Edgar Rodriguez
Los Angeles,CA
Summary
Innovative Tax Accountant at Atlantic Firm with over 12 years of experience; fluent in corporate and international tax, tax compliance, due diligence, strategy planning; skilled in analytical reasoning, financial planning, project and program management and effective team management.
Overview
13
13
years of professional experience
Work History
Tax Specialist
Atlantic Firm
LOS ANGELES, United States
10.2021 - Current
- Managed tax submissions and made sure all information complied with regulations.
- Reconciled and produced federal and state tax documents for corporate, private business and customers.
- Prepared tax forms on regular basis for various tax needs.
- Worked with individuals and companies to manage tax compliance and reporting needs.
- Incorporated LLC, S CORP and C Corp companies.
- Reviewed financial statements for accuracy and integrity.
- Delivered comprehensive tax documentation required for accurate individual and corporate returns.
- Completed and filed returns with tax departments at local, state and federal levels.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Prepared tax returns, extensions, tax planning calculations and write-ups for organizations and entities.
- Offered clients recommendations to reduce tax liabilities.
- Prepared written responses or tax return amendments to resolve state and federal notices.
Senior Tax Manager
Deloitte Mexico
09.2018 - 10.2021
- Assist with evaluating the tax effect and implications of international restructuring, mergers and acquisitions, spin off and maquiladora regime
- Assist with the tax compliance process, incorporation of new companies in
- Mexico, closure of branches, due diligence and controversy matters
- Support review of direct and indirect taxes of Mexican clients
- Assist with tax planning and restricting of multinational groups
- Lead pursuit teams focused on new opportunities
- Lead day-to-day interactions with executive clients and Deloitte team
- Establish relationships in strategic client positions; negotiate, lead, and facilitate these relationships
- Provide counseling/coaching, leadership and support for delivery teams and staff.
Tax Manager
PWC Mexico, Mergers and Acquisitions
08.2009 - 09.2018
- Tax advisory in international and local group of companies
- Spin off and due diligence
- Tax advisory for Mexican public companies
- Tax advisory for financial companies
- Transfer pricing
Education
CERTIFICATE - Accounting
UCLA
City Of Los Angeles, CA12.2023
Bachelor's of Business - Accounting
Universidad Regiomontana
Master of Business Administration - undefined
Universidad de Monterrey
Master - Strategic Business Consulting
Universidad Panamericana
Skills
- Critical Thinking
- Tax Computation
- Income Statements
- Individual Tax Returns
- Deductible Expense Identification
- Client Records Review
- Adjustments and Deductions
- Tax Form Completion
- Tax-Related Research
- Due Diligence
Accomplishments
- Bloomberg Market Concepts. Universidad de Monterrey (2018)
- ELP Graduate Skills. VCU Richmond, VA USA (2016)
- Leadership Development. Universidad Regiomontana (2009)
Languages
Spanish
Native or Bilingual
English
Full Professional
Arabic
Elementary
Timeline
Tax Specialist
Atlantic Firm
10.2021 - Current
Senior Tax Manager
Deloitte Mexico
09.2018 - 10.2021
Tax Manager
PWC Mexico, Mergers and Acquisitions
08.2009 - 09.2018
CERTIFICATE - Accounting
UCLA
Bachelor's of Business - Accounting
Universidad Regiomontana
Master of Business Administration - undefined
Universidad de Monterrey
Master - Strategic Business Consulting
Universidad Panamericana
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