Lorianne Anderson
Angleton,Texas
Summary
Dependable accounting professional acknowledged for reliability, integrity and quick-learning ability. Highly skilled in accounting and taxation with eye for identifying and correcting errors. Dedicated with strong work ethic and resourceful nature. Detail-oriented Accounting Assistant offers 20 years of experience in accounting roles. Skilled in account reconciliation, report drafting and collections. Industrious and meticulous with strong history of integrity and reliability. Dependable accounting professional acknowledged for reliability, integrity and quick-learning ability. Highly skilled in Accounting with eye for identifying and correcting errors. Dedicated with strong work ethic and resourceful nature. Focused Administrative Accounting Assistant offers 20 years of accounting experience, AP/AR management and collections. Dedicated to contributing to team objectives and fostering company growth. Maintains professional appearance and demeanor and expertly completes assigned tasks with focus on quality. Dependable and quick-learning team player with effective communication and organization skills.
Overview
9
9
years of professional experience
1
1
Certification
Work History
ADMINISTRATIVE ACCOUNTING ASSISTANT
AMERICAN WATER SERVICE
01.1994
- Account Payables, Account Receivable, 60 wpm Typing, Filing, Mailing, And Correspondence, Maintain
- Accounts, Billing, Deposits, Answering multiline phone calls and Directing Calls, Customer Service Skills.
- Created detailed commission reports for clients and inspectors both daily, weekly, and monthly
- Performed administrative and clerical duties such as word processing, data entry, faxing and copying
- Investigated daily variances and corrected errors to resolve discrepancies
- Used accounting software to prepare weekly and monthly financial reports
- Reconciled account information and reported figures in general ledger by comparing to bank account statement each month
- Supervised daily bookkeeping operations with attention to accounts receivable, accounts payable, banking reconciliation and disbursements
- Checked general ledger entries to increase accuracy, prevent significant errors and identify adjustments
- Communicated with suppliers to reconcile invoice payments
Tax Specialist
H&R Block Tax Svc
Angleton, Texas
11.2021 - Current
- Reconciled and produced federal and state tax documents for corporate, private business and customers.
- Managed tax submissions and made sure all information complied with regulations.
- Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement.
- Delivered comprehensive tax documentation required for accurate individual and corporate returns.
- Maintained thorough and current understanding of applicable tax laws.
- Reviewed financial statements for accuracy and integrity.
- Collected and submitted required tax payments.
- Worked with individuals, trusts and companies to manage tax compliance and reporting needs.
- Reviewed available data and compared against tax code to determine exemptions, deductions and potential liabilities.
- Saved client $1000's by uncovering eligibility for eligible credits.
- Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits.
- Prepared wide array of returns such as corporate, fiduciary, gift, individual and private foundation returns.
- Prepared US, multistate and international tax returns for business clients.
- Completed and filed returns with tax departments at local, state and federal levels.
- Facilitated communication between clients and tax authorities.
- Prepared tax returns, extensions, tax planning calculations and write-ups for organizations and entities.
- Facilitated integration of modern tax software with client accounting software.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Interviewed individuals and small business clients to collect information and gather necessary paperwork prior to preparing tax returns.
- Prepared tax returns for clients in various industries according to government regulations and requirements.
- Provided information about available products and services to clients, resulting in increased business opportunities.
- Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
- Prepared written responses or tax return amendments to resolve state and federal notices.
- Offered clients recommendations to reduce tax liabilities.
ADMINISTRATIVE ACCOUNTING ASSISTANT II
City Of Monroe
MONROE, NC
01.1997 - 01.1999
- Scheduling
- Customer Service
- Answering Multi-phone Lines, Secretary to Board of Adjustment
- Conducted research, gathered information from multiple sources and presented results
- Facsimiles, Gateway 2000 Computer System, Filing, Mailing
- Maintain Radio Contact with Inspectors at All Times
- Knowledge of Three Divisions within Department of Planning,
- Research of Property Owners for Collection of Citations Unpaid
- Preparation of Court Documents for Trial.
- Increased customer satisfaction by resolving issues
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor
- Led projects and analyzed data to identify opportunities for improvement
- Improved operations through consistent hard work and dedication
- Delivered services to customer locations within specific timeframes
DISPATCHER
UNION ELECTRIC COMPANY
Monroe, NC
01.1997 - 01.1998
- Directing incoming calls and dispatching utility men to repair electrical service in overnight hours.
- Directed dispatching , routing and tracking of assigned workers to locations.
- Maintained updated and detailed records of calls in physical and electronic database
- Responded to over 100 daily caller requests with information about assistance and timeframes
CUSTOMER SERVICE REPRESENTATIVE
CONWAY TRANSPORTATION
, NC
01.1996 - 01.1997
- Answering Phones
- Researching and Entering Invoices
- Data Entry
- Provided primary customer support to internal and external customers
- Processed customer adjustments to maintain financial accounts
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns
- Updated account information to maintain customer records
- Recorded account information to open new customer accounts
- Used company troubleshooting resolution tree to evaluate technical problems and find appropriate solutions
CUSTOMER SERVICE REPRESENTATIVE
SPS PAYMENT SYSTEMS
01.1994 - 01.1996
- Answer over 30 Incoming Calls daily
- Dispatch Towers to Stranded Motorist.
