P E T E R L U C E Y

190 Canal Street Apt. #1 * Fall River, MA. 02721* 508-673-9204 * pl3a42f8@westpo
st.net
QUALIFICATIONS/SKILLS
Acute Financial analysis skills including auditing, cost accounting, and operati
onal reporting. IRS Circular 230 qualified.
Exceptional customer service knowledge. Microsoft Word, Excel, PowerPoint, and
Access Software. QuickBooks Bookkeeping and Accounting Systems. Highly motivated
leader - strong relationship builder - adept at partnering with clients, staff,
and administration. Attentive listener and persuasive communicator.
EDUCATION
2009 Bridgewater State College Bridgewater, MA.
Master of Science in Management - Accounting
2000 Northeastern University Boston, MA.
Bachelor of Science in Management - Magna cum Laude Graduate
1989 Mass Bay Community College Wellesley, MA.
Associates of Arts - Business Management - Highest Honors
PROFESSIONAL EXPERIENCE
2008-present H&R Block Fall River, MA.
TAX PROFESSIONAL I
* Prepare 1040's including EIC, child tax credits, gains/losses, property, inclu
ding rental, sole proprietorships, and S Corps utilizing H&R Block Accounting So
ftware.
* Analyze client data and collect additional information.
* Resolve customer filing issues.
* Maintain comprehensive knowledge of Federal and State taxation laws.
* Recognized for outstanding customer service skills.
* Earned top performance ratings for Tax Preparer Certification and professional
development coursework.
* Promoted from Tax Associate to Tax Professional I.
* IRS Circular 230 qualified.
DEPARTMENT HEAD Chiswick Corporation Sudbury, MA.
* Administered shipping, picking, and packing operations for small package shipp
ing department by prorating staff assignments
* Resolved conflicts with Sales and Credit Departments.
* Coordinated customer pick-ups.
* Oversaw order and transfer verification for Canadian warehousing facilities.
WAREHOUSE MANAGER Alles Corporation Newton, MA
.
* Supervised staff of 5 employees.
* Directed product for receiving, storing, and shipping.
* Oversaw ISO 9002 Certified, real-time computerized distribution system.
* Coordinated operations for warehouse in sales, customer service, and purchasin
g.
* Controlled vehicle scheduling, and maintenance.
* Promoted from Shipping and Receiving Associate 1983 to Assistant Warehouse Man
ager, and then Warehouse Manager.
Member Massachusetts Society of CPAs
Member American Institute of CPAs
Member Church Budget Committee
Member Church Audit Committee
Certified Public Accountant License - (Expected 2011)