Laurel D. Shepard

*** ***** ***

Greenville, RI *2828

401-***-****

ad0ear@r.postjobfree.com

EXPERIENCE

Tax Preparation

Prepared basic and complex tax returns for a wide range of clients

On-going utilization of IRS site to research general tax information

Established contact with RI division of taxation to research status of outstanding tax returns

Provided independent tax assistance and tax informational service

Developed follow-up memos and documentation for clients to provide to IRS regarding their tax returns

Follow-up with clients regarding tax return status

Calls to potential clients to schedule appointments

Promotions and Public relations activities to recruit clients

IRS VITA volunteer tax preparation and review

Developed and adapted basic tax education power point and presented to clients of non-profit organizations

Dissemination of promotional materials to local businesses

Scheduling presentations to businesses regarding tax preparations

Presentations to businesses regarding tax preparation services

IRS Annual Filing Season Program Record of Completion

Responsible for technical set up of tax preparation equipment in 12 locations statewide

Leadership and Administration

Administered daily operations for admissions division of the College Crusade of Rhode Island

Managed environmental educational programs for eight Massachusetts middle schools for Thompson Island Outward Bound Education Center

Directed operations of the Department of Human Service Community Schools service delivery for children, youth and families

Developed and administered program budgets ranging from $100,000-$750,000

Recruited, screened, hired, supervised and evaluated personnel

Developed a framework for the Crusade grant making process that provided funding to elementary school partners in five Rhode Island school districts

Established partnerships with businesses; organizations; and educational institutions to support educational service delivery

Collaborated on the development of the Children’s Crusade grant proposal that secured an AmeriCorps’ grant award of $500,000 for eleven years

Established statewide network to empower and build the capacity of Crusade families to support their children’s academic achievement

Initiated Family Engagement dialogue with families, educators and school administrators

Researched and developed training opportunities to empower parents to advocate for their children within the educational system

Planned, organized and implemented the “Strategies to Build Parents Capacity to Support their Children’s Education” conference engaging 250 service providers

Facilitated pubic presentations to RI families state-wide to orient them to the services and benefits of the Children’s Crusade

EMPLOYMENT

Intuit-TurboTax January 2020-May 2023

H & R Block January 2006-April 2009

Tax Preparer

Liberty Tax January 2014-April 2015

Tax Preparer

Jackson Hewitt January 2017-Present

Tax Preparer

The College Crusade of Rhode Island, Providence, RI

Associate Director Admissions/Family Engagement Sept.1999 to August 2017

Community Relations Specialist July 1995 to August 1999

Director/ Program Services July 1993 to July 1995

Associate Director Mentoring Programs July 1992 to June 1993

Coordinator of Mentor Training May 1991 to June 1992

City of Cambridge Department of Human Service, Cambridge, Ma

Program Manager Sept.1989 to May 1991

Education Resource Specialist March 1989 to Sept.1989

Thompson Island Outward Bound, Education Center, Dorchester Bay, Ma

Multicultural / Environmental Education Program Coordinator Sept. 1982 to June 1983

Education Consultant/Adventure ED. Sept. 1982 to Sept. 1993

EDUCATION/CREDENTIALS

Enrolled Agent, November 2021 (expires November 2025)

Lesley College Graduate School, Cambridge, Ma

Master's Degree in Human Service Management/ August 1984

Suffolk University, Boston, Ma

Bachelor of Science in Criminal Justice, January 1980

Wheelock College, Boston, Ma

Concentration: Early Childhood Education (September 1971 to August 1974)

AFFILIATIONS

Former President of URI Cooperative Extension Board of Directors

Former member New England Association of College Admission Counselors Graduate of Leadership Rhode Island

Board of Directors for the Ocean State Association of Partners in Education

Ocean State Center for Law and Citizens Education Executive Committee

Former Appointee to Rhode Island Rural Development Council

Region 1 School to Career Council member

University of Rhode Island strategic planning committee member

REFERENCES AVAILABLE UPON REQUEST

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