Sandra Schroeder
Taftville
Summary
Professional tax advisor with deep expertise in tax code, compliance, and regulations. Proven ability to collaborate with teams and adapt to changing needs while delivering accurate and timely results. Strong analytical skills, attention to detail, and effective communication ensure reliability and success in high-pressure environments. Highly skilled in preparing and reviewing tax returns, financial statements, and providing strategic tax planning advice.
Overview
10
10
years of professional experience
Work History
Experienced Tax Preparer
Intuit
12.2023 - 04.2024
- Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
- Provided exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.
- Increased client satisfaction by providing accurate and timely tax preparation services.
- Analyzed financial records to verify accuracy of tax returns.
- Utilized tax software to prepare returns and meet deadlines.
Tax Preparer
JDA Professional Services
12.2022 - 04.2023
- Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
- Provided exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.
- Increased client satisfaction by providing accurate and timely tax preparation services.
- Analyzed financial records to verify accuracy of tax returns.
- Utilized tax software to prepare returns and meet deadlines.
Tax Preparer
Jackson Hewitt
12.2021 - 04.2022
- Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
- Provided exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.
- Increased client satisfaction by providing accurate and timely tax preparation services.
- Analyzed financial records to verify accuracy of tax returns.
- Calculated estimated tax payments for clients.
- Utilized tax software to prepare returns and meet deadlines.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Educated clients on tax planning strategies, helping them save money in future years.
Education
BBA - Business
Boston College
Chestnut Hill, MANo Degree - Business Administration And Management
Florida Technical College
Orlando, FL06-2009
Skills
- Attention to Detail
- Dependable
- Well versed
- Organization skills
- Document preparation
- Income tax preparation
- Local, state, and federal tax returns
- Client communication
- Tax law compliance
- Sales tax filing
- Financial management
- Notary Public
- Tax audit procedures
- Tax dispute resolution
- Real estate transactions
- Professional communication
- Loan document signing
- Identity confirmation
Accomplishments
Owned and operated Tax Preparation business since 2009
Timeline
Experienced Tax Preparer
Intuit
12.2023 - 04.2024
Tax Preparer
JDA Professional Services
12.2022 - 04.2023
Tax Preparer
Jackson Hewitt
12.2021 - 04.2022
BBA - Business
Boston College
No Degree - Business Administration And Management
Florida Technical College
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