Sherri Shepard
CHAPEL HILL,NC
Summary
Strategic and results-oriented business leader with experience in strategy, planning and operations. Skilled in developing and executing business plans to maximize profitability, streamline operations and maintain compliance with industry regulations. Proven people leader motivates and optimizes staff performance and productivity. Certified facilitator in EY Spark program leading Tax technical and soft-skill courses to all levels to promote continuous learning.
Overview
36
36
years of professional experience
1
1
Certification
Work History
Managing Director
EY
05.1988 - Current
- Coordinate Tax Quality Reviews for 125 US Tax Partners, Principals, and Managing Directors to ensure adherence to external regulations and internal tax policies and procedures; provide real-time education and feedback for non-compliance.
- Promote culture of continuous learning by investing in employee development programs as author, technical reviewer and program lead/facilitator for local, regional, and national in-house Quality and Tax Technical professional development seminars/courses for all company levels (Intern through Partner).
- Specialized in Real Estate Partnership and Corporate tax compliance and planning; strengthened client relationships with regular communication, timely project delivery, and high-quality services.
- Final review of thousands of tax returns including Partnerships, REITs, C-Corporations, S-Corporations, Individuals, Trusts, multiple states.
- Keep abreast of current and emerging tax technical developments and creatively apply tax knowledge to client situations.
- Provide clear expectations, constructive feedback, guidance and mentoring to team members to continuously develop team to perform efficiently and achieve team goals timely and accurately.
Education
Bachelor of Science - Accounting
University of North Carolina At Charlotte
Charlotte, NCAssociate of Arts - Business
Peace College
Raleigh, NCSkills
- Quality Assurance
- Mentoring and training
- Team Collaboration
- Income Tax Compliance and Planning
- Certified Facilitator
- Microsoft Suite (Excel, Word, PowerPoint)
Affiliations
- American Association of CPAs
- NC Association of CPAs
Certification
Certified Public Accountant (CPA)
Additional Information
Married to Dr Kevin Shepard, Psychologist
Interests include cooking, crafts, reading
Timeline
Managing Director
EY
05.1988 - Current
Bachelor of Science - Accounting
University of North Carolina At Charlotte
Associate of Arts - Business
Peace College
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