Gabriela Alvarez
Wesley Chapel,FL
Summary
Tax Accountant with over 10 years of experience at a well-known accounting firm in Oakland. An Enrolled Agent (EA) skilled in tax preparation, compliance, and advisory services. Bilingual in Spanish and English, with a proven ability to communicate effectively with diverse clientele. Expertise in navigating complex tax issues and providing strategic solutions for individuals and small businesses.
Overview
18
18
years of professional experience
1
1
Certificate
Work History
Senior Tax Accountant
Mowat Mackie & Anderson
01.2015 - Current
- Prepared federal and state income tax returns for individuals, businesses, trusts, estates, and non-profits.
- Managed complex tax audits with a high success rate, ensuring compliance and minimizing penalties.
- Provided expert tax advice and strategic tax planning, resulting in significant tax savings for clients.
- Conducted 1099 and 1042 reporting to ensure accurate income reporting and compliance with IRS regulations.
- Streamlined tax processes by implementing advanced software solutions, improving efficiency and accuracy.
- Helped maintain full compliance with local, state, and federal tax requirements through diligent application of best practices.
- Identified impactful regulations and incorporated changes to ensure compliance with new tax requirements.
- Trained junior staff on tax preparation, resolution of discrepancies, and maximizing efficiency.
- Reconciled tax accounts to prevent discrepancies and maintain readiness for expected tax liabilities.
- Kept up to date on current income tax developments and advised clients on necessary adjustments.
Teller Supervisor
Fremont Bank
06.2006 - 01.2015
- Maintained strong knowledge of bank products, services, procedures, and regulatory requirements to assist staff with complex inquiries and tasks.
- Supervised daily teller operations, ensuring accurate and efficient processing of transactions while delivering exceptional customer service.
- Completed high-volume cash counts accurately using both manual and machine-driven methods, managing cash drawers and making bank deposits.
- Promoted bank products and services by consistently cross-selling to customers, enhancing client relationships and driving business growth.
- Examined tellers' daily transaction reports for accuracy, implementing strict audit procedures to reduce errors and ensure compliance.
- Researched and resolved customer issues related to personal savings, checking, and line of credit accounts, ensuring high levels of customer satisfaction.
- Increased team productivity through regular coaching and performance feedback sessions, fostering a culture of continuous improvement.
- Improved cross-selling success by developing targeted training programs and employee incentives.
Education
Bachelor Of Business Administration - Accounting And Business Management
California State University - East Bay
Hayward, CA06.2014
Skills
Tax Compliance Expertise: Proficient in federal and state tax return preparation, corporate tax filings, and tax computing
Tax Planning Strategies: Skilled in developing effective tax planning strategies and implementing solutions for clients
Advanced Software Proficiency: Experienced in ProSystem fx Tax, CCH Axcess, QuickBooks, and Excel
Research and Documentation: Strong ability to conduct thorough tax research and maintain accurate documentation
Attention to Detail: Exceptional attention to detail in tax return preparation and financial analysis
Client Relationship Management: Proven track record in managing client relationships and delivering exceptional service
Analytical and Critical Thinking: Strong analytical thinking and critical problem-solving skills to navigate complex tax issues
Team Leadership: Effective leadership abilities with experience in mentoring and training junior staff
GAAP Understanding: Solid understanding of Generally Accepted Accounting Principles (GAAP) and bookkeeping practices
Workload Management: Strong organizational and time management skills, adept at prioritizing tasks and meeting deadlines
Continuous Learning: Committed to continuous professional development and staying current with tax regulations and industry trends
International Tax Knowledge: Knowledgeable in international tax regulations and compliance
Certification
- EA - Enrolled Agent
- Currently studying for CPA certification
Languages
Spanish
Native or Bilingual
Quote
"The more organized you are, the more productive you will be"
Unknown
Timeline
Senior Tax Accountant
Mowat Mackie & Anderson
01.2015 - Current
Teller Supervisor
Fremont Bank
06.2006 - 01.2015
- EA - Enrolled Agent
- Currently studying for CPA certification
Bachelor Of Business Administration - Accounting And Business Management
California State University - East Bay
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