenue streams for tax remittance
  • Led automation project for monthly compliance to reduce hours spent per month by over 60%
  • Prepare quarterly reconciliation for tax GL accounts
  • Provide source data and work with external auditors to achieve full compliance including adjustment schedules
  • Support DMV group throughout U.S. and Canada with sales tax knowledge to apply accurate tax rates and exemption certificates
Finance and Accounting Intern, 01/2016 to 06/2016 Tesla, Inc. Fremont, CA
  • Prepared personal property tax returns using PTMS software for over 350 locations comprised of Supercharger, Service Center, Retail Store, Tooling and Facility locations
  • Investigated discrepancies to insure accurate location, cost, and description of assets through meeting with buyers as well as the fixed asset team
  • Managed property tax calendar to ensure timely filing of all personal property tax returns
  • Analyze fixed asset detail costs to minimize tax liability by identifying non-assessable costs such as intangible costs, repair costs, etc.
  • Managed proper filing (electronic and hardcopy) of all tax returns, valuation notices, and tax bills
  • Researched asset details and location information using SAP, ImageNow, WarpDrive, and AX system
Finance and Accounting Intern, 01/2015 to 08/2015 Caterpillar, Inc. Peoria, IL
  • Supported the accounting department during month end close
  • Studied international tax laws of foreign tax credit in order to create standardized procedures for the completion of international tax forms
  • Resolved international legal entity Lookthru issues by communicating with tax preparers globally to find discrepancies
  • Performed over 100 reconciliations on a monthly basis for balance sheet accounts
  • Collected, analyzed, and prepared journal entry for weekly purchase data
Education and Training
Bachelor of Science: Accounting, 2016 Southern Illinois University Carbondale, IL
  • Graduated Magna Cum Laude
  • Analyst for the Saluki Student Investment Fund
  • Resident Assistant at Mae Smith Tower
Other Experiences/Awards
  • Summer camp sailing instructor on Lake Geneva, WI
  • Chopin piano award from Ottawa Township High School
  • Organist for multiple churches throughout Illinois Valley
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Professional Summary

Executive-level financial and operations professional with 13+ years of financial, operational and research administration experience in a complex state system of higher education, research and public service.

  • Financial Operations & Modeling
  • Budgets & Asset Management
  • Payroll & Taxation
  • Risk Management & Compliance
  • Process Improvement
  • People Skills
Work History
Assistant Agency Director and CFO, 12/2014 to Current
Texas A&M Transportation Institute College Station, Texas

Responsible for oversight and management of fiscal operations, research administration, human resources, information technology, facilities and safety, compliance, and communications for a $70 million annual operating budget higher education research agency.

Career Progression:

  • Assistant CFO, 05/2012 to 11/2014
  • Director of Financial Reporting & Analysis, 03/2010 to 04/2012
  • Manager of Financial Reporting, 02/2009 to 02/2010
Senior Manager - Tax, Reporting & Payroll, 09/2007 to 02/2009
Texas A&M University System, Budgets and Accounting College Station, Texas
Career Progression:
  • Manager - Financial Reporting, 12/2006 to 08/2007
  • Senior Accountant - 02/2004 to 11/2006
Tax Analyst, 06/2002 to 02/2004
Intuit, Inc. Plano, Texas
Staff, Senior Accountant, 11/1995 to 01/2002
Public Accounting - Ernst & Young, Grant Thornton, R. West
Master of Science: Research Administration, In Progress
Johns Hopkins University - Washington, DC

Master of Science: Accounting, 1999
Texas A&M University - College Station, Texas

BBA: Accounting, 1999
Texas A&M University - College Station, Texas
Certified Public Accountant (CPA), Texas License #081331

2014 Texas A&M Transportation Institute, Administrative Employee of the Year

2006 Texas A&M University System Offices, Employee of the Year

2001 Ernst & Young, Excellence Award (Dallas, Texas)

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Professional Summary

Client-focused CSR with six years supporting software applications in ticket/call-center environment. Skilled accountant with twenty-five years of progressive accounting knowledge and responsibility, learning new software applications quickly and thoroughly. Specialization in integration and implementation. Forward-thinking and resourceful professional with diligent mindset and disciplined approach.

