Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Languages
Recruiter of the Year 2000
Timeline
Generic

Anibal Chinchilla

Summary

Dynamic professional with extensive experience at Intuit as a Lead Tax Preparer, excelling in tax law expertise and client communication. Proven track record in enhancing team efficiency and compliance through organized workflows. Adept at utilizing tax preparation software, while fostering strong client relationships and mentoring junior staff for optimal performance.

Overview

31
31
years of professional experience
1
1
Certification

Work History

Lead Tax Preparer

Intuit
11.2022 - 05.2025
  • Assisted in preparing individual and business tax returns under supervision.
  • Supported team in gathering necessary documentation for accurate tax filing.
  • Learned to utilize tax preparation software to streamline processes.
  • Collaborated with colleagues to ensure compliance with tax regulations.
  • Researched current tax laws to provide updated information for clients.
  • Contributed to enhancing team efficiency through organized workflow practices.
  • Maintained client confidentiality while handling sensitive financial information.

Future Operations Officer

United States Marine Corps
11.1994 - 12.2002
  • Led cross-functional teams to streamline operations and enhance efficiency in future planning initiatives.
  • Developed strategic frameworks for assessing operational risks and optimizing resource allocation.
  • Mentored junior staff on best practices in operations management and strategic planning processes.
  • Implemented advanced analytics tools to forecast trends and inform decision-making strategies.
  • Analyzed, developed, designed and implemented Divisional level combat readiness for operation Desert Scimitar, Desert Shield (Kuwait) and Iraqi Freedom (Iraq)

Recruitment Manager

United States Marine Corps
03.1997 - 12.2000
  • Developed recruitment strategies to attract top talent across various departments.
  • Streamlined candidate screening process using applicant tracking systems for improved efficiency.
  • Collaborated with hiring managers to define job requirements and create accurate job descriptions.
  • Conducted in-depth interviews, assessing candidate qualifications and cultural fit within the organization.
  • Earned Rookie Recruiter of the year
  • Meritourisly Promoted to Gunnery Sgt rank

Financial Representative

Northwestern Mutual Life Insurance
09.2012 - 08.2013
  • Analyzed client financial needs to recommend suitable products and services.
  • Developed customized financial plans to align with clients' goals and risk profiles.
  • Educated clients on investment strategies and market trends to enhance decision-making.
  • Mentored junior representatives, fostering professional growth and ensuring high service standards.
  • Implemented compliance procedures, reducing risks associated with regulatory requirements.
  • Met with customers to assess needs, financial status, and eligibility.
  • Conducted thorough risk assessments, minimizing potential losses for clients and the firm.

Financial Advisor

AXA Equitable
01.2016 - 03.2018
  • Developed customized financial plans to meet clients' individual needs and goals.
  • Analyzed market trends to inform investment strategies and client recommendations.
  • Cultivated and maintained strong client relationships through regular communication and follow-ups.
  • Educated clients on various financial products, enhancing their understanding of investment opportunities.
  • Mentored junior advisors, fostering skill development and promoting best practices within the team.
  • Worked with clients to support understanding of rationale and details of financial strategies.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs by providing financial seminars in various financial topics and strategies.

Education

Accounting And Finance

University of Arizona
Tucson, AZ
01-2003

Skills

  • Auditing techniques
  • Payroll processing
  • Accounting principles
  • Tax law expertise
  • Tax preparation software
  • Bookkeeping proficiency
  • Organization skills
  • Tax-related research
  • Local, state, and federal tax returns
  • Relationship building
  • Client communication
  • Verbal/written communication
  • Legal research
  • Financial statement review
  • Financial statements
  • Data inputting
  • Efficient nature
  • Staff development
  • Risk management

Accomplishments

  • Directed strategic update to company's management, bringing about much-need process, productivity and efficiency changes.

Certification

  • Licensed Series 6 Life, Health and Property and Casualty licenses

Languages

English
Full Professional
Spanish
Full Professional

Recruiter of the Year 2000

Series 6 securities, Life, Health and Property and Casualty licenses with the state of AZ

Timeline

Lead Tax Preparer

Intuit
11.2022 - 05.2025

Financial Advisor

AXA Equitable
01.2016 - 03.2018

Financial Representative

Northwestern Mutual Life Insurance
09.2012 - 08.2013

Recruitment Manager

United States Marine Corps
03.1997 - 12.2000

Future Operations Officer

United States Marine Corps
11.1994 - 12.2002

Accounting And Finance

University of Arizona

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Anibal Chinchilla