Rufus Patton Email & Phone Number

Process state sales tax by jurisdiction. Verify Resale Certificate for customers.Process invoices for CC settlement.Create and update Aging spreadsheets for internal use.Correspond with team to ensure collection of payment.Research and resolve issues with customer accounts.AR/AP ( 100 - 150 invoices daily)SAPAssist in creating mass email/letter templates.

• Assist clients with tax preparation to include understanding tax code
• Assisting with response to IRS notices and letters.
• Answer general questions regarding filing tax return.
• Escalation of calls for more problematic tax situations
• Customer service

• Process weekly checks going out to customers and vendors (75 - 100)
• Create spreadsheets to track cost, inventory, and various other metrics
• Coding of transactions, account reconciliation
• Report findings to higher ups for decision making insight
• Use of QBD & QBO for AR/AP
• Customer service

San Antonio, Texas, United States

• Construction billing (AIA)Certified PayrollSent out billing statements based on contract deadlinesPrepared batch check runs and ACH payment transactionsReviewed all invoices for appropriate documentation and approval.
• Handled client collections and in-depth account research on discrepanciesManaged accounts receivable, ensured payment according to contractProcessed approximately 75 to 100 invoices a dayObtained all signatures for.

San Antonio, Texas, United States

Assist in daily operations of staffing and schedulingProcess cash received for depositContact vendors for inventory adjustments, restocks, etc.POS/Cash handling duties

San Antonio, Texas, United States

Prepared compliance workpapers to ensure regulatory adherence.Compiled coding files with precision and accuracy for efficient record-keeping.Managed the submission of check requests in a timely manner.Handled the efiling and mailing of tax returns to meet deadlines.Conducted tax research to address inquiries and fulfilled ad-hoc responsibilities as.

San Antonio, Texas, United States

Verified completion of work to contract and building standards to include visiting job site and collecting pictures, confirming work with project foremanAssisted foreman in finding subcontractors and suppliers for the formulation of bid proposals and job costingConfirmed with foreman hours worked to ensure accuracy of invoicing and project is being.