Angel Guzman
Winter Park,FL
Summary
Professional in the accounting field seeking to constantly improve skills and optimize processes. I am personable, serious, dependable, and work well in teams. I am CPA eligible, and looking to make the next natural step in my career.
Overview
4
4
years of professional experience
Work History
Tax Accountant
HMS Certified Public Accountants
07.2024 - Current
- Maintained Monthly Bookkeeping: Journal Entries (Depreciation, Interest, Sales Tax, Distributions, Reclassifications), Banks, and Credit Cards.
- Issued Financials and Sent Tax Forms (1099 (1096), W-2 (W3), DR-15, 940, 941), and Requested Needed Documentation: W-9, Sales Reports, Payroll Reports.
- Completed Or Took Part In Partnership (1065), Corporate (1120), S-Corporation (1120-S), Nonprofit (990), FinCEN (114), and TPP Returns (DR-405).
- Continued To Enhance Personal Return Knowledge: Mortgage Interest Limitations, Self-Employed Health Care and IRA Deduction, QCD, K-1 Basis, Non-Cash Contributions.
Professional Tax Preparer
Jackson Hewitt
01.2023 - Current
- Filed 70 Tax Returns Per Season Of Various Complexities: Tax Form Returns (1099s, 1098s, 1095s, W-2, K-1s), and Associated Schedules (A, B, C, D, E).
- Assisted Clients In Correcting Potential Issues For Subsequent Filling Years: W7 and W4 Filling, Marketplace Income Adjustments, And Estimated Payments.
- Identified And Maximized Credits On An Individual Basis: Energy, Dependents, Foreign, Education (AOTC/Lifetime), PTC, Vehicle, Home Office, Retirement, Insolvency.
Staff Accountant
Governmental Management Services
06.2023 - 06.2024
- Completed Monthly Bank Reconciliations, Financial Statements, and Coded Trust Statement Journal Entries For Up To 50 Districts On A Monthly Basis.
- Maintained Detailed Records Of Utility Schedules For Districts and Their Various Segments, Along With Keeping Track Of Their Specific Deliverables.
- Reviewed and Approved AP Clerk Coding, Requested Expedited Check Approvals When Needed, and Researched/Investigated Invoicing Discrepancies.
- Created Yearly Budgets, Paid Governmental Bond Dues, Maintained Reserve Balances, and Assisted In Preventing Fund Theft Through Check Envelope Changes.
Various
Office Depot, O'Reilly Auto Parts, Costco Wholesale
12.2020 - 05.2023
- Offered Exceptional Customer Service
- Maximized Sales (Supplies, Tires, Memberships, Parts)
- Focused On Neatness/Organization
- Performed Multiple Tasks As Needed
- Sought And Worked Towards Constant Improvement
Education
No Degree - Accounting
Southern New Hampshire University
Manchester, NH12-2023
MBA - Accounting Concentration
Keller Graduate School of Management
Schaumburg, IL02-2023
Bachelor's - Biomedical Sciences
University of Central Florida
Orlando, FL01.2021
Skills
- UltraTax
- Quickbooks
- Budgeting
- Taxation
- Reconciliations
- Adjustments
- Customer Service
- Financials
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Hobbies and Interests
- Exercise, Video Games, Cooking, Movies, Rock Climbing, Coding
Timeline
Tax Accountant
HMS Certified Public Accountants
07.2024 - Current
Staff Accountant
Governmental Management Services
06.2023 - 06.2024
Professional Tax Preparer
Jackson Hewitt
01.2023 - Current
Various
Office Depot, O'Reilly Auto Parts, Costco Wholesale
12.2020 - 05.2023
No Degree - Accounting
Southern New Hampshire University
MBA - Accounting Concentration
Keller Graduate School of Management
Bachelor's - Biomedical Sciences
University of Central Florida
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