Vietta Sanchez
Le Mars,IA
Summary
Highly motivated professional with exceptional organizational and communication skills. Known for meticulous attention to detail and a phenomenal problem-solving ability. Adept at managing multiple tasks and projects efficiently, ensuring high-quality outcomes.
Overview
16
16
years of professional experience
2
2
Certifications
Work History
Tax Associate
JDA TSG
Sioux City, USA
01.2025 - Current
- Prepared and reviewed 200+ individual tax returns for clients, ensuring accuracy and compliance with federal and state regulations
- Identified tax savings opportunities and implemented strategies to minimize client liabilities
- Conducted thorough research on complex tax issues to support client advisory services and made recommendations to clients
- Developed strong client relationships by effectively communicating tax obligations and addressing concerns
- Stayed up-to-date on changes in tax laws and regulations through continuous professional development activities
- Reviewed prior-year returns for errors, correcting discrepancies to ensure accuracy before filing deadlines
Territory and Training Manager
Pony Express
Winnebago, USA
02.2022 - 11.2024
- Oversaw C-store operations; recruited, trained, and developed managers and assistant managers while managing daily books, bank deposits, ordering, receiving, processing invoices, cycle counts, inventory processes, scheduling, payroll, and loss prevention.
- Regularly analyze financial performance, monitor inventory turnover, review KPIs, and identify opportunities to optimize product mix.
- Implement and enforce operational standards for cleanliness, safety, product availability, and exceptional customer service.
- Ensured compliance of store personnel with PEX policies on security, sales, and record-keeping procedures.
- Managed staffing levels, resolved personnel issues, and collaborated with Human Resources on store-related matters.
- Work regularly with the operations team in annual budgeting and strategic planning.
- Liaised with operations team to identify issues, implement new policies and procedures, and collaborate on annual budgeting and strategic planning.
Tax Preparer
LeMars
IA, USA
01.2012 - 04.2024
- Prepared and filed accurate federal, state, and local tax returns for individuals
- Identified tax savings opportunities through analysis of client financial records and recommended targeted strategies
- Researched and interpreted complex tax regulations to provide clients with up-to-date information on deductions, credits, and exemptions
- Collaborated with clients to gather necessary documentation and answer any questions or concerns regarding their taxes
- Audited completed tax forms for errors or discrepancies before submission to minimize the risk of audits or penalties
- Served as a trusted advisor by offering personalized advice on financial planning strategies based on individual circumstances
- Counseled clients on estimated quarterly payments to avoid underpayment penalties
- 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
- Educated clients about changes in tax laws that could impact their personal finances or business operations
- Enhanced efficiency by implementing software tools that automated repetitive tasks in tax preparation process
- Built long-term client relationships through regular communication and proactive outreach initiatives
- Maintained knowledge of current industry trends through continuous professional development activities
Store Manager
Pony Express
South Sioux City, USA
05.2021 - 02.2022
- Oversee daily operations of store, including staffing and training, compliance, inventory control, payroll, and financial functions
- Engaged customers to create positive shopping experiences, enhancing customer satisfaction and driving revenue growth
- Maintained operational cost efficiency while ensuring product quality and monitoring sales data to support profit maximization
- Managed product levels and inventory controls for all merchandise, organizing backroom for effective ordering and stock rotation
- Analyze and interpret store trends with back-of-house software to facilitate planning
- Reconcile daily sales transactions to balance and log day-to-day revenue with back-of-house software
- Operated with high integrity, built trusting relationships, and earned sustainable credibility with employees, customers, vendors, and colleagues
Underwriter/Compliance Specialist
Williams Companies
Sioux City, USA
12.2019 - 03.2021
- Reviewed and processed petroleum underground storage tank compliance and renewal applications, ensuring adherence to regulatory requirements.
- Analyzed application documents for compliance with regulatory standards, facilitating timely approvals.
- Provided technical support to petroleum tank owners/operators, enhancing their understanding of compliance requirements.
- Assisted petroleum tank owners/operators with clarifying governmental rules and regulations to ensure compliance.
