Diane Gill
Detroit,Michigan
Summary
To assist in operating a successful firm involving tested administrative skills, tax and mortgage solving abilities where both experience and practical credentials can be utilized.
Detail-oriented Tax Preparer with 30 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
37
37
years of professional experience
1
1
Certificate
Work History
Tax Preparer, Customer Service, Input Collections Accounts Payable & Accounts Receivable
1st Financial Services
01.2014 - Current
- Input income and preparer the schedule for all the returns
- Processing the returns, paying all the accounts and receivable weekly
- Processing over thousands clients per year
- Inputting accounts payables and expense reports daily, coding them to the right account, filing and paying the accounts either weekly or monthly
- Customer Service Accounts payable (AP) professionals are responsible for ensuring that a company's bills are paid on time and efficiently, and for providing financial and administrative support
- Processing payments: Paying suppliers and vendors for goods and services, and scheduling paychecks
- Verifying invoices: Ensuring that invoices are accurate and match system reports
- Reconciling expenses: Keeping track of what's going out of the business by reconciling expenses and comparing system reports to balances
- Maintaining records: Keeping historical records and monitoring expenses for tax purposes
- Communicating with suppliers: Liaising with suppliers and finance officers regarding stock management, financial records, and accounts
- Improving processes: Continuing to improve the payment process, and responding to vendor inquiries
- Depending on the size and nature of the business, AP departments may also perform other functions, such as: Preparing analyses of accounts and monthly reports
- Maintaining internal controls to prevent duplicate payments and identify fraudulent invoices
- Conducting AP audits
Credit Restoration & Accounts Payable & Receivables & Loan Modification Specialist & Taxes
Preimer Home Loans
01.2006 - 12.2014
- Counsel Clients on the various loan programs available; processing and originating all loans with accuracy
- Daily operations of managing a small business
- Accounts receivable and accounts payable
- Meeting & greeting with appraisals, lenders and title companies
- Activating credit cards for the clients
- Handling settlements on there debts
- Counsel clients in rebuilding there credit and financial needs
- I have help over 150 clients from foreclosure in the Detroit, Southfield & Oakland Area
- Also have help over 350 people with credit repair and still counting
Staff Accountant-Accounts Payable & Accounts Receivable
Burns & Wilcox, LTD
09.2003 - 12.2005
- Collection and resolution of aged mortgage payments
- Research invoice and credit loan payment received
- Strong organizational and follow up skills
- Monthly reports for my aging accounts receivable
- Mailing out past due balances
- Weekly Code Calling regarding balances
- Cleaning up age accounts
- Customer Service, client support, aged accounts
- I collected over $250,000.00 on a monthly bases
- I handled 17 division each month
Accounts Payable & Accounts Receivable Specialist
SmithGroup, Inc.
04.2001 - 08.2003
- Collections, Customer Relations, Billing, Back Orders, Coding, Data Entry, Posting, Cash Requirements, Expense Reports, Check Processing, Aging Reports, Spreadsheets, Filing, Mail, etc
Accounts Payable & Accounts Receivable Specialist
Lason, Inc.
01.1998 - 03.2001
- Collections, Customer Relations, Billing, Back Orders, Coding, Data Entry, Posting Expense Reports, Filing, Aging Reports, Spreadsheets, ADP, etc
Branch Manager
Charter West Mortgage, LLC
03.1994 - 12.1997
- Research and assist clients and loan officers with daily mortgage and financing decisions
- Ensure that all loans are originated within proper guidelines with main emphasis on accuracy, and authenticity
Senior Loan Officer
American Home Loans
02.1991 - 02.1994
- Train new officers, process mortgage loans
- Ensure that all loans are originated within proper guidelines with main emphasis on accuracy, and authenticity
Loan Consultant/Originator
The Mortgage Company
03.1988 - 01.1991
- Consult individuals on loan options
Education
Bachelors - Psychology
MaryGrove College
Skills
- Benefits documentation
- Financial statement review
- Bookkeeping
- Documentation filing
- Individual returns preparation
- Tax-related research
- Tax advising
- Direct IRS filing
- Income documentation
- Data inputting
- Tax consulting
- New business development
- Tax return preparation
- Document preparation
- Account reconciliation
- QuickBooks proficiency
- Payroll taxes
- Research/due diligence
- Organization skills
Affiliations
- Michigan Mortgage Brokers Association
- National Association of Tax Professionals
Timeline
Tax Preparer, Customer Service, Input Collections Accounts Payable & Accounts Receivable
1st Financial Services
01.2014 - Current
Credit Restoration & Accounts Payable & Receivables & Loan Modification Specialist & Taxes
Preimer Home Loans
01.2006 - 12.2014
Staff Accountant-Accounts Payable & Accounts Receivable
Burns & Wilcox, LTD
09.2003 - 12.2005
Accounts Payable & Accounts Receivable Specialist
SmithGroup, Inc.
04.2001 - 08.2003
Accounts Payable & Accounts Receivable Specialist
Lason, Inc.
01.1998 - 03.2001
Branch Manager
Charter West Mortgage, LLC
03.1994 - 12.1997
Senior Loan Officer
American Home Loans
02.1991 - 02.1994
Loan Consultant/Originator
The Mortgage Company
03.1988 - 01.1991
- APM - Accredited Payables Manager
- APS - Accredited Payables Specialist
- CAPP - Certified Accounts Payable Professional
Bachelors - Psychology
MaryGrove College
Certification
- APM - Accredited Payables Manager
- APS - Accredited Payables Specialist
- CAPP - Certified Accounts Payable Professional
Accomplishments
- Completed more than 150 individual tax returns during 2023s tax season.
- Worked with clients to prepare individual tax, gift tax and estate tax returns.
- Achieved high customer satisfaction by obtaining positive results following individual income tax audits.
- Supervised team of 3 staff members.
- Grew business through word of mouth referrals and focusing on quality tax preparation.
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference
Work Type
Full TimePart TimeContract WorkWork Location
On-SiteRemoteImportant To Me
Career advancementWork-life balanceCompany CultureFlexible work hoursPersonal development programsStock Options / Equity / Profit SharingPaid time offWork from home optionHealthcare benefitsPaid sick leave401k matchTeam Building / Company Retreats4-day work weekQuote
I can’t understand why people are frightened of new ideas. I’m frightened of the old ones.
John Cage
Languages
English
Native or Bilingual
Interests
Kick Boxing Zumba Cardio Keeping Fit
Software
Micro Soft Excel
QuickBooks
TaxSlayer Pro
CRM Mortgage Software
References
Available upon Request
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