Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Timeline
Generic

Melissa Ann Adams

Belleville

Summary

Results-oriented accounting expert with four years of experience at Intuit. Proficient in accounting software and skilled in customer service, Specializes in driving process improvements and fostering team collaboration, consistently delivering measurable results in fast-paced contexts.

Overview

28
28
years of professional experience
1
1
Certification

Work History

Associate Bookkeeper GBSG

Intuit
Mountain View
08.2021 - Current
  • Associate Bookkeeper for GBSG Harmonized Service Agent demonstrating four years experience.
  • Earned Expert Network Accountant Pioneer Badge by showcasing advanced accounting skills.
    Provided strategic assistance to a small business for eight weeks, enhancing financial operations.
  • Accredited Quickbooks Online ProAdvisor possessing 2 years of proficiency
  • Created SBSEG Google Sheets reference document
  • Cultivated motivating atmosphere to support end-of-year self-marketing presentations.
    Organized interactive sessions focusing on improving self-presentation skills.
    Designed materials that emphasize impactful personal branding strategies.
    Guided collaborative efforts to generate innovative marketing ideas.
  • Managed daily customer service interactions for company products, addressing accounting-related customer concerns.

Turbo Tax Live Agent

Intuit.com
Remote
02.2021 - 04.2021
  • Addressed customer inquiries and solved issues while serving as Turbo Tax Live support agent.
  • Enhanced customer satisfaction ratings by effectively and swiftly resolving issues.
  • Maintained accurate records of all customer interactions, process customer accounts and file documents.
  • Evaluated and identified opportunities to drive process improvements, positively impacting customer experience.
  • Utilized computer systems for tracking, information gathering and and or troubleshooting.
  • Participated in ongoing training programs related to job duties or responsibilities.
  • Attended team meetings regularly to discuss updates on products, services and policies changes.

Mailroom Manager/student Supervisor

Lindenwood University
Belleville
07.2014 - 01.2017
  • Optimize handling of incoming and outgoing mail/packages across all University departments.
  • Optimize management of incoming and outgoing mail/packages for all students.
  • Directed 3 major mailroom relocations during tenure
  • Modernized mail sorting system by shifting from analog tracking to digital scanning
  • Enhanced mailroom security through installation of surveillance cameras and implementation of ID verification process
  • Minimized mail loss rate from 40% to under 1% per semester
  • Direct operations of paid university students every semester.

Day Admissions Office Assistant

Lindenwood University
Belleville
12.2011 - 01.2014
  • Data management for new and returning student applications.
  • Data processing for high school transcripts, college documents, and relevant materials.
  • Developing weekly spreadsheets for university head coaches
  • Supervising student workers and delegating daily office tasks.

Title Clerk

Auction Broad Casting
St. Louis
08.2010 - 04.2011
  • Responsible for supporting the weekly auction sale.
  • Streamlined processing of sale tickets and vehicle titles with precision
  • Administered clerical assistance throughout sale day activities involving vehicle title processing.
  • Orchestrated detailed tracking and timely mailing of supporting documents to clients.

Legal Billing Clerk

Donovan, Rose, Nester and Joley, P.C.
12.2002 - 03.2010
  • Company Overview: Billing Specialist for Corporate Law Firm
  • Processing quarterly, monthly, bi-monthly invoices for various types of corporate law cases.
  • Enter updated case details to optimize computer database for billing efficiency.
  • Input attorney and paralegal timeslips on each case in a timely manner.
  • Revise billing calendar weekly to facilitate quarterly, monthly, and bi-monthly case billing.
  • Quality review of pre-bills before final printing.
  • Generating spreadsheet reports as required, parameters outlined by attorney.
  • Billing Specialist for Corporate Law Firm

Accounting Records Manager

USS LST 325 Ship Memorial
05.2001 - 01.2003
  • Responsible for accounting records, end-of-the-month, and end-of-year reports.
  • Processing donation receipts and acknowledgment letters.
  • Reviewing data to produce cost analysis reports.
  • Facilitate database management processes for USS LST membership
  • Collaborated as co-publisher on quarterly newsletter, overseeing article contributions and updates.
    Managed computer entry for newsletter content, improving overall efficiency in publication.
  • Coordinated printing and shipping of newsletter and membership packages.
  • Compiled membership reports submitted to Board of Directors upon request.

