Ultratax
Kimberly Bull
Administrative Assistant And Bookkeeper
Summary
Customer service-focused individual with a highly motivated attitude and a passion for helping others. Demonstrates strong ability to quickly learn new software and is always eager to take on new tasks. Thrives in collaborative environments, leveraging excellent communication skills to foster team success. Committed to delivering exceptional customer experiences and contributing to the overall success of the team.
Overview
17
17
years of professional experience
3
3
years of post-secondary education
Work History
Accounting and Administrative Assistant
RM Bradley Management Corporation
10.2024 - 02.2025
- Receive the incoming checks, make sure deposited in correct account and then record them in Skyline
- Screened phone calls, emails, mail correspondence, prioritizing urgent matters for immediate attention or delegation as needed
- Ordered office supplies
- Developed and implemented efficient filing systems, resulting in improved document organization and retrieval times
- Prepare documents for property independent audits
- Maintained a professional appearance and demeanor at all times, representing the company positively in interactions with external stakeholders
- Maintained a clean and organized office environment, ensuring supplies were readily available
Accounts Receivable/Customer Service
ImmediaShip
08.2024 - 10.2024
- Invoicing, Disputes, Claims and Pricing
- Provided exceptional customer service by promptly addressing inquiries, resolving issues, and ensuring customer satisfaction
- Managed a high volume of incoming calls and emails, consistently meeting or exceeding performance metrics for response time and resolution
- Demonstrated strong product knowledge to effectively answer customer questions and provide accurate information
- Built rapport with customers through active listening, empathy, and personalized interactions
- Resolved complex customer complaints by investigating the root cause of the issue
- Collaborated with cross-functional teams to escalate unresolved issues and ensure timely resolution for customers
- Identified opportunities for process improvement based on common customer inquiries or pain points
- Handled billing inquiries including payment processing, refunds, adjustments, and account updates accurately and efficiently
- Assisted with order fulfillment processes such as tracking shipments or coordinating the delivery of shipment
- Increased efficiency by suggesting and implementing process improvements that reduced average handling time for customer inquiries
- Managed escalated customer issues with professionalism and empathy, ensuring swift resolution while maintaining a positive brand image
Customer Service/Billing/Collections
AERO ALL GAS
04.2024 - 08.2024
- Research collections disputes, contact customers from the initial call to collection of payment
- Helped in collections with setting up payment plans
- Preparing and sending customer invoices and statements
- Provided exceptional customer service by promptly addressing inquiries, resolving issues, and ensuring customer satisfaction
- Managed a high volume of incoming calls and emails, consistently meeting or exceeding performance metrics for response time and resolution
- Demonstrated strong product knowledge to effectively answer customer questions and provide accurate information
- Built rapport with customers through active listening, empathy, and personalized interactions
- Resolved complex customer complaints by investigating the root cause of the issue and implementing appropriate solutions
- Handled billing inquiries including payment processing, refunds, adjustments, and account updates accurately and efficiently
- Developed strong problem-solving skills through analyzing complex situations quickly while maintaining composure under pressure
- Demonstrated excellent written communication skills by crafting clear responses that addressed each aspect of the customer's inquiry concisely
- Assisted with order fulfillment processes such as tracking shipments or coordinating returns/exchanges when necessary
- Identified opportunities for process improvement based on common customer inquiries or pain points
- Assisted customers in navigating company website, troubleshooting technical issues, and placing orders online
Administrative Assistant/Bookkeeper
Bennett and Company, PC
11.2021 - 07.2023
- Prepare Sales Tax returns monthly for variety of businesses
- Bank Reconciliations
- Quickbooks, Ultratax, Adobe Acrobat, Microsoft Suite, Fixed Asset and Excel regularly used
- Maintained clients accounts by entering invoices, processing and making payments of bills
- Recorded clients incoming cash flow
- Apply for Articles or Incorporation, EIN, State ID Registration and apply for all needed payroll numbers and unemployment numbers
- File Annual Reports
- Prepare Financial Statements
- Enter and confirm all 1099's for our clients
- Prepare office for tax season including creating client folders, adding their tax information to folder as came in and boxing previous year returns for storage
- Prepare tax returns
- Maintaining client payments and billing out client
- Managed and maintained office supplies inventory, ensuring availability of necessary materials for daily operations
- Scheduled and coordinated meetings, appointments, and travel arrangements for executives and staff members
- Created and maintained electronic filing systems to ensure efficient retrieval of documents
- Assisted in the preparation of reports, presentations, and correspondence by gathering data and formatting documents
- Handled incoming calls, emails, and mail; directed inquiries to appropriate personnel or provided information as needed
- Maintained confidentiality of sensitive information while handling administrative tasks with professionalism
- Performed general clerical duties including photocopying, scanning, faxing, mailing, and filing documents
- Responded promptly to customer inquiries or complaints via phone/email/mail; resolved issues effectively within established guidelines/policies/procedures
- Updated databases with accurate contact information for clients/vendors/suppliers to ensure effective communication channels were maintained
Customer Service Representative/Dispatcher
LAZFLY Parking
08.2016 - 03.2020
- Handled customer reservations, customer check ins & outs and customer issues
- Maintained cash drawer including proper paperwork and deposits
- Provided exceptional customer service by promptly addressing inquiries, resolving issues, and ensuring customer satisfaction
- Demonstrated strong product knowledge to effectively answer customer questions and provide accurate information
