Vanessa J. Santiago, EA
Jacksonville,FL
Summary
Adaptable professional with a strong ability to learn quickly and thrive in new environments. Proven expertise in applying knowledge to achieve measurable results and enhance operational efficiency. Recognized for exceptional communication and teamwork skills, consistently contributing to company objectives and customer satisfaction. Committed to continuous improvement and professional development, driving positive outcomes in service delivery.
Overview
12
12
years of professional experience
1
1
Certification
Work History
1099 Contractor - Enrolled Agent (EA)
Taxfyle
Jacksonville, US
09.2024 - Current
- Prepare 1040 Tax Returns for high net worth clients which included foreign income, investment income, K-1 from partnerships, S-corps and Trusts.
- Demonstrated strong attention to detail when reviewing complex financial documents for accuracy
- Navigated complex IRS guidelines related to deductions such as home office expenses, self-employment taxes, and investment losses
- Maintained knowledge of current industry trends through continuous professional development activities
- Collaborated effectively within a team environment to meet tight deadlines during peak tax season
- Managed a high volume of client accounts simultaneously while ensuring accuracy and attention to detail
- Researched and resolved complex tax issues by consulting relevant IRS publications, guidelines, and case law precedents
Seasonal Tax Expert
JDA TSG
Jacksonville, US
01.2025 - 04.2025
- Prepare and review individual (1040) and business tax returns (1120, 1120S, 1065) in CCH Axcess for clients across 15 states (FL, GA, NC, SC, OH, PA, KY, IL, MI, MN, WI, IA, MO, IN) addressing varied state-specific tax regulations and complexities.
- Maintaining customer satisfaction scores of 90%+ on surveys
Senior Tax Associate
LegalZoom - LZ Tax
Jacksonville, US
04.2022 - 08.2024
- Prepared individual (1040) and business tax returns (1120, 1120S, 1065) for clients across 15 states (FL, GA, NC, SC, OH, PA, KY, IL, MI, MN, WI, IA, MO, IN) addressing varied state-specific tax regulations and complexities.
- Maintained customer satisfaction scores of 90%+ on surveys
- Conducted thorough reviews of tax returns prepared by associates ensuring accuracy and compliance.
- Researched and interpreted tax laws to ensure compliance with current regulations
- Identified opportunities for tax planning strategies to minimize client's tax liabilities
- Reviewed financial statements to identify potential areas of risk or non-compliance with tax regulations
- Performed detailed analysis of client's financial records to identify potential errors or discrepancies in reporting
- Conducted thorough research on new or updated tax laws to stay up-to-date on changes that may impact clients' filings
- Provided training and mentorship to junior associates on tax preparation techniques and best practices
Quality Reviewer (Seasonal)
Intuit
Remote Work, US
03.2021 - 04.2022
- Company Overview: Remote Work
- Reviewed and provided guidance on 300+ tax returns prepared by TurboTax Live Tax Professionals, ensuring 100% compliance with IRS Circular 230 and Intuit standards.
- Remote Work
Tax Resolution Specialist
Gusto
Remote Work, US
08.2021 - 03.2022
- Company Overview: Remote Work
- Researched and resolved complex payroll tax cases, ensuring timely compliance and minimizing penalties for customers.
- Collaborated with Compliance, Engagement, Audit, and Tax Operations teams to streamline case resolutions
- Represented Gusto in interactions with government agencies, successfully advocating for customer resolutions and reducing liabilities.
- Delivered exceptional customer service by resolving escalated tax issues, resulting in a 90%+ customer satisfaction rate.
- Remote Work
Senior Tax Advisor / Tax Manager
1-800Accountant
New York, US
07.2017 - 02.2021
- Managed a portfolio of 400+ clients with the help of support accountants and admins.
- Developed strong relationships with business clients
- Prepared individual (1040) and business tax returns (1120, 1120S, 1065) and associated schedules ensuring 100% accuracy and compliance.
- Assisted in preparing financial statements, bookkeeping guidance, and payroll for assigned clients, improving their financial management.
