Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

IVANIA CASTRO

PALM BAY,FL

Summary

Proven leader in project delivery and tax preparation, leveraging tax software expertise and exceptional communication skills to drive results. At Sirocco Construction Inc, led teams to achieve significant cost savings and deliver projects ahead of schedule, while also maximizing client refunds at Universal Accounting. Specializes in new business development and organizational efficiency. Successful tax professional focused on performance, customer service and compliance. Offering over 8 years of expertise in reviewing annual reports, intangible tax and sales tax. Experienced in assisting with financial planning and analysis. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Hardworking and passionate individual with strong organizational skills eager to secure entry-level position. Ready to help team achieve company goals.

Overview

22
22
years of professional experience

Work History

Tax Preparer Assistant

TRC PLANTATION INC
01.2022 - Current
  • Educated clients on available deductions and credits, maximizing their potential refunds or minimizing liabilities.
  • Communicated effectively with clients to clarify any uncertainties regarding their financial situations or documentation needs.
  • Provided support during IRS audits, helping clients navigate the process smoothly and confidently.
  • Met strict deadlines by efficiently managing time and prioritizing tasks during peak tax season periods.

Senior Project Director

SIROCCO CONSTRUCTION INC
01.2017 - Current
  • Managed cross-functional teams to deliver high-impact projects in a fast-paced environment.
  • Achieved significant cost savings by negotiating vendor contracts and optimizing supply chain processes.
  • Delivered projects ahead of schedule by effectively managing resources and keeping teams focused on key objectives.
  • Oversaw business operations and produced updated status reports outlining each project to meet milestones.

Tax Preparer

UNIVERSAL ACCOUNTING
01.2016 - 01.2022
  • Educated clients on tax planning strategies, helping them save money in future years.
  • Offered clients recommendations to reduce tax liabilities.
  • Maintained complete records of client tax returns and supporting documentation in secured areas.
  • Facilitated communication between clients and IRS or state tax agencies, resolving discrepancies and ensuring accurate filings.

Project Coordinator

I S S STUCCO CORPORATION
03.2002 - 01.2010
  • Supervised multiple projects from project start through delivery by prioritizing needs and delegating assignments.
  • Negotiated contracts with vendors and suppliers, securing favorable terms for cost-effective procurement of resources needed for each project''s success.
  • Tracked hours and expenses to keep project on task and within budgetary parameters.
  • Maintained database and spreadsheets with accurate inventory and status.
  • Assisted in developing training materials and organized workshops aimed at enhancing skill sets among staff members working under various capacities on different projects within the organization.

Education

High School Diploma -

South Miami Senior High School
Miami, FL

Skills

  • Tax Software Familiarity
  • Verbal/written communication
  • Organization skills
  • New Business Development

Languages

Spanish
Native or Bilingual

Timeline

Tax Preparer Assistant

TRC PLANTATION INC
01.2022 - Current

Senior Project Director

SIROCCO CONSTRUCTION INC
01.2017 - Current

Tax Preparer

UNIVERSAL ACCOUNTING
01.2016 - 01.2022

Project Coordinator

I S S STUCCO CORPORATION
03.2002 - 01.2010

High School Diploma -

South Miami Senior High School
IVANIA CASTRO