SHIRLEEN PERCELL
Carthage,NC
Summary
Proven to enhance patient outcomes and satisfaction, I leveraged my dependable nature and expert time management skills at H and R Block to streamline tax processes, significantly reducing client stress. My respectful approach and problem-solving abilities foster strong relationships, achieving a notable increase in student test scores at Moore County Schools. Successful tax professional focused on performance, customer service and compliance. Offering over 17 years of expertise in reviewing annual reports, intangible tax and sales tax. Experienced in assisting with financial planning and analysis. Experienced non-medical Care Provider offering 9 years of expertise providing in-home care. Complete domestic duties, help patients with self-care and hygiene and provide companionship. Experienced working with children and elderly, with skill anticipating and proactively addressing client needs. Friendly and engaging with strong attention to detail.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Caregiver
Self Employed Through AOS. They Found My Clients.
07.2014 - Current
- Assisted clients with activities of daily living, promoting independence and quality of life.
- Cleaned house, ran errands, managed laundry, and completed weekly grocery shopping.
- Assisted with dressing guidance, grooming, meal preparation, and medication reminders.
- Performed light housekeeping duties to maintain cleanliness standards while respecting the patient''s personal space.
- Assisted clients with daily living needs to maintain self-esteem and general wellness.
- Built strong relationships with clients to deliver emotional support and companionship.
- Engaged patients in meaningful conversation, socialization, and activity while providing personal care assistance.
- Maintained a safe and clean environment for patients, reducing risks and ensuring optimal health outcomes.
- Enhanced patient comfort by providing compassionate and attentive care, addressing individual needs and preferences.
- Assisted with feeding and monitored intake to help patients achieve nutritional objectives.
- Assisted patients with self-administered medications.
- Contributed to a positive atmosphere for patients by using effective communication and active listening skills.
- Provided safe mobility support to help patients move around personal and public spaces.
- Administered medications as prescribed, ensuring accurate dosage and timely administration for maximum efficacy.
- Provided emotional support to patients and their families during challenging times, fostering trust and strong relationships.
- Maintained clean personal areas and prepared healthy meals to support client nutritional needs.
- Coordinated closely with family members regarding updates on patient conditions or concerns that arose during the course of caregiving duties.
- Recognized and reported abnormalities or changes in patients' health status to case manager.
- Turned and positioned bedbound patients to prevent bedsores and maintain comfort levels.
- Managed patient appointments and transportation needs, ensuring punctual arrival at medical visits and other engagements.
- Implemented fall prevention strategies within the home environment by identifying hazards or obstacles that posed risk to patient safety.
- Supported daily hygiene needs of patients by assisting with bathing, dressing, dental care and personal grooming.
- Laundered items, changed sheets and made bed to keep patients' bedroom clean.
- Assisted with daily living activities, running errands, and household chores.
- Provided compassionate and patient-focused care to cultivate well-being.
- Transported clients to and from medical appointments with safety and efficiency.
- Guided patients to restroom to support bladder and bowel relief requirements.
- Replaced bandages, dressings, and binders to care for wounds and encourage healing.
Instructional Assistant
Moore County Schools
09.2007 - 06.2024
- Monitored student progress to identify areas requiring extra support and implement action plans to meet needs.
- Supervised students during non-instructional times such as lunch breaks or recess periods, maintaining safety standards at all times.
- Provided support during classes, group lessons, and classroom activities.
- Prepared instructional materials such as worksheets, visuals aids, or manipulatives according to teacher directives for effective lesson execution.
- Assisted teachers in developing differentiated instructional strategies, resulting in improved student outcomes.
- Assisted educators in planning and executing field trips that reinforced curriculum content while providing hands-on learning experiences for students.
- Contributed to significant increase in student test scores by providing personalized tutoring sessions.
- Fostered positive learning environment, implementing effective classroom management strategies.
- Enhanced student motivation by recognizing and celebrating their academic achievements and milestones.
Tax Preparer
H and R Block
01.2003 - 04.2019
- Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
- Analyzed financial records to verify accuracy of tax returns.
- Provided exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.
- Increased client satisfaction by providing accurate and timely tax preparation services.
- Assessed client tax situations to determine best filing options.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Built strong rapport with clients through clear communication and regular updates on the status of their tax filings.
- Communicated with clients regarding tax situations, providing guidance on financial decisions.
- Maintained compliance by adhering to current tax laws and regulations.
- Educated clients on tax planning strategies, helping them save money in future years.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Prepared tax returns for clients in various industries according to government regulations and requirements.
- Facilitated communication between clients and IRS or state tax agencies, resolving discrepancies and ensuring accurate filings.
- Handled complex cases involving small business owners, self-employed individuals, and those with investments or rental properties, showcasing versatility in expertise within the field of taxation.
- Reduced errors through meticulous review of financial documents and double-checking calculations.
- Managed multiple deadlines efficiently, ensuring all clients'' taxes were filed on time without compromising quality or accuracy.
- Researched complex tax issues utilizing online resources and professional tax software.
- Ensured compliance with federal and state tax regulations by staying up-to-date on the latest tax laws.
- Achieved high levels of accuracy by staying informed on changes in relevant regulations and applying that knowledge to each unique case.
- Participated in continuous professional development opportunities to stay current in industry trends, elevating personal expertise as a Tax Preparer over time.
- Streamlined tax filing processes for clients, ensuring a smooth and efficient experience.
- Assisted in resolving complex tax issues, strengthening client relationships and building trust.
- Collaborated with colleagues to develop best practices for efficient and effective tax preparation.
- Offered clients recommendations to reduce tax liabilities.
- Identified potential audit red flags to minimize risk of IRS audits.
- Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
- Enhanced accuracy of tax filings by meticulously reviewing financial documents and applying current tax laws.
- Offered guidance on state and federal tax regulations to clients, ensuring they understood their obligations and opportunities.
- Maintained up-to-date knowledge of tax regulations and legislation, ensuring compliance in all prepared returns.
- Assisted clients with IRS audit preparation, significantly reducing stress and complexity of process.
- Adapted quickly to new tax software and technologies, enhancing efficiency in tax preparation tasks.
- Utilized tax software to prepare returns and meet deadlines.
- Responded to inquiries from IRS and other tax authorities.
- Facilitated integration of modern tax software with client accounting software.
- Prepared written responses or tax return amendments to resolve state and federal notices.
Education
Associate of Science - Elementary Education
Sandhills Community College
Southern Pines, NCCertificate - Certified Medical Administrative Assistant
Sandhills Community College
Southern Pines, NC08.2024
Skills
- Dependable and Responsible
- Patient Care
- Elderly Care
- Time Management
- Respectful and Compassionate
- Problem-Solving
Certification
AED and CPR certified
CMAA (Certified Medical Administrative Assistant)
Timeline
Caregiver
Self Employed Through AOS. They Found My Clients.
07.2014 - Current
Instructional Assistant
Moore County Schools
09.2007 - 06.2024
Tax Preparer
H and R Block
01.2003 - 04.2019
AED and CPR certified
CMAA (Certified Medical Administrative Assistant)
Associate of Science - Elementary Education
Sandhills Community College
Certificate - Certified Medical Administrative Assistant
Sandhills Community College
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