Summary
Overview
Work History
Education
Skills
CEUs
Timeline
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Shurell Casey

Saint Johns

Summary

Dedicated professional with a strong work ethic and a proven track record of success in previous roles. Eager to bring skills and experience to a new opportunity. Adaptable and quick to learn, thriving in fast-paced environments and excelling at problem-solving. Committed to delivering high-quality results, confident in ability to contribute positively to any team or organization.

Overview

24
24
years of professional experience

Work History

Caregiver

Visiting Angles
04.2021 - 08.2023
  • 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.

Senior Tax Accountant

Sherwood Quality Tax
01.2005 - 05.2021
  • Computed tax depreciation rates on business assets like technology and vehicles.
  • Completed in-depth research into tax issues affecting personal and business activities to offer expert advice and accurately prepare submissions.
  • Reconciled tax accounts to prevent discrepancies and maintain readiness for expected tax liabilities.
  • Reviewed financial reports to correctly ascertain taxation and statement requirements.
  • Taught junior staff how to prepare statements, resolve discrepancies and maximize efficiency.
  • Classified assets correctly to properly account for depreciation on routine filings.
  • Examined accounts and records and computed tax returns according to prescribed rates, laws and regulations.
  • Prepared federal and state income tax returns for individuals, businesses, trusts, estates and non-profits.
  • Responded promptly to official tax notices requiring clarifications and additional submissions.
  • Oversaw team of 4 tax preparers handling over 1000 submissions per year.
  • Researched and provided summary memos on technical tax issues at request of partners and clients.
  • Helped organization maintain full compliance with local, state and federal tax requirements with diligent application of best practices.
  • Represented clients before federal, state and local taxing authorities.
  • Trained clients on QuickBooks to help make tax management easier.
  • Conducted tax reviews and compilations to identify potential exposure areas and provided suggestions.
  • Identified opportunities for process improvement within the department, leading initiatives that increased productivity and client satisfaction.
  • Streamlined tax processes by implementing advanced software solutions, improving efficiency and accuracy.
  • Prepared detailed reports for senior management, highlighting key findings from tax research and analysis projects.
  • Reduced errors in tax filings by implementing thorough quality control measures and staff training programs.
  • Established strong relationships with government agencies, facilitating communication during audits or other inquiries.
  • Mentored junior accountants, enhancing their professional development and contributing to the overall success of the team.
  • Negotiated favorable resolutions to outstanding client issues with taxing authorities by presenting well-reasoned arguments supported by relevant facts.
  • Stayed current on changing tax laws and regulations, ensuring accurate application of rules to client cases.
  • Reviewed financial statements for accurate revenue recognition allocations helping ensure correct reporting on corporate income taxes.

Respiratory Therapist

Banner Baywood Medical Center
07.1999 - 10.2002
  • Managed and operated mechanical ventilators to deliver airway management.
  • Managed ventilator support for critically ill patients in intensive care units, ensuring proper adjustments according to physician orders and clinical guidelines.
  • Administered oxygen therapy, aerosol therapy and inhalation therapy to improve patients' breathing and lung function.
  • Provided emergency response assistance in cases of respiratory distress or failure as part of a rapid response team.
  • Performed bronchial hygiene techniques to remove mucus and secretions from patient lungs and improve lung function.
  • Provided antibiotics, bronchodilators, and anti-inflammatory medications with hand-held nebulizers, metered-dose inhalers and positive pressure equipment.
  • Aided physicians with various procedures such as bronchoscopies, ventilator management, and intubations.
  • Maintained accurate patient records to track patients' medical history and treatment plans.
  • Developed strong relationships with referring physicians by providing timely communication regarding patient progress and updates on therapy effectiveness.

Education

Associate's degree - Respiratory Therapy

Apollo College
Mesa, AZ

Skills

  • Accounting
  • QuickBooks
  • Data Entry
  • General Ledger Accounting
  • Bookkeeping
  • Office Management
  • Tax Experience
  • General Ledger Reconciliation
  • Bank Reconciliation
  • Journal Entries
  • Payroll
  • Respectful and compassionate
  • Time management
  • Elderly care
  • Problem-solving
  • Dependable and responsible
  • Patient care
  • Multitasking and organization
  • Strong ethics
  • Flexible schedule

CEUs

  • Maintained mandatory IRS CEU’s for each year as Certified Tax Preparer.
  • Maintained additional 40 hours per year of CEU’s for Personal Tax Return as well as 40 hours per year of Business Tax CEU’s.Jennings Advisory Group, LLCinfo@taxspeaker.com
  • Completed Caregiver Course

Timeline

Caregiver

Visiting Angles
04.2021 - 08.2023

Senior Tax Accountant

Sherwood Quality Tax
01.2005 - 05.2021

Respiratory Therapist

Banner Baywood Medical Center
07.1999 - 10.2002

Associate's degree - Respiratory Therapy

Apollo College

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Shurell Casey