Michelle Sandstrom
Phoenix,AZ
Summary
Experienced Project Manager specializing in tax operations, delivering projects on time and within budget. Demonstrated expertise in overseeing complex tax initiatives, from planning to optimization, while ensuring compliance with regulatory requirements. Skilled at leveraging cross-functional teams and innovative strategies to streamline processes and maximize efficiency.
Overview
16
16
years of professional experience
Work History
Project Manager
Charles Schwab & Co., Inc
05.2018 - 02.2024
- Managed the IRS tax form 1042-S as the business lead to implement regulatory updates and enhancements
- Saw through production of the form and e-file
- Performed income reallocation for non-resident alien clients
- Created an automated tax adjustment process that eliminated the need for manual adjustments, increasing productivity by more than 75%
Senior Specialist
Charles Schwab & Co., Inc
11.2012 - 05.2018
- Reviewed and reconciled control reports to ensure accurate tax reporting
- Assisted in the review and production of both forms and e-file for 1042-S, 1099 Composite, and 1099-R
- Created a document that automatically aligns the data in the e-file according to the field specifications for each e-file, ensuring all data filed with the IRS is accurate and follows the required specifications
- Provided new hire and cross training opportunities as needed
Specialist
Charles Schwab & Co., Inc
12.2007 - 11.2012
- Reviewed client statements and tax forms to ensure accuracy
- Responded to client inquiries
- Assisted with review of K1 processing for 990T production
Skills
- Microsoft Office
- Excel
- Word
- Power Point
- Legacy / BlueZone
- PeopleSoft
- Client Central
- Mainframe
- Tax Compliance
- Data Analysis
- Tax Reporting
- Project Management
Professional Development
- FINRA Series 7 & 63
- Annual Financial Training Workshops
Timeline
Project Manager
Charles Schwab & Co., Inc
05.2018 - 02.2024
Senior Specialist
Charles Schwab & Co., Inc
11.2012 - 05.2018
Specialist
Charles Schwab & Co., Inc
12.2007 - 11.2012
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