Diligently pursuing growth in the accounting field with a strong educational background and nearly 3 years of experience in public accounting. Expertise spans diverse accounting functions and practices, contributing to accurate and efficient financial operations. Enthusiastic about embracing new challenges to continually improve skills. Driven by ambition for professional growth and development, currently a CPA candidate seeking a role that fosters innovation, learning, and increasing responsibility to utilize and enhance accounting expertise.
Overview
10
10
years of professional experience
Work History
Tax Accountant
Dunn, Jeffries, Hering, Wong LLP
01.2024 - Current
Examined accounts and records and computed tax returns according to prescribed rates, laws and regulations.
Managed multiple tax projects simultaneously, ensuring deadlines were met and clients were satisfied.
Conducted thorough reviews of financial records to ensure accuracy in reporting income, deductions, and credits.
Performed tasks under limited supervision related to income tax compliance such as returns, extensions, forecasts and tax provisions for business sectors and corporate heritage business units.
Reduced client tax liabilities through diligent research and application of applicable tax laws.
Stayed up-to-date on ever-changing tax regulations, attending industry conferences and participating in professional development workshops.
Recorded, classified and summarized financial transactions and events in accordance with accounting principles.
Reconciled accounts and reviewed expense data, net worth, and assets.
Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
Gathered financial information, prepared documents, and closed books.
Specialized Tax & Incentives Associate
Boos & Associates
10.2021 - 12.2023
Handled day-to-day accounting processes to drive financial accuracy.
Reconciled accounts and reviewed expense data, net worth, and assets.
Investigated daily variances and corrected errors to resolve discrepancies.
Completed and filed returns with tax departments at local, state, and federal levels.
Used QuickBooks and Xero to manage bookkeeping and payroll for multiple offices.
Reviewed and analyzed client data and accurately prepared income tax returns and tax research.
Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
Researched and analyzed specialized tax laws, rules and regulations and analyze pertinent client, industry and technical matters to remain current on tax legislation.
Analyzed financial records to verify accuracy of tax returns.
Maintained compliance by adhering to current tax laws and regulations.
Researched complex tax issues utilizing online resources and professional tax software.
Oversaw documentation and reporting of expenses, sales and other transactions.
Addressed and resolved complex and unexpected variances.
Entered figures using 10-key calculator to compute data quickly.
Developed monthly, quarterly and annual profit and loss statements and balance sheets.
Merchandising Execution Associate
The Home Depot, Clovis
11.2017 - 10.2021
Managed and tracked inventory levels, conducted regular stock counts, and identified discrepancies to support accurate inventory valuation and audit processes.
Executed markdowns on overstocked items, contributing to cost control and optimizing sales to reduce financial losses.
Analyzed sales data and trends, adjusted product placement, and implemented pricing strategies to enhance sales performance and gross margins.
Collaborated with suppliers to negotiate pricing and delivery schedules, supporting cost control and profitability goals.
Assisted in internal audit functions by maintaining accurate inventory records and preparing documentation for compliance with financial reporting standards.
Facilitated inventory audits by verifying product counts and ensuring compliance with internal controls.
Supported financial reporting through accurate record-keeping of merchandising expenses and budget management for promotional activities.
Configured and arranged up-to-date advertising and marketing displays, creatively placed merchandise on counters or tables to promote visibility and sales
Tax Internship
Preparation | United Way VITA
01.2021 - 07.2021
Collected detailed information and required paperwork from clients to complete tax returns
Finalized and processed paperwork with state and federal government authorities
Analyzed information and assessed liabilities and deductions according to relevant tax code
Stored copies of completed returns and related documents according to company procedures and business regulations
Input tax information into TaxSlayer to track details and complete returns
Maintained records for each case, including phone numbers, contacts and any actions taken
Discussed and explained various tax forms with taxpayers
Answered questions from taxpayers and assisted individuals with completing tax forms.
Crew Member
Sunnyside Pizza
04.2016 - 01.2020
Demonstrated strong multitasking abilities, handling multiple orders simultaneously without compromising quality or efficiency.
Provided customer service by inputting orders, processing credit and cash transactions and responding to questions and concerns
Assisted with financial tasks such as cash handling, drawer reconciliation, and end-of-day deposits when needed.
Supported inventory management efforts by accurately tracking stock levels and reporting low supplies to supervisors.
Represented employer with pride and enthusiasm, helped train new team members and set example at helping customers and management beyond job description requirements
Prepared products following restaurant, health, and safety standards and procedures.
Followed safety rules to keep clean driving record with no accidents or incidents
Landscaping Worker
Marco Perez Landscaping
06.2014 - 11.2017
Maintained garden areas and landscaping greenery to enhance property appearance and plant health
Performed planting, watering, mulching, and edging of lawns.
Improved landscape appearance by performing regular maintenance tasks such as mowing, edging, and trimming.
Operated and maintained basic landscaping equipment and vehicles
Collected Monthly and Biweekly payments from customers
Worked on feet , in all weather conditions for over 12 hours a day.
Education
Bachelor of Science - Business Administration Accountancy
California State University
Fresno, CA
05.2022
Associate of Science - Business Administration
Fresno City College
Fresno, CA
06.2019
Skills
Analytical Skills: Ability to analyze data and information to identify trends and extract meaningful insights
Adaptability: Capability to adjust in changing business environments and willingness to continually learn and evolve
Time Management: Ability to meet strict deadlines and prioritize tasks effectively
Organization Skills: Proven ability to manage multiple projects simultaneously while maintaining order and efficiency
Detail-Oriented: Capacity to scrutinize and manage details to ensure accuracy in tasks such as financial reporting, budgeting, and auditing
Technological Skills: Familiarity with accounting software s QuickBooks, Xero, Microsoft Office Suite (especially Excel), Thompson Reuters tax software, Lacerte, Payality, Gusto and willingness to adapt to new systems
Problem-Solving: Proficiency in identifying and resolving financial discrepancies, offering realistic solutions to financial problems, and strategic planning
Leadership: Experience in managing teams, leading projects, and driving performance improvements
Ethics: Strong adherence to ethical standards, with understanding of legal and professional codes of conduct in accounting
Languages
Spanish
Native or Bilingual
Timeline
Tax Accountant
Dunn, Jeffries, Hering, Wong LLP
01.2024 - Current
Specialized Tax & Incentives Associate
Boos & Associates
10.2021 - 12.2023
Tax Internship
Preparation | United Way VITA
01.2021 - 07.2021
Merchandising Execution Associate
The Home Depot, Clovis
11.2017 - 10.2021
Crew Member
Sunnyside Pizza
04.2016 - 01.2020
Landscaping Worker
Marco Perez Landscaping
06.2014 - 11.2017
Bachelor of Science - Business Administration Accountancy
California State University
Associate of Science - Business Administration
Fresno City College
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