Carlos Grimaldi
Summary
To work in an organization where I can gain finance, accounting, and business management experience and apply these skills to assist the organization in successfully achieving their goals. I am seeking an internship position where I can gain practical experience and at the same time add value to an organization.
Overview
2
2
years of professional experience
Work History
Tax Specialist
H&R Block
Kansas City
01.2026 - Current
- Prepare and file individual, business federal, and state tax returns in accordance with IRS regulations and current tax law.
- Conducted client interviews to gather and document tax information, ensuring compliance with current year standards.
- Analyzed filing status, dependency eligibility, and income classifications to ensure accurate and compliant tax treatment.
- Apply federal tax credits, deductions, and adjustments to optimize compliant tax outcomes.
- Interpret tax documents including crypto and investments.
- Ensure adherence to preparer compliance, documentation, and confidentiality requirements.
- Identify discrepancies, resolve inconsistencies, and maintain audit records.
- Communicated tax results clearly and professionally, enhancing client understanding of tax planning needs.
Manager/Shift Lead
Papa Johns
Leavenworth
01.2025 - 01.2026
- Provided top-tier, part-time employment, working in various positions, depending on what is needed, including maintenance, food preparation, cashier, and server.
- This is the time when I learned to manage my time efficiently, coordinating school, practice, and work.
- Learned the whole process of making a pizza, and how important each step is to making sure the product is good for sale.
- In charge of prepping food, learning proper food handling and safety skills.
- Developed transferable skills in maintenance, food prepping, customer service, and money handling, contributing to success in both work ethic and broader professional settings.
Intern
Five Star Tax And Business Solutions
Kansas City
06.2025 - 08.2025
- Worked under the supervision of a recognized CPA in Kansas City, I assisted in preparing and reviewing tax returns, contributing to the timely and accurate filing for individual and business clients.
- Gained a understanding of tax law and financial reporting while reconciling client accounts and running detailed financial reports in QuickBooks.
- Worked closely with senior accountants, participating in client meetings where I observed the intricacies of tax strategy and advisory, honing my professional communication skills.
- Managed a diverse range of financial tasks, including categorizing business expenses for clients in many different sectors, helping optimize their tax outcomes.
- Took on special projects, such as preparing financial statements for new clients, applying my accounting knowledge to identify potential tax saving opportunities.
- Developed a strong appreciation for client relationships and the importance of clear, transparent communication in providing excellent financial services.
- Demonstrated adaptability by taking on new tasks in a fast paced office environment, learning to prioritize and manage multiple deadlines while maintaining accurate, high quality work.
Intern
Paztora Advertising
Miami
06.2024 - 08.2024
- Paztora Advertising is a marketing products company that is currently working with big institutions in Miami such as the Miami International Airport (MIA), and various car dealerships in the area.
- Successfully transitioned into a sales role during junior year of high school.
- Working as a marketing salesman, I focused on the connection of our relations with customers, increasing the revenue by 15%, and more returning customers that enjoyed the customer service and brand.
- Cultivated exceptional communication and leadership skills, consistently delivering clear, confident, and engaging interactions with customers and employees.
- Gained tools for multitasking in high pressure situations.
- Developed a understanding of the advertisement industry, recognizing personal growth potential and a readiness to embrace new challenges.
Education
Bachelor of Accounting Major - Business Management Major
University of Saint Mary
Kansas City, KS12.2026
Associate’s degree -
Doral College
Miami, FL06.2024
High School Diploma -
Doral Academy Charter High School
Miami, FL06.2024
Completion Certificate -
H&R Block Income Tax Course
06.2024
Skills
2026 First place in 2 FBLA State-level Competitions
Volunteer at the library for Tax Return Filing for elders
Stock Market Trading Team member at USM
Spanish Honor Society Treasurer
Nationally ranked tennis player representing USM
Two-time Tennis State Champion (FL)
Music Enthusiast
Miami Open volunteer player assistant (2018-2023)
Volunteer at Healing Blue Hearts, Non-Profit Anti-Human Trafficking Institution (2023-2024)
Bilingual (ESL)
Skills And Extracurricular Activities
- Tax Certified Accountant through H&R Block curriculum.
- 2026 First place in FBLA State-level Competition (Both International Business and Project Management).
- Volunteer at the Leavenworth Library for Tax Return Filing for elders.
- Member of the Stock Market Trading Team at the University of Saint Mary.
- Volunteer experience in stock market-related events.
- Spanish Honor Society Treasurer.
- Nationally ranked tennis player representing the University of Saint Mary.
- Two-time State Champion for tennis.
- Music Enthusiast.
- Miami Open tennis tournament volunteer.
- Volunteer at Healing Blue Hearts (Non-Profit Anti-Human Trafficking Institution).
- Bilingual (ESL)
Relevant Academic Courses
- Communications for Accounting & Financial Reporting
- Taxation of Individuals & Business Entities
- Managerial and Cost Accounting
- Intermediate & Advanced Accounting
- Data Analytics
- Principles of Accounting I & II
- Marketing, Management, and Quantitative Principles
- Statistics
Languages
Spanish
Native/ Bilingual
English
Native/ Bilingual
Accomplishments
1st Place FBLA State-Level
Timeline
Tax Specialist
H&R Block
01.2026 - Current
Intern
Five Star Tax And Business Solutions
06.2025 - 08.2025
Manager/Shift Lead
Papa Johns
01.2025 - 01.2026
Intern
Paztora Advertising
06.2024 - 08.2024
Bachelor of Accounting Major - Business Management Major
University of Saint Mary
Associate’s degree -
Doral College
High School Diploma -
Doral Academy Charter High School
Completion Certificate -
H&R Block Income Tax Course