Leslie Sanchez
Santa Maria
Summary
Dynamic tax professional with extensive experience at Tax Owl Inc, excelling in tax preparation and compliance. Proven ability to enhance accuracy and efficiency through advanced accounting software and meticulous attention to detail. Bilingual communicator adept at fostering client relationships and navigating complex tax regulations, ensuring optimal service delivery and client satisfaction.
Overview
7
7
years of professional experience
Work History
Senior Tax Preparer
Tax Owl Inc
Roseville
02.2026 - Current
- Prepared federal, state, and local tax returns for individuals, trusts, and corporations.
- Prepared individual and business tax returns for diverse clients.
- Reviewed financial documents, ensuring adherence to tax regulations and identifying potential issues.
- Assisted clients in collecting and organizing documentation, streamlining tax filing process.
- Addressed client inquiries and issues, enhancing understanding of tax obligations and improving client satisfaction.
- Collaborated with team members to enhance overall service delivery standards.
Junior Tax Preparer
Gaingels
01.2023 - 02.2026
- Managed high-volume transactions, ensuring accuracy and compliance with tax regulations
- Exhibited strong attention to detail while reviewing financial documents.
- Applied knowledge of accounting principles and regulations in daily operations.
- Enhanced digital tracking for tax documentation, increasing accuracy and facilitating compliance.
- Applied advanced accounting software skills to streamline operations and improve data integrity
- Proficiency in accounting software (e.g., QuickBooks, SAP)
- Communicated effectively with clients and internal teams to facilitate project success.
- Contributed to the successful transfer of large funds
Tax Preparer
Assure
Salt Lake City
11.2021 - 11.2022
- Expedited 200+ tax returns, correcting critical errors to ensure filing integrity.
- Achieved efficient management of multi-state tax filings, ensuring full compliance.
- Mastered Form 1065 and diverse state taxes, contributing to a high-performance team.
- Pioneered system for timely tax extensions, preventing penalties and improving workflow.
- Streamlined investor data corrections, increasing return accuracy and boosting investor satisfaction.
Customer Service Representative
Sutter Health
04.2021 - 08.2021
- Delivered empathetic support to patients, addressing concerns and guiding to appropriate resources for improved patient experience.
- Managed patient appointments, ensured HIPAA compliance, and resolved inquiries within 4 minutes to enhance patient satisfaction.
- Utilized patient appointment software to maintain scheduling accuracy and privacy standards in all modifications.
Parent Liaison
Granite School District- Hillsdale Elementary
09.2019 - 03.2020
- Streamlined parent engagement through document translation and registration assistance, improving communication with families.
- Created welcoming environment for non-English speaking parents by translating key documents and providing tailored support.
- Facilitated communication between parents and school staff to enhance student support.
- Organized parent workshops to promote engagement and educational resources.
- Developed informational materials to assist parents in navigating school programs.
Education
Accounting -
University of Phoenix
Online12-2026
Skills
- Tax preparation
- Tax Document Review
- Tax preparation services
- Tax forms expertise
- Tax Compliance Review
- IRS regulations
- State Taxes
- Extensions
- Tax Identification Management
- Financial accounting
- Financial Statement Review
- Financial Analysis
- Data accuracy
- QuickBooks
- Financial accounting software
- Transaction Recording
- Quality Assurance
- Customer Service
Languages
- Spanish
- English, Native
Timeline
Senior Tax Preparer
Tax Owl Inc
02.2026 - Current
Junior Tax Preparer
Gaingels
01.2023 - 02.2026
Tax Preparer
Assure
11.2021 - 11.2022
Customer Service Representative
Sutter Health
04.2021 - 08.2021
Parent Liaison
Granite School District- Hillsdale Elementary
09.2019 - 03.2020
Accounting -
University of Phoenix