Dedicated professional prepared to bring extensive expertise and results-oriented approach to Specialist role. Known for effectively managing tasks and supporting organizational goals through collaborative efforts and adaptive strategies. Recognized for excellent communication and analytical skills, ensuring seamless operations and consistent outcomes.
Overview
36
36
years of professional experience
Work History
TAX EXAMINING SPECIALIST
INTERNAL REVENUE SERVICE
12.2023 - Current
Apply accounting rules, and computes tax, penalties, and balances due
Monitors collection activity and recommends lien or levy action or release, with attention to statute expiration date
Resolves all types of taxpayer correspondence inquiries with a wide variety of issues for both current and prior year accounts through written contact with customers
Performs a review for potential discrepancies
Determines appropriate closure, notice, or letter issuance and/ or necessity of taxpayer contact
Composes letters and taxpayer correspondence
Apply appropriate disclosure requirements
Analyze and resolve tax processing problems regarding current and prior year tax liabilities and the impact on subsequent tax years already filed, future reporting requirements, and acceptance of reporting and documentation requirements
Proposes, identifies, accepts, rejects, or disallows claims to adjust tax and/or penalty
Knowledge of available on-line systems, research materials, technology, and tools to resolve taxpayer inquiries
Knowledge of the automated system to generate notices and other taxpayer correspondence, and to control and monitor individual inventory
Knowledge of procedures and criteria for Examination, Criminal Investigation, Collection, Adjustments, Appeals, Disclosure and Taxpayer Advocate Service sufficient to recognize issues requiring coordination with these areas
Utilizes ITM (Integrated Talent Management) course for self-improvement and advancement
Follows all company policies and procedures to deliver quality work.
Collaborate with cross-functional teams to achieve project goals on time and within budget.
Developed training materials to enhance staff proficiency and productivity.
SUBSTITUTE TEACHER
MEMPHIS CITY SCHOOLS
03.2023 - 12.2023
Followed classroom plans left by class teacher to continue student education and reinforce core concepts.
Developed strong rapport with students through consistent encouragement and support, fostering a positive learning atmosphere conducive to academic growth.
Repeatedly requested as substitute teacher by teachers based on excellent past referrals and trusted performance.
Kept students on-task with proactive behavior modification and positive reinforcement strategies.
Maintained day-to-day classroom management and discipline to promote learning initiatives.
Supervised lunchroom and recess activities.
Boosted student engagement with interactive lessons, incorporating real-world examples and hands-on activities.
INVENTORY ACCOUNTING ANALYST
VANTIVA (FORMERLY TECHNICOLOR)
11.2021 - 03.2023
Responsibilities included interfacing with Studio Clients on inventory on-hand balances and discrepancies in all North American facilities
Initiated process improvement of client issues within other Technicolor Operational Departments
Communicated effectively with Executive Management and Studio Clients
Interpreted a variety of instructions furnished in written, oral, diagram, or schedule form
Increased stock accuracy by identifying and addressing root causes of discrepancies in a timely manner and conducting regular audits and reconciliations.
Provided valuable insights on product performance trends through detailed sales analysis, influencing marketing strategies accordingly.
Played a key role in annual physical count activities, coordinating resources efficiently while maintaining a high level of accuracy throughout the process.
Maintained organized records of all inventory transactions, ensuring data integrity for financial reporting purposes.
Enhanced weekly, monthly, and annual financial reporting accuracy with thorough analysis of inventory data and valuation adjustments.
ACCOUNT COORDINATOR
CORNERSTONE SYSTEMS, INC.
10.2019 - 11.2021
Responsibilities included tracking and tracing of shipments
Reviewed and resolved shipping discrepancies
Reviewed and approved freight invoices
Provided follow up in a timely manner
Worked closely with carriers to ensure timely pickup and delivery
Produced SOP's for customer service duties
Worked closely with dispatchers to ensure all loads were booked
Answered phones and transferred calls to correct person
Escalated issues to appropriate channels as necessary.
Fostered a positive work environment by actively participating in team-building activities and demonstrating commitment to the success of coworkers and clients alike.
Maintained detailed records of account activities, ensuring accurate invoicing and budget tracking processes were in place.
Asked appropriate open-ended questions to discover customers' needs and requirements.
TRANSPORTATION CUSTOMER SERVICE SPECIALIST
ABB, INC (FORMERLY THOMAS & BETTS)
12.2016 - 08.2019
Responsibilities included track and trace of shipments
Reviewed and resolved shipping discrepancies
Reviewed and approved freight invoices
Provided BOL's as needed
Filed claims for lost/damaged shipments with carriers, and monitored and updated claims filed
Provided follow up in a timely manner
Worked closely with carriers to ensure timely and accurate freight invoice payments
Calculated difference in shipping cost discrepancies
Acted as supply clerk for department
Acted as safety captain for department
Participated in the creation of transportation department policy and procedures
Enhanced customer satisfaction by resolving issues promptly and professionally.
Developed rapport with customers, fostering long-term relationships and repeat business.
Actively participated in team meetings and professional development workshops, continuously seeking opportunities to enhance skills and provide exceptional customer service.
Educated customers about billing, payment processing and support policies and procedures.
