Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

CHRISTINA SALDANA

Summary

Data Entry Specialist experienced in customer service and database management. Achieved compliance with IRS regulations through effective communication with clients and meticulous handling of federal tax case files. Focused on optimizing data processes and enhancing accuracy in tax filings by conducting detailed audits and organizing supporting documentation.

Overview

1
1
Certification
5
5
years of professional experience

Work History

Case Worker

Federal Tax Law Group
, CA
05.2026 - Current
  • Reviewed IRS notices and organized supporting documents to ensure compliance for case files.
  • Communicated with clients regarding tax issues and deadlines to facilitate timely document submission.
  • Managed federal tax case files to support client matters and ensure accurate legal representation.

TAX ASSOCIATE II

Intuit
12.2023 - 04.2026
  • Develop tax strategies, optimizing financial outcomes and achieving cost savings
  • Manage complex tax filings, improving client satisfaction and process efficiency
  • Collaborate with teams to resolve tax issues, increasing accuracy
  • Conduct detailed audits, ensuring compliance and identifying discrepancies

HEALTH INSURANCE BROKER

Exact Medicare
San Antonio, TX
09.2023 - 08.2025
  • Advised Medicare beneficiaries on plan options, coverage details, and enrollment requirements.
  • Processed applications, policy changes, and renewals with accurate documentation.
  • Explained Exact Medicare products, benefits, and eligibility rules to prospective clients.

INDEPENDENT CONTRACTOR

Arise- Intuit
San Antonio, TX
12.2021 - 04.2023
  • Updated knowledge of tax regulations to enhance compliance and accuracy
  • Ensured compliance in tax preparation, safeguarding client interests
  • Secured client privacy information to protect sensitive data and maintain trust.
  • Organize and secure client privacy information
  • Test IT systems to optimize tax preparation

Education

DIPLOMA - Medical Insurance Billing & Coding

Kaplan Career Institute

Skills

  • Customer Service
  • Case file organization
  • Document management
  • Database Management
  • Client intake

Certification

  • ITIL Certificate - ACI Learning Career & Technical Education 03/2021-06-2022 San Antonio, Texas
  • Certificate - Coursera - IT Support 10/2022- 04/2023 San Antonio, Texas $10,000 scholarship provided by Google

Timeline

Case Worker

Federal Tax Law Group
05.2026 - Current

TAX ASSOCIATE II

Intuit
12.2023 - 04.2026

HEALTH INSURANCE BROKER

Exact Medicare
09.2023 - 08.2025

INDEPENDENT CONTRACTOR

Arise- Intuit
12.2021 - 04.2023

DIPLOMA - Medical Insurance Billing & Coding

Kaplan Career Institute
CHRISTINA SALDANA