Manju Priya Santhakumar
Perrysburg
Summary
Personable and detail-oriented professional with over 6 years of experience in client-facing roles, including tax consulting, operations coordination, and account support. Skilled in managing customer inquiries, maintaining accurate records, and collaborating across departments to ensure high-quality service delivery. Proactive communicator with a proven ability to build strong relationships and efficiently manage multiple priorities. Competent and detail-oriented, well-versed in accounts payable and receivable management, financial forecasting, budgets, and payroll. Talented in identifying and correcting errors for impeccable accuracy. Committed to achieving team objectives and driving company development. Proactive communicator with solid foundation of trustworthy and dependable performance.
Overview
16
16
years of professional experience
Work History
Tax Specialist I
H&R Block
Perrysburg
08.2024 - Current
- Prepared and filed federal, state, and local tax returns, ensuring regulatory compliance.
- Served as primary contact for clients during tax season via multiple communication platforms.
- Reviewed client documentation for accuracy and completeness prior to submission.
- Assisted clients with inquiries and collected necessary financial documents for accurate filings.
- Managed front-desk operations, including scheduling and secure maintenance of client records.
- Enhanced client experiences through training and delivery of professional services.
- Conducted tax research to effectively address client inquiries and resolve issues.
- Mentored junior staff on tax procedures and utilized software to improve preparation efficiency.
Business Operations Associate II
Hewlett-Packard
11.2011 - 12.2015
- Managed end-to-end contract creation and renewal using SAP and SharePoint tools.
- Tracked customer data to ensure accuracy for hardware warranty services.
- Processed invoices, ensuring timely payments for vendor accounts.
- Collaborated with team members to streamline accounting workflows.
- Reviewed and evaluated contract terms to maximize profitability.
- Communicated effectively with departments to resolve discrepancies in records.
- Prepared monthly financial reports, contributing to accurate management reviews.
Banking Officer
Standard Chartered Bank
07.2010 - 11.2011
- Processed credit card client applications, determined credit limits by ensuring compliance with policies and credit standards.
- Verified customer documents, profiles, and credit history to prevent fraud, identify, and report discrepancies to Credit Managers, and ensure compliance with agreed turnaround times (TATs).
- Communicated directly with customers to clarify application requirements and resolve discrepancies.
- Maintained client records and generated MIS reports for senior leadership.
- Supported onboarding and data management of new clients across regions.
Education
MBA - Financial Services Management
Anna University
Chennai, IndiaBachelor of Arts - Accounting And Finance
Madras University
Chennai, IndiaBusiness System and Information Management -
NIIT Limited
Chennai, IndiaSkills
- Client Relationship management
- Customer support and services
- Proficiency in Microsoft Office and CRM systems
- Problem solving and multi-tasking abilities
- Data collection and analysis
- Collaboration within teams
- Effective communication skills
- Preparation of taxes
- Management of documents and contracts
- Reconciliation of accounts
- Forecasting budgets effectively
- Management of credit and collections processes
- Knowledge of banking regulations
- Expertise in credit assessments
- Certification in payroll fundamentals
Awards And Recognitions
- PCM Recognition Award, Hewlett-Packard, Honored for exceptional client communication and timely contract processing in the MPS project.
- Paramount Award, Hewlett-Packard, Recognized for exceeding performance goals and enhancing internal workflow efficiency.
- Always Accountable Award, Standard Chartered Bank, Awarded for consistent accuracy and accountability in credit card application processing.
- Energizer Award, H&R Block, Acknowledged for achieving more than twice the target with high energy and client satisfaction during peak season.
Timeline
Tax Specialist I
H&R Block
08.2024 - Current
Business Operations Associate II
Hewlett-Packard
11.2011 - 12.2015
Banking Officer
Standard Chartered Bank
07.2010 - 11.2011
MBA - Financial Services Management
Anna University
Bachelor of Arts - Accounting And Finance
Madras University
Business System and Information Management -
NIIT Limited