Winefreda G. Zulueta

Winefreda G. Zulueta Lot 105 Blk 15 KS6 Lancaster New City Brgy Navarro, Gen. Trias, 4107 Cavite Email:-Skype: Winnie-gale.zulueta Tel: +63 -) CP: - CAREER OBJECTIVE To handle various challenging tax and accounting jobs in an online capacity and environment. WORK EXPERIENCE Your Accountant’s Office LLC (Arizona) – Collecions/Receivables Officer (2012 - Present)             Prepare Tax Returns such as Form 1040, 1120S and 1065 using Lacerte. Prepare (AZ TPT) Sales Tax Returns for our clients. Prepare payroll returns like 941’s and 940’s. Prepare Form 1099 for our clients’ contractors. Call IRS on a Form 2848 to secure Wage and Income, Tax Return and Account transcripts. Call IRS to set up Installment Agreements for our clients with tax liabilities. Call IRS to follow up refund status of our clients. Cash code and reconcile bank transactions in Xero Run Income Statement or Balance Sheet for review. Prepare depreciation journal entries and enter into Xero. Run payroll of various clients thru Gusto Set-up pay details and withholding details for new employees. Alpargatas USA dba Havaianas (New York, USA) – Collections/Receivables Officer (2016 – March 15, 2018)        Collections of Key Accounts Receivables: Amazon, Century21, Belks, Barnes and Nobles Stores, Gilt Groupe, Haute Look, DSW, Rue lala, Shoemall.com etc either thru email or phone calls. Manage invoices of all these key accounts through their Vendor Portals Apply and post payments into SAP Create Invoice in SAP Create Credit Memo’s in SAP when necessary Do a Journal Entry in SAP when necessary. Dispute chargebacks – shortage claims etc ByExpress Logistics (Canada) – Collecions/Receivables Officer (2015 - 2017)      Chase and follow up signed POD’s (Proof of Delivery), BOL’s and carrier invoice from carriers for each load. Upload these POD’s into each load in the transport system – TMS. Compare carrier charges against our cost in the system. Determine and calculate if a tax (GST, HST or QST) should be charged to the customer. When everything is okay, generate invoice and email along with the POD to the customer. Send statement of accounts to customers every week or as frequently as necessary following up payment statuses.     Receive payments (cheques, EFT, wires, CC) and post to Quickbooks. Generate receipt and send to customers. Enter each payment into the deposit report spreadsheet. Run weekly collections report and enter appropriate notes, statuses in each customer. Send the report for review to the Operations Manager. Based off of the weekly collections report call delinquent customers for collection. Run collection report, clean up and format to be reported to Ansonia. Idera Inc. (Houston, TX) – Collecions/Receivables Officer (2013 - 2017)        Chase and follow up payment from customers with past due balances. Create invoices when necessary. Create your statements of accounts and send to customer weekly or when needed. Receive payments (cheques, EFT, wires, CC) and post to Quickbooks. Generate receipt and send to customers. Enter each payment into the deposit report spreadsheet. Run weekly collections report and enter appropriate notes, statuses in each customer. Send the report for review to the Operations Manager. Based off of the weekly collections report call delinquent customers for collection. Run collection report, clean up and format to be reported to Ansonia. EXAMINATIONS/LICENSURE/CERTIFICATIONS ● Enrolled Agent Examination - Passed – 2014 ● Civil Service Prof Exam Passed - 1998 TRAININGS AND SEMINARS/WEBINARS • Various webinars to gain CPE credits for my Enrolled Agent Certificate EDUCATIONAL BACKGROUND College: Secondary: Polytechnic University of the Philippines Bachelor in Accountancy 1988 - 1992 Cape Bolinao High School 1984 - 1988 Elementary: Arnedo Elementary School 1978 - 1984 PERSONAL INFORMATION Sex: Female Height: 4’11” Birthdate: Nationality: Filipino Age: 47 years old December 28, 1970 Birthplace: Sta. Cruz, Manila Civil Status: Married Religion: Christian Languages/Dialects Spoken: Filipino, English, Ilocano and Bolinao SKILLS Taxation, Accounting, Collections and computer skills – Salesforce.com, SAP, Quickbooks, Xero, Lacerte, Mercury, Allpro, Worketc, Gotomeeting, Shoretel, google apps, Dropbox Character reference Anna Lissa Trinidad Omar Khan Former Manager at Expeditors ByExpress Logistics - ext 200