Tara Sturhahn Rosenblum
Bonita Springs
Summary
Results-driven Leader with over 22 years of experience in Customer-Focused Tax Services and Organizational Management. Demonstrated expertise in ethical standards and integrity, enhancing Customer Engagement and Satisfaction. Skilled in mentoring teams to integrate work ethic into leadership styles, fostering a people-centric approach that drives organizational excellence.
Overview
29
29
years of professional experience
1
1
Certification
Work History
SEASONAL TAX MANAGER
Intuit
11.2024 - Current
- In charge of maintaining the development and update of the Agency Expert Handbook
- Mentor managers, experts, and leads
- Research and interpret tax laws and regulations
- Handle complex tax issues and provide solutions
- Build and maintain client relationships with Agency Partners
- Collaborate with other departments within the organization
- Stay up to date with changes in tax laws and regulations
- Provide guidance and training to staff to enhance their tax knowledge and skills
TAX EXPERT LEAD
Intuit
12.2021 - 10.2024
- Enhanced customer support by leveraging resources and tools for tax experts.
- Fostered collaboration among teams to improve growth and customer experience.
- Exemplified Intuit values as returning lead for new team of 18 leads.
- Delivered tailored instruction for experts and leads to promote individual growth.
- Developed engaging Kahoot training to address training gaps in team huddles.
- Provided ad hoc training for POD teams based on specific needs.
SEASONAL TAX EXPERT
Intuit
12.2020 - 06.2021
- Ensured compliant tax filings by conducting comprehensive tax research.
- Guided customers empathetically in preparing their tax returns using technology.
- Resolved product and tax inquiries for 1,500 customers during tax season.
- Utilized defined company policies to troubleshoot customer support issues effectively.
- Streamlined customer assistance processes to enhance overall satisfaction and efficiency.
TAX ATTORNEY
Rosenblum Tax Law PLLC
06.2021 - Current
- Led team of legal professionals (remotely) in tax litigation cases, resulting in successful outcomes
- Advised high-net-worth clients on tax planning strategies to minimize liabilities
- Drafted complex legal documents, including tax opinions and memoranda, ensuring compliance
- Negotiated settlements with tax authorities, saving clients thousands of dollars in taxes and penalties
- Filed or reviewed 150 tax returns a year including S-corp and trust returns
MANAGING ATTORNEY
Legal Service of North Florida
03.2007 - 02.2009
- Secured grant funding, optimizing office operations and staff caseload management.
- Handled unemployment appeals and various law cases for rural clients.
- Conducted performance reviews, creating and managing improvement plans for staff.
- Mentored program-wide, providing expertise on appellate processes.
- Developed outreach materials for ESL clients, building a coalition of partners.
- Trained and mentored new attorneys and law student interns.
- Analyzed data to adjust caseloads and secure additional funding as needed.
- Led technology committee for courtroom technology and paperless file initiatives.
LITC DIRECTOR
Low Income Taxpayer Clinic
01.2006 - 02.2009
- Supervised attorneys and volunteers, enhancing operational efficiency in tax clinic.
- Managed tax clinic across three offices, overseeing 1,000 cases and 250 personally.
- Coordinated local tax assistance events with Taxpayer Advocate Service for community outreach.
- Developed and delivered intermediate tax practice training for Florida Bar members.
- Authored comprehensive process manual to standardize tax clinic procedures for staff.
- Increased Low Income Taxpayer Clinic funding to $100K annually through strategic initiatives.
ENGLISH and JOURNALISM TEACHER
Collier County Public Schools
08.1996 - 06.2001
- Achieved proficiency in Adobe products through professional graphics courses.
- Enabled students to produce an electronic yearbook with comprehensive technical instruction.
- Taught Photoshop to adults, enhancing their digital skills in evening classes.
- Designed tutoring program for seniors, improving graduation exam success rates significantly.
- Implemented community-assisted teaching plan, providing individualized support for 10th grade English students.
Education
JURIS DOCTOR - undefined
Florida State University College of Law
Tallahassee, FLBACHELOR OF ARTS - ENGLISH
The University of South Florida
Tampa, FLSkills
- Analytical problem solving
- Data-driven research expertise
- Strong written communication
- Data-driven insights
- Precision-focused
- Tax law expertise
- Effective communication
- Mediation and conflict resolution
- Effective time management
- Analytical reasoning
- Cross-functional collaboration
- Data assessment
- Multi-tasking in high-pressure environments
- Data interpretation
- Organizational skills
- Skilled in office productivity software
Certification
- Licensed to Practice Law in Florida, U.S. District Courts of the Northern, Middle & Southern Districts of Florida, and the U.S. Tax Court
- Florida Real Estate License
Awards
Legal Aid Service of Collier County Pro Bono Service Award Hurricane Ian Legal Relief May 4, 2023, Florida Bar Foundation Steven M. Goldstein Award for Excellence 2nd runner up, 2006 - for project for homeless children and youth
Timeline
SEASONAL TAX MANAGER
Intuit
11.2024 - Current
TAX EXPERT LEAD
Intuit
12.2021 - 10.2024
TAX ATTORNEY
Rosenblum Tax Law PLLC
06.2021 - Current
SEASONAL TAX EXPERT
Intuit
12.2020 - 06.2021
MANAGING ATTORNEY
Legal Service of North Florida
03.2007 - 02.2009
LITC DIRECTOR
Low Income Taxpayer Clinic
01.2006 - 02.2009
ENGLISH and JOURNALISM TEACHER
Collier County Public Schools
08.1996 - 06.2001
JURIS DOCTOR - undefined
Florida State University College of Law
BACHELOR OF ARTS - ENGLISH
The University of South Florida