Summary
Overview
Work History
Education
Skills
Summary Of Qualifications And Skills
References
Timeline
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Sharron Cook

Cincinnati,OH

Summary

Dynamic tax professional with extensive experience at Ernst & Young, excelling in fiduciary tax returns and client communications. Proven track record in leading teams to deliver timely, accurate tax solutions while fostering strong client relationships. Adept at tax research and problem-solving, ensuring compliance and maximizing client satisfaction.

Overview

20
20
years of professional experience

Work History

Tax Services Assistant Manager

Ernst & Young
Cincinnati, Ohio
07.2020 - Current
  • Performing tax research and preparing written tax advice.
  • Preparing 1099 tax information statements and tax returns including complex Forms 1041 and state income tax returns for trusts and estates.
  • Supervising a team of senior analysts and analysts to provide for timely, accurate production of tax information statements, tax returns, and related reporting.
  • Managing effective long-term relationships with our clients, understanding their unique needs to provide tailored services.
  • Reviewing and interpreting wills and trust documents to determine fiduciary tax reporting requirements, confirm beneficiary allocations, and identifying matters that may require additional research and review by a subject matter professional.
  • Recommending proper tax treatment for various transactions, learning to identify, review and confirm accuracy in tax reporting.
  • Translating complex data from a range of sources into client-ready insights and deliverables to support informed decision-making concerning required tax reporting.
  • Coaching, mentoring, and motivating client-serving teams.
  • Effectively leading engagement teams to manage production of tax deliverables in a fast-paced high-volume environment.

Private Client Senior Trust Tax Accountant

Fifth Third Bank
Cincinnati, Ohio
06.2005 - 07.2020
  • Responsible for preparation and filing of all fiduciary tax services such as preparing complex, simple, grantor, agency, split interest, and private foundation returns.
  • Monitoring distributions, income, and expense items relating to fiduciary tax returns.
  • Maintaining relationships with trust administrators to identify all assets and their taxability.
  • Reviewing date of death valuations, asset ownership, and beneficiaries for accurate reporting on federal tax returns.
  • Reviewing, confirming, and monitoring estimated tax payments required on all accounts.
  • Preparing and filing personal income tax returns for customers. Answering questions concerning tax liability, deductions, and related issues.
  • Training and supervising new tax associate staff members.

Education

Bachelor of Business Administration - Accounting

University of Cincinnati
Cincinnati, Ohio
08.2003

Skills

  • Microsoft Office proficiency
  • OneSource Trust Tax expertise

Summary Of Qualifications And Skills

  • Collaborated with clients and colleagues to analyze tax issues, determine alternative methods of problem-solving and arrive at recommendations.
  • Communicated complex tax issues to colleagues, clients and non-tax professionals to enable evaluation and review of tax compliance requirements central to fulfilling fiduciary tax reporting obligations.
  • Acted as the primary point of contact for day-to-day client relations for assigned engagements and demonstrate professional discretion by appropriately escalating complex tax and client relationship matters to senior management and subject matter professionals, coordinating efforts and ensuring managing expectations regarding timing of response and resolution.
  • Managed, coached and developed less experienced tax professionals, review work and help confirm team members have the knowledge, tools and opportunities they need to excel.
  • Built effective long-term relationships and manage workflow effectively with our clients, understand their unique needs to provide tailored services.

References

References available upon request.

Timeline

Tax Services Assistant Manager

Ernst & Young
07.2020 - Current

Private Client Senior Trust Tax Accountant

Fifth Third Bank
06.2005 - 07.2020

Bachelor of Business Administration - Accounting

University of Cincinnati
Sharron Cook
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