Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic
Aniutka Valenzuela

Aniutka Valenzuela

Miami

Summary

Dynamic Payroll Manager with extensive experience at SOLASI, adept in tax preparation and compliance. A proven track record of preparing tax returns for individuals with exceptional accuracy and the ability to drive tax reductions for clients while maintaining compliance and fostering strong relationships through exceptional communication and ethical judgment. Proven track record in resolving IRS disputes and enhancing client understanding of tax regulations.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Payroll Manager

Solasi
04.2021 - Current
  • Processed payroll for business clients for their paycheck Protection PRogram loans Tax 1099 software
  • Maintained accurate client records and updated payroll information
  • Supported payroll reconciliation and addressed discrepancies promptly
  • Learned compliance regulations related to payroll and taxation processes

Professional Tax Preparer

Solasi
01.2018 - Current
  • Prepared over 1000 federal and state tax returns for individual clients.
  • Provided guidance on tax-related inquiries, enhancing client understanding of deductions and credits available.
  • Conducted thorough reviews of client financial documents to ensure accuracy and compliance with regulations.
  • Assisted clients in navigating complex tax scenarios, providing tailored solutions to optimize returns.
  • Assisted clients in resolving IRS notices and audits by providing expert advice and timely communication.
  • Served as a trusted advisor for small business owners, guiding them on various aspects of taxation including payroll taxes, sales taxes, and quarterly payments.
  • Successfully resolved client disputes with the IRS by providing detailed documentation, negotiating on their behalf, and ensuring a fair resolution.
  • Established long-term relationships with clients based on trust, expertise, professionalism, attention to detail.
  • Expanded business clientele through positive word-of-mouth referrals from satisfied customers.
  • Maximized client refunds with diligent identification of applicable deductions and credits.

Education

Master of Science - Educational Leadership And Management

Florida International University
Miami, FL
06-2028

Bachelor of Science - Elementary Education K-6 With ESOL Endoresemnt

Florida International University
Miami, FL
03-2013

Associate of Arts - Elementary Education

Miami Dade College
Miami, FL
04-2007

Associate of Science - Early Childhood Education

Miami Dade College
Miami, FL
06-2005

Skills

    Proficiency in tax preparation software (Pro-Series, QC Tax Pro), Microsoft Excel and other Office programs, electronic filing (e-filing)

    Knowledge of federal and state tax laws and regulations

    Bookkeeping and accounting principles, tax calculation and projections

    Strong analytical and problem-solving abilities, excellent communication (verbal and written)

    Time management and organized skills , customer service orientated, ethical judgement and integrity

    Team collaboration

Accomplishments

  • Grew business through word of mouth referrals and focusing on quality tax preparation.
  • Managed five team members focused on the Employee Retention Credit, with strong track record of exceeding objectives and goals.
  • Managed 6 team members focused on the Paycheck Protection Program loans, with a successful track record of 482 files forgiven.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.

Certification

Annual Filing Season Program (AFSP)

Certified Tax Preparer

Instructor Educator's Certificate (K-6)

Timeline

Payroll Manager

Solasi
04.2021 - Current

Professional Tax Preparer

Solasi
01.2018 - Current

Master of Science - Educational Leadership And Management

Florida International University

Bachelor of Science - Elementary Education K-6 With ESOL Endoresemnt

Florida International University

Associate of Arts - Elementary Education

Miami Dade College

Associate of Science - Early Childhood Education

Miami Dade College

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