Results-driven professional with a solid foundation in tax strategy formulation and compliance. Recognized for the ability to identify and resolve complex tax issues while maintaining strong client relationships and promoting team development.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Senior Tax Manager
Solasi Accounting & Tax Advice
Miami, FL
12.2016 - Current
Reviewed complex tax returns for accuracy and compliance with regulations.
Managed tax planning and compliance for diverse client portfolios.
Led training sessions for junior staff on tax regulations and software tools.
Collaborated with clients to gather financial data and assess tax needs.
Researched current tax laws to ensure up-to-date advice for clients.
Supervised the preparation of federal, state, and local tax filings.
Coordinated audits with external agencies to resolve client inquiries efficiently.
Identified potential tax issues and provided swift, effective solutions.
Generated tax returns for more complex individual, corporate, and foreign tax clients.
Utilized knowledge of tax law and software applications to correct or modify data with regard to proper tax reporting of income and deductions.
Identified and resolved complex tax issues.
Established strong relationships with existing clients through regular communication.
Analyzed financial statements to ensure accuracy of reported income.
Developed strategies to optimize clients' tax positions and minimize liabilities.
Maintained up-to-date knowledge of applicable rules and regulations by attending seminars and training sessions regularly.
Developed strategies to minimize clients' overall tax liability while still complying with all relevant laws and regulations.
Managed staff members responsible for preparing individual and business returns.
Provided technical support to other departments within the organization when needed.
Ensured timely filing of all applicable taxes according to established deadlines.
Created and updated financial reports on frequent basis to present information to leadership teams.
Education
High School Diploma -
Miami Coral Park High School
Miami, FL
06-2001
Some College (No Degree) - Health Care Administration
Seminole Cmunity College
Lake Mary, FL
Skills
Tax strategy formulation
Client advisory expertise
Leadership in tax teams
Ethics in taxation and compliance
Audit response management
Development of tax training programs
Supervision of personnel
Analytical problem-solving abilities
Communication effectiveness
Attention to detail in taxation
Expertise in state and local taxes
Oversight of corporate taxes
Preparation of income taxes
Skills in relationship management
Proficiency in tax software
Certification
Prendo365- Completion of Certificate 18 Hours Sept. 2025
Languages
English
Native/ Bilingual
Spanish
Native/ Bilingual
Timeline
Senior Tax Manager
Solasi Accounting & Tax Advice
12.2016 - Current
High School Diploma -
Miami Coral Park High School
Some College (No Degree) - Health Care Administration