Sherri Shepard

1988.05 - 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.

Summary