Sarah Roberts
TUSTIN
Summary
Detail-oriented administrative support assistant with a strong track record in managing client case files and maintaining accurate documentation. Demonstrates expertise in coordinating communications between clients and tax professionals while providing exceptional customer service to enhance departmental efficiency.
Overview
4
4
years of professional experience
Work History
Case Manager
American Tax Defense
Santa Ana
2025.10 - 2026.05
- Managed client case files and documentation efficiently.
- Coordinated communication between clients and tax professionals.
- Assisted clients in understanding tax obligations and processes.
- Developed personalized action plans to address client needs.
- Maintained up-to-date knowledge of tax laws and regulations.
- Collaborated with team members to streamline case management processes.
Case Manager
Safeway Tax Relief
Irvine
2024.09 - 2025.06
- Managed client cases by assessing their tax relief needs and goals.
- Provided guidance on documentation required for tax relief applications.
- Coordinated communication between clients and tax professionals effectively.
- Documented case progress and maintained accurate client records consistently.
- Followed up with clients regularly to address concerns and provide updates.
- Maintained accurate case records and documentation according to agency guidelines.
Administrative Support
Great American Insurance Group
2022.10 - 2023.01
- Printed policy documents to support administrative functions
- Filed policy folders numerically to enhance document retrieval
- Audited files to ensure all files were complete with underwriters checklists
- Create files for insurance policies
- Performed various office duties to maintain workflow efficiency
- Completed a short-term assignment providing support to the team.
Administrative Assistant
Republic Services
2022.08 - 2022.10
- Answered calls and provided caller with correct information for site
- Generated and distributed financial reports for finance department, supporting informed decision-making
- Ordered and managed office supplies for multiple departments, ensuring availability for daily operations
- Coordinated FedEx pickups for timely delivery to finance department supervisors, facilitating efficient workflow
- Maintained breakroom with coffee and water for employees
- Distributed daily mail
- Scanned and filed site receipts
- Logged and sent checks to bank via Fedex
- Completed various tasks during temporary assignment
Office assistant
Pelican Rope Works/US Rigging Supply
2022.01 - 2022.05
- Filed daily invoices, maintaining organized records for easy retrieval
- Invoiced daily shipments, ensuring accurate billing and timely processing
- Processed accounts receivable transactions
- Assisted various departments with administrative tasks
- Answered multi-line calls, transferring to appropriate department to ensure efficient communication
- Completed tasks during temporary assignment
Skills
- Case management
- Client Assessment
- Case Documentation
- Documentation management
- MS Office
- Customer Service
- Dedicated Team Player
Timeline
Case Manager
American Tax Defense
2025.10 - 2026.05
Case Manager
Safeway Tax Relief
2024.09 - 2025.06
Administrative Support
Great American Insurance Group
2022.10 - 2023.01
Administrative Assistant
Republic Services
2022.08 - 2022.10
Office assistant
Pelican Rope Works/US Rigging Supply
2022.01 - 2022.05