Summary
Overview
Work History
Education
Skills
Languages
Timeline
BusinessAnalyst
ERWIN MARTINEZ

ERWIN MARTINEZ

San Mateo,CA

Summary

Detail-oriented individual with exceptional communication and project management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments.

Overview

28
28
years of professional experience
3
3
years of post-secondary education

Work History

Legal Case Assistant

Pierce and Sherear
01.2018 - 03.2025
  • Answer phone calls, write Messages, transfer calls and take intakes from clients and schedule appointments to see lawyers.
  • Enter data from courts and opposing counsels into a computer, and prepare legal folder and buckets.
  • Communicated pertinent information to clients via phone, email, and mail.
  • Assisted attorneys with reviewing and organizing witness reports.
  • Researched statutes, decisions, legal articles, and codes.

Tax Preparer

Samaritan House
02.2012 - 12.2017
  • Prepared tax returns, extensions, tax planning calculations, and write-ups for low income individuals
  • Offered clients recommendations to reduce tax liabilities.
  • Completed and filed returns with tax departments at local, state, and federal levels.
  • Maintained complete records of client tax returns and supporting documentation in secured areas.
  • Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
  • Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
  • Maintained compliance by adhering to current tax laws and regulations.
  • Facilitated communication between Hispanic clients and tax authorities.

FedEx Courier

FedEx Express
06.1997 - 11.2010
  • Safely loaded items into delivery vehicle to minimize damage while in transit.
  • Established lasting relationships with customers by delivering packages on time, interacting professionally, and responding promptly to questions.
  • Developed strong interpersonal and communication skills from interacting professionally with dispatchers, upper management, and peers.
  • Followed company policies and procedures during shift.
  • Greeted recipients, delivered packages, and parcels and acquired proper signatures for all deliveries.
  • Drove safely at all times to avoid accidents and harm.
  • Maximized processes by managing delivery schedules and prioritizing based on urgency.
  • Conducted daily vehicle inspections and reported maintenance issues for immediate remediation.
  • Delivered packages to customer doorsteps and business offices.
  • Loaded and unloaded packages onto delivery vehicles for proper storage and handling.

Education

Graduate Certificate - Paralegal

Cañada College˜
Redwood City, CA
02.2013 - 12.2013

Graduate Certificate - Accounting

San Mateo College
San Mateo, CA
02.2013 - 12.2013

GED -

Jefferson High School
Daly City, CA
06-1996

Skills

  • Proofreading
  • Client communication
  • Case preparation
  • Legal terminology
  • File organization
  • Document management
  • Records management
  • Client assessment

Languages

Spanish
Full Professional
English
Native or Bilingual

Timeline

Legal Case Assistant

Pierce and Sherear
01.2018 - 03.2025

Graduate Certificate - Paralegal

Cañada College˜
02.2013 - 12.2013

Graduate Certificate - Accounting

San Mateo College
02.2013 - 12.2013

Tax Preparer

Samaritan House
02.2012 - 12.2017

FedEx Courier

FedEx Express
06.1997 - 11.2010

GED -

Jefferson High School

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