Edgar Perez
San Bernardino,CA
Summary
Seeking an opening as an Accounting Associate utilizing my educational background, expertise in creating financial statements, and knowledge of business cash flows in/out.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Advanced Income Tax Preparer
Volunteer Income Tax Assistance (IRS VITA Program)
12-1900, 12-1900
12.2022 - 05.2025
- Working here every Saturday to prepare clients income taxes on TaxSlayer Pro software.
- We had an average of 200-300 clients come in during the tax season where I answered knowledgeably client’s questions.
- Led the intake process for over 200 clients thoroughly before sending them to the tax preparer.
- Processed individual and joint income tax returns using IRS-approved software.
- Reviewed client documents for accuracy, ensuring compliance with federal regulations.
- Educated clients on tax benefits and deductions available to them.
- Analyzed financial records to verify accuracy of tax returns.
Construction Worker
Honest Alex Co.
04.2022 - 07.2022
- Gained knowledge of the construction process to convert basements and garages into living spaces with builders code and schematics.
- Working for this company gave me an advantage into the cost of materials and their varied applications.
- I gained knowledge of the building permit inspector’s schedule to inspect and approve Alex Company's construction.
- Made closets up to City Code and above standards.
- Working for Al, I crafted a jackhammer and run the ground in it.
- Gathered and disposed of worksite debris to remove safety hazards.
- Brought materials and tools from trucks and storage facilities to work site locations and organized for expected needs.
- Gathered waste and trash from job sites for placement in refuse containers to keep job sites clean and organized.
EngineerDriver
U.S Army, 66th Engineer Company
01.2009 - 04.2012
- Aided new replacements with gear and demonstrated leadership skills to move the soldiers along the Army training base Schofield Barracks 2011-2012
- Made smart decisions based on combat awareness and used metal detector to clear the roads of unexploded ordnance in the deployment to OIF/OEF Iraq 2010-2011.
- Skilled at working independently and collaboratively in a team environment.
- Worked well in a team setting, providing support and guidance.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
- Demonstrated respect, friendliness, and willingness to help wherever needed.
Warehouse Worker
Kimco Staffing Services
03.2008 - 06.2008
- Demonstrated ability to work in a high-pressure environment when loading pallets of shipping for shipment.
- Cleaned work area and worked up to 10 hours plus overtime.
- Operated pallet jacks to efficiently move inventory across warehouse.
- Managed only outbound shipments, ensuring accuracy in order fulfillment.
- Consistently lifted materials weighing as much as 50 pounds.
- Assembled pallets and crates for secure transportation of materials.
- Used machinery and equipment such as box cutters, shrink-wrap guns and electric pallet jacks.
Education
Bachelor of Science - Business Administration, Accounting
University of California, Riverside
Riverside, CA06.2026
Associate of Applied Science - Business Administration, Accounting
Riverside City College
Riverside, CA12.2024
Skills
- Spanish (Speak/Read)
- Financial statements
- Organizational Skills
- Bank reconciliation
- Accounts payable and receivable
- Quickbooks
- Data inputting
Accomplishments
- Completed more than 250 individual tax returns during 2024s tax season.
- In 2022, in 2023, in 2024 served as Advanced Income Tax Preparer with clients of at least 150 each year, up to 350 which were served in 2024 tax season alone.
- Achieved perfect returns by completing all tax forms for accuracy and efficiency.
- Exceeded quarterly productivity objectives 1 times.
- Used Microsoft Excel to develop inventory tracking spreadsheets.
- Collaborated with team of 4 in the development of cooperative class project of a Donut Shop in Riverside.
Certification
Since entering college, I received numerous accolades to a multitude of Clubs/Organizations.
Timeline
Advanced Income Tax Preparer
Volunteer Income Tax Assistance (IRS VITA Program)
12.2022 - 05.2025
Construction Worker
Honest Alex Co.
04.2022 - 07.2022
EngineerDriver
U.S Army, 66th Engineer Company
01.2009 - 04.2012
Warehouse Worker
Kimco Staffing Services
03.2008 - 06.2008
Bachelor of Science - Business Administration, Accounting
University of California, Riverside
Associate of Applied Science - Business Administration, Accounting
Riverside City College