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Tax Office Management

Location:
Rancho Cordova, CA, 95670
Posted:
November 07, 2023

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Resume:

Resume

Sharon Bishop

Master’s Organizational Management

279-***-**** (mobile)

ad0w8d@r.postjobfree.com

Tax Preparer - California 2023

Certification Project Management Professional Certification (2017)

M.A. Organizational Management, University of Phoenix

B.S. Business Management, San Jose State University

H & R Block

Associate Team Leader (October 2022 to present)

Management of the retail office including greeting clients, answering calls, staffing, and payment processing

Client appointment scheduling for tax preparers

Oral and written communication of actual sales revenue to projected goals.

Office performance metrics reporting

Proactively leveraged resources.

Effective time management and organization skills with the ability to handle multiple priorities.

Conducted employee training, maintained staff work schedules, supervised work activities.

Interacted with senior management team to share information, request assistance, identify issues requiring immediate attention.

CRM - Salesforce

Follett Higher Education Group

Pepperdine University/Seaver - Tyler Campus (undergraduate)

Course Materials Manager II -August 2017 to September 2022

Sales Account Manager for all course materials

Cost and Budget KPI’s compilation

Managed the procurement of college textbooks and course materials.

Supervised department staff including interviewing, hiring, assigning work, evaluating work performance and development of talent pipeline.

Presents, interacts and influences faculty and staff on course materials issues.

Ensures resolution of escalated issues

Business improvements and analysis of sell through.

Coordinated student athlete scholarship course materials activities including performing administrative activities including account set-up, course materials distribution and collection, account billing reconciliation.

Supervision of retail staff activities including POS training, cash management, merchandising and online order fulfillment.

Assist other locations with store operations including store opening/closing procedures, course materials activities and inventory audits.

Works closely with store management to gather requirements for online course materials project presented to University Decision Makers.

Ascena Group - Dress Barn

October 2015 to August 2017 - Assistant Store Manager

Christian Religious Organization

From January 2011 to January 2014 - Treasurer

S1 Corporation (acquired)

From August 2002 to August 2007

Project Lead Software

Quality Assurance subject matter expert. Lead contributor in newly implemented QA process and procedure development. Software detection errors increased 25 percent.

Post-production customer satisfaction scores increased to 85 percent from the previous 70 percentile.

Responsible for the QA work breakdown structure. I identified business analysts, quality assurance and developers with the most knowledge and experience for assignment to new and complex software projects.

Led team meetings in manager's absence.

Communicated with technical writers ensuring accuracy of technical documentation.

Conducted "triage" change management meetings. Participated in Go, No-Go software deployment meetings. Conducted "lessons learned" meetings.

Traceability matrices created and expanded.

Defined test strategies for domestic and virtual teams ensuring extensive in-depth code validation.

Supervised/mentored co-located and virtual teams in best practices and the most effective testing methodologies.

Maintained risk identification and risk control documents.

Application maintenance: User Acceptance Testing (U.A.T.)

Prototype testing to stakeholders for feedback and functionality input

Collaborated with development and customer service to ensure that the correct test software is uploaded onto the specified test servers.

Ensured appropriate security access levels adhered to.

Technical support: Participated in creating ITIL procedures, tasks and checklists for system integration.

Participated in production-ready Go meetings with architecture, development and quality assurance to review migration tasks checklist.

Fidelity Investments (FESCO)

From February 2000 to May 2002 - Software Engineer and Stockbroker



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