Hans Achtmann
Los Angeles,CA
Summary
Bilingual Tax Preparer with extensive knowledge of tax codes and regulations in English and Spanish. Consistently delivers high accuracy in tax return preparation while enhancing client satisfaction through exceptional customer service. Key skills include strong computational abilities and proficiency in various tax software platforms, which have contributed to streamlined processes and improved client retention. Demonstrates the ability to excel under pressure in both independent and team-driven environments.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Personal Banker
Fifth Third Bank
Charlotte, NC
08.2023 - Current
- Managed fund transfers aligning with established banking protocols.
- Maintained confidentiality standards while managing secure customer records.
- Ensured adherence to operational standards, enhancing security and compliance.
Bilingual Tax Preparer
TMO Income Tax and Business Services
Culver City, CA
10.2016 - Current
- Handled preparation of federal and state tax filings for small businesses and individuals efficiently.
- Utilized digital filing strategies to expedite tax return processes and diminish mistakes.
- Maintained adherence to legal standards governing taxation.
- Formulated methods to minimize taxation for clients in accordance with existing laws.
- Found unique solutions to problems, increasing customer happiness.
Property Manager
Seven Generations Real Estate, LLC
Los Angeles, CA
01.2013 - Current
- Created comprehensive monthly reports summarizing financial performance with focus on revenue growth and expenses.
- Resolved property complaints and violations to enhance residents' living conditions.
- Processed leasing forms and verified applicant details efficiently.
- Managed vendor relationships to efficiently procure repair, renovation, and landscaping services.
Project Manager, Finish Carpentry
502 Concepts LLC
Charlotte, NC
05.2021 - 03.2022
- Ensured deliverables met set quality standards within project timelines.
- Worked closely with project members to identify and fix problems.
- Organized resources across teams to ensure project completion.
- Updated project-related documents, ensuring accuracy and compliance.
Accounts Payable
Framestore
Culver City, CA
04.2018 - 09.2018
- Reconciled discrepancies between accounts payable ledgers and payroll data.
- Assisted Accounts Payable team upon request.
- Streamlined procedures to optimize efficiency within the Accounts Payable department.
- Prepared journal entries to record all accounts payable activity.
Business and Accounting Internship
Valora Consultores
A Coruña, Spain
06.2015 - 08.2015
- Identified areas for improvement, narrowing focus for decision-makers in making necessary changes.
- Audited company's legal documents to verify compliant policies and procedures.
- Maintained accurate records of all activities performed throughout internship period.
- Utilized various software and tools to streamline processes and optimize performance.
Personal Banker
Wells Fargo
Santa Monica, CA
02.2012 - 02.2014
- Teamed with industry professionals to identify optimal resolutions for client needs.
- Educated consumers on different banking products accessible at the branch.
- Explained key features of retail items and digital platforms, ensuring improved customer engagement.
- Addressed challenges efficiently, ensuring positive experiences for customers.
Front Store Manager
Kroger Specialty Pharmacy
Los Angeles, CA
03.2010 - 10.2011
- Implemented standardized procedures for customer interactions, cash management, and safety compliance.
- Supervised daily retail store functions, encompassing sales activities and customer service.
- Participated in community outreach initiatives to enhance store's visibility.
- Facilitated training sessions on company policies and procedures for new employees.
Digital Asset Manager
Cenveo
Commerce, CA
08.2005 - 02.2009
- Maintained comprehensive database records to reflect the latest information.
- Exhibited exceptional problem-solving abilities, addressing challenges promptly.
- Identified needs of customers promptly and efficiently.
- Diagnosed and addressed advanced technical challenges with precision.
Education
Associate of Science - Business Administration
Santa Monica College
Santa Monica, CA06-2018
Associate of Science - Accounting
Santa Monica College
Santa Monica, CA06-2018
High School Diploma -
Rancho Cucamonga High School
Rancho Cucamonga, CA06-2005
Skills
- Fluent in Spanish
- Experience in Financial Services
- Client Relationship Development
- Strategic Financial Planning
- Preparation of Financial Statements
- Strategic Business Development
Languages
Spanish
Native/ Bilingual
Certification
- Forensic Document Recognition (FDR) for Individual Taxpayer Identification Number (ITIN) Certified Acceptance Agent (CAA)
- Preparer Tax Identification Number (PTIN)
- Authorized e-file Provider (EFIN)
Websites
References
References available upon request.
Timeline
Personal Banker
Fifth Third Bank
08.2023 - Current
Project Manager, Finish Carpentry
502 Concepts LLC
05.2021 - 03.2022
Accounts Payable
Framestore
04.2018 - 09.2018
Bilingual Tax Preparer
TMO Income Tax and Business Services
10.2016 - Current
Business and Accounting Internship
Valora Consultores
06.2015 - 08.2015
Property Manager
Seven Generations Real Estate, LLC
01.2013 - Current
Personal Banker
Wells Fargo
02.2012 - 02.2014
Front Store Manager
Kroger Specialty Pharmacy
03.2010 - 10.2011
Digital Asset Manager
Cenveo
08.2005 - 02.2009
Associate of Science - Business Administration
Santa Monica College
Associate of Science - Accounting
Santa Monica College
High School Diploma -
Rancho Cucamonga High School
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