Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Fillipe Moreira

Worcester,MA

Summary

Deadline-oriented Tax Manager adept at quickly assessing customer needs, developing strategic plans and completing returns to maximize deductions and minimize liabilities. Pursuing role with tax preparation services organization.

Overview

4
4
years of professional experience

Work History

Tax Manager

Youseph & Daniel, Inc
04.2021 - Current

As a Tax Manager, I am responsible for overseeing a wide range of financial and tax-related functions to ensure
compliance, accuracy, and efficiency. My key duties include:

Tax Preparation: Leading the preparation and submission of individual and business tax returns, ensuring all
filings are accurate and comply with current tax laws and regulations.

Bookkeeping: Maintaining accurate financial records, tracking all transactions, and ensuring the books are
balanced for both short-term and long-term financial planning.

Accounts Receivable Management: Supervising and managing the collection process to ensure timely payments, while resolving any discrepancies or issues related to receivables.

Team Supervision: Overseeing and mentoring junior staff, providing guidance to ensure effective execution of
their tasks.

Customer Service: Working closely with clients, offering expert advice and responding to inquiries related to taxes,
financial records, and other related matters.

Compliance: Staying updated on tax legislation and ensuring all activities are in line with current tax laws and
regulations.

Financial Reporting: Preparing and reviewing financial statements and reports, ensuring that all financial activities are accurately recorded.

Education

Bachelor of Science - Accounting

Nichols College
Dudley, MA
05-2026

Associate of Science - Accounting

Quinsigamond Community College
Worcester, MA
03-2024

Skills

  • Enrolled agent (EA)
  • Tax research
  • IRS communication
  • Individual returns preparation
  • Business returns preparation
  • Bookkeeping
  • Staff development
  • Tax compliance
  • Tax consulting
  • Quickbooks, Word, Excel, Access, ATX CCH

Languages

Portuguese
Native or Bilingual
Chinese (Mandarin)
Full Professional
Spanish
Native or Bilingual

Timeline

Tax Manager

Youseph & Daniel, Inc
04.2021 - Current

Bachelor of Science - Accounting

Nichols College

Associate of Science - Accounting

Quinsigamond Community College
Fillipe Moreira