- Built rapport with customers through active listening, empathy, and personalized interactions
- Collaborated with cross-functional teams to escalate unresolved issues and ensure timely resolution for customers
- Maintained detailed records of all customer interactions in CRM system for future reference and analysis
- Proactively followed up with customers after issue resolution to ensure their satisfaction was maintained
- Developed strong problem-solving skills through analyzing complex situations quickly while maintaining composure under pressure
- Monitored GPS tracking systems to track the location of vehicles in real-time and make necessary adjustments to optimize efficiency
- Maintained constant communication with drivers via radio or phone to provide updates on traffic conditions, route changes, or customer requests
- Responded promptly to customer inquiries, resolving issues or concerns related to drop off, lost or left behind items
Customer Service Representative/Lead Cashier
Cumberland Farms
06.2010 - 08.2016
- Certified in SERV Safe
- Managed cash register operations, including handling cash transactions, processing returns, and providing excellent customer service
- Maintained accurate records of daily sales, returns, and voids to reconcile with end-of-day reports
- Resolved customer complaints or issues regarding refunds or exchanges promptly and professionally
- Performed regular audits of cashier drawers to identify discrepancies or errors in cash transactions
- Developed strong product knowledge to assist customers with inquiries about merchandise availability or pricing
- Maintained a clean and organized checkout area by regularly restocking bags, receipt paper rolls, and other supplies as needed
- Provided guidance to customers on loyalty programs, promotions, discounts, or special offers available at the store
- Assisted in ordering, receiving and inspecting merchandise deliveries, verifying accuracy of shipments
- Operated lottery machine and processed ticket sales according to established procedures
- Stocked shelves and maintained inventory levels to ensure product availability for customers
- Monitored expiration dates of perishable items and rotated stock accordingly to minimize waste
Administrative Assistant/Bookkeeper
Bennett and Company, PC
09.2007 - 06.2015
- Form businesses from AOI, EIN, DOR, Payroll and Unemployment requirements by state
- File Annual Reports
- Maintained accurate financial records and performed bookkeeping duties for multiple clients
- Managed accounts payable and receivable, ensuring timely payment of invoices and collection of outstanding debts
- Reconciled bank statements, credit card statements, and other financial documents to ensure accuracy
- Prepared monthly financial reports summarizing income, expenses, and cash flow for management review
- Implemented efficient record-keeping systems to streamline bookkeeping processes
- Utilized accounting software such as QuickBooks, UltraTax, Fixed Assets and 1099 programs to input and track financial data accurately
- Prepared and edited correspondence, reports, invoices presentations, and other documents as needed
- Maintained spreadsheet of client payments
- Maintained office supplies inventory by anticipating needs and placing orders in a timely manner
- Screened phone calls and emails for executives, providing accurate information or redirecting inquiries to appropriate staff members
- Created efficient filing systems both electronically and physically to ensure easy retrieval of important documents
- Handled sensitive information with utmost confidentiality while maintaining data integrity at all times
- Researched pricing options from various suppliers/vendors leading to cost savings on office equipment purchases
- Managed and updated company databases, ensuring accuracy and completeness of information
- Assisted in the preparation of financial reports by gathering data, performing calculations, and creating visual presentations
- Served as the primary point of contact for visitors/guests, greeting them professionally and ensuring their needs were met during their time at the office
- Demonstrated proficiency in using various software applications (e.g., Microsoft Office Suite) to create documents/spreadsheets/presentations/reports efficiently and accurately
Education
Bachelor of Science - Accounting
University of Phoenix-Online Campus
Remote 01.2024 - Current
Financial accounting, Managerial accounting, Intermediate Accounting 1 and 2, Cost Accounting, Income taxes, Microsoft Office
Asnuntuck Community College
Enfield, CT 09.2008 - 05.2010
Skills
Accounting
Accounting software-QuickBooks
Accounting software-UltraTax
Accounting software-Fixed Assets
Data entry
Communication skills
Bank Reconciliation
Microsoft Office
General Ledger Accounting
Financial Statement Preparation
Customer Service
Account Reconciliation
Adobe Acrobat
Balance Sheet Reconciliation
Tax Experience
Office Management
Organizational skills
Time management
Administrative Assistant
Journal Entries
Customer relationship management
Financial Analysis
Accounts Receivable
Computer skills
Microsoft Suite
Accounts Payable
Bookkeeping
Payroll
Additional Information
I am trained in many software programs from Microsoft Office, UltraTax, QuickBooks and Fixed Assets, Adobe Suite, Skyline and data entry, I truly believe that customer service should be outstanding. I try to and will remember little things about them so they know I do care, I am highly motivated and eager to learn. I will work on anything to help someone., I enjoy working in both group and alone environment and can multitask, I want to learn and be taught. I am returning to school to get my Bachelor's in accounting.
Awards
Employee of the year, 01/01/18, I received employee of the year due to my dedication, communication skills, and customer service with Lazfly Parking
Personal Information
- Willing To Relocate: Anywhere
- Authorized To Work: US for any employer
Software
Microsoft Office Suite
Timeline
Accounting and Administrative Assistant
RM Bradley Management Corporation
10.2024 - 02.2025
Accounts Receivable/Customer Service
ImmediaShip
08.2024 - 10.2024
Customer Service/Billing/Collections
AERO ALL GAS
04.2024 - 08.2024
Bachelor of Science - Accounting
University of Phoenix-Online Campus
01.2024 - Current
Administrative Assistant/Bookkeeper
Bennett and Company, PC
11.2021 - 07.2023
Customer Service Representative/Dispatcher
LAZFLY Parking
08.2016 - 03.2020
Customer Service Representative/Lead Cashier
Cumberland Farms
06.2010 - 08.2016
Financial accounting, Managerial accounting, Intermediate Accounting 1 and 2, Cost Accounting, Income taxes, Microsoft Office
Asnuntuck Community College
09.2008 - 05.2010
Administrative Assistant/Bookkeeper
Bennett and Company, PC
09.2007 - 06.2015