Charissa Aguilar
Summary
Detail-oriented and results-driven Tax Administrative Professional with extensive experience providing high level supporting managing diverse tax and accounting functions. Proven ability to streamline office operations, handle complex billing and bookkeeping and process a wide range of tax returns for a diverse clientele. Proficient in financial records management, scheduling, and utilizing software such as Intuit Lacerte and QuickBooks.
Overview
11
11
years of professional experience
Work History
Tax Processor
Patten and Company LLC
06.2019 - 09.2025
- Supported tax preparation processes by gathering and organizing client documentation.
- Operational Management : Streamlined workflow by managing and reconciling deadline reports using Intuit Tax Software and CCH Axcess Workflow.
- Tax Reparation: Prepared and Processed a wide range of tax returns including those for partnerships, corporations, individuals, and trusts, ensuring accuracy and timely filing.
- Client Relations & Billing: Successfully managed client accounts by handling billings, processing payments, and resolved outstanding balances.
- Regulatory Compliance : Prepared and tracked official responses to IRS notices.
- Maintained confidentiality of sensitive financial information while processing tax documents.
- Efficiently managed multiple software platforms for accurate electronic filing of client taxes, enhancing overall digital proficiency.
Front Office Manager
Alan Spencer and Associates P.C.
02.2018 - 02.2019
- Administrative Leadership : Supervised and trained administrative staff, ensuring smooth office operations and high-quality service.
- Record Management: Created and maintained comprehensive WIP and accounts receivable aging reports and processed confidential client returns and documents.
- Served as a liaison between upper management and staff members, facilitating open channels of communication to address concerns or issues promptly.
- Organized meetings for CEO and coordinated availability of conference room for participants.
Executive Assistant
Judd, Thomas, Smith and Company, P.C
08.2014 - 05.2017
- Provided administrative support to two Executives / Partners in an accounting firm.
- Managed executive schedules , appointments, and travel arrangements.
- Coordinated and planned the firm's seminars and meetings.
- Prepared and processed tax extensions for various tax types.
- Researched, collected, and analyzed data to prepare reports and documents.
- Processed semi-monthly payroll for high-net-worth clients.
- Submitted electronically filed tax returns and processed hard copy returns.
Education
Credits Towards Associates Business Administration
Tarrant County College
Fort Worth, TX01-2008
Skills
- Tax compliance expertise
- Document analysis
- Timely project completion
- Proficient in spreadsheet management
- Experienced with accounting software tools
- Bookkeeping proficiency
- Effective team collaboration
- Effective problem resolution
- Prioritization and scheduling
Languages
English
Certification
Certified Notary Public April 2022 to September 2028
Preparer Tax Identification Number (PTIN) July 2025 to December 2025
Timeline
Tax Processor
Patten and Company LLC
06.2019 - 09.2025
Front Office Manager
Alan Spencer and Associates P.C.
02.2018 - 02.2019
Executive Assistant
Judd, Thomas, Smith and Company, P.C
08.2014 - 05.2017
Credits Towards Associates Business Administration
Tarrant County College