Kevin Sheby

Organized, detail-driven professional with multiple years handling communications, documentation, and client relationships across a financial firm and a tech consultancy. Experienced investigating discrepancies, verifying records against source documentation, and resolving them accurately, while handling sensitive financial records, credentials, and PII with discretion. Skilled at explaining complicated technical topics to non-technical clients in plain language people actually understand.

Junior Tax Preparer (Seasonal) at Sheby Financial Group (2025-09 – Present)

• Prepare ~50 individual (1040) returns per season for high-net-worth investment clients, including complex Schedule C, K, and E income and capital gains filings.
• Own the full prep workflow in Drake Tax Software: organizing and labeling client submissions, entering all documents, and reviewing each return for completeness against prior-year filings.
• Investigate and flag missing documents and discrepancies using prior-year returns and client questionnaires, drafting clarifying questions that keep returns moving cleanly through senior review.
• Coordinate the review cycle end to end — from intake through senior sign-off and client delivery — handling confidential financial and personal information with discretion.

Data & Process Specialist — Help Desk / IT Support at Golden State Tech Consulting (2022-08 – Present)

• Manage client data migration projects from start to finish, coordinating accuracy, quality, and deadlines across 50+ accounts; raised first-upload success rates on large datasets (100k+ records) through built-in review steps that catch errors early.
• Redesigned a slow, error-prone manual process into a streamlined, well-documented workflow, cutting manual data-cleaning time 60–70% while improving accuracy and preserving the firm's white-glove service standard.
• Provide client-facing help desk support across a managed service provider serving 35 client firms (~200 users): password resets, account setup, email/alias configuration, software installs, and hardware issues.
• Administer Microsoft 365 and Google Workspace domains, provisioning users and assigning permissions on a least-privilege basis to keep client environments secure.
• Onboard new client companies and employees onto managed systems, and create and maintain internal documentation so processes can be followed reliably by others.

Diploma in Bookbinding – North Bennet Street School (2011 – 2013)

Tax Preparation Training – H&R Block (2025)