SHARYL DOUGLAS
H & R Block Tax Services
Detroit,MI
30
years of professional experience
Proficient income tax preparer with over 25 years in federal and state tax preparation. Recognized for mentoring junior staff and delivering tailored tax solutions, ensuring compliance and optimizing outcomes for clients.
Work History
Income Tax Preparer
29 Years 10 Months- Prepared individual and business tax returns ensuring compliance with federal and state regulations.
- Conducted thorough reviews of client financial documents to maximize deductions and credits.
- Advised clients on tax strategies to minimize liabilities and optimize financial outcomes.
- Mentored junior preparers on tax preparation processes, enhancing team efficiency and accuracy.
- Analyzed complex tax situations, providing tailored solutions that addressed specific client needs.
- Maintained confidentiality of client information by securely storing documentation and implementing strict privacy protocols.
- Demonstrated attention to detail while preparing complex tax returns for individuals, partnerships, corporations, and trusts.
- Advised clients on various strategies for minimizing their income tax liabilities throughout the year.
- Provided exceptional customer service to resolve issues quickly, resulting in positive feedback from clients.
- Collaborated effectively with colleagues to share knowledge and expertise, enhancing team productivity.
- Contacted IRS or other relevant government organizations on behalf of a client to address issues related to tax self-preparation.
- Assisted new employees in learning company procedures and best practices for income tax preparation through hands-on training sessions.
- Assessed client tax situations to determine best filing options.
- Maintained complete records of client tax returns and supporting documentation in secure areas.
- Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
- Calculated estimated tax payments for clients.
- Researched tax implications for various deductions and credits.
- Prepared written responses or tax return amendments to resolve state and federal notices.
- Developed spreadsheet models to accurately track tax information.
Letter of Credit Specialist
27 Years 2 Months- Transaction Processing: Issue, amend, and process commercial and standby letters of credit accurately and within tight deadlines.
- Document Examination: Review shipping, financial, and legal documents to verify strict compliance with credit terms and international standards.
- Risk & Fraud Mitigation: Identify fraudulent presentations, check sanctions, and ensure adherence to anti-money laundering (AML) and compliance regulations.
- Coordinated with importers, exporters, clients, and internal banking departments to resolve discrepancies and address technical inquiries, enhancing client satisfaction and ensuring compliance.
- Managed fees, processed invoice applications, and reconciled foreign and domestic currency transactions, ensuring accurate financial reporting and regulatory compliance.
Education
No Degree
Skills
Income tax preparation
Federal and state tax returns
Client confidentiality
Tax software proficiency
Ethical practices
Tax planning strategies
Tax computing
Deadline management
Timeline
Income Tax Preparer
H & R Block Tax Services
12.1996 - CurrentRead More
Letter of Credit Specialist
Comerica Bank
10.1996 - 12.2023Read More
Wayne County Community College
No Degree
Read More