Heidy AE Portillo, CAA, EA, LTC
Portland,OR
Summary
Results-driven [Job Title] with forward-thinking approach centered on company success and competitive growth. Demonstrated record of success in building successful teams and managing profitable operations. Accomplished [Job Title] well-versed in assessing risk, developing solutions and implementing positive changes to achieve sustainability and growth in challenging market conditions. Adept at building and strengthening business and customer relationships. Determined Business Owner with commitment to excellence and more than [Number] years of experience. Effective collaborator promoting [Skill] and [Skill]. Persistent leader eager to lead and grow organizations. Skilled in strategic planning, problem-solving, and communication with good understanding of business principles, project management and team leadership. Collaborative with relentless work ethic. Pragmatic professional with solid experience in leadership roles. Adept at implementing strategic business plans, driving growth and improving operations. Skilled in financial management and stakeholder relations. Collaborative and dedicated to building and leading talented and motivated individuals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Adaptable [Job Title] with in-depth knowledge and multifaceted abilities. Leads successful classes with richly diverse learners focused on personal development. Maintains current records according to class protocols and grades students fairly. Bilingual [Job Title] with excellent references and more than [Number] years of experience in collegiate environments. Highly effective in working with students and peers to promote positive learning cultures and environments. Seek new professional challenge in similar position with long-term potential. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
7
7
years of professional experience
Work History
Seminar Speaker
H&A Leadership Solutions INC
05.2018 - Current
- Researched material extensively before writing informative speeches.
- Implemented stories and anecdotes into speeches to make information more entertaining.
- Presented information regarding [Subject] to groups of [Number] people.
- Met needs of different students by adapting teaching materials and methods.
- Provided feedback, guidance and support to students on participation and performance.
- Conducted classes and workshops for students on special topics of interest.
- Facilitated learning of various self-enrichment topics through detailed lesson plans.
Tax Accountant Consultant
H&A Accounting Services LLC
04.2017 - Current
- Examined accounts and records and computed tax returns according to prescribed rates, laws and regulations.
- Worked closely with clients to properly fill out tax forms and file tax returns electronically.
- Kept up to date on current income tax developments and advised clients to make proper adjustments.
- Prepared simple to moderate state tax-related financial statement calculations, entries and disclosures.
- Assisted leadership teams with building shared beliefs and attitudes across organizational structures.
- Organized integration of critical leadership competencies into existing workflows.
- Offered strategic feedback to direct [Type] leadership teams in operational decision-making and long-term planning.
- Coordinated meetings for team members and facilitated educational groups for [Type] leaders.
- Built strategic partnerships across multiple business segments to help executives and senior leaders improve management structures and team cohesiveness.
- Helped clients develop customized internal strategies for promoting and developing leadership skills in current workforce.
- Prepared federal and state income tax returns for individuals, businesses, trusts, estates and non-profits.
- Recorded, classified and summarized financial transactions and events in accordance with accounting principles.
- Remained educated in all current tax laws for both US and foreign countries.
- Prepared and documented accurate tax work papers for straightforward to moderately complicated income and franchise tax returns.
- Trained clients on QuickBooks to help make tax management easier.
- Provided journal entries and performed accounting on accrual basis.
Student
Portland State University School Of Business
Education
Oregon Board of Tax Practitioners
Salem, ORIRS
California City, CABachelor of Science - Management Leadership
Portland State University
Portland, OR06.2018
John Maxwell Team
Miami, FLIRS
Los Angeles, CAAssociate of Science - BUSINESS MANAGEMENT
MT HOOD COMMUNITY COLLEGE
GRESHAM OR 06.2016
Skills
- Presentation Development
- Data Entry
- File Maintenance
- Project Coordination
- Strategy Realignment
- Planning and Execution
- Cost Reduction
- Business Analysis
- Staff Mentoring
- Customer Service Management
- Distribution Management
- Training Proficiency
- Performance Improvement
- Solution Implementation
- Business Planning
- Business Development
- Project Management
- Strategic Development
- Calculating Liabilities
- Auditing
- Variance Analysis
- Cash Flow Analysis
- GAAP Accounting
- Data Inputting
- Bookkeeping
- Tax Preparation
- Tax Return Filing
- Tax Accounting Specialization
- Financial Statements Expertise
- Administrative Support
- Account Reconciliation Specialist
- Intuit QuickBooks Specialist
- Account Reconciliation Processes
- Accounting and Bookkeeping
- Analytical Research
- Tax Law Understanding
- Finance
- Partnership Accounting
- Full-Cycle Accounting
- Payroll Management
- Customer Relations
- Strategic Planning
- Event Coordination
- Event Planning
- Positive Attitude
- Active Listening
- Punctual and Reliable
- Time Management
- Energetic and Enthusiastic
- Consulting
- Staff Management
- Business Start up
- Operational Leadership
- Administrative Leadership
- Executive Leadership
- Business Management
- Strategic Communications
- Relationship Management
- Continuing Education
Accomplishments
- Handled and resolved the largest Number of reporting discrepancies in [time period].
- Supervised team of [Number] staff members.
- Documented and resolved [Issue] which led to [Results].
- Achieved [Result] by completing [Task] with accuracy and efficiency.
- Collaborated with team of [Number] in the development of [Project name].
Affiliations
National Association of Enrolled Agents
Oregon Association of Tax Consultants
John Maxwell Speaker, Coach and Trainer Certification
National Association of Tax Professionals
National Notary Association
Timeline
Seminar Speaker
H&A Leadership Solutions INC
05.2018 - Current
Tax Accountant Consultant
H&A Accounting Services LLC
04.2017 - Current
Student
Portland State University School Of Business
Oregon Board of Tax Practitioners
IRS
Bachelor of Science - Management Leadership
Portland State University
John Maxwell Team
IRS
Associate of Science - BUSINESS MANAGEMENT
MT HOOD COMMUNITY COLLEGE
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