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Gina Sallstrom - Resume 2016
- 1. Gina Sallstrom Fitchburg, WI- gina.sallstrom@att.net Home (608) 276-8381 Cell (608) 217-2782 AREAS OF EXPERTISE Accounts receivable, payment processing Electronic bank deposits Tax return assembly Audit financial statements/letters/forms Meeting scheduling and set-up Tax return order and completeness Client relations/Customer service Outlook, Word, Excel, Adobe, Publisher Taxpayer case review/correction Copier/scanner maintenance Proposals for clients and prospects Taxpayer mailing address updates CRM, DFI, DORIS, GoFileRoom, STAR, and Supplies, inventory, and ordering Taxpayer mail opening/routing WINPAS Tax organizer preparation UPS, FedEx, Certified mail PROFESSIONAL HISTORY Tax Representative, Wisconsin Department of Revenue, February 2016-Present, Limited Term Employee Primary Areas of Responsibility:  Sorting/routing daily mail, faxes, and taxpayer requests, various tax returns, registration forms, payments, and returned mail to correct departments for the Tax Operations Bureau.  Delivering remittances and tax forms to mail room for processing/scanning.  Creating vouchers for corporate, partnership, and withholding tax payments.  Routing WT-7 forms, W-2s, and 1099s for scanning.  Collating various tax returns: Forms 3, non-combined 4, 4H, 4T, 5, 5S, combined 4 and 6 into proper order for scanning or direct keying.  Reviewing case exceptions, making corrections of scanning errors or issuing letters requesting additional information to resolve non-matching or missing taxpayer information.  Correcting taxpayer addresses in WINPAS database per United States Postal Service presorts.  Answering other LTE’s questions and providing training on mail routing and tax form checking prior to scanning. Administrative Assistant, CliftonLarsonAllen LLP (Accounting Firm), Middleton, WI, July 2010-December 2015 Primary Areas of Responsibility:  Welcomed clients, assisted callers’ questions, and reserved/set up conference rooms.  Prepared weekly Accounts Payable vouchers for timely payment on invoices for the Tax and Audit departments.  Processed daily client Accounts Receivable payments. Scanned and deposited clients’ checks into the on-line banking account. Applied clients’ credit card payments on-line as well as emailing and/or mailing receipts to the clients.  Served on Wisconsin proposal team. When Requests for Proposals were submitted and approved by the regional CEO, the administrative team created new proposals for both current and potential clients.  Edited, revised, and finalized audit financial statements from beginning to end in order to meet filing deadlines.  Organized, scanned and routed client tax organizers to staff accountants for processing. Finalized corporate, individual, partnership, payroll, property, and trust tax returns for partner’s signature.  Created emails of securely encrypted Adobe pdf files of audit and tax documents to clients, bankers, and attorneys.  Intermediate user of Windows 2010 Word, Excel, PowerPoint, Publisher, Adobe, and Outlook.  Reorganized office supplies, maintaining weekly inventory for the Tax, Audit, and IT departments.  Served as liaison with equipment leasing firms by maintaining copier, scanner, and postage meter supplies.  Sorted and delivered all incoming mail and prepared outgoing mail, UPS, and FedEx deliveries. Major Accomplishments:  Coordinated tracking of a client’s annual proxy votes, along with delivery of the subsequent report to shareholders.  Received bonuses for outstanding delivery of municipal insurance companies’ audits.  Leader of the annual United Way Campaign as coordinator beginning in 2011, and led subsequent campaigns through 2015.
- 2. Gina Sallstrom 2 AdministrativeAssistant, Grant Thornton LLP (Accounting Firm), Madison, WI, 2003-2010 Primary Areas of Responsibility:  Edited and finalized clients’ financial statements to meet filing deadlines.  Assisted the Marketing department with proposals and confidential presentation materials.  Answered staff members’ questions regarding Word, Excel, PowerPoint, and photocopier/scanner issues.  Served as substitute receptionist, welcoming clients, making meeting reservations, and completing tasks for staff as requested. Major Accomplishments:  Streamlined financial statement processing procedures.  Co-authored a Style Manual for our three Wisconsin offices.  Led “Best Practice” Excel “Tips and Tricks” training at our three Wisconsin offices’ administrative meetings.  Reorganized the firm’s supply room and advanced to being the liaison with local and national vendors.  Received a Client Experience award plaque for outstanding delivery to a key client. EDUCATION  Highland Community College, Freeport, IL, Liberal Arts  Drake University, Des Moines, IA, Social Psychology  Microsoft Office product training seminars and Customer Service conferences in Madison, WI REFERENCES Linda Gilsdorf Tax Revenue Agent, Department of Revenue Linda.Gilsdorf@revenue.wi.gov 608-443-8788 Jeffrey Brandenburg, CPA Managing Principal, CliftonLarsonAllen LLP jeff.brandenburg@CLAconnect.com 608-662-8667 Sheri Springer, CPA Senior Manager, SVA (Formerly Director, CliftonLarsonAllen LLP) sspringer2508@charter.net 608-219-4020 Ursula Norwood Environmental Coordinator, Alliant Energy (Formerly Administrative Assistant, Grant Thornton LLP) 608-852-4748 UrsulaNorwood@alliantenergy.com Margaret Bast Tax Representative 2 Margaret.Bast@revenue.wi.gov Home: 608-226-0203; Cell: 608-261-6438 Karyn Morell Accountant, Outsourcing, CliftonLarsonAllen LLP Karyn.morell@CLAconnect.com 608-662-8678 Jane Tereba, CPA Capital Evaluation Group (Formerly Senior Manager, Grant Thornton LLP) jtereba@capvalgroup.com 608-257-2757 Mickey Best Pastor, Point of Grace Community Church mbestsync@gmail.com 608-273-3779