Shannon Mcwilliam
Summary
To obtain a full time position in a company with a future for growth.
Overview
25
25
years of professional experience
Work History
Work From Home Agent
Myself
06.2023 - Current
- Book Keeping
- Personal Taxes multi jurisdictional taxes
- Worked with clients to keep there taxes up to date
- Displayed excellent multitasking abilities, managing simultaneous tasks while maintaining a high level of accuracy and attention to detail.
Tax Associate
Liberty Tax Service
02.2020 - 05.2023
- Maintained detailed records of client interactions and transactions, ensuring the highest level of accuracy and confidentiality.
- Participated in continuing education courses to maintain professional knowledge and certifications as a Tax Associate.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Completed and filed returns with tax departments at local, state, and federal levels.
Tax Associate
H&r Block
02.2015 - 05.2019
- Prepared and reviewed individual and business tax returns, ensuring compliance with federal and state regulations.
- Conducted in-depth research on tax codes and legislation to provide accurate guidance to clients.
- Collaborated with clients to gather financial documentation, enhancing accuracy of tax filings.
- Mentored junior staff on tax preparation processes, improving team efficiency and knowledge retention.
NIGHT AUDITOR
SUNRISE INN & SUITES
01.2010 - 01.2014
- Customer service
- Balancing the day and making corrections when needed Cash debit and credit card transactions as well as deposits
- Inputting data in excel and opera reservation screen Maintained a professional level of customer service
- Responding to potential guest inquiries
MILTS SMALL ENGINE AND REPAIR
01.2010 - 01.2014
- Payroll for a small company and 2 employees Data entry and t4’s Filling in all required forms for deposits
QUALITY HOTEL
01.2000 - 01.2010
- Customer service with all guests and business associates
- Supervised , trained, scheduled and submitted payroll for front desk agents, reservation agents
- Reported to General Manager on a weekly basis through manager meetings giving full accounts of front desk operations
- Bar Supervisor Reporting ideas to build staff moral setting up staff events including Christmas and staff parties
- Setting up tables for function waitressing and bartending all functions within the bar and banquets
- Advertising ideas to bring in more clientele
Education
Business Admin - Accounting
Keyano College
Fort McMurray, AB09-1994
Skills
- With over 17 years of experience in Hospitality and more then 30yrs as a tax preparer I am an employee that enjoys the challenge of new tasks willing to try all aspects of any industry I may work within I have worked Hotels doing many jobs, Bar Supervisor Front Desk Supervisor and Night Auditor As a tax preparer i have taught many to do taxes and completed thousands of taxes with many clients who have seen me year after year I believe that customer care is the #1 priority I am a confident decision Maker with a great ability to lead as well as to follow a lead
- Goal oriented
- Appointment scheduling
- Call handling
- Customer service
Timeline
Work From Home Agent
Myself
06.2023 - Current
Tax Associate
Liberty Tax Service
02.2020 - 05.2023
Tax Associate
H&r Block
02.2015 - 05.2019
NIGHT AUDITOR
SUNRISE INN & SUITES
01.2010 - 01.2014
MILTS SMALL ENGINE AND REPAIR
01.2010 - 01.2014
QUALITY HOTEL
01.2000 - 01.2010
Business Admin - Accounting
Keyano College
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