CASSANDRA J. TORRES
Missouri City
Summary
Finance professional with extensive experience in compliance and financial reporting. Expertise in strategic planning and trend analysis to enhance decision-making. Strong skills in client relationship management and team leadership, driving business development initiatives for operational efficiency and regulatory compliance.
Overview
25
25
years of professional experience
Work History
Consultant
Casey Investigations
Richland
09.2013 - Current
- Executed financial reporting and analysis to enhance decision-making processes.
- Conducted bookkeeping and account reconciliations to ensure accuracy in financial records.
- Ensured tax compliance by monitoring regulations and deadlines.
- Developed budget forecasts to guide financial planning and resource allocation.
- Maintained internal controls to safeguard assets and optimize operational efficiency.
- Demonstrated regulatory knowledge to support adherence to industry standards.
- Managed client relationships to foster trust and facilitate ongoing collaboration.
- Drove business development initiatives to expand market presence and revenue.
Senior Tax Accountant
Doeren Mayhew
Houston
08.2023 - 04.2025
- Prepared individual and corporate tax returns for diverse clientele with precision and accuracy.
- Analyzed financial statements to ensure compliance with tax regulations and standards.
- Collaborated with clients to gather essential tax documentation and information efficiently.
- Reviewed tax filings for accuracy, ensuring adherence to IRS guidelines.
- Advised clients on tax planning strategies to enhance overall financial outcomes.
- Mentored junior staff in tax preparation techniques and industry best practices.
- Researched changes in tax law to maintain current knowledge of regulations.
Finance Accountant
City of Kennewick
Kennewick
02.2021 - 06.2023
- Prepared financial reports and projections adhering to GAAP and governmental accounting standards.
- Executed payroll processing, debt management, and grant accounting to ensure compliance and accuracy.
- Conducted project accounting, cash flow management, and fixed asset oversight for optimal financial health.
- Managed revenue recognition, biennial budget calculations, and budget development for informed decision-making.
- Performed statistical computations, internal controls, and auditing to enhance financial integrity.
- Led citywide financial projects and analytical studies to support strategic initiatives.
- Maintained proficiency in ERP systems to streamline operations and reporting processes.
Senior Tax Accountant
CLA, CliftonLarsonAllen LLP
Kennewick
12.2018 - 01.2021
- Completed federal and state tax returns for varied client portfolios.
- Assisted clients with tax planning strategies to minimize liabilities.
Tax Accountant
Peterson Sullivan LLP, Certified Public Accountants
Seattle
01.2016 - 06.2018
- Prepared and filed taxes for individuals, corporations, and other entities.
- Generated income, expense, and capital gains reports to facilitate accurate tax filing.
Manager, Private Investigator
Casey Investigations
Richland
01.2001 - 09.2013
- Oversaw daily operations and ensured compliance with company policies.
- Trained and mentored staff, fostering a collaborative work environment.
- Conducted fraud and other criminal investigative defense work under contract with local, state, and federal agencies.
- Analyzed market trends to inform strategic decision-making and planning.
Education
Master of Science - Taxation
Gonzaga University
Spokane, WA12.2015
BA - Business Administration with a major in Accounting
Washington State University
Pullman, WA12.2014
Skills
- CCH Axcess Tax and ProFX
- Financial reporting
- Tax compliance
- Regulatory knowledge
- Client relationship management
- Business development
- Internal controls
- Problem solving
- Attention to detail
- Team leadership
- Strategic planning
- Process improvement
- Work planning and prioritization
- Trend analysis
- Cloud computing
- Document management
- Engagement and workflow solutions
- XCM and AutoFlow integration
- Checkpoint Edge and RIA expertise
- QuickBooks proficiency
References
References available upon request.
Timeline
Senior Tax Accountant
Doeren Mayhew
08.2023 - 04.2025
Finance Accountant
City of Kennewick
02.2021 - 06.2023
Senior Tax Accountant
CLA, CliftonLarsonAllen LLP
12.2018 - 01.2021
Tax Accountant
Peterson Sullivan LLP, Certified Public Accountants
01.2016 - 06.2018
Consultant
Casey Investigations
09.2013 - Current
Manager, Private Investigator
Casey Investigations
01.2001 - 09.2013
Master of Science - Taxation
Gonzaga University
BA - Business Administration with a major in Accounting
Washington State University
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