Jeannie Albergo
Sherman,TX
Summary
Hardworking and passionate with strong organizational skills. Ready to help a team achieve company goals. Personable and dedicated with extensive experience in customer relations. Solid team player with an upbeat, positive attitude and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success.
Overview
27
27
years of professional experience
Work History
Tax Preparer Assistant
H&R Block
11.2022 - 04.2024
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Facilitated communication between clients and tax authorities.
- Collaborated with clients to answer questions and provide advice on tax matters.
- Offered clients recommendations to reduce tax liabilities.
- Analyzed financial documents to accurately reflect client information on tax returns.
- Utilized tax software to prepare returns and meet deadlines.
Accounting Assistant
Riverside County Department of Child Support Servi
06.2002 - 04.2010
- Managed daily functions with attention to accounts receivable.
- Communicated with clients to facilitate timely disbursements.
- Utilized automation system to process and scan payments to streamline transactions.
- Verified payments received and disbursed to clients.
- Applied mathematical skills to calculate totals, check figures, and correct problems with digital files.
- Checked cases for disbursements to clients daily.
- Received payments from clients via cash, check, money orders and applied to proper cases.
- Verified and posted account transactions to prepare checks and maintain accounting ledgers.
- Effectively communicated with clients about payment needs and kept updated detailed and accurate ledgers.
- Observed strict confidentiality rules to maintain data integrity and protect clients.
Office Assistant
Riverside County District Attorney's Office
07.1997 - 06.2002
- Collected payments, issued receipts, and updated accounts.
- Reviewed files, records and other documents to obtain information to respond to requests.
- Answered approximately 500 phone calls daily and pleasantly.
- Handled requests-for-information and delegated clients service tasks to appropriate departments.
- Prepared and made daily deposits 10 key tapes and assisted with invoice processing and bank reconciliation.
- Compiled and analyzed data to produce reports.
Education
Associate of Science - Human Services
Riverside City College
Riverside, CA06.2002
Skills
- Collections and Invoice Processing
- Verbal and Written Communication
- Attention to Detail
- Proactive and Self-Motivated
- Creative Problem Solving
- Data Entry and 10-Key
Timeline
Tax Preparer Assistant
H&R Block
11.2022 - 04.2024
Accounting Assistant
Riverside County Department of Child Support Servi
06.2002 - 04.2010
Office Assistant
Riverside County District Attorney's Office
07.1997 - 06.2002
Associate of Science - Human Services
Riverside City College