Daniel Efren Ruiz
San Antonio
Summary
Demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth.
Overview
8
8
years of professional experience
Work History
Experienced Tax Senior
BDO USA, LLP
08.2026 - Current
- Lead tax compliance engagements for high-net-worth individuals, partnerships, S corporations, trusts, and estates from planning through final delivery.
- Review complex federal and state income tax returns prepared by staff and seniors, ensuring technical accuracy and compliance.
- Managed multiple concurrent engagements, coordinating deadlines, deliverables, and client requests to ensure timely completion.
- Researched federal and state tax issues, communicating relevant findings to managers, partners, and engagement teams to facilitate informed decision-making.
- Manage multiple concurrent engagements while coordinating deadlines, deliverables, and client requests.
- Identified tax planning opportunities in pass-through taxation, trust and estate matters, and income tax compliance, enhancing client strategies.
- Utilize GoSystems, Thomson Reuters OneSource, GoFileRoom, and BNA Tax Research.
Tax Senior
BDO USA, LLP
08.2024 - 07.2026
- Managed tax engagements for private clients, closely held businesses, partnerships, and high-net-worth individuals.
- Reviewed tax returns, workpapers, and supporting documentation to ensure federal and state compliance.
- Prepared and reviewed Forms 1040, 1041, 1065, and 1120-S along with related state filings.
- Assisted managers and partners with tax planning projects, projections, and estimated tax calculations to optimize client tax strategies.
- Coordinated with clients and trained associates and interns to enhance team capabilities and client service.
Experienced Tax Associate
BDO USA, LLP
08.2023 - 07.2024
- Prepared federal and state income tax returns for individuals, trusts, estates, partnerships, and S corporations.
- Analyzed client financial information to prepare detailed tax workpapers, ensuring accuracy and compliance.
- Worked directly with clients to gather documentation and resolve tax-related questions.
- Assisted with tax projections, quarterly estimates, and extension calculations to support clients' tax planning needs.
- Collaborated with clients to gather documentation and resolve tax-related questions, enhancing client satisfaction and trust.
Tax Intern
BDO USA, LLP
02.2022 - 07.2023
- Supported tax professionals in preparing individual, partnership, and business tax returns, ensuring accuracy and compliance.
- Created and organized supporting schedules, reconciliations, and workpapers for efficient review and analysis.
- Conducted tax research and utilized compliance software and document management systems to enhance workflow.
Cashier
H-E-B
01.2019 - 01.2022
- Delivered excellent customer service while processing high volumes of transactions accurately and efficiently.
- Managed cash, credit, debit, and electronic payments, ensuring compliance with company policies.
- Addressed customer concerns and facilitated smooth front-end operations during peak business periods.
Education
Master of Accounting - Accounting
The University of Texas at San Antonio (UTSA)
San AntonioBachelor of Business Administration - Accounting
Texas State University
San MarcosSkills
- Attention to detail
- Tax compliance
- Customer service
- Time management
- Tax compliance
- Flexible and adaptable
- Dependable and responsible
- Teamwork and collaboration
Timeline
Experienced Tax Senior
BDO USA, LLP
08.2026 - Current
Tax Senior
BDO USA, LLP
08.2024 - 07.2026
Experienced Tax Associate
BDO USA, LLP
08.2023 - 07.2024
Tax Intern
BDO USA, LLP
02.2022 - 07.2023
Cashier
H-E-B
01.2019 - 01.2022
Bachelor of Business Administration - Accounting
Texas State University
Master of Accounting - Accounting
The University of Texas at San Antonio (UTSA)