Summary
Overview
Work History
Education
Skills
Timeline
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Sarimar Santiago

Tax Specialist
Chesapeake,VA

Summary

High-performing Tax Specialist proficient at quickly assessing customer needs, developing strategic plans and researching required notices in order to provide a fast and efficient resolution. Preparing complete and accurate tax returns. Pursuing a role with tax compliance components in order to utilize current skills to develop and maintain a structured payroll system.

Overview

9
9
years of professional experience
3
3
years of post-secondary education
1
1
Language

Work History

Tax Specialist

Gusto Inc
Chesapeake, VA
08.2021 - Current
  • Responded to inquiries from IRS and other tax authorities and maintained thorough documentation of client interactions, ensuring proper follow-up and resolution of issues as needed.
  • Resolved discrepancies in client returns by meticulously reviewing financial data and collaborating with appropriate parties for clarification when necessary while also identified issues, analyzed information and provided solutions to problems.
  • Researched complex tax issues utilizing online resources and professional tax software.
  • Collaborated with colleagues to share knowledge, improve overall service quality and apply effective time management techniques to meet tight deadlines within team.
  • Prepared written responses or tax return amendments to resolve state and federal notices while enhancing client satisfaction by providing timely and accurate tax support services.
  • Completed paperwork, recognizing discrepancies and promptly addressing for resolution.
  • Used strong analytical and problem-solving skills to develop effective solutions for challenging situations.

Accounts Payable Coordinator

Creative Treats LLC
Lakeland, FL
4 2018 - 4 2020
  • Tracked expenditures and prepared reports for records and management review
  • Verified validity of charges listed on payment orders for yearly audits
  • Reviewed open purchase orders for integrity, accuracy, and completeness of vendor information
  • Generated and submitted invoices based upon established accounts receivable schedules and terms.
  • Supported management by processing invoices and documents with consistent on-time delivery

Accounts Payable/Receivable Clerk

Sanitech Inc
Lakeland, FL
8 2019 - 3 2020
  • Developed reports for senior management to outline expenditures, vendor spend and forecasting
  • Input all relevant transactions and supervised properly within accounting system
  • Closely monitored accounts to post timely payments and resolve billing discrepancies
  • Positively interacted with all partners, employees and customers using exemplary communication and interpersonal talents
  • Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
  • Prepared vendor invoices and processed incoming payments.

Member Advocate

GTE Financial
Lakeland, FL
05.2018 - 07.2019
  • Promoted all financial products by maintaining excellent service offering knowledge
  • Upheld stringent bank standards for loans, money handling and legal considerations
  • Documented transactions and moved, deposited, or withdrew money accurately to prevent errors
  • Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.

Business Service Support

AT&T
San Juan, Puerto Rico
02.2015 - 01.2018
  • Worked with diligence to regularly meet or exceed special targets, including credit card applications, special donations, and specific product promotions
  • Monitored customers for signs of security concerns and escalated issues to management
  • Cultivated customer relationships by advising clients on payment and service plans
  • Collaborated with sales team members to stay current on inventory levels, complete accurate orders and resolve item issues.
  • Trained new personnel regarding company operations, policies and services.

Education

BBA - Managerial And Entrepreneurial Development

Inter American University of Puerto Rico-Metro
San Juan, PR
08.2018 - 06.2021

Skills

Time management

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Timeline

Tax Specialist

Gusto Inc
08.2021 - Current

BBA - Managerial And Entrepreneurial Development

Inter American University of Puerto Rico-Metro
08.2018 - 06.2021

Member Advocate

GTE Financial
05.2018 - 07.2019

Business Service Support

AT&T
02.2015 - 01.2018

Accounts Payable Coordinator

Creative Treats LLC
4 2018 - 4 2020

Accounts Payable/Receivable Clerk

Sanitech Inc
8 2019 - 3 2020

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Sarimar SantiagoTax Specialist