Experience

Anybill Financial Services

• United States
• IT Services and IT Consulting
• 1 - 100 Employee

• Supervisor of Customer Service

  • Jan 2017 - Present

  • Manage a team of eight – distributing work, checking for QA and providing feedback.• Interviewed candidates for the Tax/AP Specialist position.• Developed the training material & prepared knowledge checks• Responsible for managing timesheets [ADP].• Executed staff reviews both monthly and semi-annual.

• Tax/AP Specialist II

  • Jun 2015 - Jan 2017

  • Responsible for completing a high volume of debit payments to taxing authorities (US, CAD, PR)• Filed over 5k 1099s for 38 clients; Also handled corrections (type I & II)• Worked with tax partners [e.g. KPMG & EY] to upload tax payments to our payment platform.• Conducted training with new clients to review all the benefits and features of our service.• Set up integration of our system with cloud based accounting systems (QBO, QBD & Intacct)

• Tax & Account Payable Specialist I

  • Oct 2014 - Jun 2015

  • Assisted clients via phone, email and a ticketing system.• Worked with jurisdictions across the U.S. to dispute/resolve delinquency notices.• Navigated through an array of literature and websites to gather relevant information.• Trained new staff members how to prepare and upload tax files to our payment platform.



Lunarline, Inc

• United States
• IT Services and IT Consulting
• 1 - 100 Employee

• Callcenter Agent

  • Aug 2012 - Oct 2014

  • Obtained a Public Trust Security Clearance working as a contractor with the FMCSA • Demonstrated active listening skills by helping callers apply and maintaining their USDOT # • Recommended a plan of action to ensure they complied with federal regulations. • Processed and corrected forms (exceeding quota given by management). • Fine-tuned interpersonal skills by dealing with angry or irate callers. • Obtained a Public Trust Security Clearance working as a contractor with the FMCSA • Demonstrated active listening skills by helping callers apply and maintaining their USDOT # • Recommended a plan of action to ensure they complied with federal regulations. • Processed and corrected forms (exceeding quota given by management). • Fine-tuned interpersonal skills by dealing with angry or irate callers.



H&R Block

• United States
• Retail
• 700 & Above Employee

• Tax Preparer

  • Dec 2013 - Apr 2014

  • Prepared personal income tax returns • Reviewed the IRS tax code to determine how it applies to individuals as well as corporations. • Took advantage of the continuing education programs offered through H&R Block • Established relationships with clients by looking at their lives through taxes. • Generated accurate and complete tax returns in a timely manner. • Completed tax forms in accordance with federal, state and local legislation. • Prepared personal income tax returns • Reviewed the IRS tax code to determine how it applies to individuals as well as corporations. • Took advantage of the continuing education programs offered through H&R Block • Established relationships with clients by looking at their lives through taxes. • Generated accurate and complete tax returns in a timely manner. • Completed tax forms in accordance with federal, state and local legislation.



The Home Depot

• United States
• Retail
• 700 & Above Employee

• Specialty Sales Associate

  • Oct 2010 - Jul 2012

  • Contributed to the overall sales of the store through developing customer relationships. • Team Player – volunteered to work on the inventory team in preparation of the yearly audit. • Earned 15 rewards of recognition and achievements within a 2-year window • Promoted twice (licensed to operate heavy machinery) • Recognized as a Customer Service All-Star [award given to 8 out of 50+ employees once a year] • Contributed to the overall sales of the store through developing customer relationships. • Team Player – volunteered to work on the inventory team in preparation of the yearly audit. • Earned 15 rewards of recognition and achievements within a 2-year window • Promoted twice (licensed to operate heavy machinery) • Recognized as a Customer Service All-Star [award given to 8 out of 50+ employees once a year]