Toni Wood

• Reviewed and analyzed customer feedback to identify quality issues.
• Reported on test results and identified areas for improvement.
• Documented all findings according to established procedures.
• Communicated regularly with development teams about progress of projects under test.
• Adhered to regulations and procedures for health, safety and environmental compliance.
• Compiled and evaluated statistical data to determine and maintain product quality and reliability.

• Performed month-end closing activities including journal entries, reconciliations and accruals.
• Maintained general ledger accounts by reconciling transactions, preparing monthly journal entries and resolving discrepancies.
• Reviewed expense claims submitted by employees against company policy guidelines before payment processing.
• Managed credit card entries, reconciliations and proper job costing.
• Verified employee reimbursement documentation and processed payments.
• Reconciled invoices, purchase orders and receiving documents to disburse payments to vendors.
• Allocated expenses using agency cost-sharing allocations.

• Provided administrative support to the executive team, including scheduling meetings and managing calendars.
• Organized and maintained filing systems for physical and electronic documents, ensuring accuracy and confidentiality of records.
• Greeted visitors in a professional manner, responding to inquiries and directing them to appropriate personnel.
• Composed letters, memos, reports, emails, presentations and other written correspondence as required by management staff.
• Managed incoming calls while providing information or transferring callers to appropriate personnel.
• Maintained office supplies inventory by checking stock to determine inventory level; anticipating needed supplies; placing and expediting orders for supplies.
• Ensured efficient operation of office equipment such as printers, copiers and fax machines.
• Assisted with the planning of special events by arranging catering services, securing venues and ordering promotional materials.
• Coordinated mailings including sorting mail, preparing packages for shipping via courier service or postal service.
• Processed invoices for payment using accounting software applications.
• Entered data into spreadsheets using Microsoft Excel or other similar programs.
• Prepared expense reports on behalf of executives in accordance with company policies and procedures.
• Conducted research online utilizing search engines such as Google or Yahoo!.
• Updated contact lists regularly when changes occur in employee status or contact information.
• Handled confidential documents in an organized fashion according to established protocol.
• Scheduled appointments between clients and customers and internal staff members.
• Answered phone calls and emails to provide information, resulting in effective business correspondence.
• Managed daily office operations and maintained office supplies inventory, ensuring efficient workplace functionality.
• Coordinated and scheduled meetings, including room reservations, catering, and technical setup, for seamless execution.
• Developed and implemented filing systems, both digital and physical, improving document organization and retrieval efficiency.
• Handled incoming and outgoing correspondence, including email, mail, and package deliveries, ensuring timely distribution.
• Created spreadsheets in Microsoft Excel for record-keeping and reporting.
• Kept office equipment functional and supplies well-stocked to promote efficient operations.
• Sorted and distributed incoming faxes, letters and emails for office distribution.

This is a seasonal position that I've worked for almost 9 years. I usually only work on Saturdays and some evenings during tax season. I've worked at the front desk answering phones, scheduling appointments, preparing invoices and accepting payment. I've also prepared, reviewed and assembled tax returns and answered basic tax questions.I am currently licensed with Oregon and the IRS.

• 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.
• Researched federal, state, and local laws to ensure compliance with regulations.
• Provided guidance on financial decisions related to taxes.
• Reviewed prior year's returns for accuracy and completeness before submitting them.
• Organized paperwork for efficient review by senior staff members.
• Assisted customers with any questions they had about their taxes or filing status.
• Finalized and processed paperwork with local, state and federal government authorities.
• Maintained strict confidentiality of client information in accordance with privacy laws and regulations.
• Conducted client interviews to gather necessary documentation and information for tax preparation.
• Utilized tax software to efficiently process returns and identify potential deductions and credits for clients.
• Interviewed clients to obtain additional information on taxable income and deductible expenses and allowances.

