ARMANDO E. LOPEZ
Miami
Summary
Professional tax advisor with deep expertise in tax code, compliance, and regulations. Proven ability to collaborate with teams and adapt to changing needs while delivering accurate and timely results. Strong analytical skills, attention to detail, and effective communication ensure reliability and success in high-pressure environments. Highly skilled in preparing and reviewing tax returns, financial statements, and providing strategic tax planning advice.
Overview
19
19
years of professional experience
Work History
Tax preparer
Jackson Hewitt
12.2024 - 04.2025
- Tax preparer (Individual Tax Return)
- (Tax Season)
Brickell Accountants
03.2024 - 11.2024
- Performed write up accounting work to generate financial statements reports.
- Review General Ledger Information and make correction for miscode accounts
- Review Financial Statements (Balance Sheet and Profit and Loss) to make sure Information is correct, and then prepares Tax Corporation.
- Prepare Bank Reconciliations.
- Prepare Credit Card Reconciliations
- Prepare Journal Entries for:
- - Account Receivable and Payable
- - Depreciation and Amortization
- - Properties sold down supported on Closing Statement
- - Transaction showed in Bond statement handled for the company.
- - Other transactions affecting owners equity.
- (Temporary) Part-Time
L2R – Consulting – Employment Agency
08.2023 - 09.2023
- On site work at law office of Alexis Gonzales
- Bookkeeper QuickBooks: A/R - A/P & Bank Reconciliations
- (Temporary) Part-Time
Creative staffing – Employment Agency
01.2023 - 04.2023
- On site work at Security Bond & Associates, Inc.
- Accounting’s Support: A/R & AP
- (Temporary) Part-Time
Universal Sewing Machines, LLC
10.2021 - 08.2022
- In charge to handle A/R
- A) Create Invoices for customers
- B) Posted payments from customers
- C) Analysis over customers aging reports, then send statements to Customers.
- D) Made deposits of checks mailed from customers.
- D) Keeping contact with customers to claim payments or work over any discrepancy.
- In charge to handle A/P
- A) Review under three ways matching procedure invoices from Vendors or suppliers.
- B) Posted invoices into QuickBooks accounting software.
- C) Made and send checks for payments to Suppliers.
- D) Keeping contact with suppliers to solve discrepancies.
- Checking account’s bank Reconciliation.
- Credit cards accounts reconciliation
- In charge of weekly Payroll for workshop and office workers.
- Eventually assigned other administrative duties.
- Part-Time
Bookkeeper- Data entry
Carlos de La Osa CPAs.
06.2021 - 09.2021
- Made Write-up for clients
- Checking account’s bank reconciliation
- Credit cards reconciliations
- Made Fixed Journal entries
- Administrative duties
Consultant Accountant for
02.2020 - 04.2021
- K Force Incorporated.
- SNI Financial.
- Randstad USA.
Bookkeeper
Fiplex Communications, Inc.
03.2018 - 11.2019
- A/P, A/R & administrative duties collaborator
- Daily entered vendor’s bill after audit it for accuracy and accomplishment with accounting procedures.
- Resolved Vendors discrepancies.
- Reconciled Vendors account for parts or supplies purchased.
- Issued checks for payment vendor’s bill.
- Made monthly bank accounts and credit card reconciliation.
- Posted monthly another bank debits or credits recorded for the bank.
- Rerocorded business credit card transaction and then make credit cards reconciliations.
- Reconciled monthly all balance accounts (Books vs Balance Sheet).
- Recorded payments deposit made from customers and scans them to save into the system.
- Processed credit cards payments and applying them to customers.
- Eventually made deposit to the Bank.
- Sent mails to employees reminding outstanding credit cards transactions.
- Made transfer from Fishbowl Inventory Management software to QuickBooks.
- Collaborated in any accounting project designed by Controller.
Staff Accountant
Quintana & Co., P.A., Miami, FL
12.2014 - 12.2017
- Performed client’s accounting work to generate financial statements reports monthly, quarterly or annually.
- Reviewed & coded transactions made and entering into QuickBooks & Easy account systems. Made closing and journal entries for transactions like fees or sales made not found in Bank statement (Closing statement for a new loan received or issue even for properties sales on so on.).
- Prepared bank reconciliations and made journal entries for correctness.
- Prepared fixed journal entries for Assets depreciation, and transactions which are amortizable.
- Prepared excel work sheet for sales tax calculation and submit online payment to The Florida Department of Revenue.
- Prepared quarterly payroll taxes (941 RTC-6) and submit online payments to the IRS USA or Department of treasury.
- Annually involved in preparation and online payment of 940 Federal Tax.
- Annually involved in preparation of W-2 employees tax form and also 1099 forms and another forms prepared for interest and another source of income.
Bookkeeper
Corbo Rodriguez & Associates, CPAs, Miami, FL
03.2006 - 09.2014
- Managed clients inquire about sales tax calculation, payroll taxes, individual taxes and corporate taxes.
- Reviewed and codified documents related to the transactions of specific accounting period.
- Posted transactions into computer easy accounting system from pay-stub checks and bank statement.
- Made bank reconciliations, and prepare journals entries establishing the reconciled balance between books and bank.
- Prepared and reviewed quarterly and annually payroll taxes (940-941 & RTC-6).
- Created and posted monthly journal entries of Fixed Assets and prepaid expenses.
- At the end of the year prepared and posted journals entries of A/R, A/P and Inventory.
- Revised and formatted financial statement for internal and external users.
- Involved in the accounting process of Condominium Associations Property Management.
Education
Bachelor - Accounting and Finance
National University
Associates Degree in Art - Accounting
Miami Dade College
Miami, FLMaster Degree - Corporate Tax Specialization
American Intercontinental University
Schaumburg, ILSkills
- QuickBooks Enterprises Desktop, Drake and Turbo tax programs, Creative- Solutions for Windows, Peachtree, Intuit Easy Account and Pro Series, Microsoft Office Software
- Income tax preparation
- Bookkeeping
- Document preparation
- Organization skills
- Local, state, and federal tax returns
Timeline
Tax preparer
Jackson Hewitt
12.2024 - 04.2025
Brickell Accountants
03.2024 - 11.2024
L2R – Consulting – Employment Agency
08.2023 - 09.2023
Creative staffing – Employment Agency
01.2023 - 04.2023
Universal Sewing Machines, LLC
10.2021 - 08.2022
Bookkeeper- Data entry
Carlos de La Osa CPAs.
06.2021 - 09.2021
Consultant Accountant for
02.2020 - 04.2021
Bookkeeper
Fiplex Communications, Inc.
03.2018 - 11.2019
Staff Accountant
Quintana & Co., P.A., Miami, FL
12.2014 - 12.2017
Bookkeeper
Corbo Rodriguez & Associates, CPAs, Miami, FL
03.2006 - 09.2014
Associates Degree in Art - Accounting
Miami Dade College
Master Degree - Corporate Tax Specialization
American Intercontinental University
Bachelor - Accounting and Finance
National University