SR. CUSTOMER SERVICE REPRESENTATIVE
THOMAS & BETTS, A MEMBER OF ABB
04.2013 - 12.2016
Acted as one of the lead account reps in the Customer Service Department while mentoring junior team members, contributing to their professional development and overall team success
Acted as the liaison between end users and product managers and distribution center
Established strong rapport with customers, fostering long-term relationships and repeat business.
Demonstrated excellent multitasking abilities by managing multiple concurrent tasks while ensuring timely completion.
Enhanced customer satisfaction by promptly addressing and resolving complex inquiries and complaints.
Developed comprehensive knowledge of company products and services in order to provide accurate information to customers.
Processed, scheduled and executed customer orders for new and established customers.
Escalated issues to proper supervisors when standard processes were not effective.
Watched flagged customer accounts to monitor ongoing issues and deploy newfound solutions for outstanding concerns.
Assisted in creating departmental policies, protocols, and guidelines that improved overall effectiveness of the customer service team.
Analyzed customer data to identify trends and opportunities for improving customer satisfaction levels.
QUALITY ASSURANCE ANALYST
UNIVERSITY OF MARYLAND UNIVERSITY COLLEGE
01.2012 - 12.2012
Ensured that the helpdesk employees were assisting patrons accurately and timely
Participated in the updating and continual improvement of the quality assurance review process and forms
Provided feedback to the Support Center Management on individual support professionals' calls and documentation quality
Participated in PIP procedures to provide feedback of monitored employee performance
Assisted in operating in the role of a helpdesk employee in times of need
Participated in regular meetings with cross-functional teams to discuss progress updates, communicate concerns or challenges, and ensure alignment of project goals.
CUSTOMER SERVICE & WAREHOUSE SUPERVISOR
CHURCH OF GOD IN CHRIST PUBLISHING HOUSE
09.2009 - 09.2011
Began as Administrative Assistant before supervising the customer service team as well as the warehouse operations for a religious publishing company
Ensured accurate and timely order entry of quarterly Sunday School literature and various other items
Ensured timely and most cost-effective method of shipping orders to customers
Ensured product was produced in a timely manner preventing delays in shipping
Provided logistics support for COGIC showcases and annual conference by coordinating the pickup and return of products to and from warehouse to site and back to warehouse
Hired and terminated employees; maintained timecards
Performed various IT functions to ensure continued system performance for both order entry and shipping systems
Participated in the creation of the company website and performed the maintenance/updates as required
Performed annual warehouse inventory
Handled day-to-day shipping and receiving overseeing more than 2000 packages per day.
CUSTOMER SERVICE REPRESENTATIVE
GAMES WORKSHOP
09.2004 - 09.2009
Tracked and expedited customer shipments
Resolved customer complaints
Provided follow up in a timely manner
Reported weekly KPI's to management team
Assisted in picking, packing, shipping, and auditing as needed
Maintained detailed records of customer interactions and transactions, ensuring accurate documentation and follow-up.
Participated in training programs to enhance product knowledge and customer service skills.
STOREKEEPER THIRD CLASS PETTY OFFICER
US NAVY
04.1989 - 11.1993
Served my country by supplying the fleet during Desert Storm
Participated on the firefighting team
Participated in the security team
Picked, packed, received, shipped, and inventoried materials in warehouse
Operated, maintained, and inventoried assigned storeroom onboard ship
Performed data entry functions in warehouse management system
Functioned as a forklift operator
Education
Associate of Applied Science - Office Administration
Southwest Tennessee Community College
Memphis, TN
05-2003
Skills
Customer relations
Expert problem solving
Analytical thinking
Documentation management
Excellent with AS400, MS Word, Excel, Powerpoint, Outlook, Visio, Google, and SAP
Timeline
TAX EXAMINING SPECIALIST
INTERNAL REVENUE SERVICE
12.2023 - Current
SUBSTITUTE TEACHER
MEMPHIS CITY SCHOOLS
03.2023 - 12.2023
INVENTORY ACCOUNTING ANALYST
VANTIVA (FORMERLY TECHNICOLOR)
11.2021 - 03.2023
ACCOUNT COORDINATOR
CORNERSTONE SYSTEMS, INC.
10.2019 - 11.2021
TRANSPORTATION CUSTOMER SERVICE SPECIALIST
ABB, INC (FORMERLY THOMAS & BETTS)
12.2016 - 08.2019
SR. CUSTOMER SERVICE REPRESENTATIVE
THOMAS & BETTS, A MEMBER OF ABB
04.2013 - 12.2016
QUALITY ASSURANCE ANALYST
UNIVERSITY OF MARYLAND UNIVERSITY COLLEGE
01.2012 - 12.2012
CUSTOMER SERVICE & WAREHOUSE SUPERVISOR
CHURCH OF GOD IN CHRIST PUBLISHING HOUSE
09.2009 - 09.2011
CUSTOMER SERVICE REPRESENTATIVE
GAMES WORKSHOP
09.2004 - 09.2009
STOREKEEPER THIRD CLASS PETTY OFFICER
US NAVY
04.1989 - 11.1993
Associate of Applied Science - Office Administration