Edward Navarrete
San Mateo,CA
Summary
Motivated and dependable individual with professional experience in tax preparation support, financial services, recruiting, and customer service. Comfortable working with clients, organizing important documents, and helping teams run efficiently. Known for being detail-oriented, reliable, and easy to work with, with a strong focus on learning, improving processes, and providing helpful service to clients and coworkers.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Tax Preparer Assistant
Delia's Tax Services
Sunnyvale, CA
01.2026 - Current
- Assisted in preparing and reviewing tax returns for individuals and small businesses.
- Organized client documents and maintained accurate records for efficient processing.
- Supported tax preparer by conducting preliminary data entry and calculations.
Director of Recruitment
New York Life
San Jose, CA
06.2025 - 12.2025
- Streamlined recruitment processes to enhance candidate sourcing and screening efficiency.
- Collaborated with hiring managers to refine job descriptions and align candidate profiles with organizational needs.
- Conducted interviews and assessments, ensuring compliance with company policies and best practices in talent acquisition.
Licensed Life Insurance Agent
New York Life
San Jose, CA
05.2024 - 05.2025
- Educated clients on policy options, benefits, and coverage limits to enhance understanding.
- Developed tailored insurance solutions to meet client needs and financial goals.
- Provided ongoing support and service to clients, ensuring satisfaction and retention rates.
Barista
Starbucks
San Mateo, CA
01.2023 - 02.2024
- Delivered exceptional customer service in high-volume environment, enhancing customer satisfaction.
- Trained new baristas on preparation techniques and Starbucks menu offerings.
- Managed cash register transactions accurately, maintaining financial integrity of daily sales.
Team Member
Target
San Mateo, CA
05.2021 - 01.2023
- Managed inventory organization to optimize product accessibility and restocking efficiency.
- Coordinated with team members to ensure timely replenishment of stock levels across shelves.
Education
High School Diploma -
Burlingame High School
Burlingame, CASkills
- Client confidentiality
- Spreadsheet management
- Relationship building
- Verbal/written communication
- Tax return preparation
- Candidate screening
- Administrative skills
- Team collaboration
Certification
- Life & Health Insurance License
- Driver's License
Languages
English - Fluent
Spanish
Timeline
Tax Preparer Assistant
Delia's Tax Services
01.2026 - Current
Director of Recruitment
New York Life
06.2025 - 12.2025
Licensed Life Insurance Agent
New York Life
05.2024 - 05.2025
Barista
Starbucks
01.2023 - 02.2024
Team Member
Target
05.2021 - 01.2023
High School Diploma -
Burlingame High School