Sofía S. Email & Phone Number

- Developed and implemented new outreach strategies to increase program visibility andengagement, resulting in a 20% increase in the number of clients served over the past year.- Coordinated with community partners to secure additional funding and resources for theprogram, resulting in a 200% increase in the program budget and the ability to expand servicesto underserved communities.- Developed and implemented program policies and procedures to ensure compliance with allapplicable tax laws and regulations, resulting in successful audits and compliance reviews.- Collaborated with other organizations and agencies to promote financial education and literacyprograms for clients, resulting in increased financial stability and independence for programparticipants.- Designed and produced marketing materials, including flyers, brochures, and banners, to promote the VITA program and its services to clients and community partners.- Coordinated with program staff to ensure consistent branding and messaging across all marketing and outreach efforts, resulting in improved program visibility and impact.

Dallas-Fort Worth Metroplex

- Successfully led the development and implementation of a contingency plan for taxpreparation models in response to the COVID-19 pandemic, ensuring that the VITA programcould continue to serve low-income families in a safe and effective manner.- Provided ongoing training and support to volunteer tax preparers on remote tax preparationtechniques, resulting in improved accuracy and efficiency in tax preparation and a reductionin errors and audit rates.- Collaborated with community partners to promote the availability of remote tax preparationservices to underserved communities, resulting in increased program visibility andparticipation.- Provided regular reports to program leadership and funding partners on the program'ssuccess in adapting to remote tax preparation and serving low-income families during thepandemic.

Dallas/Fort Worth Area

Dallas/Fort Worth Area

- Designed numerous marketing materials (logos, brochures, business cards, presentations, and advertisements) and guaranteed that they exceeded the expectations of clients.-Developed a new website featuring a responsive design, implemented an electronic application form to allow for a faster response from the business owner.-Prepared mock-ups and templates; proofread design, presented designs for approval and feedback and prepared designs for printing. - Consistently adhered and adapted to client changes and requests in timely manner.

Dallas/Fort Worth Area

- Ensured tax preparation services offered are within the program guidelines.- Processed, reviewed and transmitted tax returns.- Provided overall support, guidance, and on-going training to volunteers at the site.

Dallas/Fort Worth Area

- Analyzed volunteer’s performances through conducting quality reviews to validate accurate income tax returns were reported to the IRS, resulting in improvement of tax quality as well as client satisfaction.- Assisted in helping clients receive over $4,700,000 in refunds and helping them save over $721,000 in tax preparation fees.

Dallas/Fort Worth Area

- Documented numerical data into designated spreadsheets quickly and accurately. - Gathered and assessed all required customer information for tracking purposes.- Maintained integrity towards the organization's data by preserving data confidentiality

Dallas/Fort Worth Area

- Welcomed and screened over 1,300 clients for tax preparation eligibility.- Assembled clients’ paperwork to prepare them to meet with a tax preparer.- Monitored inventory and ensured adequate supplies were available.

Dallas/Fort Worth Area

- Managed contracts department, including job site contracts, files, and invoicing. - Supplied assistance to the President of the company in the production of marketing materials to be used in bidding efforts.- Created, monitored and catalogued all file systems and folders; hard copy and digital.

Dallas/Fort Worth Area

- Developed and produced finalized government bidding proposals, resulting in over $5 million dollars awarded to the company.- Utilized Adobe Creative Suite to design detailed visuals and illustrations for conferences, client meetings and business cards.- Coordinated with Business Development, Project Management, and Business Operations teams to enhance marketing efforts.

Dallas/Fort Worth Area

- Answered a high volume of incoming calls, responded to general inquiries and transferred calls to appropriate personnel. - Streamlined office services by organizing office operations; controlling correspondence; designing filing systems; reviewing and approving supply requisitions; and monitoring clerical functions.- Using QuickBooks, reconciled various bank accounts records and prepared monthly financial statements for review by owner.

Bachelor Of Business Administration - Bba, Business

Associate Of Arts - Aa, Criminal Justice And Corrections