Daniela Villafuerte
San Marcos,CA
Summary
Interpersonal and detail-oriented professional with strong focus in the client service arena. Exceptional in building trust and following through with clients, and community business professionals. Ability to research & analyze information, foresee upcoming issues, create solutions, and conclude recommendations. Technologically savvy and meticulous in completing documentation according to guidelines. Willingness to take ownership of areas of responsibility to participate in public speaking events and prospect meetings. Quick learner with excellent communication skills and professional demeanor. Looking for an opportunity to challenge my professional skills in an industry that allows for continuous growth.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Seasonal Full-Service Tax Expert
Intuit
San Diego, CA
01.2022 - Current
- Assisting Intuit customers in the preparation and reviewing of federal and state tax returns
- Working directly with customers to answer tax questions and help them prepare their returns
- Strongly possessing knowledge of tax regulations in order to answer clients' questions
- Supporting administrative tasks like data entry, compiling, and tagging documents for tax return prep
- Collaborating with other tax experts and providing updates on assigned customers
- Applying defined practices, procedures, and company policies to offer tax advice and resolve customer inquiries through the Intuit platform, TurboTax
- Achieving client retention by delivering excellent customer service, providing expert guidance and explanation of tax and technical terms
- Expert in accessing virtual tools such as using state of the art video communication software (Smart Look)
Insurance Agent
Farmers Insurance
Oceanside, CA
10.2022 - 12.2024
- Support customers with insurance quotes and insurance policy questions
- Assist clients when dealing with insurance related issues and offer effective problem-solving solutions
- Supporting administrative tasks like data entry, compiling, and tagging documents for underwriting process
- Collaborate with corporate billing to ensure customers' billing questions or issues are addressed accordingly
- Applying defined practices, procedures, and company policies to offer customers the best possible solution to any issue
- Achieving client retention by delivering excellent customer service and maintaining clients up to date with their policy renewal details
Firm Partner /Tax Associate
Jet Seven Accounting
Escondido, CA
01.2017 - 01.2022
- Prepared and reviewed federal and state tax returns for clients and business owners
- Participated in strategy discussion with other tax preparers to ensure tax services objectives are met
- Facilitated the opening of financial products such as retirement plans to help our small business clients minimize their tax liability
- Responded to state and federal tax notices by preparing written responses or tax return amendments
- Managed coordination of tax services, client services, and finance department for tax return completion
- Worked with the to review and other firm partners to develop processes and procedures for the tax agency
Financial Services Professional
WFG Financial Services
Carlsbad, CA
06.2016 - 09.2019
- Promoted financial services such as debt management, retirement planning, tax planning and life insurance products
- Focused on providing free educational workshops within the Latino community
- Provided customers full financial needs analysis to help determine appropriate tools and products to ensure their financial goals were met
- Conducted debt reduction and budgeting strategies with clients on as needed basis
- Provided tax preparation and tax planning to current clients on a yearly basis
- Provided future clients prospects with complimentary insurance and retirement plan reviews
- Participated in new talent acquisition recruiting events
- Facilitated new agent training by providing tools and guides for selling strategies, marketing, and product knowledge
- Maintained strong community and client relations by attending and facilitating local community events
Tax Preparer
Listo Tax Solutions
Escondido, CA
09.2017 - 04.2018
- Collected documents and prepared Tax Returns for clients including Basic 1040 and Schedule C/E returns
- Analyzed information and assessed liabilities and deductions according to relevant tax code
- Audited and stored copies of completed returns according to company procedures and business regulations
- Alleviated financial discrepancies by preparing bank reconciliations, managing field audits, and reviewing accounting records for accuracy
- Organized and maintained chart of accounts, and updated monthly entries and adjustments, including ADP payroll entries and monthly accruals
Office Manager
H&R Block
Escondido, CA
10.2014 - 06.2016
- Executed recruiting and calling campaigns for new and experienced tax professionals
- Recruited for the H&R Block Income Tax Course and assisted with the instruction of bilingual Tax Course
- Coordinated and assisted with interviews for Receptionists and Associate Team Leaders
- Supported tax associates meeting and continuing education requirements & increasing certification levels
- Planned and prepared for virtual or in-person tax office open houses
- Planned and conducted tax information workshops in the lower income communities
- Participated in community marketing events to promote company services in the Latino community
Tax Preparer
H&R Block
Escondido, CA
12.2013 - 04.2016
- Conducted tax interviews with clients face to face
- Preparing accurate tax returns including multi state tax returns
- Provided clients with IRS audit support
- Determined clients' eligibility for tax credits, and deductions
- Informed clients of potentially beneficial products & services, resulting in additional business opportunities
Medical Assistant
Access Community Health
Chicago , IL
08.2006 - 06.2013
- Registered new patients into practice management software, ensuring accurate demographic entry.
- Assisted physicians by taking vital signs, patient histories, and preparing patients for examinations.
- Administered injections and medications as directed by physician, enhancing patient care.
- Maintained cleanliness of examination rooms, ensuring necessary supplies were stocked and ready.
- Conducted EKGs and diagnostic tests as requested by physician to support accurate diagnoses.
- Performed basic laboratory tests under supervision, including urinalysis and blood glucose levels.
- Educated patients on healthcare topics like nutrition and disease prevention methods.
- Adhered to HIPAA regulations to safeguard confidential patient information at all times.
Education
Medical Assistant Certification - Nursing
OlympiaCollege
Chicago, IL06-2006
Associate of Science - Social Work
Palomar College
San Marcos, CASome College (No Degree) - Nursing
Richard Daley College
Chicago, ILSome College (No Degree) - Tax And Finance
Kaplan Financial
Online Skills
- Financial literacy and advocacy
- Tax preparation and compliance
- Training and development
- Client support services
- Community outreach and engagement
- Bilingual communication skills
- Life and health insurance expertise
- Finance software proficiency
- Salesforce CRM expertise
- Microsoft Office suite proficiency
- Office management and organization
- Team collaboration and leadership
Confidentiality adherence and HIPAA compliance
- Patient relations and support
- Disease prevention education
Certification
- Ctec Licensed, 12/2024
- IRS PTIN, 12/2024
- California Life and Health license, 12/2024
- Medical Assistant Certification 06/2006
Languages
English
Professional
Spanish
Professional
Accomplishments
- Marine Corps Family Readiness Unit Volunteer Award ( 2008)
- Community Outreach Award ( Health Care Services 2010)
Affiliations
- Kids Unleashed Camp Lead ( New Song Community Church ) 2015-2016
- MCCS Employment Services Volunteer 2016-2018
- Blue Star Families Employment Service Volunteer 2017-2019
Timeline
Insurance Agent
Farmers Insurance
10.2022 - 12.2024
Seasonal Full-Service Tax Expert
Intuit
01.2022 - Current
Tax Preparer
Listo Tax Solutions
09.2017 - 04.2018
Firm Partner /Tax Associate
Jet Seven Accounting
01.2017 - 01.2022
Financial Services Professional
WFG Financial Services
06.2016 - 09.2019
Office Manager
H&R Block
10.2014 - 06.2016
Tax Preparer
H&R Block
12.2013 - 04.2016
Medical Assistant
Access Community Health
08.2006 - 06.2013
Medical Assistant Certification - Nursing
OlympiaCollege
Associate of Science - Social Work
Palomar College
Some College (No Degree) - Nursing
Richard Daley College
Some College (No Degree) - Tax And Finance
Kaplan Financial
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