- Working closely with team members to better assist mutual clients with their tax and accounting needs
- Provided tax services to clients with a focus on Pacific and Mountain Time Zones, Alaska, and Hawaii, ensuring compliance with state-specific regulations. 75% of client were CA state clients.
- Reviewed 400+ tax returns annually, ensuring accuracy and compliance with federal and state tax laws.
- Supervised a team of 25+ Tax Advisors and Support Accountants, enhancing team performance through effective leadership and training.
- Trained 25+ staff members on CCH Axcess & Intuit Lacerte, improving team efficiency and knowledge retention.
- Successfully resolved 95% of client complaints, collaborating with other departments to ensure comprehensive solutions.
Office Manager / Tax Accountant
Liberty Tax Service
Elmhurst, US
01.2017 - 04.2017
- Prepared personal tax returns (federal and New York state) annually, ensuring accuracy and compliance.
- Advised business clients (sole-proprietorships) on financial management and record keeping, improving their tax efficiency.
- Reviewed all tax returns prepared by colleagues, ensuring 100% accuracy before IRS submission.
- Assisted clients with federal and state audits, successfully gathering necessary documents and minimizing audit penalties.
- Resolved 95% of client complaints/issues efficiently, ensuring high client satisfaction.
- Supervised and trained 5 tax preparers, improving team performance and accuracy.
Tax Advisor
1-800Accountant
New York, US
07.2016 - 01.2017
- Developed strong relationships with business clients, enhancing client retention.
- Researched federal and state tax rules, providing clients with accurate and up-to-date tax advice during consultations.
- Collaborated with senior accountants to resolve complex tax situations, ensuring optimal outcomes for clients.
- Prepared individual (1040) and business tax returns (1120, 1120S, 1065), ensuring compliance and accuracy.
- Assisted in preparing financial statements, bookkeeping guidance, and payroll for clients, improving their financial management.
- Collaborated with Admins and support accountants, improving client service and satisfaction.
- Provided tax services to clients across all states, with a focus on Central Time Zone (primarily TX), ensuring compliance with state-specific regulations.
Tax Preparer (Seasonal)
Liberty Tax Service
Elmhurst, US
12.2013 - 04.2015
- Prepared personal tax returns (Federal and New York State) each season, ensuring accuracy while completing my bachelor's degree.
- Advised business clients (sole-proprietorships) on financial management and record keeping, improving their tax efficiency.
- Assisted clients with federal and state audits, successfully gathering necessary documents and minimizing audit penalties.
Education
Bachelor of Arts - Accounting Major & Psychology Minor
City University of New York - Queens College
Queens, NY05.2015
Skills
- QuickBooks Online
- Xero
- CCH Axcess
- Lacerte
- Tax Act
- Client relationship management
- Tax preparation
- IRS compliance
- Tax law research
- Customer service
Certification
IRS Enrolled Agent - 03/01/17 to Present
Languages
- English, Expert
- Spanish, Intermediate
Personal Information
Work Permit: Authorized to work in the US for any employer
Languages
English
Proficient (C2)
C2
Spanish
Advanced (C1)
C1
References
References available upon request.
Timeline
Seasonal Tax Expert
JDA TSG
01.2025 - 04.2025
1099 Contractor - Enrolled Agent (EA)
Taxfyle
09.2024 - Current
Senior Tax Associate
LegalZoom - LZ Tax
04.2022 - 08.2024
Tax Resolution Specialist
Gusto
08.2021 - 03.2022
Quality Reviewer (Seasonal)
Intuit
03.2021 - 04.2022
Senior Tax Advisor / Tax Manager
1-800Accountant
07.2017 - 02.2021
Office Manager / Tax Accountant
Liberty Tax Service
01.2017 - 04.2017
Tax Advisor
1-800Accountant
07.2016 - 01.2017
Tax Preparer (Seasonal)
Liberty Tax Service
12.2013 - 04.2015
Bachelor of Arts - Accounting Major & Psychology Minor
City University of New York - Queens College