Sherita Q Booker
Cleveland,Ohio
Summary
Highly analytical and purposeful professional with excellent problem-solving abilities, along with broad-based experience in accounts payable, accounts receivable, customer service, order entry, bookkeeping, and office management. Skilled at using out-of-the- box techniques in creating innovative processes to optimize operational efficiency, reduce costs, and improve corporate profitability. Dynamic leader with exceptional ability to achieve aggressive business goals and drive the implementation of concepts into achievable business plans. Accustomed to working and relating with diverse individuals, adapting to different cultures, and providing innovative solutions. Equipped with a keen eye for detail and the capability to multitask in vastly competitive, challenging, and challenging environments. Resolute individual with an excellent attendance record.
Driven and visionary leader with talent for strategic decision-making and fostering innovation. Possesses deep understanding of business operations, combined with expertise in financial management and organizational development. Committed to driving growth and enhancing company performance through transformative leadership.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Ceo/ BOARD DIRECTOR
Wize Tax Services LLC
05.2017 - Current
- Company Overview:
- Filing State, Federal and Local tax returns for all 50 States and international. Prepare over 2000 tax returns. Prepared using master software.
- Tax Accounting, Income Tax, Corporate Tax, Financial Reporting, Financial Accounting, Tax Accounting, Auditing, Tax Law, International Tax including certified public accountants, enrolled agents, attorneys, and many others who don't have a professional credential
- You expect your preparer to be skilled in tax preparation and to accurately file your income tax return.
- Created a positive work culture, resulting in increased employee satisfaction and retention rates.
- Improved organizational structure by reallocating resources and redefining roles for greater efficiency.
OFFICE MANAGER TAX AUDITOR
H&R BLOCK
11.2014 - 04.2017
- Review and/or prepare work papers and tax returns supporting US and non-US investments
- Reasonable for preparing calculations of tax attributes related to distributions to mutual fund shareholders; researching tax issues using online tax research services and other resources; and analyzing portfolio holdings and applying tax rules to these holdings
- Analyze the tax impact of non-US investments, including withholding, reclaims, capital gains, and transactions taxes
- Communicating with federal, state, and local tax authorities to resolve issues as well as assisting in the development of tax training materials and guiding departmental training
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
Cosmetology
Beauty Elegant Sears Hair Studio
04.2013 - 05.2014
- Respond to customer's comments and complaints
- Handle employment issues including the interview/recruitment of qualified candidates, conducting appraisals and performance reviews
- Update superiors on business performance, new initiatives and other issues
- Maintain awareness of market trends in the retail industry
- Recognize forthcoming customer initiatives and keep up with local competitors
- Achievements improved the accuracy of sales forecasts
- Achieved a sales record with new target sales
- Developed a new customer satisfaction form
- Participated in ongoing professional development opportunities to stay current with emerging trends and best practices within the cosmetology industry.
- Collaborated with fellow educators to develop an interdisciplinary approach to teaching cosmetology subjects.
- Prepared students for all 50 cosmetology exam with 100% success.
Business Associate Degrees
Everest University
02.2009 - 02.2012
- Managed household finances
- Pursued higher education in the business field
- Customer service associate Retail sales workers
- Assistant store manager
- Administrative assistant
- Store manager
- Relationship banker
- Sales consultant
- Sales support specialist
- Managed a diverse portfolio of clients, ensuring timely delivery of high-quality services.
- Coordinated events and conferences that showcased the company''s expertise, strengthening its reputation within the industry.
Store Manager
Rally's
03.2007 - 11.2011
- Implemented outstanding customer service by successfully managing customers' concerns
- Oversaw and evaluate the productivity of employees
- Conducted food and nutritional programs
- Managed record keeping of expenditures and inventory
- Arranged, maintained and repaired equipment
- Identified and developed marketing strategies
- Led and motivated the store team to ensure efficiency and increase sales
- Managed stock levels and made key decisions about stock level and control
- Analyzed sales and used technology to record sales figures for data analysis and forward forecasts
- Analyzed and interpreted trends to facilitate planning
- Forecasted future sales volume to maximize profits
- Managed inventory control, cash control, and store opening and closing procedures.
- Managed daily operations to ensure smooth functioning of the store, maintaining a clean, safe environment for customers and employees.
Education
Bachelor of Science - Accounting And Finance
Kaplan University
Davenport, IA07.2016
CPA/EA license - Tax Specialist
H&R Block
Cleveland, Ohio08.2015
Cosmetology Diploma - Cosmetology
The Salon At Remington College
Cleveland, OH05.2013
Associate of Science - Business Accountancy
Everest University
Cleveland, Ohio02.2012
Associate of Science - Business Administration And Management
Everest University
Detroit, MI01.2011
Skills
- Succession planning
- Strategic visioning
- Digital transformation
- Global perspective
- Operational excellence
- Customer service
- Mail handling
- Organizational skills
- Office administration
- Operations management
- Data analytics
- Teamwork
- Teamwork and collaboration
Certification
- State of Ohio Certificate Article of Organization, 05/21/17, Wize Tax Services
- State of Ohio Certificate Article of Organization, 06/01/17, Wize Tax Services LLC
- Vendor License, 08/21/17
- State of Ohio Affirmative Action Program Verification, 05/21/19
- Ohio Good Standing, 05/09/19
Personal Information
Title: Ceo
Affiliations
- Kaplan University Accounting Association, 07/24/16
- SDVOSB, 05/10/19
- VITA/TCE 2016 Volunteer Standards of Conduct, 07/24/17
- VITA/TCE 2016 Intake Interview and Quality Review, 07/24/17
- VITA/TCE 2016 Site Coordinator, 07/24/17
Company
Wize Tax Services LLC
Master Software:
National Tax OFFICE
Ranking: Federal Returns 1168 Jan 2019 - December 2024
All 50 States 732
International 12
Taxx Savage
Ranking: Federal Returns 568 Jan 2024- December 2024
All 50 States Returns 312
Xerox, QuickBooks and FreshBooks March 2017 - December 2019
Word
RXCEL
Powerpoint
Zoho
Sage
Veteran Network
GovTribe
Federal contracts, grants
Timeline
Ceo/ BOARD DIRECTOR
Wize Tax Services LLC
05.2017 - Current
OFFICE MANAGER TAX AUDITOR
H&R BLOCK
11.2014 - 04.2017
Cosmetology
Beauty Elegant Sears Hair Studio
04.2013 - 05.2014
Business Associate Degrees
Everest University
02.2009 - 02.2012
Store Manager
Rally's
03.2007 - 11.2011
- State of Ohio Certificate Article of Organization, 05/21/17, Wize Tax Services
- State of Ohio Certificate Article of Organization, 06/01/17, Wize Tax Services LLC
- Vendor License, 08/21/17
- State of Ohio Affirmative Action Program Verification, 05/21/19
- Ohio Good Standing, 05/09/19
Bachelor of Science - Accounting And Finance
Kaplan University
CPA/EA license - Tax Specialist
H&R Block
Cosmetology Diploma - Cosmetology
The Salon At Remington College
Associate of Science - Business Accountancy
Everest University
Associate of Science - Business Administration And Management
Everest University
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