Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Sheryl Richards

Winnetka,CA

Summary

Highly-motivated Intuit seasonal employee with desire to take on a new challenge as a lead during the 2024 tax season. Strong work ethic, adaptability and exceptional interpersonal skills. Adept at working as part of a team, and quickly mastering new skills.

Overview

14
14
years of professional experience
1
1
Certification

Work History

Bookkeeper

Provident Financial Management LLC
Woodland Hills
04.2024 - Current
  • Processed accounts payable transactions.

Credentialed Tax Expert - Full Service

Intuit
Winnetka, CA
12.2023 - 04.2024
  • Ended the season with level P4 tax preparation status.
  • Selected to participate in the 40/hr Pilot program.
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
  • Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
  • Prepared and reviewed tax returns for individuals.
  • Identified potential deductions to minimize clients' tax liabilities.
  • Researched federal, state, and local laws to ensure compliance with regulations.
  • Analyzed financial information such as income statements and balance sheets to calculate tax liability.
  • Conducted research on current trends in taxation law to stay up-to-date with changes.
  • Participated in continuing education programs related to taxation matters in order to stay abreast of changing laws.

Credentialed Tax Expert

Intuit
Winnetka
01.2023 - 05.2023
  • Provided tax advice and guidance to clients regarding investments, deductions, credits, and other relevant matters.
  • Assisted client with their preparation of tax returns for individuals using TurboTax.
  • Advised on various taxation issues associated personal tax returns.

  • Participated in continuing education programs related to taxation matters in order to stay abreast of changing laws.

Bookkeeper, Administrative Assistant

Stevland Morris Productions
Burbank
10.2017 - 12.2022
  • Provided administrative support to the organization's president.
  • Organized and maintained filing systems for physical and electronic documents, ensuring accuracy and confidentiality of records.
  • Composed letters, memos, reports, emails, presentations and other written correspondence as required by management staff.
  • Maintained office supplies inventory by checking stock to determine inventory level; anticipating needed supplies; placing and expediting orders for supplies.
  • Created travel arrangements for staff according to their requirements.
  • Coordinated mailings including sorting mail, preparing packages for shipping via courier service or postal service.
  • Entered data into spreadsheets using Microsoft Excel.

Seasonal Tax Support

Intuit
Winnetka
03.2020 - 05.2020
  • Provided support to customers using TurboTax via phone, email and chat.
  • Assisted customers with TurboTax software, configuration, navigation and troubleshooting.
  • Maintained positive working relationship with fellow staff and management.

Supervising Typist Clerk

Los Angeles Department of Children and Family Serv
Northridge
06.2010 - 09.2017
  • Directed and supervised 7 clerical units.
  • Developed and implemented operational policies and procedures to ensure efficiency and accuracy of workflows.
  • Maintained accurate records of employee performance, attendance, leave requests, and disciplinary actions.
  • Recruited, hired, trained, mentored, coached, evaluated, and terminated staff as necessary.
  • Provided direct support to emergency response social worker's providing referrals to efficiently support families in need.

Education

Bachelor of Arts - English Literature

California State University - Los Angeles
Los Angeles, CA
06-1993

Skills

  • Complex Problem-Solving
  • Processes and procedures
  • Goal-Oriented
  • Tax Law Compliance
  • Individual returns preparation
  • Tax advising
  • High accuracy
  • Coaching and Mentoring
  • Team motivation
  • Excellent Communication

Certification

  • Enrolled Agent 0013347-EA

Timeline

Bookkeeper

Provident Financial Management LLC
04.2024 - Current

Credentialed Tax Expert - Full Service

Intuit
12.2023 - 04.2024

Credentialed Tax Expert

Intuit
01.2023 - 05.2023

Seasonal Tax Support

Intuit
03.2020 - 05.2020

Bookkeeper, Administrative Assistant

Stevland Morris Productions
10.2017 - 12.2022

Supervising Typist Clerk

Los Angeles Department of Children and Family Serv
06.2010 - 09.2017

Bachelor of Arts - English Literature

California State University - Los Angeles

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Sheryl Richards