Denise Albury
Boynton Beach,FL
Summary
My main objective is to gain full time employment with a growing and well established company with opportunities and room for advancements Detail-oriented Tax Preparer with 4 years of experience in tax preparation for numerous entities. Expert in managing paperwork for tax returns, extensions, tax planning calculations and write-ups. Quick to build rapport with clients leading to long-term business relationships.
Overview
24
24
years of professional experience
1
1
Certification
Work History
Seasonal Tax Support Specialist
Baker Tilly US
Orlando, FL
02.2023 - Current
- Provide tax compliance and advisory services to Small business, partnerships, individuals
- Participate in tax research on a variety of tax issues: working product/software inquiries, as well as with tax questions and calculations
- Develop recommendations for the client to consider and share with leadership to discuss and strategize
- Communicate and team with specialty tax practices on complicated tax matters in the state and local, high net worth, international, research and development along with credits and incentives areas
- Providing Tax Support to TurboTax Customers
- Applied defined practices, procedures and company policies to troubleshoot and resolve product and tax support customer inquiries
- Interact with customers utilizing strong written and verbal skills as well as deep customer empathy.
Tax Research Specialist
The Matlen Silver Group, Inc.
Remote
04.2021 - 10.2022
- Maintain and reconcile all tax audits research on tax returns
- Analyze all accounting information and prepare required paperwork
- Analyze all Federal, State, local agency accounting and tax information ensure compliance with all regulations
- Evaluate FUTA & FICA papers and prepare draft of return within timeframe and recommend improvements
- Administer and ensure compliance to Federal, State, and local agency
- Understand Federal, Multi state and local tax audit laws & regulations to reduce assessments
- Prepare required support papers for same and assist on all federal and state tax payments and ensure compliance to all consultants on monthly basis and maintain all work on vertex & Oracle software
- Respond to all tax issues for acquisition of property and portfolio investment
- Provide support to all non- income taxes issues and performs research on various tax issues and prepares all comprehensive memos and maintain record of all transactions for business issues
- Manage all communication for tax risks on all business transactions and collaborate with internal teams to assist all business transactions and provide assistance to all external accounting units
- Respond to all queries associate with tax submissions and ensure compliance to all extensions and payments
- Analyze all transactions and recommend alternatives to same and provide efficient response to all tax inquiries
- Research, consult and proffer resolution to all IRS notices and ensure compliance to all FUTA & FICA
- Review tax returns 941 FICA, 940 FUTA prepared by staff and make recommendations on return preparation regarding accuracy and tax savings opportunities
- Correspondence with customer & representative on client's current tax processes to identify inefficiencies and provide enhancements to improve client understand of notice
- Develop strong relationships with clients and other professional advisors through a commitment to outstanding client service
- Deliver a full range of Federal and State Tax tax return review, tax research, preparation & drafting client correspondence
- Research all regulations, case laws, policies, tax legislation
- State and local tax (SALT) deduction issues and develop appropriate solutions that impact clients' financial position.
Tax Preparer
Tall Oaks Jackson Hewitt
Raleigh-Durham, NC
12.2019 - 03.2021
- Prepares income tax return forms for businesses and individuals, S-corp on OneSource or PeopleSoft software
- Interviews clients to get information on deductible expenses, allowances and taxable income
- Reviews various financial records like income statements, receipts of expenditures and previous tax returns to determine a strategy for preparing current returns for partnership tax
- Calculates proper fee to change each customer for tax preparation services based on complexity of each form and the amount of time required for the work
- Continuing education courses to stay up to date on changes in federal and state tax codes
- Reviews various financial records like income statements, receipts of expenditures and previous tax returns to determine a strategy for preparing current return
- State and local tax (SALT) deduction
- Active P-tin.
Customer Service Representative
PFS GROUP
Morrisville, NC
09.2018 - 03.2020
- Apply payments accurately and efficiently to outstanding medical bills
- Reconcile payment with EOB Explanation of benefits
- Manage & resolve overpayment & or underpayments
- Set-up manage, reconcile, process of payment plans
- Manage delinquent accounts through resolution
- Monitor research and resolve collection of outstanding collections balance
- Prepare money tracking for review and reconciliation
- Review and apply denial correspondence per established procedures
- Perform review of accounts to ensure accurate monies are due per EOB with Epic healthcare system
- Determine and take corrective action as indicated in account review
- Answer questions and resolve issues based on tasks/phone calls
- Request and prepare patient statements and correspondence in response to inquiries
- Document and track contacts with hosts system
- Provide professional, prompt, courteous and accurate service to al external customers
- Identify problems and elevate them to supervisory level as appropriate
- Ability to maintain accuracy and production standards
- Perform job functions with minimal supervision.
