Motivated professional eager to embrace new challenges. Demonstrates a strong work ethic and adaptability, excelling in dynamic environments. Proven ability to work independently and rapidly acquire new skills.
Overview
40
40
years of professional experience
Work History
Tax Preparation Business Owner/Operator
AMFarmer Tax Services
Advance, NC
06.2017 - Current
Maintain daily operations of seasonal home tax business.
Review available data and compare against tax code to determine exemptions, deductions, and potential liabilities prior to preparing tax returns.
Prepare written responses or tax return amendments to resolve state and federal notices.
Annually complete and pass necessary classes to maintain tax preparation credentials.
Increased customer base by 33 percent annually.
Driver License Examiner
North Carolina Department of Motor Vehicles
Hillsborough, NC
02.2022 - 04.2025
Apply NC DMV policy, procedure and/or laws to educate customers.
Display a friendly attitude while serving customers of a diverse clientele.
Use Microsoft Office products skills to communicate internally and externally.
Proficiency in utilizing databases and internal systems to issue commercial and general driver licenses.
Responsible decision-making skills to evaluate information and documents; perform research, report, and make determinations for action.
Collaborative team player working out solutions for delivery.
Collect and disburse cash as determined by transaction; prepare deposits and deliver to bank daily.
Perform any additional duties assigned by senior examiner and division management.
Works independently in a single person, high volume office as well as providing relief at short-staffed offices within District 5.
Able to use manuals to verify and apply policy to more complex and rare situations.
Census Enumerator
United States Census
Atlanta, GA
07.2019 - 10.2019
Canvassed assigned maps to ensure correct home addresses and locations.
Interviewed homeowners for supplemental information for census takers follow up.
Located and added missing addresses not on original maps due to new home builds etc.
Reported inconsistent information to supervisor for escalated investigations.
Completed online timesheets.
Read and followed online maps, making necessary changes.
Also worked Census in 2010: Interviewed homeowners that did not complete census paperwork.
Tax Preparer
Liberty Tax
Clemmons, NC
01.2012 - 05.2017
Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities.
Prepared written responses or tax return amendments to resolve state and federal notices.
Facilitated communication between clients and tax authorities.
Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement.
Interviewed clients to collect information and gather necessary paperwork prior to preparing tax returns.
Completed and filed returns with tax departments at local, state, and federal levels.
Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
Seasonal employment from January to May of each year.
Judicial Services Coordinator
North Carolina Department of Public Safety
Winston Salem, NC
09.2010 - 04.2017
Served as an intake coordinator processing all new probation and community services cases ordered from court.
Interviewed offenders and collected necessary personal, family, and social information in a discreet and confidential manner.
Prepared paperwork necessary for proper supervision of offenders.
Collaborated with courthouse personnel including but not limited to judges and attorneys while maintaining proper decorum.
Prepared and reported offender violations to the courts as determined by law.
Strong communication skills - verbal and written. Excellent computer skills as well as office equipment operation skills.
Data Entry Specialist
North Carolina Department of Corrections
Winston-Salem, NC
09.2004 - 10.2010
Reviewed, assigned, and entered all Forsyth County probation cases, as they were sentenced in court, into the OPUS system.
Prioritized files based on level of punishment to ensure timely processing and enforcement of sentencing.
Created help aids for court intake officers to assist in quicker processing of defendants.
Enhanced workflow system between probation intake officers and data entry office for more efficient processing of cases.
Maintained open communication between Forsyth County probation as well as all statewide probation offices.
Assisted office assistants as needed.
Manager of ATM Cash Management and Cash Ops Training
Wachovia Bank NA
Winston-Salem, NC
07.1985 - 04.2003
Started career as Teller, promoted through the ranks to stated position. Left due to merger with First Union Bank. Held title of Assistant Vice President at time of separation from service.
Supervised 14 employees in forecasting monies needed for ATMs in NC, SC, GA, and VA.
Coordinated training initiatives between armored carriers and various vendors.
Managed a process that reengineered cash replenishment and cash settlement process for ATM network.
Trained tellers and customer service representatives as the State Training Manager for NC.
Managed expenses for training region.
Further information provided as needed.
Education
Bachelor of Science - Accounting
North Carolina State University
Raleigh, NC
12.1984
High School Diploma -
Eastern Alamance High School
Mebane, NC
06.1981
Skills
Recordkeeping and data entry
Meeting planning and scheduling
MS Office proficiency
Mainframe software expertise
PowerPoint presentation skills
Classroom instruction
QuickBooks accounting
Customer service excellence
Billing and invoicing management
Timeline
Driver License Examiner
North Carolina Department of Motor Vehicles
02.2022 - 04.2025
Census Enumerator
United States Census
07.2019 - 10.2019
Tax Preparation Business Owner/Operator
AMFarmer Tax Services
06.2017 - Current
Tax Preparer
Liberty Tax
01.2012 - 05.2017
Judicial Services Coordinator
North Carolina Department of Public Safety
09.2010 - 04.2017
Data Entry Specialist
North Carolina Department of Corrections
09.2004 - 10.2010
Manager of ATM Cash Management and Cash Ops Training