Jill Sanchez
Los Angeles,CA
Summary
At Quest Taxes, a bilingual tax preparer excelled in utilizing tax software and critical thinking to enhance client satisfaction and retention. Demonstrated professionalism by efficiently resolving IRS issues and implementing quality controls, significantly improving process efficiency. Skilled in relationship building and risk management, consistently prioritized accuracy and client loyalty.
Overview
17
17
years of professional experience
Work History
Bilingual Tax Preparer
Quest Taxes
04.2007 - Current
- Knowledge functionality of MS Word and Excel.
- Developed customized solutions for clients, resulting in increased customer satisfaction and retention.
- Managed and resolved complex customer issues effectively, navigating multiple internal resources to identify and implement best possible solutions while prioritizing customer satisfaction and loyalty.
- Successfully resolved IRS notices for clients by conducting thorough research, responding to inquiries, and negotiating favorable outcomes when necessary.
- Strengthened internal processes by implementing quality control measures during each stage of tax preparation process.
- Utilized advanced tax preparation software to input client data, ensuring accuracy and timeliness of return submissions.
- Reduced processing time for clients'' tax returns by efficiently organizing and managing paperwork.
- Managed complex customer issues effectively, navigating multiple internal resources to identify and implement best possible solutions.
- Researched and corrected customer concerns to promote company loyalty.
- Maintained accounting records utilizing in-house and client systems.
- Managed accounts payable and receivables and payroll.
- Supported audit preparations through meticulous documentation review and prompt response to auditor inquiries.
Skills
- Critical Thinking Capacity
- Professionalism and Integrity
- Continuous Learning Attitude
- Tax Software Mastery
- Organization skills
- Relationship Building
- Payroll familiarity
- Risk Management
Websites
Hobbies
Love to spend time with the family, going to concerts and Dodger games when possible. Also enjoy visiting landmarks or anything relating to the history of Los Angeles and my hometown of Pasadena.
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Bilingual Tax Preparer
Quest Taxes
04.2007 - Current