Shavon Thomas Feracho, EA
Doral,USA
Summary
Dynamic Enrolled Agent and Team Manager with over 10 years of experience blending expert-level taxation and client service delivery. Proven track record of leading teams of 20+ experts in high-stakes compliance and retail environments and managing front-line operations to drive organizational growth. Experience in recruiting, mentoring talent, and fostering cross-functional collaboration while maintaining a rigorous focus on regulatory adherence and technical tax excellence.
Overview
12
12
years of professional experience
1
1
Certification
Work History
TurboTax Tax Expert (Seasonal)
Intuit
Miami, FL
01.2024 - Current
- Collaborate with clients to gather necessary documentation for accurate tax preparation.
- Prepare and file individual income tax returns, ensuring compliance with federal and state regulations.
- Analyze complex tax situations, providing strategic recommendations to minimize liabilities.
- Build strong rapport with clients through clear communication and regular updates on the status of their tax filings.
- Develop client relationships through exceptional service, resulting in high retention rates and referrals.
Enrolled Agent / Business Owner
Legacy Planners LLC
Miami, FL
09.2022 - Current
- Manage end-to-end client engagement workflows, ensuring accurate and compliant tax preparation for individuals and small business owners.
- Collaborate with clients to gather necessary documentation, streamlining information collection for timely filing.
- Prepare accurate and timely tax returns, ensuring client satisfaction and compliance with IRS regulations.
- Develop tax planning strategies, optimizing client financial positions through effective recommendations.
- Cultivate long-term client relationships, serving as a strategic liaison to support business development and client retention.
- Provide exceptional customer service by addressing inquiries promptly, building strong client relationships for repeat business.
Compliance Manager – Financial Services
The Strategy Group VI (formerly BDO USVI)
St. Thomas, USVI
02.2019 - 10.2021
- Recruited, hired, and trained a team of 20 compliance reviewers, providing clear direction and coaching to ensure success in their roles.
- Mentored and coached junior team members to demonstrate core competencies and achieve operational improvements
- Directed audit review initiatives for the Federal Disaster Recovery Program, ensuring thorough compliance of contracts and payment submissions.
- Fostered collaboration with the Virgin Islands government and third-party officials to enhance recovery program outcomes and ensure regulatory adherence.
- Managed engagement workflows to meet all internal and external deadlines while mentoring junior team members on core competencies.
Team Manager
Louis Vuitton North America
St. Thomas, USVI
10.2013 - 02.2019
- Recruited, hired, and managed a team of retail professionals, setting monthly key performance targets and guiding the team toward collective goals.
- Led team and work streams toward successful client service delivery, managing day-to-day operations and cross-functional relationships
- Oversaw operational functions, including payroll processing and vendor payments, ensuring the team met all service level standards.
- Fostered a customer-first mindset, driving initiatives that resolved complex issues and ensured high service standards before and after sales.
Education
Bachelor of Science - Accounting
St. John’s University
Queens, NYCertificate - Financial Planning
Howard University
Washington, DCSkills
- Leadership & Coaching:
- Operational Excellence
- Stakeholder Management
- Data-Driven Decision Making
- Organization skills
- Income tax preparation
- Client communication
- Verbal/written communication
- Interpersonal strengths
- Customer service
- Critical thinking
Certification
Enrolled Agent | EA #00159688-EA | Issued Nov 4, 2024.
Timeline
TurboTax Tax Expert (Seasonal)
Intuit
01.2024 - Current
Enrolled Agent / Business Owner
Legacy Planners LLC
09.2022 - Current
Compliance Manager – Financial Services
The Strategy Group VI (formerly BDO USVI)
02.2019 - 10.2021
Team Manager
Louis Vuitton North America
10.2013 - 02.2019
Certificate - Financial Planning
Howard University
Bachelor of Science - Accounting
St. John’s University