Sharen Lightsey
Accountant/Tax Professional
Charlotte,NC
Summary
Results-driven accounting and tax professional with extensive experience specializing in tax preparation and compliance. Demonstrated success in enhancing client satisfaction through effective communication and problem-solving skills. Proficient in QuickBooks and various tax software applications, ensuring accurate financial reporting and fostering long-term client relationships while minimizing audit risks. Aiming to leverage expertise to drive operational efficiency and client success in future roles.
Overview
33
33
years of professional experience
Work History
Tax Expert (Seasonal)
JDA Partners Technical Services Group
New York, NY
01.2024 - Current
- Guide clients on tax savings through video and chat, enhancing satisfaction and compliance.
- Provide tax support and advice to clients using screen share, chat and live video.
- Complete federal and state individual tax returns, ensuring accuracy and timely submission.
- Advise clients on tax benefits, leading to improved financial outcomes and client loyalty.
- Conduct thorough reviews of federal and state tax returns, guaranteeing accuracy and timely submissions, leading to reduced audit risks.
Accounting/Finance Manager
Numbers 2 Numbers, Inc.
Indian Trail, NC
03.1993 - 01.2025
- Managed accounting functions, ensuring accurate financial records and compliance.
- Led internal audits, improving financial accuracy reducing discrepancies.
- Oversaw AP, AR & Fixed assets, enhancing operational efficiency.
- Resolved complex tax issues, facilitating client satisfaction and compliance.
- Research tax inquiries from clients.
- Prepared detailed financial reports, supporting strategic decision-making.
- Coordinated with clients to resolve complex tax issues, fostering strong relationships and ensuring compliance with federal and state regulations.
- Maintained precise financial records and executed reconciliations, upholding accuracy in reporting and facilitating smooth audits.
Consultant-Tax Research-Compliance Solutions
ADP Tax Services
San Dimas, CA
07.2021 - 05.2023
- Resolved complex tax notices and liens, enhancing client compliance and satisfaction.
- Collaborated with tax agencies to address tax balances, ensuring timely resolution.
- Analyzed client transcripts to streamline research and improve resolution accuracy.
Tax Expert (Seasonal)
Intuit, Inc.
San Diego, CA
01.2021 - 07.2021
- Utilized virtual networks to efficiently complete federal and state tax filings.
- Advised clients on tax matters via screen share, chat, and video, ensuring compliance.
- Delivered personalized tax advice, fostering trust and long-term client relationships.
- Conducted through reviews of client financial documents to ensure accuracy and compliance, minimizing errors and reducing audit risks.
Director of Human Resources
Green’s Commercial Cleaning Inc.
Wingate, NC
05.2015 - 05.2018
- Led financial operations, ensuring compliance with regulations and timely reporting.
- Supervised team, enhancing efficiency and accuracy in financial processes.
- Implemented audit systems, improving quality control and financial transparency.
- Managed HR activities, streamlining recruitment and employee onboarding processes.
- Prepared financial statements, facilitating successful annual audits and informed decision-making.
- Implemented a new HR software platform to automate payroll and benefits management, yielding measurable improvements in processing speed and accuracy.
Education
Master of Business Administration - Finance
Baker Center for Graduate Studies
Flint, MIBachelor of Arts - English & Psychology
Rutgers University
New Brunswick, NJAccounting Principles I & II -
Burlington County College
Pemberton, NJSkills
- Effective communication
- Information gathering
- Skilled in QuickBooks financial management
- Experienced with Quicken software
- Proficient in Microsoft Office Applications
- Tax preparation
- Tax compliance
- Financial reporting
- Tax research
- Attention to detail
- Teamwork and collaboration
- Problem solving
- Skilled in using tax software applications
- Experienced with various professional tax software
Computer Applications
- Expert in Quick Books
- QuickBooks Pro Advisor
- Quicken
- Microsoft Word
- Excel
- Tax Preparation Software (Pro Series, RCS Taxslayer, Drake, Olt Pro)
Timeline
Tax Expert (Seasonal)
JDA Partners Technical Services Group
01.2024 - Current
Consultant-Tax Research-Compliance Solutions
ADP Tax Services
07.2021 - 05.2023
Tax Expert (Seasonal)
Intuit, Inc.
01.2021 - 07.2021
Director of Human Resources
Green’s Commercial Cleaning Inc.
05.2015 - 05.2018
Accounting/Finance Manager
Numbers 2 Numbers, Inc.
03.1993 - 01.2025
Master of Business Administration - Finance
Baker Center for Graduate Studies
Bachelor of Arts - English & Psychology
Rutgers University
Accounting Principles I & II -
Burlington County College
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