Julie Taylor

• Manage daily accounting operations, including A/R, A/P, and bank reconciliations.
• Maintain accurate, up-to-date financial records and documentation.
• Prepare financial statements and record all financial transactions.
• Assist with tax compliance and organize receipts into proper categories.
• Assist with filing annual tax return and support owner with financial recordkeeping

• Post information to agency records and modify forms or records.
• Record and input information to internal database records.
• Conduct outbound telephone calls.
• Perform data entry and retrieval and perform arithmetical computations.
• Receive coaching/feedback and implement/take action to make changes as appropriate.
• Participate in internal training through company Learning Management System and passing certification tests.
• Adhere to service compliance requirements by completing training modules and passing annual re-certifications.
• Maintain required production and quality standards as outlined by contract.
• Recognize & assess issues associated to the task following work instructions as outlined by the line of business and escalates when necessary.
• Effectively work in a team environment.
• Demonstrate flexibility and ability to adapt to change.
• Additional duties as assigned.

• Provided high‑volume customer support via phone, email, and in‑person interactions.
• Set up new accounts, processed payments, and managed daily route scheduling across three locations.
• Printed and distributed route sheets, ensured drivers received correct assignments, and monitored daily operations.
• Reconciled transfer station sheets and assisted with internal account corrections.
• Monitored driver credit card activity, scanned receipts, and entered missing data.
• Contacted delinquent accounts, created work orders, and developed new processes for customer satisfaction outreach.
• Worked remotely during emergencies, including tornado damage, using personal laptop and phone.
• Assisted with Rolloff scheduling, vehicle tracking, mileage logs, and distribution of incoming paperwork.
• Managed inbound customer calls regarding recycling pickup schedules, sanitation services, and account questions.
• Resolved service issues by coordinating missed pickups, route changes, and special collection requests.
• Updated customer accounts with accurate service notes, contact details, and billing adjustments.
• Scheduled waste and recycling pickups while balancing dispatch needs and customer availability.
• Documented complaints and follow-up actions to support timely resolution and service continuity.
• Processed payment inquiries, invoice questions, and account status updates with attention to detail.
• Maintained detailed records of customer interactions, contributing to a comprehensive a a comprehensive database for future reference.
• Cross-trained and provided backup support for organizational leadership and other customer service managers.
• Identified and resolved discrepancies and errors in customer accounts.
• Prepared correspondence, reports, and documents with consistent accuracy and confidentiality.

Also worked here from 2004-2007.

• Prepared accurate individual and small-business tax returns using current IRS and state filing requirements.
• Interviewed clients to gather financial information and identify deductions, credits, and filing status.
• Reviewed completed returns for accuracy, compliance, and consistency before submission.
• Explained tax outcomes, refund options, and required documentation in clear, client-focused language.
• Resolved complex tax questions by applying updated federal and state tax guidance.
• Supported e-filing workflows, scanned source documents, and maintained organized client records.
• Assisted seasonal staff with tax preparation procedures, software navigation, and customer service standards.
• Strengthened office efficiency by streamlining intake, document review, and return completion processes.
• Reviewed client financial documents thoroughly to ensure accuracy and completeness of data input into tax software programs.
• Built strong professional relationships with clients, fostering trust and loyalty through exceptional service delivery.
• Optimized tax savings for clients by identifying relevant deductions, credits, or adjustments based on their unique financial situations.
• Continuously refined personal knowledge base by participating in ongoing professional development opportunities such as webinars or conferences.
• Managed a diverse portfolio of individual and business clients, ensuring timely and accurate tax filings.
• Conducted thorough research on complex tax issues to provide accurate advice and solutions to clients.
• Analyzed financial records to verify accuracy of tax returns.
• Assessed client tax situations to determine best filing options.
• Completed and filed returns with tax departments at local, state, and federal levels.
• Maintained compliance by adhering to current tax laws and regulations.
• Offered clients recommendations to reduce tax liabilities.
• Reviewed clients' tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
• Researched complex tax issues utilizing online resources and professional tax software.
• Identified potential audit red flags to minimize risk of IRS audits.
• Contacted IRS or other relevant government organizations on behalf of the client to address issues related to tax self-preparation.
• Collaborated with clients to answer questions and provide advice on tax matters.
• Responded to inquiries from IRS and other tax authorities.
• Developed spreadsheet models to accurately track tax information.
• Prepared written responses or tax return amendments to resolve state and federal notices.

• Prepared federal and state tax returns for individuals and businesses.
• Maintained detailed procedural processes to improve accuracy and efficiency.
• Handled confidential client information and maintained master database records.
• Responded to website inquiries and managed customer communications.
• Sold a broad range of merchandise to individual customers.
• Reviewed financial records to identify reporting issues and reduce audit exposure.
• Researched changing tax laws to apply current regulations across filings and client consultations.
• Reconciled income, expenses, and supporting documents to ensure complete return preparation.
• Developed strong relationships with clients by maintaining open communication lines and addressing concerns promptly.
• Performed analysis on inventory, accounts receivable and accounts payable balance sheet accounts.
• Researched and provided summary memos on technical tax issues at request of partners and clients.
• Recorded, classified and summarized financial transactions and events in accordance with accounting principles.
• Reconciled tax accounts for $280,000 annual revenue-producing company.
• Provided journal entries and performed accounting on cash and accrual basis.
• Cleaned residential spaces thoroughly, including kitchens, bathrooms, bedrooms, and living areas.
• Sanitized high-touch surfaces using safe cleaning products and proper disinfection methods.
• Inspected rooms for missed areas and corrected details to ensure consistent quality.
• Followed client preferences and cleaning checklists to complete customized service requests.
• Created spotless surfaces by dusting, sweeping, vacuuming and mopping.
• Organized tasks efficiently, prioritizing workload according to client preferences and property requirements.
• Provided exceptional customer service through active listening, problem-solving abilities, and clear communication skills.