Patricia M

Accountant - 20 Years of Experience



Education Level:


Will Relocate:



SUMMARY A dynamic Certified Public Accountant with diverse qualifications in both public and corporate accounting consisting of hands-on and management experience. Major strengths in organization, communication, financial planning and tax. Results-oriented with strong analytical and technical skills. Initiative to work independently and as a team player. Knowledge and expertise in: -Vertex Income Tax, Profx, Lacerte, ATX and ProSeries tax software - Axosoft and Oracle - Microsoft Excel and Word -QuickBooks -Creative Solutions and BNA Fixed Asset Software. - Customer advocate, liaison, and single point of contact for customers located in numerous states, including the NYC Financial district, to ensure customer satisfaction by providing oversight and management for successful deployment and ongoing operations of Vertex income tax solutions. Client list includes the following companies: -Deutsche Bank -Transamerica -Union Pacific -Pitney Bowes - Health Care Services, Corp. (Blue Cross Blue Shield - Chicago) * Provided technical account and situation management to focus and coordinate information and resources to address issues in the field, by delivering feedback and recommendations for service delivery issues to the appropriate members of operations teams. * Created and delivered post incident reports on all critical support incidents, developed and maintained customer support plans and relationships, used complex analytical skills to recognize trends and improve performance in order to assist operations teams and customer objectives. * Educated clients on domestic compliance products including federal, state, provision, tax calendar and Excel Add-in. Managed an average of 12 clients per year. * Trained new hires/interns so the client did not experience any down time and provided all users training on new functionality. Due to training users experienced a higher efficiency in their tax preparation process. * Performed many time saving processes for clients including the development and implementation of Excel Add-In files, importing of trial balance data, and submission of apportionment data. (Life insurance company with over 300 entities.) * Developed and presented energizing session materials related to federal, state, provision, Custom Reporter and Excel add-in products for annual customer conference, Vertex' largest customer event, from 9 individuals that delivered a customer satisfaction rating of 97%. * Accompanied sales and account managers to client sites to enhance client knowledge of tax software. * Trained support personnel on tax software and how to give excellent customer support