Kimberley Waxman
Sanford
Summary
Detail-oriented office administrator with experience in financial transactions, client communications, and administrative support in accounting and hospitality. Proven ability to manage teams, streamline operations, enhance service delivery, and ensure compliance with financial regulations. Skilled in utilizing accounting software to drive efficiency in a dynamic remote environment.
Overview
30
30
years of professional experience
1
1
Certification
Work History
Office Administrator
Duryea & Edwards CPA's, LLC.
11.2024 - 05.2025
- Enhanced client satisfaction by providing accurate and timely tax preparation assistance.
- Increased customer satisfaction through professional handling of inquiries and prompt resolution of issues.
- Demonstrated exceptional multitasking abilities while juggling diverse responsibilities, including reception and ad-hoc administrative tasks.
- Expedited invoice processing by accurately reviewing vendor submissions, reconciling accounts payable discrepancies, and conducting timely payments.
- Supported clients in gathering relevant financial information, enabling accurate tax return filings.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Streamlined appointment scheduling for executives, optimizing their daily agendas for maximum productivity.
Accounts Receivable/ Tax Administrator
Wolfe Financial Group/The Accounting Office Inc.
02.2023 - 11.2024
- Processed all in-house billing for several thousand clients.
- Tax Processing for corporate clients using Thompson Reuters software suite
- Managed hundreds of timely filings of all necessary federal and state income tax returns, avoiding penalties or late fees due to missed deadlines.
- Responded to taxpayer questions and helped individuals complete and file tax documentation.
- Maintained accurate financial records by regularly reconciling accounts receivable ledgers.
- Ensured timely payments from clients through effective communication and proactive follow-ups.
- Posted customer payments by recording cash, checks, and credit card transactions.
- Verified discrepancies and resolved clients' billing issues
- Analyzed aging reports and provided recommendations for improving collections efforts.
- Developed and maintained strong client relationships, fostering trust and open communication.
- Provided exceptional customer service by addressing client inquiries promptly and professionally.
- Reconciled daily AR ledger and verified proper posting.
- Maintained strict confidentiality regarding sensitive client information in accordance with company policies and legal requirements.
- Coordinated schedules and appointments for a team of tax professionals, optimizing productivity during the busy tax season.
- Reviewed and updated client correspondence, ensuring clear communication of tax-related information and deadlines.
- Managed high volumes of paperwork, ensuring timely processing of client documents and maintaining accurate records.
- Assisted in preparing several hundred tax forms, reducing the workload for senior staff members during peak times.
- Conducted follow-up with clients after filing taxes to ensure satisfaction and address unresolved issues or concerns.
Vote Pass Assistant
Seminole County Supervisor of Elections
10.2020 - 11.2024
- Verified voter identification documents, maintaining integrity within the electoral process.
- Contributed to fair election outcomes by adhering strictly to established guidelines and protocols.
- Safeguarded sensitive voter information, maintaining confidentiality throughout the election process.
- Resolved voter inquiries, providing accurate information on voting procedures and eligibility requirements.
- Ensured accurate vote counts by diligently following established ballot handling procedures.
- Set up and dismantled polling locations promptly, minimizing disruption to host sites such as schools or community centers.
- Maintained a welcoming and organized polling station for efficient voting operations.
Virtual School Tutor
self-employed
03.2020 - 01.2023
- Tutoring services for multiple virtual school platforms and various grade levels raised grades from Cs to As.
- Enhanced student comprehension by utilizing various teaching methods tailored to individual learning styles.
- Boosted students' confidence and academic performance through personalized tutoring sessions.
- Provided homework assistance using specific curriculum and materials.
Travel Contracts Manager
Sun And Fun Media
04.2008 - 11.2009
- Set up flights, hotels, and ground transportation for individuals and groups.
- Streamlined booking processes for more accurate and timely reservations, improving overall service quality.
- Negotiated competitive rates with vendors, achieving 20% cost savings for Sun and Fun Media's annual budget.
- Provided essential information and paperwork to travelers.
- Advised customers on necessary travel documents and visa requirements to successfully reach planned destination.
- Collaborated with colleagues to create and promote special travel packages.
Account Executive
Orlando Entertains
08.1998 - 07.1999
- Sales Representative for local attractions such as Blazing Pianos, Wild Bills, and King Henry's Feast
- Contracted with companies to participate in mutuality beneficial strategies to increase the occupancy and sales of each venue.
- Qualified leads, built relationships and executed sales strategies to drive new business.
- Exceeded sales targets consistently by identifying new business opportunities and creating customized solutions for clients.
- Attended networking events to build relationships and identify sales opportunities.
- Conducted regular check-ins with existing clients to assess their needs and identify upselling opportunities.
Holiday Service Executive
Airtours
06.1996 - 08.1998
- Conducted welcome presentations to as many as 100 guests, travel planning and sales, and customer service, which included issuing compensation claims for guest complaints, hotel inspections, and brochure accuracy.
- Proactively monitored customer feedback, identifying trends and implementing corrective actions to enhance customer satisfaction.
- Demonstrated adeptness in managing challenging client situations, maintaining positive relationships, and resolving issues professionally.
- Organized memorable group tours with engaging activities and knowledgeable guides.
- Provided thorough pre-trip information packets, ensuring clients were well-prepared for their travels.
- Developed strong relationships with vendors, securing competitive rates and attractive client packages.
- Increased repeat business through excellent customer service, attention to detail, and timely communication.
- Enhanced customer satisfaction by providing personalized travel itineraries and recommendations.
- Collected and deposited payments from guests.
- Greeted guests warmly and explained what to expect on travel tours.
Flight Attendant
Comair Airlines
08.1995 - 06.1996
- Demonstrated flexibility and adaptability amidst schedule changes, delays, or challenging situations while maintaining a positive attitude.
- Maintained a safe cabin environment by conducting pre-flight safety checks and following FAA regulations.
- Managed inventory effectively, ensuring that all necessary supplies were available for each flight, while minimizing waste and costs.
- Used excellent customer service skills in addressing passengers' needs.
- Enhanced passenger satisfaction by providing exceptional in-flight service and addressing individual needs.
- Handled medical emergencies calmly and competently following established protocols while liaising with the cockpit crew as needed.
- Collaborated with fellow crew members to deliver a seamless travel experience for passengers on domestic and international flights.
- Increased customer loyalty through personalized interactions, promptly attending to concerns, and resolving issues professionally.
Education
Bachelor's degree - Hospitality Management
University of Central Florida
Orlando, FL08.1995
Skills
- Public Speaking
- Guest Services
- Negotiation
- Presentation Skills
- Team Management
- Microsoft Office
- Accounting Software
Certification
- Safe Staff food safety provider
- Substitute Teaching Certification
- ServSafe Alcohol Certificate
Timeline
Office Administrator
Duryea & Edwards CPA's, LLC.
11.2024 - 05.2025
Accounts Receivable/ Tax Administrator
Wolfe Financial Group/The Accounting Office Inc.
02.2023 - 11.2024
Vote Pass Assistant
Seminole County Supervisor of Elections
10.2020 - 11.2024
Virtual School Tutor
self-employed
03.2020 - 01.2023
Travel Contracts Manager
Sun And Fun Media
04.2008 - 11.2009
Account Executive
Orlando Entertains
08.1998 - 07.1999
Holiday Service Executive
Airtours
06.1996 - 08.1998
Flight Attendant
Comair Airlines
08.1995 - 06.1996
Bachelor's degree - Hospitality Management
University of Central Florida