Shelby Horsley
Greenfield,OH
Summary
Dynamic Tax Associate with proven expertise at Fayette Financial in tax compliance and planning. Adept at maximizing deductions for diverse clients while fostering strong relationships through effective communication. Skilled in tax research and proficient in tax software, delivering solutions that minimize liabilities and enhance client satisfaction.
Overview
5
5
years of professional experience
Work History
Tax Associate
Fayette Financial
Washington Court House, OH
12.2024 - Current
- Reviewed and analyzed client data and accurately prepared income tax returns and tax research.
- Prepared accurate tax returns for individuals, partnerships, corporations, and non-profit organizations, maximizing deductions and credits.
- Developed strong relationships with clients through consistent communication regarding their unique needs and goals related to taxation matters.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Collaborated with senior Tax Associates to develop solutions for complex tax issues, ensuring compliance and minimizing liabilities.
Shift Leader
Rural King
Waverly
02.2024 - 12.2025
- Trained new employees and delegated daily tasks and responsibilities.
- Maintained a clean and safe work environment while ensuring all employees adhered to safety guidelines and protocols.
- Collaborated with other shift leaders to maintain consistent standards across all shifts, promoting a cohesive workplace culture.
- Managed shift operations, supplied resources and monitored team performance to keep business profitable and running smoothly.
- Resolved conflicts between employees to maintain positive and productive work environments.
- Developed strong communication skills among staff members by encouraging open dialogue during shift meetings or one-on-one discussions.
- Prepared shift summary reports for supervisor and communicated regularly on goals and progress.
Student Aid
Chillicothe City Schools
Chillicothe
08.2023 - 02.2024
- Served as a positive role model for students through consistent demonstration of respect, kindness, and responsibility.
- Oversaw students in classroom and common areas to monitor, enforce rules, and support lead teacher.
- Supported classroom management by maintaining a clean and orderly learning environment.
- Communicated regularly with teachers about individual student needs or concerns to ensure appropriate interventions were implemented promptly.
Customer Service Associate
FedEx
Grand Forks, ND
03.2021 - 05.2023
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Handled customer complaints professionally, resulting in satisfactory outcomes and positive feedback.
- Maintained a high level of product knowledge, providing accurate information to customers.
- Answered customer telephone calls promptly to avoid on-hold wait times.
Education
BBA - Accounting
Shawnee State University
Portsmouth, OH12-2026
Skills
- Tax compliance
- Nonprofit taxation
- Transfer pricing
- International taxation
- Tax credits and incentives
- State and local taxation
- Tax research
- Tax software proficiency
- Individual taxation
- Tax planning
- Local, state, and federal tax returns
Timeline
Tax Associate
Fayette Financial
12.2024 - Current
Shift Leader
Rural King
02.2024 - 12.2025
Student Aid
Chillicothe City Schools
08.2023 - 02.2024
Customer Service Associate
FedEx
03.2021 - 05.2023
BBA - Accounting
Shawnee State University