Shari Wurgler
Amery,Wisconsin
Summary
Professional tax specialist with strong focus on compliance, tax planning, and client advisory services. Proven track record in streamlining operations, ensuring accuracy, and driving financial efficiency. Highly adaptable team player known for effective collaboration and delivering consistent results. Skilled in tax preparation, regulatory compliance, and financial analysis.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Tax Professional and Team Lead
H&R Block
10.2012 - Current
- Preparing tax returns
- Marketing
- Responsible for opening and closing of the office
- Bookkeeping
- Coaching
- Scheduling
- Meeting goals
Home Assembler
H&R Block
03.2013 - 07.2016
- Assemble parts accurately
- Time management
Lead Milker
Four Mile Creek Dairy LLC
12.2002 - 05.2013
- Milking 1200 cows
- Calving/pulling and processing calves
- Working without Supervision/handling problems/ fallowing procedures
Education
Diploma -
Wisconsin Indianhead Technical College
Rice Lake, Wisconsin01.1994
Accounting Assistant Diploma - Accounting
Wisconsin Indianhead Technical College
Rice Lake, WI01.1994
Office Assistant Diploma - undefined
Wisconsin Indianhead Technical College
Rice Lake, WI01.1993
Skills
- Tax return preparation
- Closing
- Financial record management
- Appointment coordination
- Maintenance
- Strategic marketing planning
- Team leadership
- Financial accounting
- Effective time management
- Performance-focused team coaching
- Office administration
Accomplishments
- Grew business through word of mouth referrals and focusing on quality tax preparation.
- Achieved high customer satisfaction by obtaining positive results following individual income tax returns.
- Supervised team of 10 staff members.
- Worked with clients to prepare individual tax.
- Earned "The Henry Bloch Award of Excellence" Award in 2018.
Certification
- Certified Senior Tax Analyst, H&R Block
Timeline
Home Assembler
H&R Block
03.2013 - 07.2016
Tax Professional and Team Lead
H&R Block
10.2012 - Current
Lead Milker
Four Mile Creek Dairy LLC
12.2002 - 05.2013
Accounting Assistant Diploma - Accounting
Wisconsin Indianhead Technical College
Office Assistant Diploma - undefined
Wisconsin Indianhead Technical College
Diploma -
Wisconsin Indianhead Technical College
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