Sharon Bishop Email & Phone Number

Lewes, Delaware, United States

Prepare complex individual income tax returns and other required filings from client documents, questionnaires and interviews. In addition to Form 1040 and all tax schedules, prepare state returns from across the U.S. and complete FinCEN Forms 114, FBARs, and Forms 709. Expertise in Intuit Lacerte tax preparation software, Bloomberg BNA tax projection software, and Microsoft Excel. This demanding seasonal position generally lasts from 12 to 15 weeks each year.

Portland, Oregon

Seasonal Tax Preparer

Portland, Oregon

Managed the total account relationship for $890 million corporate credit portfolio of commitments, each ranging from $10-$200 million. Developed new business opportunities and cross-selling within existing accounts and prospects. Extensive experience originating, analyzing, structuring, negotiating, documenting, closing, and managing loan transactions. Worked closely with asset sales and syndications groups. Acting manager of 10-person branch during extended absence of Manager.

Tokyo, Japan

Significant independent client contact. Structured international compensation plans for major U.S. and European financial institutions operating in Japan. Advised on appropriate vehicle for doing business in Japan with a particular emphasis on the Japan-U.S. Tax Treaty. Consulted on business valuations in connection with corporate acquisitions in Japan and performed compliance work.

Tokyo, Japan

Created and implemented treasury policies and procedures for foreign exchange trading rooms in the five countries comprising the bank’s Asia Pacific region. Activities addressed included foreign exchange trading, local funding, gold trading, and U.S. Government Securities sales. Scope of responsibilities included management of counterparty limits, head office reporting, analysis of dealing room profitability and performing periodic branch operations control audits throughout the region.

Phoenix, Arizona Area

Commercial Real Estate Loan Officer in the Mortgage Warehousing Department of large regional bank. Managed $110 million portfolio as first backup officer to department head. Performed credit analyses and made calls on both current and prospective customers. Structured $100 million participation secured by collateral pool to be used for land acquisition, construction, mortgage warehousing, and commercial paper borrowings.

Greater Chicago Area

Successfully completed nine-month corporate credit training program.

Master Of Business Administration (M.B.A.), Finance And Financial Management Services

Bachelor'S Degree, International Relations