Summary
Overview
Work History
Education
Skills
Timeline
Generic

Randy Romero

Lone Tree

Summary

Results-driven tax specialist with extensive experience in providing comprehensive tax guidance and fostering collaboration across departments. Known for effective client consultations, reducing tax liabilities, and ensuring compliance with tax regulations.

Overview

9
9
years of professional experience

Work History

Sales Associate

Home Safe
Centennial
06.2024 - Current
  • Handled inbound and outbound calls to educate customers on home appliance warranties, facilitating informed purchasing decisions.

Senior Tax Specialist

BC Tax
Westminster
06.2022 - 03.2023
  • Provided guidance on tax-related inquiries and concerns from clients.
  • Collaborated with other departments within the organization to provide comprehensive services.
  • Offered clients recommendations to reduce tax liabilities.

Senior Tax Advisor

Heartland Tax Solutions
Wheat Ridge
04.2017 - 06.2022
  • Communicated with clients regarding tax situations providing guidance on financial decisions.
  • Offered clients recommendations to reduce tax liabilities.
  • Collaborated with clients to answer questions and provide advice on tax matters.
  • Facilitated communication between clients and tax authorities.

Education

Associate of Applied Science -

CU
Boulder, CO

Skills

  • Customer relationship management
  • Product expertise
  • Sales forecasting
  • Account management
  • Lead generation
  • Warranty administration
  • Client consultations

Timeline

Sales Associate

Home Safe
06.2024 - Current

Senior Tax Specialist

BC Tax
06.2022 - 03.2023

Senior Tax Advisor

Heartland Tax Solutions
04.2017 - 06.2022

Associate of Applied Science -

CU
Randy Romero