Summary
Overview
Work History
Education
Skills
Languages
Certification
Timeline
Generic

Erik Cardenas

Windsor,CA

Summary

Dynamic Senior Tax Specialist at H & R Block, adept in tax preparation and IRS compliance. Proven ability to minimize client liabilities through strategic advisement and exceptional customer service. Bilingual communicator with a strong focus on relationship building and meticulous record keeping, ensuring accuracy and fostering trust with clients.

Overview

34
34
years of professional experience
1
1
Certification

Work History

Senior Tax Specialist

H & R Block Tax Services
Windsor, CA
11.2021 - Current
  • Managed multiple tax preparation projects simultaneously, ensuring timely completion and filing.
  • Performed detailed record-keeping for all tax files and documentation for future reference.
  • Advised clients to comply with IRS regulations and meet state and federal tax obligations.
  • Processed forms and payments for customers.
  • Prepared and filed federal and state income tax returns for individuals and small businesses, ensuring accuracy and compliance with current tax laws.
  • Advised clients on strategies to minimize their future tax liabilities.
  • Provided exceptional customer service, addressing client concerns and questions promptly.
  • Analyzed information and assessed liabilities and deductions according to relevant tax codes.
  • Utilized various software and tools to streamline processes and optimize performance.
  • Reviewed prior year returns for accuracy and completeness.
  • Identified potential deductions or credits that could reduce the amount of taxes owed by a client.
  • Maintained updated knowledge through continuing education and advanced training.
  • Informed clients of potentially beneficial products and services, resulting in additional business opportunities.
  • Developed and maintained professional relationships with clients to encourage repeat business and referrals.
  • Evaluated clients, matching them with the best-suited tax professional for individual needs.
  • Assisted with audits conducted by Internal Revenue Service agents.

Bilingual Sales Consultant

Hansel Honda
Petalum, CA
09.2019 - 03.2020
  • Greeted customers in both English and Spanish, providing excellent customer service.
  • Performed data entry tasks related to customer profiles, orders, and invoices.
  • Assisted customers with bilingual translation when needed.
  • Maintained accurate records of customer interactions in both languages utilizing the company's database system.
  • Identified customer needs by asking questions and advising on the best solutions.
  • Produced sales documents, finalized deals, and filed records.
  • Participated in training sessions focused on improving selling skills and knowledge of products offered.

Instructional Assistant

Healdsburg Unified School District
Healdsburg, CA
08.2001 - 05.2007
  • Tutored and assisted children individually and in small groups to help them master assignments and reinforce learning concepts.
  • Participated in professional development workshops to stay current with educational trends and methodologies.
  • Set up and assisted with audiovisual equipment operation.
  • Prepared lesson materials, bulletin board displays, exhibits, and demonstrations to assist teachers in classroom preparation.
  • Implemented behavior management strategies designed by the teacher or behavioral specialist.
  • Delivered instruction individually or in small groups, with support from the instructor.
  • Explained class procedures, lab policies, and important dates.
  • Assisted faculty members or staff with student conferences.
  • Assisted teachers in developing lesson plans and instructional materials.
  • Monitored student progress and provided feedback to teachers.
  • Communicated effectively with parents regarding student progress and concerns.
  • Developed positive relationships with students, parents, colleagues, administrators, and community partners.
  • Distributed classroom materials, pencils, paper, and art materials.
  • Monitored students in class, hallways, and cafeteria to enforce school rules.
  • Tutored students in course material to improve comprehension.
  • Researched new technologies for use in the classroom environment.

