Sandra Santeno
HESPERIA
Summary
Dedicated Tax Preparer with a proven track record at Jackson Hewitt, excelling in income tax preparation and client communication. Expertly identified deductions, maximizing client savings while ensuring regulatory compliance. Renowned for exceptional customer service, fostering trust and loyalty, and maintaining confidentiality in handling sensitive information.
Overview
3
3
years of professional experience
Work History
Tax Preparer
Jackson Hewitt
12.2019 - 05.2020
- Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
- Analyzed financial records to verify accuracy of tax returns.
- Provided exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.
- Increased client satisfaction by providing accurate and timely tax preparation services.
Tax Preparer
Liberty Tax Service
11.2016 - 08.2019
- Completed and filed returns with tax departments at local, state, and federal levels.
- Stayed current on changing tax laws and regulations to provide the most accurate advice to clients.
- Maximized client savings by identifying deductions and tax credits through thorough review of financial documents.
- Demonstrated attention to detail while preparing complex tax returns for individuals, partnerships, corporations, and trusts.
- Provided exceptional customer service to resolve issues quickly, resulting in positive feedback from clients.
- Utilized advanced software tools to improve efficiency in calculating taxes owed or refunds due based on available data inputs.
Education
Certificate - Transportation Broker
Freight Brokers Course
Lincoln, MA01-2025
Graduate Certificate - Medical Billing
UEI College
Chula Vista, CA12-2016
GED -
Chula Vista Adult School
Chula Vista, CA05-2016
Certificate - Tax Preparer
LIberty Tax Preparer Certicate
Hesperia, CA01-2015
Skills
- Organization skills
- Document preparation
- Income tax preparation
- Local, state, and federal tax returns
- Client communication
- Information processing
- Regulatory compliance
- Risk management
- Documentation filing
- Customer service
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Tax Preparer
Jackson Hewitt
12.2019 - 05.2020
Tax Preparer
Liberty Tax Service
11.2016 - 08.2019
Certificate - Transportation Broker
Freight Brokers Course
Graduate Certificate - Medical Billing
UEI College
GED -
Chula Vista Adult School
Certificate - Tax Preparer
LIberty Tax Preparer Certicate
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