Selena Davenport
Leander
Summary
Deadline-oriented Tax Professional adept at quickly assessing customer needs, developing strategic plans and completing returns to maximize deductions and minimize liabilities. Pursuing role with tax preparation services organization.
Overview
22
22
years of professional experience
Work History
Commission Specialist
Volente Insurance Partners
03.2022 - Current
- Very strong MS Excel, MS Word, and MS PowerPoint user
- Daily download of bank activity with deposits received into our account
- Daily download of Carrier Statements matching the deposit received
- Scrubbing the carrier statements to upload into Smart Office
- Researching policy numbers to make sure the Premium amounts, rates and expected are all correct
- Month End reconciliation of the bank data sheet to Smart Office upload
- Resolved complex commission issues through dedicated research and problem-solving skills, leading to increased satisfaction among agents.
Staff Accountant
Hanger, Inc.
10.2021 - 03.2022
- Very strong MS Excel, MS Word, and MS PowerPoint user
- Month end close procedures with multiple bank account reconciliations
- Deposits in Transit for AMEX, Visa, MasterCard and Discovery (VMD) journal entries
- Allocating Credit Card fees for monthly journal entries
- Unclaimed Property (escheatment) compliance reporting process with quarterly reconciliations
- Quarterly Unclaimed Property interest accrual journal entries
- Pulling the General Ledger from Oracle to reconcile all responsible accounts for journal entries
Staff Accountant
NBG Home
09.2019 - 10.2021
- Very strong MS Excel, MS Word, and MS PowerPoint user
- Proficient in VLOOKUP's and Pivot tables in Excel
- File Business Personal Property Tax Returns for multiple divisions in various states the company is located in
- File Sales and Use tax for multiple divisions in various states the company does business in
- Point of contact for outsourcing some tax filings
- Review employee Expense Reports submitted in Paycom for compliance and approve for payroll run
- Scrubs the Aging Report in Sage to prepare for payment processing
- Works closely with the AP Supervisor in processing payments to suppliers in Sage
- Creates Journal Entry templates for weekly and Bi-weekly payroll entries in Sage
- Assisted in supplier invoice clean-up in Sage and account reconciliations
- Provided support to Finance team with Lien and Revolver accounts
Sales Administrative Assistant
04.2015 - 09.2019
- Very strong MS Excel, MS Word, and MS PowerPoint user
- Provides support to Finance team with Lien and Revolver accounts
- Provides support to the sales team
- Works closely with the Finance department in creating reports using Excel Add-In
- Works closely with the VP of Sales in creating reports for the sales team using Sage Enterprise Intelligence (SEI)
- Updates month end sales numbers for the custom framing side of the business and for Patton Pictures
- Complete new item set-up forms for uploads to customer websites
- Pack samples and ship to customers
- In charge of ordering samples for product line when needed
Office Assistance Temp
TRAVIS COUNTY RECORDS MANAGEMENT
06.2014 - 04.2015
- Retrieves file folders as identified using docket sheets, queries, and in person requests
- Runs files to and from court daily
- Research missing files using GAIN and FACTS
- Maintains an effective computerized and manual document, file, and retrieval system
- Assist with data entry into computerized file retrieval system to update and maintain accuracy of database
- Retrieve documents from room 222 and file not found basket
- Put documents in number order to be filed in appropriate file
- Provides direction and information to the public on procedures and regulations
Tax Analyst
Ryan, LLC
10.2006 - 05.2014
- Receives, identifies, and analyzes all incoming mail daily
- Receive, analyze, and classify assets from clients for rendition filings
- Process value notices and tax notices in AtlasTax
- Retrieve missing values and tax notices from various jurisdictions daily
- Prepare and send out tax bill transmittals to clients
- Prepare supporting data for appeal filings
- Provide customer service to clients with timely response
- Creating and updating client files daily
- Trained India Team to identify and analyze our client's data for processing
- Power user for AtlasTax
- Managed office supplies and Xerox machines
- Managed Iron Mountain storage files
- Trained interns and entry consultants
Administrative Secretary
U.S. ARMY
02.2003 - 07.2004
- Maintained facility/operational inventory utilizing computer and hard copy files under the direct supervision of the non-commissioned officer in-charge (NCOIC) for the Engineer Sector
- Answered inbound calls routing the call to the appropriate personnel
- Processed training course materials for the enrollment of Air Assault Trainee candidates
Education
BACHELOR OF SCIENCE - ACCOUNTING
Southern New Hampshire University
01.2019
Skills
- Aptitude to learn and utilize new technology
- Excellent organizational aptitude
- Excellent written and verbal communication skills
- Detail-oriented with strong organization, prioritization and time management skills
- Flexibility in working on several processes or projects simultaneously
- High integrity to deal with sensitive and confidential data
- Ability to work accurately and effectively under pressure
- Ability to work with technical tools
- Strong track record of working remotely and independently
- Strong experience in working collaboratively
- Cross-functional teamwork
Timeline
Commission Specialist
Volente Insurance Partners
03.2022 - Current
Staff Accountant
Hanger, Inc.
10.2021 - 03.2022
Staff Accountant
NBG Home
09.2019 - 10.2021
Sales Administrative Assistant
04.2015 - 09.2019
Office Assistance Temp
TRAVIS COUNTY RECORDS MANAGEMENT
06.2014 - 04.2015
Tax Analyst
Ryan, LLC
10.2006 - 05.2014
Administrative Secretary
U.S. ARMY
02.2003 - 07.2004
BACHELOR OF SCIENCE - ACCOUNTING
Southern New Hampshire University
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