Experience

Anderson Business Advisors

• United States
• Law Practice
• 200 - 300 Employee

• Bookkeeper

  • Jan 2022 - Present



Stacey D Durham, CPA, PC

• Accounting

• Secretary/ Accounting/Tax Assistant

  • Nov 2017 - Oct 2020

  • Created and maintained files on Cloud Servers. • Performed routine clerical and administrative duties. • Edited documents and maintained databases and filing systems, both electronic and paper. • Used computer software to create spreadsheets and manage databases for clients. • Preformed QuickBooks data entry and bank reconciliation for self-employed and business. • Assisted clients on proper book reconciliation and answered questions to inputting banking information and payroll into their QuickBooks. • Assisted clients in QuickBooks navigation over phone. • Processed client payroll on QuickBooks and other payroll software. • Entered tax return information for corporate, self-employed, partnership and individual returns into tax return software such as Thomson Reuters UltraTax. • Assisted clients with tax help such as documents needed to complete taxes. • Assisted clients with refund help and help with IRS.gov page navigation, stimulus check help such as look up and non-filer applications, and other IRS documents or questions. • Remotely worked as needed during busy seasons Show less



ResultsCX

• United States
• Outsourcing and Offshoring Consulting
• 700 & Above Employee

• Customer Service Representative

  • Apr 2017 - Sep 2017

  • Assisted members and providers with various issues, including claims information, payment status/processing, benefit information and eligibility status. • Assisted members in understanding insurance coverage and copays. • Processed payments for premiums. • Follow-up with doctors and nurses to obtain necessary information to complete member records. • Provided necessary information regarding the facility’s services and doctors’ availability. • Understood the company’s insurance policies and products and tell whether a policy covers a specific benefit or not. Show less

• Technical Support Analyst

  • Dec 2016 - Apr 2017

  • Assisted agents with Supervisor calls. • Assisted other agents with all other questions. • Assisted Tax Professionals with technical support of proprietary software for tax preparation, computer hardware/software, and multiple applications. • Troubleshooting and problem solving of diagnostics on tax returns. • Research required information using available resources. Followed standard processes and procedures. • Stayed current with system and tax information, changes and updates. • Trained for calls and live chat. (This position was only available through “tax season” months Jan-April) Show less



Staff Pro

• United States
• Events Services
• 200 - 300 Employee

• Hiring Coordinator/ Administration Assistant/Security Supervisor

  • Aug 2014 - Mar 2016

  • Directed the efforts of employment agencies and search firms, including negotiating and controlling employment-related fees. • Scheduled and attended job/career fairs with appropriate staff to generate qualified applicants. • Handled sensitive information such as social security numbers and driver’s licenses. • Provided information on company operations and job opportunities to potential applicants. • Maintained records on recruiting activities as required. • Planned, organized and controlled all activities of the department. • Participated in developing department goals, objectives and systems. • Wrote and placed advertisements; extends job offers. • Conducted new-employee orientations. • Trained new employees on Company regulations and Anti-Terrorism. • Established and maintained department records and reports. • Participated in administrative staff meetings and attended other meetings, such as seminars. • Maintained organizational charts and employee directory. • Provided general administrative and clerical support. • Maintained electronic and hard copy filing system and performed data entry. • Assisted in resolving any administrative problems. • Coordinated officer assigned duties at work site. • Organized shift schedule to include proper rotation and breaks as mandated by law. • Briefed, debriefed and updated all staff during shifts. • Managed groups of 10 employees or more. • Trained new officers on company policy and procedures. • Contacted client and venue manager for all site information. • Check credentials of all crew members actively to maintain that they are up to date with state/federal requirements. • Maintain proper inventory when issuing and collecting equipment (flashlights, headsets, earpieces, radios). Show less