Sherry Xu
Poughkeepsie
Summary
- Client-focused Financial Professional with an international background in tax preparation, accounting, and relationship management.
- Proven expert in new client engagement, recognized by management for consistent 5-star service delivery and exceptional client acquisition rates.
- A collaborative team player who excels at simplifying complex financial data for diverse client bases.
- Committed to high standards of accuracy, integrity, and proactive problem-solving.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Tax Specialist
H&R Block
Poughkeepsie
01.2024 - Current
- New Client Engagement Expert: Recognized by Area Management for effectively converting prospects into long-term clients through a consultative and professional approach.
- Client Service Excellence: Consistently achieved 5-star client satisfaction ratings by providing personalized and empathetic financial guidance.
- Collaborated within team environment; assisted peers with day-to-day operations and partnered with senior staff to ensure technical accuracy for complex returns.
- Demonstrated accountability and emotional intelligence, prioritizing client needs and maintaining professionalism in high-pressure situations.
Project Assistant
Hitachi Capital Leasing & NRI
Beijing
01.2011 - 01.2013
- Supported the SunGard AAF leasing system project as a bridge between technical teams and financial stakeholders.
- Delivered high-level interpretation and translated technical documents in financial leasing and IT database sectors.
Accounts Payable Clerk
AMVIC Inc.
Toronto
01.2005 - 01.2008
- Financial Oversight: Managed full-cycle accounts payable processes, ensuring high-volume invoice processing accuracy and timely vendor payments.
- Managed vendor relationships by resolving discrepancies and fostering strong, professional partnerships through clear communication and prompt payment confirmation.
- Reconciliation & Accuracy: Performed regular account reconciliations, identifying and resolving discrepancies to maintain the integrity of financial statements, including Trial Balance and Income Statements.
- Reporting: Utilized customized worksheets and accounting software to track expenses and support accurate cash flow analysis.
Customer Service Representative
Telespectrum Canada
Toronto
01.2003 - 01.2004
- Resolved customer inquiries and maintained database integrity, ensuring accurate information for high-volume customer service.
- Assisted customers with inquiries and resolved issues effectively.
- Managed customer accounts and processed service requests promptly.
- Collaborated with team members to enhance service delivery standards.
Education
Financial Accounting Program -
Centennial College
TorontoE-commerce Program -
Centennial College
TorontoTelecommunication Engineering (B.S.) -
Beijing Union University
Beijing ChinaSkills
- Client acquisition and retention
- Consultative services
- Tax preparation (federal and NY state)
- Financial statement analysis
- Data analysis
- H&R Block software proficiency
- QuickBooks expertise
- ACCPAC knowledge
- Microsoft Office Suite
- Advanced Excel skills
- Advanced Access skills
- Cross-functional collaboration
- Cross-cultural client engagement
- Bilingual communication
- Team support and reliability
Certification
- NY State Public School Teacher (Teaching Assistant Level I)
- Certificate in Teaching Chinese as a Second Language
Core Competencies
New Client Acquisition, Customer Retention, Consultative Service, Federal & NY State Tax Preparation, Financial Statements, Data Analysis, H&R Block Software, QuickBooks, ACCPAC, MS Office Suite (Expert Excel/Access), Cross-functional Collaboration, Cross-culture client engagement, Bilingual Communication (English/Chinese), Being supportive and reliable in a team
Languages
Chinese (Mandarin)
Native/ Bilingual
Timeline
Tax Specialist
H&R Block
01.2024 - Current
Project Assistant
Hitachi Capital Leasing & NRI
01.2011 - 01.2013
Accounts Payable Clerk
AMVIC Inc.
01.2005 - 01.2008
Customer Service Representative
Telespectrum Canada
01.2003 - 01.2004
Financial Accounting Program -
Centennial College
E-commerce Program -
Centennial College
Telecommunication Engineering (B.S.) -
Beijing Union University