Natalie George
Houston,TX
Summary
Work with the IRS on a everyday bases due to clients that have issues with there taxes. Detail-oriented Account Manager with many years of comprehensive experience managing employer-client relationships and developing new business deals. Focused on managing accounts systematically to maximize sales. Dedicated professional successful at introducing new products and expanding network connections. Hardworking account manager with several years of experience working directly with clients to service accounts. Expert at communication and applying targeted salesmanship techniques to achieve sales goals. Successful at increasing revenue with new accounts while maintaining relationships with existing ones.
Overview
40
40
years of professional experience
Work History
Account Manager
CMV Tax Services
Spring, TX
01.2018 - Current
- Accountant manager job duties require handling wholesale accounts. Tax Preparer duties.
- Created comprehensive reports on accounts.
- Also, pay out monthly invoices.
- Setting up business accounts.
- Developed and maintained relationships with key accounts to ensure customer satisfaction.
- Created comprehensive reports on account performance and presented them to senior management.
- Job requirements are to handle stock market setups for business clients.
- Pick out different merchandise for different clients to purchase.
- Provided training and guidance to new Account Managers.
Tax Preparer
AMG Tax Services
Spring, TX
01.2021 - 04.2024
- Clients range from different parts of the United States, personal and business taxes.
- Applying Schedules A, B, C, and H.
- 940, 1120. Also, during state tax return.
- Also, meet with IRS to represent clients due to tax errors.
- Create financial schedule to help different clients set up payroll, register the appropriate paperwork with Social Security and Unemployment.
- Prepared and reviewed tax returns for individuals, partnerships, corporations and trusts.
- Compiled data from clients to accurately complete tax forms.
- Identified potential deductions to minimize clients' tax liabilities.
Loan Officer
Washington Mutual Home Loans
Houston, TX
01.2003 - 09.2006
- Loan Officer (Went out of business)Job requirements were to process application that were receive through each branch for different regions
- Reviewed credit histories, income statements, and other financial information of loan applicants.
- Developed and maintained relationships with potential customers to increase loan business.
- Counseled clients on debt management and repayment plans.
- Job requirements were to process applications that were received through each branch for different regions.
- Processing credit reports, verification of identity, and social security.
- Each home required appraisal and lien requirements information.
Accounting/Payroll Specialist
KELLY SERVICES
Houston, TX
03.1997 - 08.2003
- Each assignment required different experiences
- Work -term
- companies such as AIG, Continental, Exxon Mobil, Shell, HL&P, Aramco, DHL, Guaranty Federal, Compaq Computer, Entex, Annunciation Orthodox, Swab, Stock Market, BP various accounting, payroll position
Accounts Payable Accountant
Compaq Computer
Houston, TX
04.1990 - 11.1998
- Reviewed and verified invoices for accuracy prior to payment.
- Managed the entire cycle of Accounts Payable process from invoice entry through payment posting.
- Collaborated with other departments such as Purchasing and Receiving in resolving invoice discrepancies.
- Reviewed invoices for accuracy and completeness prior to payment processing.
- Weekly payroll to each and every company that had accounts registered checks from beginning check numbers through end check numbers checks range from $600.00 to $60000000.00
- Reconciled vendor accounts and resolved discrepancies.
- Posted journal entries related to Accounts Payable transactions.
International Accounts Specialist
Continental Airlines
Houston, TX
10.1984 - 11.1989
- Assist in entering all international airline tickets into the data entry system, converting American dollars into international dollars and vice versa. Working with stock markets.
Education
Master of Arts - Administration of Criminal Justice
TEXAS SOUTHERN UNIVERSITY
Houston, TX06-2030
Skills
- Quickbooks
- Excel
- Accounting
- Receptionist
- Customer Service
- Payroll
- Microsoft Office
- Microsoft Word
- Sales
- Tax experience
- QuickBooks
- SAP
- Front desk
- Bookkeeping
- Computer skills
- Accounting software
- Math
Additional Information
Speak publicly, able to work on SAP., PowerPoint, Microsoft, Ten Key, transfer international currency into United States currency vice versa, Business taxes, Loan officer, Accounting, Receivables, Bookkeeper, Payables
Personal Information
Title: Account Manager/Tax Preparer
Timeline
Tax Preparer
AMG Tax Services
01.2021 - 04.2024
Account Manager
CMV Tax Services
01.2018 - Current
Loan Officer
Washington Mutual Home Loans
01.2003 - 09.2006
Accounting/Payroll Specialist
KELLY SERVICES
03.1997 - 08.2003
Accounts Payable Accountant
Compaq Computer
04.1990 - 11.1998
International Accounts Specialist
Continental Airlines
10.1984 - 11.1989
Master of Arts - Administration of Criminal Justice
TEXAS SOUTHERN UNIVERSITY
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