Intuit Certified Tax Professional

• Used Pentamation to convert requisitions into purchase orders; create change orders; maintain vendor file• Knowledge of State of CT procurement law• Compared quotes to various cooperative purchasing agreements to find best value • Determined compliance of certificates of insurance with town requirements• Updated spreadsheets with data regarding town-wide use of commodities• Reconciled vendor statements

• Used QuickBooks to pay bills and produce financial reports• Compiled financial and statistical report packets for bimonthly board meetings• Maintained payroll records and time-and-leave accumulations for library staff• Provided statistics to assist in preparation of yearly budget• Tracked fundraising revenue and expenditures• Prepared weekly deposits• Reconciled multiple bank accounts• Coordinated with town finance and purchasing departments • Excel technical expert

• Responded to taxpayer questions and provide problem resolution• Coordinated with assessor’s office regarding abatements and exemptions• Consulted with DMV regarding registration issues• Trained and guided temporary staff• Provided information to state marshal and town attorney’s office regarding collection• Employed LexisNexis and various other research tools for locating delinquent taxpayers• Provided data for income tax preparation• Balanced cash drawer on a biweekly or daily basis in preparation for deposits• Confirmed interest calculations• Applied payments using QDS

• Adjusted assessments via certificates of correction for motor vehicles• Researched motor vehicle assessments using NADA guidelines• Consulted with taxpayers regarding exemptions, assessments, and mill rate• Assisted taxpayers with completion of exemption applications• Verified changes to new assessment database for accuracy

• Provided client support services and problem resolution for corporate accounts• Responsible for data manipulation using Excel spreadsheets

• Responsible for entry of checks and invoice data into QuickBooks• Produced monthly profit-and-loss reports and balance sheets

• Prepared federal and state income taxes using TaxCut software• Provided income tax advice

• Developed and maintained software written in COBOL for hospital medical records data collection, analysis (DRGs) and reporting. Ensured compliance of medical records data reporting with regulatory and contractual requirements• Knowledge of ICD-9 and CPT codes, as well as medical terminology

• Maintenance programming in C• Managed a VAX 8350, Macintoshes and PCs; maintenance of LAN • Troubleshooting and resolution of hardware and software issues• Analysis and documentation of system performance and requirements

• Managed the VAX Customer Support Department• Built, installed,and fine-tuned operating systems. Installed system upgrades (VMS)• Maintenance programming (COBOL)• Trained users in the use of turn-key systems (software & hardware)• Provided telephone and email support and problem resolution for clients• Hired and trained new employees