Customer Care Assistant
Conduent Call Center
Raleigh, NC
02.2016 - 12.2017
- Ability to navigate through multiple computer applications with speed and accuracy(Convergence, Microsoft Word, MetaVance, Diamond, Microsoft Outlook,Skype for Business, siebel/Guide well & BCBSFL Ctios ABD9.18)
- Ability to work with customers to resolve inquiries Claims, Billing Issues
- Provide troubleshooting assistance to customers
- Handles incoming and outbound calls processing Health and Dental related information
- Strong sense of empathy working with survivors and handlers through process when death benefits
- Prior Defined Benefits, Health & Welfare
- Ability to accept and implement coaching and feedback in order to achieve individual and team performance goals
- Maintain a high level of world class customer service
- Used innovative solutions to complex problems, and proposes improvements to processes
- Works autonomously within established procedures and practices
- Responsible for the day-to-day service and administration of benefit plans for assigned clients using established procedures and detailed instructions
- Improves participant decision-making process by having a complete knowledge of the clients health and welfare employee benefit plans including but not limited to medical, dental, prescription plan, life insurance, AD&D, and LTD enrollments and changes; COBRA process, as well as the cost of associated premiums
- Explains the appropriate participant forms and provides guidance on completion
- Assists participants with portal navigation
- Process various types of calculations, meeting timeliness and accuracy standards
- Interpret plan rules to ensure compliance with plan document
- Analyze transactions to ensure proper quality standard
- Contact participants to explain calculations or resolve participant/client related issues
- Review incoming forms for completion and accuracy; take appropriate corrective action
- Assists Participants with Portal Navigation
- Received 100% quality each and every month
- Other duties as assigned.
Independent Sales Representative
Worldventures Marketing LLC
Durham, NC
10.2014 - 12.2016
- Independent sales representative for World Ventures Multi level Marketing which promotes, presents, represents and sells Travel products to potential clients and past clients
- Coordinated travel plans, customized domestic and international itineraries for the independent traveler, sold membership packages
- Building and training the team that were always eager to learn and share the education with their clients making them loyal long-term residual income and relationships
- A home-based business marketing the essential services people need and use every day, while earning lasting, residual income.
Customer Service Representative
Southern Season
Chapel Hill, NC
09.2015 - 12.2015
- Set up, manage, reconcile, process, and/or balance bank and/or customer accounts on Microsoft Office 2016, taking inbound calls, apply credit card payments, send out invoice, requesting gift cards to be mailed, working with Management to resolve any issue.
Accounts Receivable Analyst
Aetna Rx Home Delivary
Plantation, FL
01.2008 - 01.2013
- Process incoming payments
- Apply payments accurately and efficiently
- Reconcile payment batches
- Manage & resolve overpayment & recovery of lost customer & company money
- Set up, manage, reconcile, process on customer accounts
- Manage delinquent accounts through resolution
- Monitor research and resolve collection of outstanding premium overdue accounts or revenue adjustment issues
- Prepare unapplied money tracking for review and reconciliation
- Review and apply denial correspondence per established procedures
- Perform review of accounts to ensure accurate application of monies
- Determine and take corrective action as indicated in account review
- Answer questions and resolve issues based on tasks/phone calls
- Request and prepare patient statements and correspondence in response to inquiries
- Document and track contacts with members
- Provide professional, prompt, courteous and accurate service to al external customers
- Identify problems and elevate them to supervisory level as appropriate
- Ability to maintain accuracy and production standards
- Perform job functions with minimal supervision
- Properly document work per established procedures
- Readily perform other duties as assigned including collections.
Data Entry
American Debt counseling Inc
Coral Springs, FL
01.2004 - 01.2006
- Prepare data for inputting into databases
- Input data in an accurate and efficient manner
- Verify accuracy of information prior to keying
- Corroborate data accuracy after performing data entry procedures
- Update records and information in the database
- Compile statistical data for analysis purposes
- Retrieve data for informational purposes as directed
- Compare entered data with the source documents
- Process forms as directed
- Researched credit reports, created and prepared budget sheets
- Analysed data qualify individual debtors for extension of payment.
HIM Clerk
ChartOne, Inc
Hollywood, FL
01.2000 - 01.2003
- Respond to phone inquiries in regards to status checks
- Data Entry
- Scanning of files and requests
- Process requests for release of information
- Opening and entering mail.
Education
High school or equivalent - Business Management
Everst University
Pompano Beach, FL01.2013
Skills
- Customer Service
- Call Center
- Customer Care
- Customer Support
- CSR
- Data Collection
- Tax Experience
- QuickBooks
- Software Troubleshooting
- Payroll Familiarity
- Local, State and Federal Tax Returns
- Tax Code Knowledge
- Due Diligence
- Time Management
- IRS Correspondence
- Tax support
- Tax Credit Specialist
- Individual tax returns
- Tax filing experience
Certification
Driver's License
Personal Information
Title: Customer Service
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
The way to get started is to quit talking and begin doing.
Walt Disney
Timeline
Seasonal Tax Support Specialist
Baker Tilly US
02.2023 - Current
Tax Research Specialist
The Matlen Silver Group, Inc.
04.2021 - 10.2022
Tax Preparer
Tall Oaks Jackson Hewitt
12.2019 - 03.2021
Customer Service Representative
PFS GROUP
09.2018 - 03.2020
Customer Care Assistant
Conduent Call Center
02.2016 - 12.2017
Customer Service Representative
Southern Season
09.2015 - 12.2015
Independent Sales Representative
Worldventures Marketing LLC
10.2014 - 12.2016
Accounts Receivable Analyst
Aetna Rx Home Delivary
01.2008 - 01.2013
Data Entry
American Debt counseling Inc
01.2004 - 01.2006
HIM Clerk
ChartOne, Inc
01.2000 - 01.2003
High school or equivalent - Business Management
Everst University
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