Michelle Sandstrom
Phoenix
Summary
Project Manager with a focus on tax operations, delivering complex initiatives on time and within budget. Successfully led automation projects that transformed manual processes, significantly reducing processing time and enhancing accuracy. Expertise in leveraging cross-functional teams to ensure compliance and streamline tax reporting operations.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Client Support Specialist
Fidelity Investment
Phoenix
07.2025 - Current
- Assisted clients with diverse inquiries to enhance satisfaction
- Updated client accounts regularly for accuracy and compliance
- Addressed client inquiries on tax form requirements to ensure clarity
- Move money (bank wires, EFT, Journals, etc.)
- Executed trades for mutual funds and stocks on behalf of clients
- Retirement Transactions, including:
- Contributions, Distributions, RMD
- Return of Excess, Recharacterization, Recode
Client Tax Reporting - Manager
Charles Schwab
Phoenix
05.2018 - 02.2024
- Led multiple projects focused on process improvement, automation, and minimizing manual labor, including:
- Automated tax adjustments - by moving the process of manual tax adjustments away from macros to the mainframe, this allowed a single user to make 100,000+ adjustments in a matter of hours, where the previous process would take 3 days and require logging in to 15 computers
- Developed array formula to extract raw data from mainframe and organize it based on user-defined alignment rules.
- Led tax form 1042-S project, implementing regulatory updates and overseeing testing and production of forms and e-file.
- Performed income reallocation for non-resident alien clients
Client Tax Reporting – Sr. Specialist
Charles Schwab
Phoenix
11.2012 - 05.2018
- Streamlined processes, improving quality of control reports and decreasing processing time
- Supported review and production of 1042-S, 1099 Composite, and 1099-R forms and e-files
- Reconciled control reports, ensuring accuracy in tax reporting
Client Tax Reporting - Specialist
Charles Schwab
Phoenix
12.2007 - 11.2012
- Reviewed client statements and tax forms for accuracy, ensuring compliance with regulations
- Addressed client inquiries promptly, enhancing client satisfaction and trust
- Assisted in reviewing K1 processing for 990T production, contributing to timely tax filings
Education
Maricopa Community Colleges, Glendale Community College
Glendale, AZSkills
- Microsoft Office
- Mainframe
- Data reconciliation
- Financial analysis
- Tax Compliance
- Tax Reporting
- Project management
Certification
FINRA Series 7 & 63
Timeline
Client Support Specialist
Fidelity Investment
07.2025 - Current
Client Tax Reporting - Manager
Charles Schwab
05.2018 - 02.2024
Client Tax Reporting – Sr. Specialist
Charles Schwab
11.2012 - 05.2018
Client Tax Reporting - Specialist
Charles Schwab
12.2007 - 11.2012
Maricopa Community Colleges, Glendale Community College