Summary
Overview
Work History
Education
Skills
Websites
Personal Information
Languages
Timeline
Hi, I’m

Angelica Valtierra

San Jose,CA

Summary

Highly organized and dependable Staff Accountant with background in bookkeeping, financial analysis and tax accounting. Successful history of streamlining accounting processes, identifying cost savings opportunities, and improving accuracy and efficiency. Skilled in using various accounting software programs and technologies.

Overview

7
years of professional experience

Work History

The Gael Knight Company

Staff Accountant
01.2021 - Current

Job overview

  • Monitored accounts receivable, accounts payable and other account balances to track transactions, avoid discrepancies and maintain accuracy.
  • Prepared and processed journal entries to record in general ledger and maintain consistent documentation.
  • Executed financial reporting, managing prepaid accounts, schedules, reconciliations, event settlements, and month-end accruals.
  • Prepare tax provisions schedules, returns, payments, reports and maintain a company's tax database for individual, fiduciary and corporate returns
  • Maintained fixed asset records and depreciation schedules to establish accurate calculations.
  • Keep up-to-date with tax changes and industry trends by participating in educational opportunities, participating in professional organizations, keeping up with professional networks and reading professional publications
  • Assisted in evaluating the design and operating efficacy of internal controls over financial reporting
  • Documented and evaluated risk exposures relating to client organization's governance, operations, and information systems

Tax Magic Inc

Tax Accountant Consultant
11.2016 - 12.2020

Job overview

  • Examined accounts and records and computed tax returns according to prescribed rates, laws and regulations.
  • Prepared federal and state income tax returns for individuals and businesses and worked closely with clients to properly fill out tax forms and file tax returns electronically
  • Ensure clients comply with the latest regulations, read tax law journals, attend seminars, and network with other tax professionals
  • Develop tax projection plans and recommend strategies to reduce taxable income, take advantage of tax breaks, or defer taxes to a later date.
  • Performed tasks under limited supervision related to income tax compliance such as returns, extensions, forecasts and tax provisions for business sectors and corporate heritage business units.

Education

California State East Bay
Hayward, CA

Bachelor of Arts, Accounting, Financial Accounting, Managerial Accounting, Intermediate Financial Reporting, Accounting Information Systems, Individual Tax Accounting & Planning
01.2021

University Overview

Courses: Financial Accounting, Managerial Accounting, Intermediate Financial Reporting, Accounting Information Systems, Individual Tax Accounting & Planning

Skills

  • GAAP
  • Bookkeeping
  • Account Reconciliation
  • Corporate Tax Filings
  • Journal Entry Preparation
  • Federal and State Tax Returns
  • Tax Planning
  • Microsoft Excel
  • Payroll Processing
  • Forecasting
  • Fixed Assets Management
  • Financial Analysis
  • Financial and Expense Reporting
  • Accounts Payable

Personal Information

Title: Accountant

Languages

Spanish
Native or Bilingual
English
Native or Bilingual

Timeline

Staff Accountant

The Gael Knight Company
01.2021 - Current

Tax Accountant Consultant

Tax Magic Inc
11.2016 - 12.2020

California State East Bay

Bachelor of Arts, Accounting, Financial Accounting, Managerial Accounting, Intermediate Financial Reporting, Accounting Information Systems, Individual Tax Accounting & Planning
Angelica Valtierra