Invoice Associate

Accounttemps
01.2001 - 01.2002
  • Processing invoices for wholesale distributor cigarette buy-downs.
  • Input information for buy-downs into Excel spreadsheet software
  • Organize data entries into spreadsheets to facilitate payment request submissions
  • Verifying spreadsheet totals against velocity reports.
  • Processing submittal forms for mailing.
  • Consolidated final monthly reports, invoices, and submittals for comprehensive hard copy backup.
  • Formatting monthly spreadsheets for new buy-down submittal forms and monthly-consolidated buy-down information spreadsheets using Excel.

Individual Income Tax Preparer

Jackson Hewitt Tax Service
01.1997 - 01.2000
  • Managed tax preparation, processing, filing, and resolution of issues.
  • Coordinating electronic tax filing via e-file, overseeing and processing 8453 submissions.
  • Overseeing the store and maintaining office efficiency in the absence of the manager.
  • Office management of clerical and administrative support.
  • Interpreted IRS error coding manual, facilitating prompt error correction
  • Oversee quality assurance for returns prepared by newer tax preparers.
  • Office administration for pre-season file organization, and post-season upkeep.
  • Create and manage customers' tax packages in conjunction with refund checks.
  • Executing responsibilities for all fifty states' tax filings.

Voluntary Income Tax Assistant (VITA)

Scott AFB
  • Responsible for coordinating tax training for volunteer preparers.
  • Coordinated site selection and establishment of pre-season tax office arrangement.
  • Facilitated pre and post-season office draw down
  • Oversaw tax preparation, processing, and filing alongside effective issue management.
  • Facilitated electronic tax filing through e-file while maintaining and processing 8453 documents.
  • Oversaw office operations, including opening, closing, and maintaining high levels of efficiency.
  • Office management of clerical and administrative support.
  • Interpreted IRS error coding manual and addressed errors in a timely manner.
  • Responsible for managing and scheduling 104 volunteer tax preparers.

Education

M.D. - School Counseling/ Counselor

Lindenwood University
Belleville, IL
05-2015

Bachelor of Science - Psychology, Sociology

Southern Illinois University Edwardsville
Edwardsville, IL
12-2010

Associate of Science - Accounting

Southwestern Illinois College
Belleville, IL
12-2001

Associate of Art - Psychology

Southwestern Illinois College
Belleville, IL
12-2001

Skills

  • Accounting software and GAAP principles
  • Tax preparation and document organization
  • Customer service and relationship building
  • Invoice processing and accounts receivable
  • Team leadership and collaboration
  • Process improvement and project management
  • Records management and performance tracking
  • Attention to detail and multitasking
  • Effective communication and interpersonal skills
  • Time management and schedule management
  • Problem resolution and conflict resolution
  • Training coordination and staff development
  • Coaching and mentoring for employees
  • Decision-making and goal setting

Certification

  • ProAdvisor Certification 2 years

Accomplishments

  • Phi Theta Kappa

Timeline

Associate Bookkeeper GBSG

Intuit
08.2021 - Current

Turbo Tax Live Agent

Intuit.com
02.2021 - 04.2021

Mailroom Manager/student Supervisor

Lindenwood University
07.2014 - 01.2017

Day Admissions Office Assistant

Lindenwood University
12.2011 - 01.2014

Title Clerk

Auction Broad Casting
08.2010 - 04.2011

Legal Billing Clerk

Donovan, Rose, Nester and Joley, P.C.
12.2002 - 03.2010

Accounting Records Manager

USS LST 325 Ship Memorial
05.2001 - 01.2003

Invoice Associate

Accounttemps
01.2001 - 01.2002

Individual Income Tax Preparer

Jackson Hewitt Tax Service
01.1997 - 01.2000

Voluntary Income Tax Assistant (VITA)

Scott AFB

M.D. - School Counseling/ Counselor

Lindenwood University

Bachelor of Science - Psychology, Sociology

Southern Illinois University Edwardsville

Associate of Science - Accounting

Southwestern Illinois College

Associate of Art - Psychology

Southwestern Illinois College
Melissa Ann Adams