Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Ana Rosas Alba

Mesa,United States

Summary

Deadline-oriented Tax Professional adept at quickly assessing customer needs, developing strategic plans and completing returns to maximize deductions and minimize liabilities. Pursuing role with tax preparation services organization.

Overview

15
15
years of professional experience

Work History

Tax Preparer

Liberty Tax Service
01.2020 - Current
  • Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
  • Completed and filed returns with tax departments at local, state, and federal levels.
  • Maintained complete records of client tax returns and supporting documentation in secured areas.
  • Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
  • Utilized tax software to prepare returns and meet deadlines.
  • Identified potential audit red flags to minimize risk of IRS audits.
  • Completed payroll for employees and maintained detailed records of procedures.
  • Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.

Crew Member

Wendys Restaurant
02.2018 - Current
  • Worked front counter, drive-thru and other areas.
  • Worked well with teammates and accepted coaching from management team.
  • Provided excellent customer service by greeting customers and meeting quality expectations.
  • Addressed guest needs, questions, or concerns to create optimum experience onboard.

Tax Preparer

Steven M. Vogt CPA
01.2024 - 04.2024
  • Established rapport with clients by addressing tax-related questions and concerns.
  • Documented client interactions thoroughly to provide clear records of services rendered.
  • Prepared individual tax returns by gathering necessary documentation and information.
  • Provided exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.
  • Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.

Auditor

KPMG Professional Services
08.2012 - 04.2016
  • Followed established auditing processes to meet internal and regulatory requirements.
  • Analyzed data and findings to prepare reports detailing financial information.
  • Communicated with auditee staff to obtain necessary information for audits.
  • Performed observations and evaluated supporting documents to supplement audit findings.
  • Interviewed auditees to gather data needed to conduct audits.
  • Consulted clients on internal control systems development and audit program improvements.

Budget Analyst

Crystal Joyas
01.2010 - 08.2012
  • Generated annual budget forecasting information for executive and corporate reports.
  • Compiled statistical data after each month-end closing.
  • Reviewed monthly operations to assess compliance with budgets and determine necessary adjustments for future plans.

Education

No Degree - Accounting

Instituto Politecnico Nacional
Mexico City
08.2012

Skills

  • Tax return preparation
  • Verbal/written communication
  • Time management
  • Problem solving
  • Critical thinking

Languages

Spanish
Native or Bilingual
English
Professional Working

Timeline

Tax Preparer

Steven M. Vogt CPA
01.2024 - 04.2024

Tax Preparer

Liberty Tax Service
01.2020 - Current

Crew Member

Wendys Restaurant
02.2018 - Current

Auditor

KPMG Professional Services
08.2012 - 04.2016

Budget Analyst

Crystal Joyas
01.2010 - 08.2012

No Degree - Accounting

Instituto Politecnico Nacional

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Ana Rosas Alba