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Sandra Ortiz
The Bronx,NY
Work Preference
Summary
Detail-oriented Sr. Tax Analyst specializing in tax strategy, compliance research, and multi-state tax preparation. Expertise in minimizing client liabilities and ensuring regulatory compliance. Skilled in identifying tax savings opportunities and optimizing returns through financial analysis and client advisement. Proficient in utilizing leading tax software for accurate filing, with a strong focus on confidentiality and service excellence under deadlines.
Overview
2
2
Languages
1
1
Certification
32
32
years of professional experience
Work History
Sr Tax Analyst
H & R Block Tax Services
Bronxville, New York
01.1995 - Current
- Developed tax strategies that effectively minimized client liabilities, enhancing overall client satisfaction.
- Conducted comprehensive tax research to ensure compliance with current laws.
- Assisted in preparing and filing multi-state sales and use tax returns, ensuring compliance and accuracy.
- Calculated quarterly estimated taxes and related filings accurately.
- Finalized and processed paperwork with local, state, and federal authorities, facilitating timely tax compliance.
Team Leader, Sales Operations
Bloomingdales Dept. Store
White Plains, New York
08.1997 - 12.2019
- Led sales team in executing daily operations and achieving departmental goals.
- Provided daily direction and guidance to team members in Sales Operations.
- Coached team members on best practices for achieving success in their roles.
- Managed inventory levels ensuring timely restocking of merchandise on the sales floor.
- Communicated with vendors to negotiate terms and maintain positive relationships.
- Ensured compliance with company policies related to safety, security, and privacy regulations.
Education
Some College (No Degree) - Social Psychology
Lehman College
Bronx, NYSkills
- Tax strategy
- Tax compliance strategies
- Tax compliance
- Multi-state tax
- Tax research
- Tax calculations
- Accounting principles
Languages
English
Professional
Spanish
Professional
Certification
- CAA Certified
Timeline
Team Leader, Sales Operations
Bloomingdales Dept. Store
08.1997 - 12.2019
Sr Tax Analyst
H & R Block Tax Services
01.1995 - Current
Some College (No Degree) - Social Psychology
Lehman College