Excel
Domingo Rodriguez
Certified Tax Preparer & Bookkeeper
San Dimas,CA
Summary
Polished professional demonstrating experience in preparing federal and state income tax paperwork and bookkeeping. Consistently demonstrates exemplary problem solving, communication and leadership skills. Technically savvy and a quick-learning team player who brings motivation to learn and excel combined with skills developed from previous roles.
Overview
22
22
years of professional experience
3
3
years of post-secondary education
Work History
Senior Tax Analyst
H&R Block
Covina, CA
11.2021 - 04.2022
- Prepare and file complex tax returns on behalf of clients via in-person, telephone, or virtual appointments
- Awarded Block Star recognition for delivering digital tax preparation services to 85% of clients.
- Achieved 90% customer return rating on client experience surveys.
Scheduling Manager
Western Region, Ricoh USA
Tustin, CA
02.2015 - 10.2021
- Processed payroll through Kronos enterprise software.
- Led team of 15 coordinators in scheduling approx. 6,000 orders throughout Western United States per month.
- Created expert level Excel files to manage workflow and track department goals (i.e., macros, charts, data filters, Pivot Tables, VLOOKUP, CONCATENATE, & other formulas.)
- Reduced order delivery failure rate by 30% over prior year in 2018
- Converted scheduling process to paperless system to increase status tracking and reduce workload by 20%
- Promotions:
- Served as Transportation Supervisor from 2015 to 2017
- Served as a Delivery & Install Tech from 2015 to 2015
Full Time Student
Fullerton College
Fullerton, CA
04.2012 - 05.2014
- AA Degree in Speech Communication
- See further description below in Education section.
Senior Center Manager
FedEx Office
Fullerton, CA
10.1999 - 03.2012
- Led15 direct reports and 20 indirect reports in sales and operations of 3 print & shipping centers – multi unit management experience
- Helped turn around (5) stores in sales, profit, organization, and service
- Prepared financial reports and conducted quarterly business reviews with senior management.
- Promotions:
- Served as Center Manager from 2003 through 2006.
- Served as Assistant Manager of Operations from 2002 through 2003.
- Served as Assistant Manager of Technology from 2001 to 2002.
- Served as Technology Specialist from 2001 to 2001.
- Served as Center Courier from 1999 to 2000.
Education
Enrolled Agent Credential - Individual & Business Tax/ Taxpayer Representation
Fast Forward Academy
Alpharetta, GA 04.2022 - Current
Tax Analyst Certification - Investments, Installment Sales, Rental Real Estate
H&R Block Tax Preparation Company
San Dimas, CA 02.2022 - 03.2022
Senior Tax Specialist Certification - Business Income & Losses, Debt Inc., Depreciation
H&R Block Tax Preparation Company
San Dimas, CA 01.2022 - 01.2022
Tax Specialist Certification - 1040 Schedules/Deductions/Credits
H&R Block Tax Preparation Company
San Dimas, CA 12.2021 - 12.2021
Income Tax Preparation Certification - Individual & Business Income Taxes
H&R Block Tax Preparation Company
San Dimas, CA 08.2021 - 12.2021
Bookkeeping Part I & Part II Certificate - Accounting/Bookkeeping
Tri-Community Education Center
Covina, CA 03.2021 - 07.2021
QuickBooks ProAdvisor Certification - Bookkeeping
QuickBooks
Virtual 08.2020 - 10.2020
AA Degree - Speech Communication
Fullerton College
Fullerton, CA 03.2012 - 04.2014
Skills
CTEC Registered Tax Preparerundefined
Accomplishments
- Created Reference Guide for scheduling team and manager that improved team effectiveness & efficiency for Ricoh USA
- Created Standard Operating Procedure binder that became model for company-wide edition for FedEx Office
- Achieved President’s Club in 2005 & 2006 for outstanding sales and profitability.
- Named Operations Manager for the Southern California Region in 2006
Software
Microsoft Office
QuickBooks Online
BlockWorks Tax Software
Oracle Enterprise
Descartes Routing Software
PeopleSoft HR Software
Kronos Enterprise Software
ADP Payroll Software
Timeline
Enrolled Agent Credential - Individual & Business Tax/ Taxpayer Representation
Fast Forward Academy
04.2022 - Current
Tax Analyst Certification - Investments, Installment Sales, Rental Real Estate
H&R Block Tax Preparation Company
02.2022 - 03.2022
Senior Tax Specialist Certification - Business Income & Losses, Debt Inc., Depreciation
H&R Block Tax Preparation Company
01.2022 - 01.2022
Tax Specialist Certification - 1040 Schedules/Deductions/Credits
H&R Block Tax Preparation Company
12.2021 - 12.2021
Senior Tax Analyst
H&R Block
11.2021 - 04.2022
Income Tax Preparation Certification - Individual & Business Income Taxes
H&R Block Tax Preparation Company
08.2021 - 12.2021
Bookkeeping Part I & Part II Certificate - Accounting/Bookkeeping
Tri-Community Education Center
03.2021 - 07.2021
QuickBooks ProAdvisor Certification - Bookkeeping
QuickBooks
08.2020 - 10.2020
Scheduling Manager
Western Region, Ricoh USA
02.2015 - 10.2021
Full Time Student
Fullerton College
04.2012 - 05.2014
AA Degree - Speech Communication
Fullerton College
03.2012 - 04.2014
Senior Center Manager
FedEx Office
10.1999 - 03.2012
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