Sherry Knight
Summary
Professional with high standards and results-driven approach, prepared for role of Office Manager and Senior Tax Advisor/Analyst. Skilled in team collaboration, adaptable to changing needs, and reliable. Proficiencies include administrative management, scheduling, budgeting, and staff coordination. Known for effective communication, problem-solving, and organizational skills. Excellent client service skills, tax law and IRS regulatory knowledge as well as team building.
Finance professional with proven track record in maintaining precise financial records and ensuring compliance with accounting standards. Known for fostering collaborative environments and achieving timely results. Reliable team player with strong analytical skills and adaptability to evolving financial requirements.
Overview
1
1
Certificate
2027
2027
years of professional experience
Work History
Office Manager
H&R Block
East Stroudsburg, USA
2018 - Current
- Managed scheduling and coordination of client appointments with appropriately skilled tax preparers, enhancing customer service experience.
- Oversaw daily office operations, ensuring efficient workflow and adherence to corporate company policies as well as IRS requirements.
- 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.
- Enhanced team productivity by delegating tasks effectively and overseeing daily workflow.
- Conducted regular inventory assessments of office supplies, ordering necessary items proactively to prevent stock shortages.
- Facilitated positive work environment, addressing employee concerns promptly and fostering culture of mutual respect.
- Conducted regular reviews of office procedures, identifying and implementing improvements for operational excellence.
Senior Tax Advisor
H&R Block
East Stroudsburg, USA
2001 - Current
- Prepared and composed simple to complex tax returns for individuals and small business clients.
- Researched and prepared all IRS documents for submission with strong attention to detail.
- Demonstrated extensive product knowledge by providing clients with financial records management and budget techniques according to their needs
- Reviewed financial records, such as income statements and expenditures to determine appropriate forms needed for each client
- Provided outstanding and professional customer support
- Managed a diverse portfolio of client accounts with meticulous attention to detail, consistently meeting or exceeding deadlines.
- Developed and maintained positive relationships with external partners, including government agencies and professional organizations within the tax industry.
- Conducted thorough research on ever-changing tax regulations, ensuring clients remained compliant with all relevant laws.
- Maintained compliance regulations in accordance with IRS.
- Continuously monitored changes in legislation and best practices, staying ahead of trends to provide clients with the most up-to-date guidance possible.
- Established strong relationships with clients by providing exceptional customer service and tailored advice based on individual needs.
- Offered clients recommendations to reduce tax liabilities.
- Prepared written responses or tax return amendments to resolve state and federal notices.
- Led tax planning initiatives to optimize client tax strategies and maximize returns.
- Developed personalized tax strategies, maximizing client refunds and minimizing liabilities.
- Provided expert tax advice to clients, ensuring compliance with federal and state regulations.
Assistant Accountant
How Can We Help LLC
Bangor, PA
- Managed accounts payable and receivable processes, ensuring timely and accurate financial transactions.
- Reviewed general ledger entries and assessed accuracy.
- Assisted with timely month-end closing procedures, resulting in accurate financial reporting.
- Enhanced financial data integrity by conducting regular reconciliations of bank and ledger accounts.
- Strengthened internal controls through regular review of policies and procedures, identifying areas for improvement or clarification.
- Reconciled bank statements and general ledger accounts, maintaining integrity of financial records.
- Assisted with month-end closing processes and reconciliations to ensure timely financial reporting.
- Managed accounts payable functions, including invoice processing and vendor communications.
Accounts Payable Accountant
PA Treatment and Healing
East Stroudsburg, USA
- Balanced accounts associated with accounts payable process.
- Minimized late payment fees by consistently monitoring due dates and prioritizing payments accordingly.
- Processed accounts payable through Sage Accountant software.
- Enhanced vendor relationships through timely and accurate payment processing, fostering positive rapport between company and vendors.
- Assisted employees with filling out expense reports.
- Streamlined month-end closing processes, allowing for faster reporting to management on financial results.
- Increased accuracy in financial transactions by maintaining well-organized filing system for all accounts payable documentation.
- Ensured accurate expense allocation with diligent review of invoices for proper general ledger coding.
- Served as a key contact person for external vendors, addressing inquiries on payment statuses promptly and professionally.
- Processed vendor invoices efficiently, ensuring timely payments and adherence to company policies.
- Reconciled accounts payable transactions, identifying discrepancies and resolving issues promptly.
Education
Associate of Applied Science - Business Management
Sussex County Community College
Newton, NJSkills
- Customer Service
- Organizational Skills
- Office Administration
- Excellent multi-tasking ability
- Data Entry
- Customer Relations
- Billing
- Document Management
- Bookkeeping
- Account reconciliation
- Relationship building
- Scheduling coordination
- Staff management
- Conflict management
- Policy implementation
- Financial reporting
- Team bonding
- Regulatory compliance
- Effective communication
- MS office
- Bank reconciliation
- Accounts payable and receivable
Certification
- Quickbooks Certification
- Notary Public
- Notary Signing Agent
- Registered PTIN with IRS
- Small Business Tax Advisor Certification
Timeline
Office Manager
H&R Block
2018 - Current
Senior Tax Advisor
H&R Block
2001 - Current
Assistant Accountant
How Can We Help LLC
Accounts Payable Accountant
PA Treatment and Healing
Associate of Applied Science - Business Management
Sussex County Community College