Summary
Overview
Work History
Education
Skills
Additional Information
Occupationallicenses, Certificatesandtraining
Detailedreferences
Activities
Affiliations
Former American Red Cross Board Member and Case Worker, United Way Board Member, Girl Scout Leader
Timeline
Generic

SANDRA GOODINE

Lakeland,FL

Summary

To utilize strong professional skills while continually learning within a team oriented environment. Detail-oriented Tax Preparer with 23 years of experience in tax preparation for numerous entities. Expert in managing paperwork for tax returns, extensions, tax planning calculations and write-ups. Quick to build rapport with clients leading to long-term business relationships.

Encouraging manager and analytical problem-solver with talents for team building, leading and motivating, as well as excellent customer relations aptitude and relationship-building skills. Proficient in using independent decision-making skills and sound judgment to positively impact company success. Dedicated to applying training, monitoring and morale-building abilities to enhance employee engagement and boost performance.

Overview

32
32
years of professional experience

Work History

Enrolled Agent

H&R Block LLC
01.2001 - 04.2024
  • Managed diverse portfolio of individual and business clients across various industries, tailoring services accordingly.
  • Provided ongoing consultation services to high-net-worth individuals, addressing their unique financial needs and concerns.
  • Expanded client base through targeted marketing efforts, showcasing expertise in niche areas for specialized tax needs.
  • Maximized tax savings for clients by identifying and implementing effective tax strategies.
  • Mentored junior staff members in intricacies of federal taxation law and best practices for Enrolled Agents.
  • Assisted clients in navigating complex IRS audits, providing expert guidance and support throughout the process.
  • Resolved variety of IRS issues for clients, including liens, levies, penalties, and unfiled returns.
  • Prepared accurate and timely tax returns, ensuring client satisfaction and compliance with IRS regulations.
  • Conducted comprehensive reviews of prior-year returns to identify potential errors or missed opportunities for additional deductions.
  • Facilitated successful interactions between clients and IRS through adept negotiation and conflict resolution skills.
  • Educated clients on current tax laws, enabling them to make informed decisions regarding their finances.
  • Maintained complete records of client tax returns and supporting documentation in secured areas.
  • Offered clients recommendations to reduce tax liabilities.
  • Identified potential audit red flags to minimize risk of IRS audits.
  • Established team priorities, maintained schedules and monitored performance.
  • Evaluated employee performance and conveyed constructive feedback to improve skills.
  • Opened and closed location and monitored shift changes to uphold successful operations strategies and maximize business success.
  • Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.

Office Manager

H&R Block
01.2002 - 04.2016
  • Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
  • Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
  • Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
  • Coordinated office events and meetings, ensuring timely execution and optimal scheduling for all participants.
  • Assisted in recruitment process, conducting interviews and onboarding new employees to promote seamless integration into team dynamics.
  • Served as liaison between upper management and staff members, facilitating open channels of communication to address concerns or issues promptly.
  • Supported department heads in accomplishing their goals through diligent administrative assistance such as report generation and data entry.
  • Managed compliance to keep organization operating within legal and regulatory guidelines.
  • Oversaw facility maintenance requests, coordinating with building management to address repairs or improvements efficiently.
  • Contributed to workplace safety by ensuring compliance with established emergency protocols and conducting regular equipment inspections.
  • Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
  • Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
  • Established team priorities, maintained schedules and monitored performance.

Case Manager

Department of Child & Families
02.1992 - 04.2002
  • Maintained accurate documentation on all cases, ensuring compliance with regulations and confidentiality requirements.
  • Monitored ongoing cases closely, adjusting case management strategies as needed based on evolving circumstances or new information.
  • Educated clients on available programs, benefits, and services, empowering them to make informed decisions about their care needs.
  • Advocated for client rights when interacting with external agencies or institutions, ensuring fair treatment at all times.
  • Provided crisis intervention support for clients experiencing emergencies, using appropriate techniques to de-escalate situations safely.
  • Contributed to team discussions and case conferences actively, sharing insights and expertise with colleagues to optimize client support strategies.
  • Coordinated services with other agencies, community-based organizations, and healthcare professionals to provide useful benefits to clients.
  • Assisted clients in navigating housing, legal services and public benefits to gain access to valuable resources.
  • Monitored clients' progress and tracked client services to provide crisis interventions.
  • Participated in regular professional development opportunities to stay current on best practices within the field of case management.

Education

2 Years of College or a Technical or Vocational School - Business Administration

Keiser College
Lakeland, FL

2 Years of College or a Technical or Vocational School - Criminal Justice

Polk Community College
Lakeland, FL

2 Years of College or a Technical or Vocational School - Business Administration

Cochise Community College
Sierra Vista, AZ

Skills

  • Customer Service
  • Computer Literate
  • Enrolled Agent
  • Accounts Management
  • Case Manager
  • Tax law expertise
  • Nonprofit Taxation
  • Estate and Trust Taxation
  • Tax Debt Resolution
  • Local, state taxation
  • Client Communication
  • Financial statement review
  • Payroll familiarly
  • Staff Development
  • Records Management
  • Corporate tax preparation

Additional Information

  • Work with various computer programs; Microsoft Word, Excel and Office
  • Blockworks Tax Program
  • ADP Payroll System
  • Ten Key

Occupationallicenses, Certificatesandtraining

  • 11/2017, 04/2024, Enrolled Agent, Internal Revenue Service
  • 12/2002, Tax Professional, H&R Block/IRS
  • 09/1994, Case Manager, State Of Florida

Detailedreferences

References Available on Request

Activities

  • American Red Cross Disaster Team
  • United Way Special Funding
  • Girl Scouts
  • Coordinator for Youth Sports Team

Affiliations

  • American Red Cross
  • United Way
  • Girl Scouts USA

Former American Red Cross Board Member and Case Worker, United Way Board Member, Girl Scout Leader

As a board member of the American Red Cross (ARC) we made decisions on how we would help Military Service Members and their Families who were in crisis's. Services would include; Loans, Air Fair, Emergency Housing, etc.. As a Caseworker for the ARC I helped local family members with finding out information on members they were unable to locate or were out of reach. I also worked on the Disaster Team, helping in various emergencies.


As a board Member with Untied Way, I worked with the Special Funding Board which helped individual's, Non Profits and Small Business Owners with Grants and Loans to start up a business or non profit, maintain outreach to the community and help with emergencies.


As a Girl Scout Leader, I had a troop that partner with other troops achieving various target goals, helping out in the community and selling cookies.

Timeline

Office Manager

H&R Block
01.2002 - 04.2016

Enrolled Agent

H&R Block LLC
01.2001 - 04.2024

Case Manager

Department of Child & Families
02.1992 - 04.2002

2 Years of College or a Technical or Vocational School - Business Administration

Keiser College

2 Years of College or a Technical or Vocational School - Criminal Justice

Polk Community College

2 Years of College or a Technical or Vocational School - Business Administration

Cochise Community College

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SANDRA GOODINE