Chantilla Mortimore

West Richland,WA

Summary

Enrolled Agent (EA) and Strategic Leader with 20+ years of experience in tax expertise, business accounting, and multi-site operations. A "hands-on" manager known for transforming assigned teams into highly productive and engaged units through technical mentorship and supportive change leadership. Expert at mitigating financial risk, ensuring multi-state compliance, and engineering flexible workforces to meet territory-specific budgetary and operational goals.

Overview

years of professional experience

Certification

Work History

Seasonal Manager

Intuit TTLive

Remote

01.2020 - Current

Tax Subject Matter Expertise (EA): Serve as the primary technical resource for an assigned team of tax professionals; leverage EA status to ensure 100% filing accuracy on complex returns and significantly reduce customer re-entries.
Talent Pipeline Development: Formally mentored 6 entry-level Tax Specialists new to the Intuit environment; guided them through the Intuit Tax Academy and EA Program to accelerate their professional credentials and career advancement.
Team Growth & Coaching: Drove measurable year-over-year improvements for returning experts and supported new specialists in exceeding baseline expectations through daily, hands-on coaching and real-time technical guidance.
Workflow Optimization: Trained experts on leveraging technical tools and software "shortcuts" to deliver thorough data to clients while maintaining efficient handle times and consistent customer satisfaction (CSAT) scores.
Adaptive Change Management: Cultivate a high-energy, welcoming environment by positively framing structural changes and organizational pivots, keeping the team focused and confident during high-pressure seasonal shifts.
Operational Oversight: Served as Manager on Duty (MOD) in prior seasons, managing daily operations and quality assurance to ensure seamless service delivery.

Owner / General Manager / Accountant

Ace Accounting

West Richland WA

01.2004 - Current

Strategic Business Advisory: Established and scaled a 20-year practice; provided the financial oversight and strategic reporting necessary for small business clients to achieve long-term stability and sustainable growth.
Compliance & Risk Mitigation: Shielded clients from potential IRS and state penalties by ensuring 100% accuracy and on-time filing for payroll, sales tax, and federal income tax returns.
Regulatory Guidance: Navigate complex multi-state tax requirements and labor compliance (Medical, 401k) to prevent regulatory violations for clients lacking internal tax expertise.
Fiscal Oversight: Direct all daily/monthly bookkeeping and accounts payable/receivable, providing clients with the financial clarity required to focus on their core business operations.

Territory Supervisor

Smith Gardens

Remote

02.2013 - 08.2024

Territory Budget Accountability: Successfully managed a strict territory-specific budget provided by upper management; engineered a flexible, cross-trained workforce that eliminated overtime and stayed within financial parameters.
Strategic Workforce Engineering: Directed 20+ employees across 11 high-volume accounts (Home Depot/Walmart); implemented a cross-training program that ensured 100% service coverage and operational agility across all locations.
Full-Cycle Talent Management: Owned the end-to-end recruitment lifecycle (vetting, interviewing, reference checks) and personally led the training and acclimation process for all new hires.
Inventory & Revenue Growth: Optimized sales performance by maintaining precise inventory levels and executing daily markdown strategies; ensured 100% compliance with promotional displays and pricing.
B2B Relationship Management: Served as the primary liaison for retail store leadership, delivering organized and professional merchandising environments that drove customer satisfaction.

Education

Bachelor of Science - Accounting

University of Phoenix

Phoenix, AZ

Skills

Leadership: Talent Pipeline Development Cross-Functional Team Management Supportive Change Leadership
Tax & Accounting: Federal & Multi-State Compliance Tax Subject Matter Expert Full-Cycle Payroll & Benefits

Operations: Territory Budget Accountability Strategic Resource Allocation Risk & Penalty Mitigation
Technical: QuickBooks ProAdvisor Intuit ProConnect AI Productivity Tools (Gemini/ChatGPT) 80 WPM