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
Payroll
Multitasking
Compliance knowledge
Analytical Thinking
Tax reporting
Attention to Detail
State and Local Taxes
Communication and Organizational skills
Tax Research
Tax Research
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