Sandy Bosley II
Plaquemine,LA
Summary
Dynamic Revenue Tax Specialist with proven expertise in tax compliance and auditing techniques at the Louisiana State Department of Revenue. Recognized for enhancing customer satisfaction through effective communication and problem-solving skills. Successfully streamlined tax processing, ensuring timely payments and fostering strong stakeholder relationships. Committed to upholding high professional ethics in all interactions.
Overview
6
6
years of professional experience
Work History
Revenue Tax Specialist
Louisiana State Department of Revenue
04.2023 - Current
- Streamlined tax processing procedures for faster turnaround times and greater accuracy in assessments.
- Managed a portfolio of high-priority accounts, maintaining strong relationships with stakeholders while ensuring timely payments were made according to agreed-upon terms.
- Evaluated complex tax issues, applying expert knowledge of tax law and regulations to resolve disputes.
- Improved customer satisfaction by offering timely assistance and clear guidance on taxation matters.
- Conducted thorough research on federal, state, and local tax laws to ensure accurate interpretations in all cases handled.
- Upheld high standards of professional ethics in all interactions with taxpayers, colleagues, and other stakeholders within the industry.
- Assisted businesses in understanding their tax obligations, promoting voluntary compliance and reducing the risk of audits.
- Responded to taxpayer questions and helped individuals complete and file tax documentation.
- Kept case data and contact information up to date to expedite proceedings.
- Interpreted and applied federal and state tax codes for personal, business and corporate taxes.
Louisiana Department of Health
Bureau of Community Prepareness
05.2020 - 04.2023
- 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.
- Excellent communication skills, both verbal and written.
- Worked well in a team setting, providing support and guidance.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
- Worked flexible hours across night, weekend, and holiday shifts.
- Managed time efficiently in order to complete all tasks within deadlines.
- Organized and detail-oriented with a strong work ethic.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
- Developed and maintained courteous and effective working relationships.
Financial Advisor
House of Respect
12.2019 - 03.2020
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
- Negotiated with product providers to secure advantageous terms for clients, enhancing their investment returns.
Education
Bachelor of Science - Accounting And Finance
University of Louisiana At Lafayette
Lafayette, LA12-2020
High School Diploma -
Iberville Math, Science And Arts Academy
Plaquemine05-2015
Skills
- Auditing techniques
- Tax return preparation
- Tax software proficiency
- GAAP
- Tax compliance
- Teamwork
- Teamwork and collaboration
- Customer service
- Problem-solving
- Time management
- Attention to detail
- Multitasking
- Reliability
- Excellent communication
- Organizational skills
- Decision-making skills
- Active listening
- Effective communication
- Basic accounting principles
Timeline
Revenue Tax Specialist
Louisiana State Department of Revenue
04.2023 - Current
Louisiana Department of Health
Bureau of Community Prepareness
05.2020 - 04.2023
Financial Advisor
House of Respect
12.2019 - 03.2020
Bachelor of Science - Accounting And Finance
University of Louisiana At Lafayette
High School Diploma -
Iberville Math, Science And Arts Academy
Similar Profiles
Earline RighteousEarline Righteous
RevenueTax Analyst at Louisiana Department Of RevenueRevenueTax Analyst at Louisiana Department Of Revenue
Jacquelyn BradyJacquelyn Brady
Tax Analyst II at Louisiana Department Of RevenueTax Analyst II at Louisiana Department Of Revenue
Randy SauerRandy Sauer
IT Computer Operator Supervisor at Louisiana Department Of RevenueIT Computer Operator Supervisor at Louisiana Department Of Revenue
Adelyn GraffeoAdelyn Graffeo
Daycare Assistant at The Playground of Grand LakeDaycare Assistant at The Playground of Grand Lake
Derek SanchezDerek Sanchez
Yardmaster/Conductor at Watco Companies LLCYardmaster/Conductor at Watco Companies LLC