• Greeted visitors, determined their needs and directed them to the appropriate personnel.
• Provided administrative support to staff members, including copying and scanning documents, filing paperwork, and ordering supplies.
• Answered incoming calls in a professional manner and directed callers to the appropriate personnel.
• Managed office supply inventory by tracking orders and ensuring adequate stock levels are maintained at all times.
• Performed data entry tasks into various computer systems accurately and efficiently.
• Maintained an organized filing system of paper documents and electronic files.

• Processed invoices and payments in a timely manner.
• Posted journal entries to the general ledger.
• Reconciled vendor statements and identified discrepancies.
• Monitored payment due dates and ensured timely payments.
• Reviewed outstanding invoices and generated weekly aging reports.
• Worked closely with department personnel to produce accurate and timely bills.

• Prepared and reviewed tax returns for individuals, partnerships, corporations and trusts.
• Compiled data from clients to accurately complete tax forms.
• Assisted customers with any questions they had about their taxes or filing status.
• Advised clients to comply with IRS regulations and meet state and federal tax obligations.
• Furnished taxpayers with sufficient information and advice to verify correct tax form completion.
• Supported work of senior-level accounting and tax preparation professionals to maximize office productivity.

• Reconciled bank statements, coded checks, reviewed general ledgers and prepared financial statements. I also worked at the front desk answering phones and scheduling appointments. I assisted with payroll and tax coupons. During tax season I prepared tax returns and reviewed and assembled them. I handled a lot of confidential information and applied all basic tax rules.
• Maintained and reconciled general ledger accounts.
• Prepared financial statements, including balance sheets, income statements, and statement of cash flows.
• Processed accounts payable and receivable transactions.

• Greeted customers and answered any questions they had about the store's products and services.
• Operated cash register efficiently and accurately, processed payments by cash, check, credit card, gift card or automatic debit.
• Counted money in cash drawer at the beginning of shift to ensure that amounts were correct and have sufficient change.
• Issued receipts, refunds, credits or change due to customers.
• Stocked shelves with merchandise when needed.
• Answered customer inquiries regarding store policies and procedures.
• Processed returns and exchanges of merchandise in accordance with store policies.
• Balanced daily transactions on a computerized point-of-sale system.
• Conducted price checks for special orders or discounts as requested by customers.
• Assisted customers over the phone regarding store operations, product information and order placement.
• Maintained cleanliness of checkout area including countertops, registers, windowsills and floors.
• Ensured compliance with all safety regulations within the store environment.
• Provided excellent customer service while promoting loyalty programs to increase sales potential.
• Organized promotional displays or arrange merchandise on counters or tables to promote sales.
• Reconciled transactions at end of shift using appropriate forms and reports to verify accuracy of transactions.
• Identified discrepancies between actual count and register balance; made corrections accordingly.
• Kept records of purchases; maintained orderly appearance of checkout area; restocked supplies as needed.
• Adhered to loss prevention policies such as monitoring suspicious activity in order to prevent shoplifting.
• Followed company security procedures for handling large sums of money.
• Performed other duties as assigned by management.
• Operated cash register or POS system to receive payment by cash, check and credit card.
• Accepted cash and credit card payments, issued receipts and provided change.
• Collected payments and provided accurate change.
• Delivered high level of customer service to patrons using active listening and engagement skills.
• Boosted customer satisfaction levels by going extra mile to personalize service for each customer.
• Trained and mentored new cashiers to maximize performance with skilled, efficient and knowledgeable team members.
• Offered customers carry-out service at completion of transaction.
• Processed returned merchandise by strictly following store return and exchange procedures.
• Maintained cleanliness of sales floor and backroom areas.
• Received customer complaints and worked with management team to resolve issues in a timely manner.
• Provided excellent customer service by offering assistance when needed and responding promptly to customer requests.
• Stocked shelves with items received from the warehouses, ensuring accurate placement of products according to planogram layout guidelines.
• Followed all health and safety regulations while performing job duties.
• Maintained and reconciled general ledger accounts.
• Processed accounts payable and receivable transactions.
• Performed month-end closing activities.
• Developed internal control procedures to ensure accurate recordkeeping.
• Entered deposits, credit card charges and sales entries to facilitate cash management.