Summary
Overview
Work History
Education
Skills
References
Key Qualifications
Timeline
Generic

Sharon L Barto

Selma

Summary

Detail-oriented administrative professional with extensive experience in payroll processing and tax compliance. Proven ability to enhance client relationships through effective communication and problem-solving, ensuring accurate tax filings and efficient office operations.

Overview

13
13
years of professional experience

Work History

Client Care Specialist

H&R Block Corp.
Cave Junction
12.2022 - Current
  • Oversaw payroll processing for diverse employers in Southern Oregon.
  • Conducted bookkeeping preparation for accurate tax return filings.
  • Achieved registration with Internal Revenue Service for operational compliance.
  • Supported office functions by handling appointment scheduling and customer inquiries.

Tax preparer, Bookkeeper and Payroll Specialist

BTEA, Inc
Cave Junction
01.2014 - 12.2022
  • Licensed Tax Preparer with the Oregon Board of Tax Practitioners.
  • Registered with the Internal Revenue Service as a tax professional.
  • Prepare and file Federal and State taxes.
  • Prepare and file Federal and State Payroll tax returns, quarterly and annually.
  • Reviewed financial documents to ensure compliance with tax regulations.
  • Communicated tax law changes to clients effectively and clearly.
  • Analyzed client data to identify potential deductions and credits.
  • Delivered essential payroll and bookkeeping services to support community financial needs.

Seasonal position providing customer service and sales

Illinois Valley Community Development Organization
Cave Junction
05.2014 - 10.2014
  • Seasonal position providing customer service and sales at the Visitor Center
  • Managed inventory control, ensuring timely filing and stocking to support customer service and sales efforts.
  • Completed day-to-day duties accurately and efficiently.
  • Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.

Licensed Tax Preparer

Liberty Tax Service
Grants Pass
01.2013 - 04.2013

Obtained licensure from Oregon Board of Tax Practitioners and Internal Revenue Service.

  • Prepared and filed individual tax returns for diverse clientele.
  • Reviewed client financial documents to ensure accuracy and completeness.
  • Assisted clients with tax inquiries, providing tailored guidance for better understanding.

Education

Associate of Arts degree - Legal Studies

American River College
Sacrament, CA
05-1998

Skills

  • Customer relationship management
  • Client retention
  • Client support
  • Customer engagement
  • Appointment scheduling
  • Data analysis
  • Time management
  • Problem-solving
  • Critical thinking
  • Attention to detail
  • Adaptability
  • Reliability
  • Conflict resolution

References

Available upon request.

Key Qualifications

  • Computer Skills in Microsoft 365, Intuit QuickBooks Accountant with Payroll, Tax Wise.
  • HR Block, tax software, ADP payroll service and Xero.
  • Strong analytical and problem-solving abilities.
  • Excellent Customer Service and communication skills.
  • Dependable and dedicated to completing tasks efficiently and timely.

Timeline

Client Care Specialist

H&R Block Corp.
12.2022 - Current

Seasonal position providing customer service and sales

Illinois Valley Community Development Organization
05.2014 - 10.2014

Tax preparer, Bookkeeper and Payroll Specialist

BTEA, Inc
01.2014 - 12.2022

Licensed Tax Preparer

Liberty Tax Service
01.2013 - 04.2013

Associate of Arts degree - Legal Studies

American River College
Sharon L Barto