Sharon Palladino
Summary
Tax Accountant with the strong work ethic and sense of ownership needed to excel in a government-regulated environment. Skilled accountant with 4+ years experience with Sole Proprietor's and Individual tax analysis. Dedicated Bookkeeper who leverages initiative and resourcefulness to deliver excellence in meeting business objectives. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Hardworking and passionate with strong organizational skills eager to secure and maintain a full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Hard-driving business leader offering skill in strategic business planning and team development. Skillfully recruit and train employees at all levels to meet customer and business demands. Articulate, forward-thinking and resourceful in meeting unique needs.
Overview
40
40
years of professional experience
Work History
Tax Accountant/Tax Preparer Specialist
Sharon’s Accounting and Taxation Service
Boulder Creek, USA California
01.2010 - Current
- Completed and filed returns with tax departments at local, state and federal levels
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions
- Maintained complete records of client tax returns and supporting documentation in secured areas
- Prepared tax returns, extensions, tax planning calculations and write-ups for organizations and entities
- Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation
- Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement
- Prepared and filed taxes for individuals, corporations, and other entities.
- Analyzed financial records to ensure accuracy of tax documents.
- Reviewed financial statements for clients to determine potential deductions.
Tax Specialist
Intuit
, CA
01.2024 - 04.2024
- Prepared, reviewed, and filed tax returns for individual clients.
- Analyzed financial documents to ensure accuracy of information reported on tax forms.
- Researched and interpreted complex tax regulations in order to advise clients on the most advantageous methods of filing their taxes.
- Identified potential deductions or credits that could reduce the amount of taxes owed by a client.
- Performed calculations to determine estimated taxes due or refunds expected.
- Advised clients on strategies to minimize their future tax liabilities.
- Created reports summarizing the details of all filings made during the year.
- Provided guidance to clients regarding changes in federal, state, and local laws that may affect them financially.
- Maintained current knowledge of changes in taxation rules and regulations through continuing education and professional development courses.
- Assisted with audits conducted by Internal Revenue Service agents.
- Reviewed prior-year returns for accuracy and completeness.
- Interacted with IRS personnel to resolve discrepancies between taxpayer records and IRS requirements.
- Educated taxpayers about various tax issues such as filing status, eligibility for credits or deductions.
- Collaborated with accounting staff to ensure timely preparation of filings.
- Documented financial transactions related to taxation matters for audit purposes.
Senior Tax Specialist
HR Block
Soquel, USA
10.2022 - 04.2023
- Helped organization maintain full compliance with local, state and federal tax requirements with diligent application of best practices
- Taught junior staff how to prepare statements, resolve discrepancies and maximize efficiency
- Classified assets correctly to properly account for depreciation on routine filings
- Identified impactful regulations and incorporated changes to comply with new requirements
Chief Financial Officer
Carpet One Of Santa Cruz
Santa Cruz, USA
01.2020 - 12.2021
- Oversaw budgets, payroll and accounts payable and receivable
- Directed budget development, creation of budgetary controls and recordkeeping systems and investment management
- Prepared accurate financial statements at end of quarter
- Created, planned and implemented policies and procedures to increase productivity and maximize return on investments
Customer Service Representative
Liberty Bank and Trust
01.1996 - 11.1998
Customer Service Supervisor
Great Western Bank
05.1985 - 11.1989
- Supervised and trained customer service staff to ensure excellent customer service delivery.
- Provided guidance and support to junior customer service representatives, including coaching and mentoring.
- Monitored customer service performance metrics, such as call response times, resolution rates, and customer satisfaction ratings.
- Identified areas of improvement in the customer service process and developed strategies to address them.
- Developed policies and procedures for handling incoming calls, emails, complaints, returns, refunds.
- Conducted regular team meetings with customer service staff to discuss issues or changes in policies and procedures.
- Assisted customers with product inquiries and resolving complaints promptly and professionally.
- Resolved escalated customer disputes in a timely manner while maintaining good relationships with customers.
Finance and Accounting Specialist
San Lorenzo Valley Water District
02.1987 - 08.1989
- incom
- Prepared and analyzed financial statements, budgets and forecasts.
- Processed invoices, payments, and statements in a timely manner.
- Prepared bank deposits by compiling data from cashiers.
- Maintained up-to-date accounts receivable records and coordinated monthly billing activities.
Education
MBA - Accounting/Finance, Internal Audit Theory and Practice
University Of The Southwest
Hobbs, New Mexico06.2024
Bachelor of Science - Business/Finance
California State East Bay
Hayward, CA12.1987
Nonprofit Management -
Northcentral University
San DiegoSkills
- First Aid and CPR Certified
- Tax accounting
- Expert in QuickBooks Pro
- Bookkeeping
- Strong customer relations
- High level of accuracy
- Customer-oriented
- Financial analysis
- Fast learner
- Cultural Awareness
- Critical Thinking
- Teamwork and Collaboration
- Good Telephone Etiquette
- Software Proficiency
- Written Communication
- Dependable and Responsible
- Organization and Time Management
- Marketing Activities
- Financial Services
- Ability To Work Independently
- Client Relationships
- Deadline Driven
- Financial Goals
- Ability To Manage
- Business Planning
- Personalized Service
- Office Support
Accomplishments
- Expressive Ballet Instructor offering 30 plus years of intense training, education and hands-on experience in dance.
- Dedicated entertainment professional accomplished in all aspects of theater and performance.
- Trained as a Ballerina with extensive dance experience.
Timeline
Tax Specialist
Intuit
01.2024 - 04.2024
Senior Tax Specialist
HR Block
10.2022 - 04.2023
Chief Financial Officer
Carpet One Of Santa Cruz
01.2020 - 12.2021
Tax Accountant/Tax Preparer Specialist
Sharon’s Accounting and Taxation Service
01.2010 - Current
Customer Service Representative
Liberty Bank and Trust
01.1996 - 11.1998
Finance and Accounting Specialist
San Lorenzo Valley Water District
02.1987 - 08.1989
Customer Service Supervisor
Great Western Bank
05.1985 - 11.1989
MBA - Accounting/Finance, Internal Audit Theory and Practice
University Of The Southwest
Bachelor of Science - Business/Finance
California State East Bay
Nonprofit Management -
Northcentral University
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