  • Five years ERP customer software support
  • Five years troubleshooting and problem resolution in call-center environment
  • Experienced in call-center ticketing system software
  • Process management and implementation
  • Relational database queries and logic
  • Advanced accounting proficiency: payroll, general ledger, accounts payable, accounts receivable, fixed assets
  • Office 365 and QBPro
  • General Ledger and Balance Sheet reconciliation
Work History
Consultant, 10/2018 to Current
Robert Half Management Resources Manchester, NH

Global Forest Partners, LP, Lebanon, NH - October 2018

Specific finance projects related to accounts payable.

Corporate credit card analysis.

Payroll Tax Analyst, 02/2018 to 08/2018
CloudPayroll LLC, subsidiary of ValueWise Corporation Clifton Park, NY

Compliance specialist in filing federal, multi-state and local payroll tax returns and e-files.

  • Met strict compliance regulations and deadlines, in complex compliance environment.
  • Proactively mitigated against IRS, State, and Local agency inquiries.
  • Worked via proprietary ticketing system performing initial assessment, analysis and resolution within short time span.
  • Effective oral and written communication with tax agencies, other departments and client Service Bureaus.
  • Proficient in Office 365, Outlook, SharePoint, Access , Excel ,Payroll Tax Management {PTM}.
Contracted Payroll Consultant, 07/2017 to 02/2018
Robert Half International/Accountemps Manchester, NH
  • Partnered successfully with client in healthcare industry to input and analyze results of data migration to Meridian Software test environment, with intent to run successful parallel prior to go-live.
  • Data entry and analysis identified patterns and inconsistencies using advanced Excel spreadsheet techniques. {Pivot Tables, VLookups}
  • Analyzed SQL data integrity to identify and resolve test environment issues.
  • Realized testing and analysis outcomes for anticipated go-live August 25th, 2017.
Project Manager, 05/2005 to 11/2015
Stone Valley Food Cooperative Poultney, VT

Selected by Poultney Downtown Revitalization Committee as Project Manager and led team recruitment and fund-raising effort resulting in $250,000 for start-up community owned food-cooperative. Opened June 2011. Hired as General Manager in 2011.

