Carlos Lucas Noboa
Newark
Summary
Result-driven professional with extensive experience in regulated environments, including financial services, operations, and compliance-focused roles. Demonstrated expertise in auditing and reconciliation for diverse client portfolios, including but not limited to Freddie Mac and Fannie Mae. Proven ability to coordinate cross-functional teams, and resolve client inquiries. Adept at managing high-volume workloads, maintaining compliance with internal regulations, and driving improvements in dynamic, deadline-driven settings.
Overview
3
3
years of professional experience
Work History
TAX PROCESSOR
The Community Preservation Corporation
Manhattan
12.2023 - Current
- Utilized software such as Strategy and Microsoft Excel to process daily payments for multiple portfolios of over 300 loans each.
- Assisted in time-sensitive compliance audits for multiple investor portfolios.
- Supported cross-departmental projects, ensuring timely reconciliation of internal databases.
- Performed reconciliations for Treasury and Accounts Payable, processing payments while following internal guidelines.
- Ensured escrow disbursements are sent via wire, tracked mail, or overnighted as needed.
TAX OPERATIONS SPECIALIST
Justworks
Manhattan
04.2023 - 10.2023
- Prepared Employee Retention Tax Credit Calculations through the use of internal platforms and payroll information for 400+ clients, totaling over $57 million awarded to small businesses.
- Resolved client inquiries and led outreaches by working alongside customer service teams, providing precise talking points and assisting in resolving customer escalations.
- Audited over 800 disbursed credit amounts for clients included in our previous 941x tax returns.
- Processed legal documentation submitted by clients to ensure accuracy.
TAX CLERK
Anchin Block & Anchin
Manhattan
08.2022 - 04.2023
- Verified the accuracy of Federal and State Tax Returns, such as 1040's; 1041's; 1042's; 1120; 1120S; 1065; 709; 990 before submission.
- Performed general office duties, such as filing, emailing, scanning, handling routine correspondence along with client checks, estimates and tax return extensions during tax season.
- Reported and reconciled discrepancies found in Tax Federal and State Tax Returns.
- Coded tax return documents according to company procedures maintaining an organized database.
Education
Bachelor of Science - BUSINESS ADMINISTRATION
Southern New Hampshire University
Manchester, NY11.2025
Bachelor of Science - Business Administration
Universidad Politecnica Salesiana
Guayaquil, Ecuador03.2022
Skills
- Audit Coordination
- MS Office Suite (Excel, Word, PowerPoint, Teams)
- Project management
- Cross-functional collaboration
- Attention to detail
- Data analysis
- Tax compliance
References
- Jasper Ross, Anchin Block & Anchin, Tax Processing Supervisor, Former Supervisor, (917) 971-0394, jasper.ross@anchin.com
- Tenzin Sonam, Justworks, Tax Manager, Client Tax Services & Solutions, Former Supervisor, tsonam@justworks.com
- Maria Tarmoun, Justworks, Senior Manager, Client Tax Services, Former Manager, mtarmoun@justworks.com
Languages
English
Native/ Bilingual
Spanish
Native/ Bilingual
Japanese
Elementary
Timeline
TAX PROCESSOR
The Community Preservation Corporation
12.2023 - Current
TAX OPERATIONS SPECIALIST
Justworks
04.2023 - 10.2023
TAX CLERK
Anchin Block & Anchin
08.2022 - 04.2023
Bachelor of Science - BUSINESS ADMINISTRATION
Southern New Hampshire University
Bachelor of Science - Business Administration
Universidad Politecnica Salesiana