Alfredo Gonzalez
Palmdale,CA
Overview
10
10
years of professional experience
Work History
Tax Admin | Executive Assistant
Tax Tribe
Palmdale, CA
12.2020 - Current
- Managed complex calendar schedules for executives, optimizing time and prioritizing critical meetings.
- Developed and maintained filing systems, enhancing document retrieval efficiency and organizational accuracy.
- Prepared detailed reports and presentations, synthesizing information to support strategic decision-making processes.
- Handled confidential and sensitive information with discretion and tact.
- Processing state tax documents, filings, and records
- Support compliance monitoring and reporting activities
- Serve as a point of contact between taxpayers, and state government agencies
- Coordinate meetings, hearings, and audits
- Ensure timely follow-up on tax-related matters
Administrative Assistant | Assistant Bookkeeper
National Picture Framing Centers, Inc.
San Francisco, CA
10.2018 - 04.2020
- Support the executives, actively communicating between managers at our retail stores, warehouse, and our corporate offices.
- Organize and execute office and companywide events alongside of completing projects with small teams, ordering office supplies.
- Completing customer orders using illustrator and professional printing equipment.
- Managed accounts payable and receivable processes to ensure timely and accurate financial reporting.
- Reconciled bank statements, identifying discrepancies and implementing corrective actions for improved accuracy.
- Collaborated with the head accountant to streamline bookkeeping processes, improving overall operational efficiency.
CPA Coordinator
Midwin, Vogel & Nathanson, LLP CPA's
Pacific Palisades, CA
08.2017 - 06.2018
- Communicated and coordinated between the lead CPA Brian Midwin, & our clients using google calendar.
- Manufactured tax folders for our clients containing their tax return and information regarding payments and/or transactions needed.
- Took inventory of office supplies and Coordinated between offices for client visits.
Tax Prep Admin | Administrative Assistant
National Tax Experts
Glendale, CA
11.2015 - 08.2017
- Procured information from Federal & State Taxing Authorities for tax preparation for individual and business clients
- Analyzed Federal and State information to determine items still needed for Tax Preparation
- I coordinated with multiple departments to obtain missing tax documents needed for tax preparation, resubmission, and/or tax resolution.
- Welcomed high-net-worth clients and coordinated meetings between the team lead and clients. Actively listened to and evaluated client inquiries and concerns, re-prioritizing tasks as needed to effectively address their requirements and ensure a high level of service.
Education
2 Year Work Completion - Astrophysics
Santa Monica College
Santa Monica06-2017
High School Diploma -
Santa Monica High
Santa Monica06-2015
Skills
- Executive Administrative support
- Office Management
- Critical thinker Problem solver
- Calendar management
- Bookkeeping
- Generating tax compliance and regulatory reporting
- Filing extensions
- Responding to state tax notices and liaising with state tax authorities
- Confidentiality and data security awareness
- Ability to work under pressure during peak tax seasons
Timeline
Tax Admin | Executive Assistant
Tax Tribe
12.2020 - Current
Administrative Assistant | Assistant Bookkeeper
National Picture Framing Centers, Inc.
10.2018 - 04.2020
CPA Coordinator
Midwin, Vogel & Nathanson, LLP CPA's
08.2017 - 06.2018
Tax Prep Admin | Administrative Assistant
National Tax Experts
11.2015 - 08.2017
2 Year Work Completion - Astrophysics
Santa Monica College
High School Diploma -
Santa Monica High