- Provided primary customer support to internal and external customers
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns
- Answered product and service questions, suggesting other offerings to attract potential customers
- Processed customer adjustments to maintain financial accounts
- Answered customer telephone calls promptly to avoid on-hold wait times
- Used company troubleshooting resolution tree to evaluate technical problems and find appropriate solutions
- Updated account information to maintain customer records
- Offered advice and assistance to customers, paying attention to special needs or wants
PROOF OPERATOR
SOUTHERN NATIONAL BANK
01.1993 - 01.1994
- Account Reconciliation using 10 key skills
- Operated proof machine to list, sort and prove credits, debits and deposits
- Processed financial transactions of deposits, payments, checks and withdrawals by encoding numerical data.
- Prepared, sent and received image cash letters and processed all transit bags
- Detected out of balance transactions and followed implemented handling procedures
- Maintained friendly and professional customer interactions
- Counted, verified and handled bank deposits and armored car transactions
- Calculated fees due, interest and change for customer transactions
- Executed wire transfers, stop payments and account transfers
- Participated in team-building activities to enhance working relationships
- Handled various accounting transactions
ASSISTANT MANAGER
SMILE GAS STATION
01.1989 - 01.1991
- Strengthened merchandising and promotional strategies to drive customer engagement and boost sales
- Created employee schedules to align coverage with forecasted demands
- Established objectives to offer team members clear roadmap to help company achieve overall goals
- Generated repeat business through exceptional customer service and responded to customer concerns with friendly and knowledgeable service
- Helped with planning schedules and delegating assignments to meet coverage and service demands
- Reviewed sales and gross profit report to assess company efficiency
- Compiled financial data to comply with budget
- Monitored security to protect employees, customers and property
- Reduced financial discrepancies to minimize threats to health and productivity of business
Education
COMPUTER INSTITUTE - Accounting And Medical Office Teminology
ECPI University
Charlotte, NC02.1994
Skills
- Multi-Line Telephone Systems
- Database and Client Management Systems
- Judgment and Decision Making
- Meticulous Attention to Detail
- Professional and Courteous
- Microsoft Office
- Research and Analytical Skills
- Report Preparation
- Confidentiality and Data Protection
- Document and File Management
- Schedule Management
- Strong Organizational Skills
- Multitasking and Time Management
- Ease with Computers and Technology
- Office Equipment Operation
- Accounting and Bookkeeping
- Calendar Management
- Business Needs Analysis
- Cash Drawer Management
- Invoice management
- Database Maintenance
- Meeting Note Taking
- Applicant Tracking Systems
- Travel Coordination
- Data Entry
- Project Schedule Coordination
- Highly Efficient and Productive
- Account Investigation
- Microsoft Office
- Payroll Administration
- Fast Learner
- Electronic Records Management
- High Volume Phone Inquiries
- Complex Problem Solving
- Business Administration
- Document Sorting
- Remote Conferencing
- Organizing and Categorizing Data
- Problem Solving
- Critical Thinking
- Cloud-Based File Management
- Payment Distribution
- Administrative Procedures
Certification
- CAP - Certified Administrative Professional
- Certified Senior Tax Specialist, H&R Block
- Publishing fundamentals Training - 2022
- Certified Tax Specialist, H&R Block - 2022
- 2022 Social Engineering Red Flags Training
- Certified Senior Tax Specialist Tax Theory Overview, Parts 1, 2, 3 -H&R Block - March 25, 2022
Timeline
Tax Specialist
H&R Block Tax Svc
11.2021 - Current
DISPATCHER
UNION ELECTRIC COMPANY
01.1997 - 01.1998
ADMINISTRATIVE ACCOUNTING ASSISTANT II
City Of Monroe
01.1997 - 01.1999
CUSTOMER SERVICE REPRESENTATIVE
CONWAY TRANSPORTATION
01.1996 - 01.1997
ADMINISTRATIVE ACCOUNTING ASSISTANT
AMERICAN WATER SERVICE
01.1994
CUSTOMER SERVICE REPRESENTATIVE
SPS PAYMENT SYSTEMS
01.1994 - 01.1996
PROOF OPERATOR
SOUTHERN NATIONAL BANK
01.1993 - 01.1994
ASSISTANT MANAGER
SMILE GAS STATION
01.1989 - 01.1991
COMPUTER INSTITUTE - Accounting And Medical Office Teminology
ECPI University
Similar Profiles
Alex ValenciaAlex Valencia
Plumbing Apprentice at American Water Heater ServicePlumbing Apprentice at American Water Heater Service
Fred CaylorFred Caylor
Water/Wastewater Treatment Plant Operator at American Water - Military Service GroupWater/Wastewater Treatment Plant Operator at American Water - Military Service Group
Colleen CornwellColleen Cornwell
Dispatcher at Gold Medal Service/Water Works Plumbing HVAC & Water PurificationDispatcher at Gold Medal Service/Water Works Plumbing HVAC & Water Purification