Shay R. Bachelder
Senior Tax Consultant
Oregon City,OR
Summary
Reliable and upbeat tax expert, successful at promoting customer obsession, satisfaction, and loyalty. Fosters a positive work environment, diligent attention to detail, with a focus on individual and team needs. Knowledgeable of Intuit products, policy, and procedure. Dedicated and dependable relationship-builder with excellent organizational strengths and superior work ethic.
Overview
21
21
years of professional experience
3
3
Certifications
Work History
Tax Lead/Tax Expert
Intuit
01.2022 - Current
- Research and give accurate tax advice to experts and customers using TurboTax Online and Desktop software
- Assist managers and teammates with special projects, research and collaboration
- Monitor agents to ensure compliance with IRS and other agency requirements as well as TurboTax policy and procedure adherence
- Monitor lead help request channels and assign threads to available leads
- Complete training and stay up to date on compliance issues as well as known issues and investigations and forms availability
- Participate in Elevate Governance team to ensure that information in Elevate is accurate and easy to find
Accountant/Business Consultant/Enrolled Agent
CASLER FINANCIAL
Oregon City, Oregon
01.2004 - Current
- Consult with clients to determine the best tax outcome for their individual situation
- Create chart of accounts, reconcile bank statements and make general journal entries to ensure accurate books and records for small business clients
- Complete and file returns with tax departments at local, state, and federal levels.
- Prepare tax returns, extensions, and tax planning calculations for organizations and entities.
- Ensure compliance with federal, state, and local tax authorities
Accountant/Senior Tax Consultant
VANGUARD ACCOUNTING
Milwaukie, Oregon
09.2018 - 03.2021
- Prepare S-Corp, Partnership, and Individual tax returns using Lacerte software
- Review client Quickbooks and Quickbooks online and make year-end closing and adjusting entries as needed
- Correspond with business owners, senior-level management, 3rd party payroll providers, and investment advisors in order to gain a full understanding of clients financial position
- Assist support staff with full cycle accounting and payroll administration for approximately 40 small business and start-up clients
- Research tax law and ensure compliance with federal, state, and local tax authorities
Licensed Tax Preparer
NELSON FINANCIAL
Woodburn, Oregon
01.2004 - 04.2013
- Prepare personal income tax returns for approximately 300 clients per year using Lacerte Software
- Assist with accounting and payroll services using Quickbooks and Creative Solutions software
- Monthly bank reconciliations, maintain chart of accounts, perform monthly close process in accordance with GAAP
Compliance Officer
OAK BROOK FINANCIAL CORPORATION
Portland, Oregon
01.2002 - 01.2008
- Maintain check books in excel for 4 separate bank accounts, update and reconcile accounts daily
- Responsible for monthly accounting for 2 properties including journal entries, posting, balancing and printing financial statements
- Monitor spending habits of company employees and make recommendations as needed
- Audit locations to ensure compliance with company standards as well as adherence to state and federal law
- Ensure compliance with Bank Secrecy Act standards
- Handle and be accountable for large sums of cash, ensure safety and security of store locations
- Process accounts payable invoices and issue checks for 25 different store locations
- Reconcile bank accounts and research discrepancies
- Assist CFO and Comptroller on various projects and tasks as needed
- Develop direct mail marketing campaigns for various locations throughout the Portland Metro Area
Education
Bachelor of Art - Psychology, Special Education
UNIVERSITY OF OREGON
Associate of Art / Associate of Science - undefined
NORTH IDAHO COLLEGE
Skills
Customer interaction
Product line knowledge
Microsoft applications proficiency
Organization
Active Listening
Flexible and Adaptable
Attention to Detail
G-Suite
Written Communication
Analytical and Critical Thinking
Dependable and Responsible
Problem-Solving
Certification
Licensed Tax Consultant
Timeline
Tax Lead/Tax Expert
Intuit
01.2022 - Current
Accountant/Senior Tax Consultant
VANGUARD ACCOUNTING
09.2018 - 03.2021
Accountant/Business Consultant/Enrolled Agent
CASLER FINANCIAL
01.2004 - Current
Licensed Tax Preparer
NELSON FINANCIAL
01.2004 - 04.2013
Compliance Officer
OAK BROOK FINANCIAL CORPORATION
01.2002 - 01.2008
Bachelor of Art - Psychology, Special Education
UNIVERSITY OF OREGON
Associate of Art / Associate of Science - undefined
NORTH IDAHO COLLEGE