Assistant Winemaker

Kendall-Jackson
Healdsburg, CA
09.1996 - 12.2000
  • Managed barrel programs including racking, topping, stirring, and blending of wines for aging purposes.
  • Saved collected water and washed product lines and vessels to maintain adequate housekeeping.
  • Collaborated with cellar personnel to plan production schedules while adhering to safety regulations and sanitation procedures.
  • Assisted with the creation of a new wine blend by combining different varieties of grapes and juices.
  • Documented batch information on log sheet.
  • Participated in tastings with customers or other industry professionals to promote product offerings.
  • Trained staff on proper handling of equipment used during the winemaking process.
  • Turned valves and moved controls to admit, drain and separate materials.
  • Attended seminars and workshops related to winemaking techniques or industry best practices.
  • Collected, tested, and submitted samples according to quality control standards.
  • Managed household errands and other essential duties.
  • Completed day-to-day duties accurately and efficiently.

Software Programming Instructor

CCPO
Guadalajara , Mexico
01.1991 - 12.1995
  • Prepared charts and diagrams to illustrate system operation results to staff in other departments.
  • Developed software using COBOL, RPGII, BASIC, and DBASE III programming languages.
  • Developed databases, data entry forms, and file systems to meet different needs.
  • Drafted design objectives and system design documents.
  • Designed code to help a company develop necessary applications.
  • Entered important data into computer programs with minimal errors to streamline workflow.
  • Analyzed user needs and designed software solutions to meet those needs.
  • Documented program development and subsequent revisions with comments for easy comprehension.
  • Collaborated with other developers on code reviews, design changes, and application enhancements.
  • Provided lessons and instruction to other departments to achieve full system comprehension.
  • Conducted software trial runs to achieve desired results and confirm accurate information.
  • Designed, coded, and debugged applications in various software languages.
  • Participated in system testing procedures to ensure the accuracy and completeness of applications.
  • Executed lesson plans to teach students diverse software languages and applications.

Education

Associate of Arts - CS Web And Multimedia (AA)

Santa Rosa Junior College
Santa Rosa, CA
05-2017

English As A Second Lenguage (ESL) - English

Santa Rosa Junior College
Santa Rosa, CA
05-2001

High School Diploma -

Universidad De Guadalajara
Guadalajara, Mexico
07-1995

Skills

  • Tax preparation
  • IRS compliance
  • Tax strategy development
  • Client advisement
  • Record keeping
  • Financial analysis
  • Attention to detail
  • Continuing education
  • Customer service
  • Relationship building
  • Problem-solving abilities
  • Bilingual communication (Spanish)

Languages

English
Professional
Spanish
Professional

Certification

California Tax Education Council

Registered Tax Preparer, 2025

Multimedia Web Designer, 2017

HTML Content Developer, 2001

ESL English as a Second Language, 2001

Timeline

Senior Tax Specialist

H & R Block Tax Services
11.2021 - Current

Bilingual Sales Consultant

Hansel Honda
09.2019 - 03.2020

Instructional Assistant

Healdsburg Unified School District
08.2001 - 05.2007

Assistant Winemaker

Kendall-Jackson
09.1996 - 12.2000

Software Programming Instructor

CCPO
01.1991 - 12.1995

Associate of Arts - CS Web And Multimedia (AA)

Santa Rosa Junior College

English As A Second Lenguage (ESL) - English

Santa Rosa Junior College

High School Diploma -

Universidad De Guadalajara

Similar Profiles

  • Agharese Ness

    Agharese NessAgharese Ness

    Tax Professional I at H & R Block Tax ServicesTax Professional I at H & R Block Tax Services

  • Linda Topf

    Linda TopfLinda Topf

    Seasonal Income Tax Preparer at H & R Block Tax ServicesSeasonal Income Tax Preparer at H & R Block Tax Services

  • CYNTHIA RUIZ

    CYNTHIA RUIZCYNTHIA RUIZ

    Oregon Tax Consultant at H & R Block Tax ServicesOregon Tax Consultant at H & R Block Tax Services

  • ANITA SERRANO

    ANITA SERRANOANITA SERRANO

    Administrative Assistant at H & R Block Tax ServicesAdministrative Assistant at H & R Block Tax Services

  • DERRICK DALE

    DERRICK DALEDERRICK DALE

    Vineyard Manager at Pina Vineyard ManagementVineyard Manager at Pina Vineyard Management

CREATE PROFILE