  • Reconstructed accounting records from client's checks, cash receipts, implemented GAAP.
  • Converted chart of accounts to align with GAAP and industry standards.
  • Increased member-owner shares 500% in first six months of operations.
  • Realized 25% sales increases every year of operation resulting in half million sales by FYE 2014.
Application Customer Support Representative-Financial Suite , 07/1994 to 02/1999
Infor Global Solutions, formerly Infinium Software Hyannis, MA
  • Client Support Representative for software financial suite, using in-house developed ticketing system.
  • As Applications Analyst, worked with clients to resolve application and technical issues, provide mission-critical workarounds.
  • Developed and maintained solution records.
  • Proficient in relational database platforms {IBM AS/400}, using SQL for file integrity analysis.
  • Certified corporate trainer/client instructor.
Financial Applications Business Analyst, 1993 to 1994
Cape Cod Healthcare Urgent Care - Falmouth Falmouth, MA
  • IT technical and business analyst liaison to Payroll, Finance, Accounts Payable and Payroll.
  • Analyzed business processes and documented system work flows.
  • Prepared process improvement recommendations.
  • Led Finance and Payroll/HR through successful platform migration and financial suite implementation{IBM to GLOBAL SOFTWARE.}
  • Ad-hoc reporting on relational database {RPG.}
Staff Accountant, 1991 to 1993
Cape Cod Healthcare Urgent Care - Falmouth Falmouth, MA
  • Department liaison between Finance and Information Systems.
  • Compiled general ledger entries on tight closing schedule with nearly 100% accuracy.
  • Performed complex general accounting functions.
  • Demonstrated Accounts Payable and Accounts Receivable month-end closing process improvement.
  • Knowledgeable of inter-company and fund accounting practices.
Accounting Clerk, 01/1986 to 01/1991
American Textile/Robert Allen Fabrics Mansfield, MA
  • Inter-company and cash account balance-sheet reconciliations for Fortune 500 company with fourteen showroom subsidiaries.
  • Legal and tax reporting clerical duties for showroom subsidiaries.
  • Corporate credit card account management.
awards and accomplishments
  • Certified Trainer for Infinium/Infor Accounts Receivable {ERP}.
  • Two "Roar Awards" {Infinium/Infor} for outstanding customer service.
  • Nominee, "Faces of Our Community", collaboration between Vermont Folklife Center, Poultney Earth Fair and Green Mountain College.
Bachelor of Science: Accounting, Minor Information Systems, 2019
UMASS Dartmouth - North Dartmouth, MA
Associate of Science: Accounting Bryant University - Smithfield, Rhode Island
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Professional Summary
Qualified Customer Support Representative with 15+ years in fast-paced customer service and call center environments. Personable and professional under pressure.
  • Exceptional communication skills
  • Strong client relations
  • Skilled in call center operations
  • Adheres to customer service procedures
  • Exceptional telephone etiquette
  • Fast learner
  • Knowledgeable in Mac systems
  • Skilled in HTML, HTTP and IP
  • Extensive history with predictive dialers
  • Exceptional workflow management
  • Strong problem solving aptitude
  • MS Windows proficient
Work History
H&R Block Tax Analyst//Elk Grove, CA//January 2017 to Current
  • Facilitated communication between clients and tax authorities.
  • Maintained high-quality control standards by reviewing internal tax preparation documents for missed tax benefits.
  • Reviewed clients tax filing papers thoroughly to determine their eligibility for additional tax credits or deductions.
  • Offered clients recommendations to reduce tax liabilities.
Voice of The Youth, Inc Bookkeeper/Marketing Manager//Sacramento, California//October 2010 to Current Coordinate events and promotional activities Research media coverage and industry trends.
  • Cultivate and manage relationships with key clients, vendors and community partners.
  • Manage project deadlines and monitored milestones through completion stage.
  • Generate invoices upon receipt of billing information and tracked collection progress.
  • Intuit, Inc Seasonal Tax Support Specialist//Mountain View, California//December 2014 to April 2017
  • Assisted customers via telephone and video chat with individual and corporate tax preparation.
  • Managed the privacy and security for customer accounts.
  • Assisted customers with fraud complaints and created fraud reports.
  • Answered an average of 50 calls per day by addressing customer inquiries, solving problems and providing new product information.
    Weebly, Inc Customer Success Advocate//San Francisco, California//January 2014 to October 2015
    • Assisted customers with building websites.
    • Assisted customers with billing inquiries.
    • Responded to technical support needs of customers.
    • Resolved customer issues in a clear, courteous and straightforward manner.
    • Upsold products and services to increase company revenue.
    • Answered 100 support emails per day from non-tech savvy customers.
    • Researched, troubleshot and resolved complex problems independently.
    Marketing Solutions Web Designer, Social Media & Internet Marketing Manager//Sacramento, California//February 2010 to October 2013
  • Designed websites and blogs.
  • Marketed and grew businesses for entrepreneurs and businesses.
  • Implemented social media and internet marketing strategies utilizing various social media networks such as Facebook, Google +, Instagram, Twitter, YouTube, and Pinterest.
  • Formatted text and graphics for blog posts, newsletters and other materials.
  • Used site analytics and metrics to define and monitor success.
  • Verizon Wireless Business Account Specialist//Folsom , CA//September 2006 to December 2009
    • Ranked #1 sales representative for 8 consecutive months.
    • Developed a team to meet and exceed month sales quota objectives by acquiring and maintaining existing business accounts.
    • Effectively resolved customer issues.
    • Processed orders, provided sales support, and handled complaint resolutions for over 200 customer accounts.
    • Answered customer questions about product availability and shipment times.
    CTEC Tax Preparer: Income Tax Course: Income Tax - Liberty Tax School// Elk Grove, CA//2014
    Certified Social Medial Marketing Manager - Social Media Marketing Pro// Austin, TX//2012 Trained in Social Media Marketing, Public Relations and Media Advertising.
    Real Estate Sales License - Real Estate Sales Kaplan University// Santa Rosa, CA//2004
    CTEC Registered Tax Preparer AFSP Record of Completion
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    Professional Profile

    Tax Accountant consistently recognized for a strong work ethic and exceeding expectations. Confident decision-maker with strict attention to detail and able to work well under pressure. Seeking to bring a long history of exceptional work to a growing North American Company.

    • Tax expertise
    • Customer-oriented
    • Exceptional time management skills
    • Self-motivated professional
    • Complex problem solving
    • Exceptionally organized
    Sr. Tax Analyst
    July 2013 to August 2015
    Schneider Electric (formerly Invensys Systems Inc) - Foxboro, MA
    • Ensuring compliance with sales and use tax laws
    • Calculate and File multi-state Sales & Use Tax Returns
    • Review and reconcile sales/use general ledger accounts in SAP
    • Perform State audits
    • Work with project managers on taxability of projects

