ANGELICA LOPEZ
PHOENIX,AZ
Summary
Encouraging manager and analytical problem-solver with talents for team building, leading and motivating, as well as excellent customer relations aptitude and relationship-building skills. Proficient in using independent decision-making skills and sound judgment to positively impact company success. Dedicated to applying training, monitoring and morale-building abilities to enhance employee engagement and boost performance. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Business Owner/ Manager
SO-RITE FINANCIAL SERVICES LLC
5830 N 67TH AVENUE
02.2022 - Current
- Scheduled employees for shifts, taking into account customer traffic and employee strengths.
- Trained and guided team members to maintain high productivity and performance metrics.
- Implemented business strategies, increasing revenue and effectively targeting new markets.
- Trained new employees on proper protocols and customer service standards.
- Put together realistic budgets based upon costs and fees for successfully operating business.
- Negotiated price and service with customers and vendors to decrease expenses and increase profit.
- Prepared bank deposits and handled business sales, returns and transaction reports.
- Consulted with customers to assess needs and propose optimal solutions.
- Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.
- Tracked employee attendance and punctuality, addressing repeat problems quickly to prevent long-term habits.
- Cultivated and strengthened lasting client relationships using strong issue resolution and dynamic communication skills.
Administrative Office Manager
EL TAX SERVICE
1317 E NORTHERN AVE PHX, AZ 85020 (623)463-1040
01.2012 - 05.2021
- Updated reports, managed accounts, and generated reports for company database.
- Established workflow processes, monitored daily productivity, and implemented modifications to improve overall performance of personnel.
- Coordinated internal company-wide meetings, executive committee meetings, conferences and staff meetings.
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
- Created digital filing system to reduce paper usage and toner consumption.
- Created mobile work environment using cloud-based document management system and web-based accounting system.
- Assisted marketing department in planning client functions.
- Delivered performance reviews, recommending additional training or advancements.
- Implemented and maintained web-based electronic system for Republic Bank & Trust, Santa Barbara Bank & Trust, and Meta Bank refund payments.
- Facilitated integration of modern tax software with client accounting software.
- Utilized tax software to prepare returns and meet deadlines.
- Researched tax implications for various deductions and credits.
- Prepared written responses or tax return amendments to resolve state and federal notices.
- Prepared US, multistate, and international tax returns for business clients.
- Developed tax plans and projections to help clients meet objectives.
- Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities.
- Developed spreadsheet models to accurately track tax information.
- Responded to inquiries from IRS and other tax authorities.
- Prepared tax returns for clients in various industries according to government regulations and requirements.
- Analyzed financial records to verify accuracy of tax returns.
- Maintained compliance by adhering to current tax laws and regulations.
- Prepared wide array of returns such as corporate, fiduciary, gift, individual, and private foundation returns.
- Researched complex tax issues utilizing online resources and professional tax software.
- Communicated with clients regarding tax situations, providing guidance on financial decisions.
- Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
- Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Collaborated with clients to answer questions and provide advice on tax matters.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Analyzed financial documents to accurately reflect client information on tax returns.
- Identified potential audit red flags to minimize risk of IRS audits.
- Facilitated communication between clients and tax authorities.
- Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
- Liaised with accountants to confirm accuracy of client tax returns.
Education
BUSINESS TECH SPECIALIST DIPLOMA - Business Administration
Brookline College - Phoenix
2445 W DUNLAP AVE SUITE 100, PHOENIX, AZ 8502110.2010
GED -
Brookline College - Phoenix
2445 W DUNLAP AVE SUITE 100, PHOENIX, AZ 8502101.2010
Skills
- New Business Development
- Process Improvement
- Sales Strategies
- Negotiation and Persuasion
- Archive Manager
- Clerical Support
- Meeting Support
- Complex Problem-Solving Abilities
- Quality Assurance
- Microsoft 2007 Edition: Excel, Word, Powerpoint, Access
Certification
- Certified PTIN, Department of Internal Revenue Service - 2012 - 2021
Languages
Spanish
Native or Bilingual
Timeline
Business Owner/ Manager
SO-RITE FINANCIAL SERVICES LLC
02.2022 - Current
Administrative Office Manager
EL TAX SERVICE
01.2012 - 05.2021
BUSINESS TECH SPECIALIST DIPLOMA - Business Administration
Brookline College - Phoenix
GED -
Brookline College - Phoenix