Estela Sosa-Tejada
Tax Professional
Jersey City,NEW JERSEY
Summary
Dynamic professional with a proven track record in document preparation and fraud prevention at Stellar Business Notary. Skilled in tax compliance and research, with a knack for interpersonal communication and teamwork. Demonstrated ability to improve processes and adhere to regulations, ensuring excellence in customer service. Excelled in multitasking across diverse roles, achieving significant process improvements.
Overview
17
17
years of professional experience
Work History
Notory Public/Notary Signing Agent
Stellar Business Notary
Union City, NJ
06.2018 - Current
- Supported timely and accurate administrative task completion.
- Maintained comprehensive understanding of digital fraud and electronic signature verification, keeping sensitive documents secure and verifying authenticity.
- Looked for signs of fraud or coercion and refused notarization.
- Administered oath to document signers to obtain affirmation of truth.
- Updated journal with names and dates for permanent record.
- Attended public notary seminars to stay informed of updates to relevant laws and regulations.
Tax Analyst/IFA/EA
H&R Block
Union City, New Jersey
11.2019 - 04.2023
- Monitored legislative and regulatory arenas for relevant tax issues and updated management to facilitate informed decisions.
- Conducted targeted tax research to facilitate informed project planning and compliance efforts.
- Analyzed tax issues and made recommendations for remediation to management.
- Prepared and reviewed federal and state tax returns to comply with corporate submission requirements.
- Prepared all federal and state income tax paperwork for extensions and returns.
- Researched tax issues and stayed current on all federal and state tax laws.
- Calculated estimated and tax liabilities and issued payment instructions to facilitate timely corporate tax payments.
- Responded to taxpayer questions and helped individuals complete and file tax documentation.
- Recommended financial solutions in relation to tax implications.
- Processed tax payments, set up payment plans, and worked with delinquent taxpayers to resolve issues.
- Prepared tax returns for individuals
Unit Secretary
Hoboken University Medical Center
Hoboken, New Jersey
05.2007 - 03.2022
- Enhanced office productivity by handling high volume of callers per day.
- Maintained rapport with physicians, nurse,s and other healthcare personnel.
- Supported office staff and operational requirements with administrative tasks.
- Managed incoming calls and directed to appropriate department.
- Answered telephone calls to offer office information, answer questions, and direct calls to staff.
- Assisted with medical coding and billing tasks.
- Registered and verified patient records before triage with most up-to-date information.
- Placed new supply orders, managed inventory and restocked clerical spaces.
- Organized and maintained patient chart filing system to promote quick data finding for staff.
- Prepared and processed patient referrals and transfer requests.
- Completed administrative patient intakes with case histories, insurance information and mandated forms.
- Received and routed laboratory results to correct clinical staff members.
- Coordinated referrals through insurance and other medical specialists and documented details in patient charts.
- Answered phone calls and messages for a 15-physician Surgical medical facility, scheduling appointments, and handling patient inquiries.
Education
Real Estate Salesperson Licensee
Central For Real Estate Salesperson
Senior Tax Analysis/Small Business/IFA/EA
H&R Block Academy
2024
Associate of Applied Science - Business Administration Management/Accounting
Bergen Community College
01.2026
Notary Public/Notar Signing Agent License
National Notary Association
2017
Associate of Science - Medical Administration/Medical Assistant
The Chubb Institute-Westbury
05.2007
M.D. - Medicine-MD-attended 4 Years
Universidad De Cuyo-Medicina MD
Skills
- Document Preparation
- Identity Verification
- Fraud prevention
- Process Improvements
- Tax Research
- Regulations and compliance
- Tax Compliance
- Tax Return Filing
- Presenting
- Rental management
- Excellent and effective customer service
- Adherence to high customer service standards
- Phone and Email Etiquette
- Counseling services
- Computer savvy
- Teamwork and Collaboration
- Time Management
- Interpersonal Skills
- Multitasking
- Problem-Solving
- Professionalism
- Goal Setting
Work Preference
Work Type
Full TimePart TimeWork Location
RemoteTimeline
Tax Analyst/IFA/EA
H&R Block
11.2019 - 04.2023
Notory Public/Notary Signing Agent
Stellar Business Notary
06.2018 - Current
Unit Secretary
Hoboken University Medical Center
05.2007 - 03.2022
Real Estate Salesperson Licensee
Central For Real Estate Salesperson
Senior Tax Analysis/Small Business/IFA/EA
H&R Block Academy
Associate of Applied Science - Business Administration Management/Accounting
Bergen Community College
Notary Public/Notar Signing Agent License
National Notary Association
Associate of Science - Medical Administration/Medical Assistant
The Chubb Institute-Westbury
M.D. - Medicine-MD-attended 4 Years
Universidad De Cuyo-Medicina MD
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