Sheila Gutierrez
Oxnard,CA
Summary
To obtain a challenging career where I can utilize skills acquired through education and experience combined with initiative to contribute to the goals of my employer
Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.
Overview
29
29
years of professional experience
1
1
Certification
Work History
Tax Preparer
Al's Income Tax Services Inc.
Oxnard, Ca
01.2016 - Current
- Facilitated accurate preparation of individual and business tax returns to maintain compliance with applicable tax laws.
- Conducted thorough reviews of financial documents to enhance accuracy and compliance in tax reporting.
- Provided expert advice on tax planning strategies aimed at minimizing liabilities and maximizing client refunds.
- Evaluated and adjusted practices in response to evolving tax laws to uphold compliance requirements.
- Prepared and filed individual and business tax returns, ensuring compliance with federal and state regulations.
- Conducted client interviews to gather necessary information, enhancing accuracy in return preparation.
- 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.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Communicated with clients regarding tax situations, providing guidance on financial decisions.
- Maintained compliance by adhering to current tax laws and regulations.
- Prepared tax returns for clients in various industries according to government regulations and requirements.
Senior Attendance Clerk
Kern High School District
Bakersfield, CA
08.2006 - 01.2016
- Track, monitor, report, and audit attendance records for approximately 2,500 students
- Supervise, train and motivate fellow staff working in attendance
- Supervise, train, manage, and motivate student assistants
- Answer phones, contact parents and or guardians regarding attendance issues and off campus passes while problem solving to the benefit of all involved
- Track and monitor field trip and school activity absences
- Analyzed attendance trends to provide insights that informed strategic decisions for student engagement programs.
- Assisted in maintaining a positive school environment by participating in disciplinary actions related to attendance issues.
- Demonstrated strong attention to detail when verifying and inputting student data, resulting in a reliable reporting system for school administrators.
- Increased efficiency of daily operations by organizing and maintaining confidential student records.
- Developed exceptional time management, relationship building, and organizational skills from working in busy school setting.
Property Manager
Al Gutierrez
Bakersfield
03.2001 - 01.2007
- Collected rent receivables and collected for delinquent accounts
- Compiled and maintain accurate and complete records and reports
- Managed general renters issues and repaired or contracted issues as needed
- Quality customer care to renters
- Oversaw property maintenance and vendor coordination to ensure tenant satisfaction.
- Conducted regular inspections to identify maintenance needs and ensure compliance with regulations.
- Managed tenant relations, addressing concerns promptly to foster positive community environment.
- Handled tenant complaints promptly and appropriately, calling in repairmen, and other support services.
- Maintained positive landlord-tenant relationships, ensuring clear communication and prompt resolution of any disputes.
- Enhanced tenant satisfaction by promptly addressing concerns and resolving issues in a timely manner.
- Followed up on delinquent tenants and coordinated collection procedures.
- Managed multiple properties simultaneously, coordinating efficient allocation of resources and streamlining communication channels to maintain high levels of operational excellence.
Receptionist
Linda Warren, M.D.
Bakersfield
09.2001 - 01.2006
- Answered phones
- Scheduled patients and laboratory appointments
- Coordinated accounts payables and financial arrangements
- Followed up with collections for delinquent accounts
- Assisted insurance billing, and reconciliation
- Managed front desk operations, ensuring efficient patient check-in and appointment scheduling.
- Coordinated communication between patients and medical staff, enhancing overall patient experience.
- Streamlined filing systems for patient records, improving document retrieval time and organization.
- Trained new reception staff on office procedures and software usage to maintain workflow continuity.
- Oversaw daily office operations, improving service delivery through effective multitasking and prioritization.
- Developed patient follow-up protocols, enhancing continuity of care and patient satisfaction ratings.
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Answered phone promptly and directed incoming calls to correct offices.
- Resolved customer problems and complaints.
- Handled cash transactions and maintained sales and payments records accurately.
- Streamlined front desk operations for increased efficiency by effectively managing phone calls, emails, and walk-in clients.
- Responded to inquiries from callers seeking information.
Attendance Clerk
Rio School District
Oxnard
01.1997 - 01.2002
- Track, monitor, report, and audit attendance records for approximately 2,500 students
- Answer phones, contact parents and or guardians regarding attendance issues and off campus passes
- Coordinated Student Attendance Review Board (SARB) with students, parents, and faculty
- General clerical duties
- Managed daily student attendance records with accuracy and attention to detail.
- Analyzed attendance data to identify trends and recommend interventions for at-risk students.
- Developed training materials for staff on updated policies related to attendance management systems.
- Demonstrated strong attention to detail when verifying and inputting student data, resulting in a reliable reporting system for school administrators.
- Assisted in maintaining a positive school environment by participating in disciplinary actions related to attendance issues.
- Supported school administration by generating accurate attendance reports for decision-making purposes.
- Exhibited adaptability by adjusting quickly to changes in school policies or procedures related to student attendance management.
- Increased efficiency of daily operations by organizing and maintaining confidential student records.
- Managed high volumes of incoming calls from parents or guardians reporting absences, ensuring proper documentation for each case.
Education
Graduate -
Adolfo Camarillo High School
Office Occupational Certificate -
Oxnard College
Oxnard, CA05.1999
Skills
- Detail-oriented, ambitious, professional
- Superior administrative and professional interpersonal skills
- Strong public relations skills
- Highly competent working with students and individuals to achieve maximum results
- Able to anticipate and respond quickly to problems
- Experienced in A/R, A/P and accounts reconciliation, including financial arrangements and collection of delinquent accounts
- Proficient in MS Office 2000 Suite (Word, Excel, Access, Power Point, Publisher, Outlook) Easily adaptable to other software programs
Accomplishments
- Grew business through word of mouth referrals and focusing on quality tax preparation.
- Achieved numerous recommendations from highly satisfied clients.
- Worked with clients to prepare individual tax, gift tax and estate tax returns.
Certification
- Oxnard College Certificate of Completion
- Office Occupations Preparation Program
- May 17, 1996
- Danielle Davis
- Business Department
- West High School
- 1200 New Stine Road
- Bakersfield, CA 93309
- Net Words Per Minute Typed: 60
- Date: August 13, 2014
Languages
Spanish
Full Professional
Timeline
Tax Preparer
Al's Income Tax Services Inc.
01.2016 - Current
Senior Attendance Clerk
Kern High School District
08.2006 - 01.2016
Receptionist
Linda Warren, M.D.
09.2001 - 01.2006
Property Manager
Al Gutierrez
03.2001 - 01.2007
Attendance Clerk
Rio School District
01.1997 - 01.2002
Graduate -
Adolfo Camarillo High School
Office Occupational Certificate -
Oxnard College