BERTIVOO LINDOR
Brockton,MA
Summary
Results-driven tax preparer specializing in financial analysis and regulatory compliance. Expertise in identifying risk areas and advising clients on optimal financial structuring. Proven track record of enhancing client financial outcomes through strategic planning and risk management.
Overview
2
2
Languages
1
1
Certification
19
19
years of professional experience
Work History
Bilingual Tax Preparer
B & L FINACIAL AND TAX SERVICES LLC
Brockton, Massachusetts
01.2023 - Current
- Prepared tax returns for diverse clients in English and French.
- Reviewed financial documents to ensure accuracy and compliance with regulations.
- Educated clients on tax obligations and deductions to enhance financial literacy.
- Maintained confidentiality of sensitive client information throughout preparation process.
- Analyzed client financial portfolios to identify risk areas and recommend strategies.
- Guided clients on financial structuring to optimize savings and tax benefits.
Licensed Real Estate Agent
ROMY REALTY
Brockton, MA
07.2007 - Current
- Guided clients through property transactions, ensuring seamless buying and selling experiences.
- Negotiated contracts and agreements, securing advantageous terms for clients.
- Conducted market analysis to uncover pricing trends and identify lucrative investment opportunities for clients.
- Facilitated property showings and open houses, engaging potential buyers effectively.
- Developed and implemented targeted marketing strategies that increased visibility and appeal of property listings.
- Cultivated strong relationships with clients, resulting in a high rate of repeat business and referrals.
- Collaborated with mortgage brokers and inspectors to streamline transaction processes.
- Provided accurate property value estimates based on current market conditions.
Operations Supervisor
DHL SUPPLY CHAIN
East Taunton, Massachusetts
09.2008 - 07.2020
- Supervised daily operations, ensuring efficient workflow management and timely order fulfillment.
- Managed personnel scheduling and task assignments, optimizing resource allocation and tracking overall progress.
- Monitored inventory levels and executed stock replenishment, ensuring uninterrupted supply chain operations.
- Trained new employees on safety protocols and operational procedures to ensure compliance.
- Implemented process improvements that enhanced productivity standards across team activities.
- Conducted performance evaluations and provided feedback to foster continuous improvement and team development.
- Coordinated support for other departments, aligning efforts with organizational goals.
- Recruited and selected employees through thorough interviews to fill vacant roles.
Education
Associate of Arts - Business Administration And Management
Massasoit Community College
Brockton, MA06-2008
Skills
- Tax preparation
- Tax law knowledge
- Tax law compliance
- Financial analysis
- Risk assessment
- Regulatory compliance
- Client advisory
- Client relationship management
- Market analysis
Languages
French
Professional
CREOLE
Professional
Certification
- REAL ESTATE
Timeline
Bilingual Tax Preparer
B & L FINACIAL AND TAX SERVICES LLC
01.2023 - Current
Operations Supervisor
DHL SUPPLY CHAIN
09.2008 - 07.2020
Licensed Real Estate Agent
ROMY REALTY
07.2007 - Current
Associate of Arts - Business Administration And Management
Massasoit Community College