- Maintain policies, procedures, and complete regulatory reports.
- Submit/approve daily required bank transfers to the designated state agency.
- Run daily cash transaction reports and input data into Excel spreadsheets.
Store Manager
Pony Express
Winnebago, USA
08.2015 - 12.2019
- Oversee daily operations of store, including staffing and training, compliance, inventory control, payroll, and financial functions
- Engage and interact with customers to create positive shopping experiences and drive revenue growth
- Maintained operational cost efficiency while ensuring product quality and monitoring sales data to optimize profits
- Managed product levels and inventory controls for all merchandise, organizing backroom for effective ordering and stock rotation
- Reconciled daily sales transactions to accurately log revenue using back-of-house software
- Analyze and interpret store trends with back-of-house software to facilitate planning
- Operated with high integrity, built trusting relationships, and earned sustainable credibility with employees, customers, vendors, and colleagues
Tax Preparer
Jackson Hewitt
Sioux City, USA
01.2012 - 04.2015
- Prepared tax returns for clients in accordance to government regulations and requirements
- Reviewed clients' tax filing papers thoroughly to determine eligibility for additional tax credits or deductions
- Provided clients with tailored recommendations to minimize tax liabilities based on individual circumstances
- Interviewed clients to collect information and necessary paperwork, ensuring accurate tax return preparation
- Maintained complete records of client tax returns and supporting documentation in secure locations to ensure compliance
Customer Service Rep
Qwest Communications
Sioux City, USA
10.2009 - 09.2010
- Answered customer calls promptly, reducing on-hold wait times
- Responded to customer requests for products, services and company information
- Informed customers about promotions, contributing to increased sales
- Documented customer interactions to track requests, identify issues, and record solutions
Education
Bachelor of Science - Business Management
Wayne State College
Wayne, NE05.2015
Skills
- Tax return preparation
- Tax law compliance
- Tax compliance strategies
- Tax preparation software
- Financial reporting
- Data analysis
- Budget management
- Accounting
- Accounts Receivable
- Bookkeeping
- Payroll processing
- Payroll
- Audit preparation
- Regulatory Reporting
- Document review
- Compliance Management
- Environmental compliance
- Inventory Management
- Vendor Management
- Operations management
- Supply chain management
- Project management
- Performance monitoring
- Pricing
- Team development
- Client relationship management
- Relationship management
- Human Resources
- Recruiting
- Employee Orientation
- Training
- Interviewing
- Conflict management
- Employee relations
- Organizational skills
- Office management
- Office Experience
- Microsoft Office
- Microsoft SharePoint
- Technical Proficiency
- Software troubleshooting
- Databases
- 10-key calculator
- Typing
- Slack
- Attention to detail
- Process Improvement
- Problem solving
- Strategic Planning
- Time management
- Scheduling
- Sales
- Retail sales
- Pricing
- Customer service
- Team Building
- Business management
- Senior leadership
- Manager
- ICIMS
- Filing
- Cash Handling
- Problem-solving
- Operations
- Technical Proficiency
- Manager
- Tax compliance strategies
- Budgeting
- Store management
- Tax Experience
- Payroll processing
- Senior leadership
- ADP
- Scheduling
- Organizational Skills
- Time management
- Audit preparation
- Retail sales
- Compliance management
Certification
Driver's License
Personal Information
Willing To Relocate: Perhaps
Languages
Spanish
Professional
Timeline
Tax Associate
JDA TSG
01.2025 - Current
Territory and Training Manager
Pony Express
02.2022 - 11.2024
Store Manager
Pony Express
05.2021 - 02.2022
Underwriter/Compliance Specialist
Williams Companies
12.2019 - 03.2021
Store Manager
Pony Express
08.2015 - 12.2019
Tax Preparer
LeMars
01.2012 - 04.2024
Tax Preparer
Jackson Hewitt
01.2012 - 04.2015
Customer Service Rep
Qwest Communications
10.2009 - 09.2010
Bachelor of Science - Business Management
Wayne State College