Ariel Guzman
Mortgage Banker
Miami,FL
Summary
Detail-oriented paraprofessional offering more than nine years of experience in tax preparation for all types of entities. Expert in managing paperwork for tax returns, extensions, tax planning calculations and write-ups. Quick to build rapport with clients leading to long-term business relationships.
Overview
26
26
years of professional experience
Work History
Paraprofessional
Eide Bailly LLP
Oklahoma City, OK
11.2016 - Current
- Prepare between 300-400 tax returns per tax season for clients in various industries and according to government regulations and requirements.
- Interview regular clients and business clients to collect information and gather necessary paperwork prior to preparing tax returns.
- Return phone calls and emails to clients within 24-hour period for speedy and effective resolutions to issues.
Paraprofessional
H&R Block
Oklahoma City, OK
07.2014 - 10.2016
- Contacted IRS or other relevant government organizations on behalf of the client to address issues related to tax self-preparation.
- Prepared a wide array of returns such as corporate, fiduciary, gift, individual and private foundation returns.
- Reviewed available data and compared it against tax code to determine exemptions, deductions and potential liabilities.
Accounting Intern
Grant Thornton LLP
Oklahoma City, OK
01.2013 - 05.2013
- Applied mathematical abilities on a daily basis to calculate and check figures in all areas of accounting systems.
- Completed bi-weekly payroll for company employees, including calculating taxes, vacation and sick time.
- Maintained account accuracy by reviewing and reconciling checks monthly.
Education
Associate of Arts - Accounting
Oklahoma City Community College
05.2013
Skills
- Experienced in conducting face-to-face tax interviews
- Ability to apply tax code to unique situations and optimize
- Returns
- Deductions listing
- QuickBooks proficiency
- Payroll familiarity
- Financial statements knowledge
- Local, state and federal tax returns
Relevant Skills
- Experienced in conducting face-to-face tax interviews.
- Ability to apply tax code to unique situations and optimize returns.
- Record of helping clients maximize return values while minimizing liabilities.
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Languages
Spanish
Bilingual or Proficient (C2)
English
Upper intermediate (B2)
Timeline
Paraprofessional
Eide Bailly LLP
11.2016 - Current
Paraprofessional
H&R Block
07.2014 - 10.2016
Accounting Intern
Grant Thornton LLP
01.2013 - 05.2013
Associate of Arts - Accounting
Oklahoma City Community College