Sarah Majesie
Rancho Cordova
Summary
Results-driven professional with strong organizational skills and a proven track record in managing workflows and client relationships. Committed to supporting team members through attention to detail and effective execution of the teams' needs.
Overview
20
20
years of professional experience
Work History
Tax Preparer
Liberty Tax Service
01.2026 - 04.2026
- Prepared and reviewed clients' tax returns for accuracy and compliance with federal and state regulations.
- Assisted clients in understanding tax processes and answering inquiries regarding deductions and credits.
- Utilized tax preparation software to efficiently process client information and generate completed forms.
- Conducted thorough audits of documentation to ensure completeness and adherence to tax laws.
- Managed appointments and office workflow for a small team.
Senior Customer Service Representative
Wells Fargo
09.2016 - 02.2026
- Led branch bankers through small business verification processes to meet federal requirements for Customer Identification Program in compliance with the Patriot Act.
- Trained new hires in providing exceptional customer service over the phone. Ensuring quality communication between Business Support Connection and branches.
- Regularly exceeded call center standards for customer experience scores, average handle time, quality assurance, risk mitigation, and compliance.
- Selected to travel out of state to train at new opened location. Worked with on site management to create an efficient and effective training program for successful entry of new hires to the department.
Tax Preparer
Liberty Tax Service
01.2016 - 04.2016
- Educated clients on changes in tax legislation affecting their financial situations, enhancing client knowledge.
- Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
- Maintained organized records of client interactions and transactions for future reference and audit purposes.
- Adapted quickly to new software updates and changes in regulatory requirements, ensuring compliance at all times.
Assistant Coordinator
Humboldt State University
01.2006 - 05.2009
- Coordinated logistics for events, ensuring seamless execution and adherence to university guidelines.
- Facilitated communication among faculty, staff, and students to foster collaboration and support project objectives.
- Organized workshops and seminars, contributing to professional development opportunities for university personnel.
- Analyzed feedback from event participants to refine future programming efforts and improve attendee satisfaction levels.
- Provided administrative support to the team, enabling them to focus on core tasks and achieve project goals.
Education
Bachelor of Arts - Studio Arts
Humboldt State University
Arcata, CA05-2009
Skills
- Organization skills
- Document preparation
- Client communication
- Data inputting
- Data gathering
- Verbal/written communication
- Information processing
- Records management
- Risk management
Languages
English
Native or Bilingual
Timeline
Tax Preparer
Liberty Tax Service
01.2026 - 04.2026
Senior Customer Service Representative
Wells Fargo
09.2016 - 02.2026
Tax Preparer
Liberty Tax Service
01.2016 - 04.2016
Assistant Coordinator
Humboldt State University
01.2006 - 05.2009
Bachelor of Arts - Studio Arts
Humboldt State University