Summary
Overview
Work History
Education
Skills
Timeline
Generic

Romy Pugh

Tax Specialist
Visalia,CA

Summary

Experienced Office Management and Administration Professional experienced optimizing productivity, efficiency and service quality across various environments. Highly dependable, ethical and reliable support specialist and leader that blends advanced organizational, technical and business acumen. Works effectively with cross-functional teams in ensuring operational and service excellence.

Overview

32
32
years of professional experience

Work History

OWNER

VIRTUOUS DESIGNS
VISALIA, CA
11.2009 - Current
  • Promoted business via social media to generate leads and maximize brand identity.
  • Provided elite customer service by resolving escalated problems and calmly responding to shifting priorities.
  • Devised processes to boost long-term business success and increase profit levels.
  • Fulfilled customer shipping needs by completing all purchase orders and customer invoices.
  • Oversaw business budget planning and administration, accounting functions, purchasing and bi-weekly payroll to handle financial needs.
  • Studied market to determine optimal pricing of goods and services and to capitalize on emerging opportunities.
  • Frequently studied market to keep abreast of new industry trends.
  • Outlined finances, goals and daily operations of company in detailed business plans.
  • Determined best courses of action for company based on regional market trends and demands.
  • Coached and mentored employees through effective recruitment, hiring and goal setting methods.
  • Drafted invoices for completed work.
  • Negotiated price and service with customers and vendors to decrease expenses and increase profit.
  • Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.
  • Supervised creation of exciting merchandise displays to catch attention of store customers.

SELF EMPLOYED

ROMY'S BUSINESS SERVICES
VISALIA, CA
11.2003 - Current
  • Provided comprehensive accounting support to company by managing functions like payroll, accounts payable, accounts receivable and business expense processing.
  • Matched purchase orders with invoices and recorded necessary information.
  • Reviewed and processed client electronic payments and check deposits.
  • Accomplished multiple tasks within established timeframes.
  • Maximized performance by monitoring daily activities and mentoring team members.
  • Grew sales and boosted profits, applying proactive management strategies and enhancing sales training.
  • Monitored customer buying trends, market conditions and competitor actions to adjust strategies and achieve sales goals.

TAX SPECIALIST

MINORITY TAX PRO
VISALIA, CA
12.2021 - 04.2022
  • Managed tax submissions and made sure all information complied with regulations.
  • Reconciled and produced federal and state tax documents for corporate, private business and customers.
  • Collected and submitted required tax payments.
  • Reviewed financial statements for accuracy and integrity.
  • Maintained thorough and current understanding of applicable tax laws.
  • Worked with individuals, trusts and companies to manage tax compliance and reporting needs.
  • Completed and filed returns with tax departments at local, state and federal levels.
  • 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.
  • Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits.
  • Facilitated integration of modern tax software with client accounting software.
  • Prepared US, multistate and international tax returns for business clients.

Supervisor

U.S.CENSUS
VISALIA, CA
04.2020 - 10.2020
  • Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows.
  • Handled customer complaints, resolved issues and adjusted policies to meet changing needs.
  • Evaluated employee performance and coached and trained to improve weak areas.
  • Maintained compliance with company policies, objectives and communication goals.
  • Worked with management team to implement proper division of responsibilities.
  • Set overall vision and provided team leadership.
  • Developed training, task and process guidelines and communicated clear and concise directions to employees.
  • Mentored newly hired employees on operating equipment and safety and developed training manual to use for reference.
  • Created successful work schedules for each team member to maintain deadlines and fully staff shifts.
  • Interviewed, hired and trained new employees for production positions.
  • Identified individual employee's unique work styles and adapted management methods.
  • Introduced team contests and goals to enhance productivity and improve employee morale.
  • Performed annual evaluations and reviews for large staff of employees.
  • Monitored workshop work flow for over 50 employees.
  • Tracked and prepared quarterly reports of sales goals to management.
  • Built, managed and coached insourced and outsourced teams.

Education

Associate of Applied Science - Accounting And Business Management

Bryant And Stratton College - Newport News
Newport News, VA
04.2003

Skills

  • Client Information and Education
  • Effective Communication
  • Employee Coaching and Motivation
  • Office Management
  • Staff Training
  • IRS Correspondence
  • Documentation
  • Business Correspondence
  • Digital Databases
  • Employee Timesheet Processing

Timeline

TAX SPECIALIST

MINORITY TAX PRO
12.2021 - 04.2022

Supervisor

U.S.CENSUS
04.2020 - 10.2020

OWNER

VIRTUOUS DESIGNS
11.2009 - Current

SELF EMPLOYED

ROMY'S BUSINESS SERVICES
11.2003 - Current

Associate of Applied Science - Accounting And Business Management

Bryant And Stratton College - Newport News

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Romy PughTax Specialist