Summary
Overview
Work History
Education
Skills
Certification
Affiliations
Timeline
Generic

Sandra Peacock

Denver,CO

Summary

To seek and maintain a select time position as a Tax Associate that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Detail-oriented Tax Preparer with 17 years of experience in tax preparation for individual and small businesses. Expert in managing paperwork for tax returns, and extensions. Quick to build rapport with clients leading to long-term business relationships.

Overview

16
16
years of professional experience
1
1
Certification

Work History

Senior Tax Associate - TurboTax Live Assisted

Intuit Inc.
01.2015 - Current
  • Managed call flow and responded to technical support needs of customers.
  • Resolved customer issues in clear, courteous and straightforward manner.
  • Able to navigate Turbotax Online and Turbo Tax Desktop Software.
  • Demonstrated professionalism and empathy with customers.
  • Follow up with clients to ensure optimal customer satisfaction.
  • Video Conferencing - Smart Look
  • Researched to find solution for customer quickly and professionally.
  • Take each call professionally and always have Smile
  • Full Service Tax Preparation - January 2021 - 2022
  • Sr Tax Associate
  • Level 2 Intuit Proficiency
  • Intuit TurboTax Live Assist
  • Streamlined tax preparation processes by implementing efficient research and analysis techniques, resulting in improved accuracy and reduced time spent on tasks.

Owner/Tax Associate

Central Colorado Tax Services LLC
10.2014 - Current
  • ProSeries Professional Tax Software with Hosting & Drake Tax Software
  • Tax Preparation - Individual and Small Business Returns
  • Processed accounts receivable and accounts payable.
  • Scanned documentation and entered into database.
  • Entered numerical data into databases timely and accurate manner.
  • Produced monthly reports using advanced Excel spreadsheet functions.
  • Assist clients with Quarterly Estimated Taxes.
  • Schedule appointments with clients.
  • Notary Public - Colorado 8/2017 - Present
  • Offer Bank Products through Refund Advantage
  • PCI compliance

Office Manager/Tax Advisor 4

H & R Block
10.2008 - 10.2014
  • Oversaw daily office operations for staff of 3 employees.
  • Tax Advisor 4
  • Notary Public - 8/2009 - 2013 Kansas
  • Maintained daily bookkeeping report.
  • Managed and remained up-to-date on multi-state sales and use tax filings and set up new states as needed.
  • Tax Preparation - 500 client bases.
  • Scheduled appointments with clients.
  • Answer multi-phone lines with smile.
  • Payroll
  • Bookkeeping

Education

Associate of Arts Accounting -

Strayer University
Dallas, TX
01.2007

Skills

  • Tax Preparation with PTIN - Intuit Professional ProsSeries and Intuit Turbo Tax
  • Able to research and find solution
  • IRS Annual Filing Season Program - Record of Completion
  • Gathering and Organizing data from customer to accurately input data
  • Scheduling meetings with clients/customers in person or remotely via video conferencing and/or chat
  • Confidentiality
  • Strong written and verbal skills
  • Compassionate with client/customer - Make them feel comfortable
  • Payroll - Quickbooks and Patriot
  • Bookkeeping - Pro-Advisor Quickbooks
  • ProSeries Professional Software
  • Global Protect - Intuit Turbo Tax
  • Skilled in call center operations
  • Customer Services Expert
  • Fast Learner
  • Analytical and critical thinking
  • Multi-line phone operation proficiency
  • Working independently
  • Leadership
  • Research
  • IEP (Intuit Expert Portal) & Salesforce
  • Workday
  • Multitasking
  • Excellent Communication
  • Active Listening
  • Cultural Awareness
  • Teamwork and Collaboration
  • Organizational abilities

Certification

  • Annual Filing Season Program - Record of Completion from the IRS 2022 - Current
  • Quickbooks Provisor
  • Patriot Software Certified Advisor
  • NNA NSA Trained and Certification Exam Passed - 08/20/2020
  • NNA NSA Re-certified 2024
  • NNA NSA RON certification 2022 - Current
  • NNA NSA Continuing Education Completed - 04/01/2024

Affiliations

  • National Society of Tax Professionals
  • Chamber of Commerce
  • NNA Membership

Timeline

Senior Tax Associate - TurboTax Live Assisted

Intuit Inc.
01.2015 - Current

Owner/Tax Associate

Central Colorado Tax Services LLC
10.2014 - Current

Office Manager/Tax Advisor 4

H & R Block
10.2008 - 10.2014

Associate of Arts Accounting -

Strayer University

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Sandra Peacock