Ramona Sanford
Cascade,MT
Summary
Dynamic Senior Tax Preparer at Jackson Hewitt Tax Services with a strong analytical mind and tax compliance expertise. Proven track record in enhancing workflows and guiding teams, resulting in improved client satisfaction and increased refund opportunities. Committed to continuous education and adaptable to changes in tax regulations.
Overview
18
18
years of professional experience
Work History
Senior Tax Preparer
Jackson Hewitt Tax Services
10.2021 - Current
- Executed preparation and review of complex individual and business tax returns to ensure accuracy and compliance.
- Guided junior tax preparers in understanding tax law updates and implementing effective client management strategies.
- Streamlined tax preparation workflows through targeted process improvements.
- Evaluated client financial data to uncover potential deductions and credits, enhancing refund opportunities.
- Facilitated client communication to clarify documentation requirements and address inquiries.
- Facilitated collaboration among team members to ensure timely completion of tax filings and submissions.
Family Cargivet
Family
12.2019 - 08.2021
- Self-motivated, with a strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
- Skilled at working independently and collaboratively in a team environment.
- Proven ability to learn quickly and adapt to new situations.
- Demonstrated respect, friendliness, and willingness to help wherever needed.
- Managed time efficiently in order to complete all tasks within deadlines.
- Organized and detail-oriented with a strong work ethic.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
- Excellent communication skills, both verbal and written.
Contract Rural Mail Carrier
Zettric,LLC
03.2008 - 04.2019
- Managed efficient mail delivery to rural routes, ensuring timely service.
- Streamlined sorting and organization of incoming mail for precise distribution.
- Executed safe operation of postal vehicles across varied weather conditions.
- Oversaw accurate record-keeping of deliveries and payment collection processes.
- Facilitated effective communication with customers to resolve inquiries and concerns.
- Ensured compliance with safety protocols during execution of daily tasks.
- Facilitated training sessions for new carriers on route procedures and policies.
- Optimized delivery processes to enhance operational efficiency.
- Cultivated robust relationships with rural customers through proactive communication and high-quality service delivery.
Education
BBA - Industrial Phycolgy
AIU Online University
Florida Skills
Organizational growth
Team leadership qualities
Strong analytical mind
Tax compliance expertise
Tax software proficiency
Continuing education commitment
Adaptable to changes
Timeline
Senior Tax Preparer
Jackson Hewitt Tax Services
10.2021 - Current
Family Cargivet
Family
12.2019 - 08.2021
Contract Rural Mail Carrier
Zettric,LLC
03.2008 - 04.2019
BBA - Industrial Phycolgy
AIU Online University