Professional Summary
Overview
Work History
Education
Skills
Timeline

Sandy Roan

Active Athletics
DENVER,CO
4
years of professional experience

Dynamic professional with a strong foundation in taxation and leadership. Experienced in building relationships and mentoring others, contributing to team success while consistently exceeding performance metrics in client satisfaction and productivity.

Work History

Tax Associate

1 Year 7 Months
Lanphier LLP | 01.2025 - Current
  • Prepared federal and state tax returns for individual and business clients.
  • Provided exceptional client service by addressing inquiries and resolving issues promptly.
  • Reviewed and analyzed client data and accurately prepared income tax returns and tax research.
  • Maintained detailed records of client interactions and transactions, ensuring the highest level of accuracy and confidentiality.
  • Contributed to overall team success by consistently meeting or exceeding performance metrics for quality, productivity, and client satisfaction.

Gymnastics Coach

4 Years
Active Athletics | 08.2022 - Current
  • Through coaching I have developed a deep appreciation for mentorship, communication, and leadership. Coaching has taught me how to lead with confidence, build trust, motivate others, and help people reach goals they may not have thought possible.
  • I value building strong relationships and making complicated topics feel approachable and manageable.

Tax Associate

5 Months
PwC | 06.2024 - 11.2024
  • Reviewed and analyzed client data and accurately prepared income tax returns and tax research.

Education

Master of Accounting - Taxation

University of North Carolina | Chapel Hill, NC | 04-2024

Bachelor of Science - Nutrition

Clemson University | Clemson, SC | 04-2011

Skills

Individual taxation
Corporate taxation
Partnership taxation
Tax compliance
Tax-related research
Tax software proficiency
Client relationship management
Leadership

Timeline

Tax Associate

Lanphier LLP
01.2025 - CurrentRead More

Tax Associate

PwC
06.2024 - 11.2024Read More

Gymnastics Coach

Active Athletics
08.2022 - CurrentRead More

University of North Carolina

Master of Accounting from Taxation
Read More

Clemson University

Bachelor of Science from Nutrition
Read More
Sandy Roan