    Associate Tax Accountant/Tax Advisor
    March 2006 to July 2013
    Invensys Systems Inc - Foxboro, MA
    Accounts Payable Clerk
    January 2005 to January 2006
    Invensys Systems Inc - Foxboro, MA
    Payroll/Benefits Accounting Clerk
    January 1998 to January 2005
    Invensys Systems Inc (formerly The Foxboro Company) - Foxboro, MA
    Benefits Administrator
    January 1992 to January 1998
    The Foxboro Company - Foxboro, MA
    Senior Accounting Clerk
    January 1990 to January 1992
    The Foxboro Company - Foxboro, MA
    January 1988 to January 1990
    The Foxboro Company - Foxboro, MA
    MBA : October 2013 University of Phoenix
    Bachelor : Management, 2009 University of Phoenix
    Associates : Business Administration, 1992 Massasoit Community College
    April 22-27, 2012 - IPT Sales Tax School II Feb 21-26, 2010 - IPT Sales Tax School I

    I am both a member and a director of The Marshfield Agriculture and Horticulture Society. The Society puts on the Marshfield Fair in August of every year.

    I'm currently Secretary/Treasurer of the Massachusetts Agricultural Fairs Association.


    Institute for Professionals in Taxation (IPT)

    general ledger accounts, Sales, SAP, tax laws, Tax, Tax Returns
    This resume is created in 7 minutes.
    Professional Summary
    Honor roll, Varsity Football and Lacrosse, Key Club, June 2011 All Academic Student Athlete ­ 8 times, French Club and Latin Club GPA 3.4
    Work History
    06/2015 to 01/2016
    GMO-Grantham Mayo Van Otterloo Boston, MA
    • Coordination and review of annual and semiannual financial statements, and quarterly schedule of portfolio holdings Supporting the Fund Treasury and Tax team in tracking and resolving comments raised in the statement review process Coordination and review of Form N -Q, Form N-CSR, Form N-SAR as well as other regulatory filings with the National Futures Association, Department of Labor and Commodities Futures Trading Commission Review of various disclosure documents including Prospectuses, SAIs, PPMs, Offering Documents, etc.
    • Development and documentation of financial accounting and reporting procedures and oversight of overseas products' financial reporting processes Management reporting.
    Associate Research Analyst Co-Op, 06/2014 to 01/2015
    Fiduciary Investment Advisors Windsor, CT
    • Conducted quarterly reporting for defined contribution clients, tracking investment performance for 401(k), 403(b) and non-qualified retirement plans to monitor and assess overall financial plan health Researched topics for the quarterly fiduciary governance calendar focusing on plan fees, governance and legislation, investment menu design, and participant outcomes Compiled data for and assisted in producing plan diagnostics at the onset of client relationships in order to evaluate current investment options and make recommendations to improve fund menu design, and focus on increasing participation amongst participants Completed projects for consultants extensively using internal systems, excel, and Adobe PDF.
    Personal Property Tax Analyst Co-Op, 06/2013 to 01/2014
    IBM International Business Machines Southbury, CT
    • Approved over $60 Mil in personal property tax(PPT) payments to jurisdictions Received, researched and responded to all customer inquiries regarding PPT Used Excel to log bills and tax law changes and compiled required PPT data for customers Completed projects for local/international analysts extensively using internal systems and Excel.
    Maintenance Worker, 06/2011 to 06/2015
    Advance Property Management Glastonbury, CT
    • Gathered specific work orders and completed paperwork for weekly company-wide meetings Responded to customers' work orders and complaints, according to priority Completed work on specific work orders including roofing, carpentry, masonry and more.
    Lifeguard and Swim Instructor and Lacrosse, 08/2010 to 06/2011
    Glastonbury Parks and Recreation and Orchard Hill Pool Club Glastonbury, CT
    05/2008 to 06/2011
    • Maintained every aspect of the pool and club, from pool chemicals to landscaping Supervised members, specifically children, upholding rules and regulations Communicated with all members as the voice of the club, Taught and helped plan swim lessons for young children.
    Bachelor of Science: Business Administration Finance and Accounting Economics, June 2016
    Northeastern University, D'Amore-McKim School of Business - Boston, MA
    GPA: GPA: 3.4 Business Administration Finance and Accounting Economics GPA: 3.4 Finance and Investments Club, Intramural Football
    Diploma: Glastonbury High School - Glastonbury, CT
    Additional Information
    • Activities and Awards: Honor roll, Varsity Football and Lacrosse, Key Club, June 2011 All Academic Student Athlete ­ 8 times, French Club and Latin Club GPA 3.4