Morgan Sanchez
Summary
Dynamic Senior Tax Specialist at H&R Block with expertise in tax law interpretation and compliance. Proven track record in optimizing tax outcomes through meticulous financial analysis and client communication. Adept at mentoring teams and implementing efficient processes, enhancing overall service quality and client satisfaction. Committed to delivering results in high-pressure environments. Excellent at multi-tasking while actively completing tasks. Completed over 350 paid client personal returns with several small businesses all while maintaining a 92% or higher customer service rating.
Known for analytical thinking and results-driven approach. Fast learner and able to self guide through multiple programs.
Overview
14
14
years of professional experience
Work History
Senior Tax Specialist
H&R Block
Topeka, KS
01.2017 - 04.2026
- Prepared and reviewed complex tax returns for individual and business clients.
- Provided expert guidance on tax regulations and compliance requirements.
- Analyzed financial documents to identify deductions and credits for optimal tax outcomes.
- Mentored junior staff in tax preparation processes and industry best practices.
- Evaluated and documented critical confidential client information while upholding professional standards.
- Executed multi-tasking capabilities by actively listening, engaging in conversations, and accurately inputting data onto returns.
- Established bookkeeping services for small businesses, ensuring accurate financial record-keeping.
Kitchen Manager
Hookers & Reelers
Perry, KS
10.2018 - 05.2019
- Managed kitchen operations, ensuring food quality and safety standards met organizational guidelines.
- Developed efficient scheduling for kitchen staff to optimize workflow and productivity.
- Trained new employees on food preparation techniques and safety protocols, enhancing team performance.
- Implemented inventory control systems, reducing waste and maintaining stock levels effectively.
Shift Leader
Burger King
Topeka, KS
04.2012 - 08.2017
- Supervised front-line staff to ensure adherence to operational standards.
- Coordinated shift schedules to optimize staffing levels and enhance service efficiency.
- Trained new team members on food safety protocols and customer service practices.
- Monitored inventory levels, placing orders as necessary to maintain stock availability.
- Implemented process improvements that streamlined operations and reduced wait times.
- Resolved customer complaints promptly, improving overall satisfaction rates.
- Trained new employees and delegated daily tasks and responsibilities.
- Assisted in maintaining cleanliness and organization of the restaurant environment.
Education
High School Diploma -
Jefferson West High School
Skills
- Tax law interpretation
- Tax compliance expertise
- Tax software proficiency
- Tax controversy resolution
- State and local tax
- Tax reporting standards
- Tax accounting principles
- Client communication
- Verbal/written communication
- Financial statement review
- Data inputting
- Efficient nature
- Records management
- Tax law knowledge
- Tax compliance
- Storage procedures
- Research/due diligence
- Documentation filing
- Liability control
- Teamwork and collaboration
- Problem-solving
- Customer service
Volunteer Work
Volunteer on the PTO council at my children's school here in Topeka, KS as a co-treasurer handling multiple budget consolidations and reconciliations for multiple school wide events and programs.
Timeline
Kitchen Manager
Hookers & Reelers
10.2018 - 05.2019
Senior Tax Specialist
H&R Block
01.2017 - 04.2026
Shift Leader
Burger King
04.2012 - 08.2017
High School Diploma -
Jefferson West High School