Javier Medina
Houston
Summary
Strong foundation in financial accounting, advanced Excel, and data analysis developed through tax preparation and collaboration with wealth management teams. Experienced in client-facing roles requiring critical thinking and clear communication. Completed a financial analysis report on Boeing, applying valuation methods and ratio analysis. Currently pursuing a Master’s in Accounting to complement a B.S. in Finance (cum laude), with coursework in financial analysis, credit evaluation, and financial planning.
Overview
3
3
years of professional experience
Work History
Tax Consultant
Davis & Associates CPA Firm
01.2023 - Current
- Analyzed individual and corporate financial data to ensure compliance and support strategic planning for a diverse client base.
- Prepared and reviewed corporate tax returns, performed adjusting journal entries, and ensured accurate financial reporting aligned with tax positions.
- Managed a portfolio of clients, delivering tailored financial insights and addressing inquiries to optimize long-term financial strategies.
- Collaborated with financial advisors to create integrated plans that aligned tax strategies with clients’ investment and retirement goals.
- Conducted in-depth tax research to assess the impact of regulatory changes on financial outcomes and enhance strategic recommendations.
- Facilitated smooth communication between clients and taxing authorities during inquiries or disputes, achieving favorable outcomes.
- Streamlined tax preparation process for increased efficiency and accuracy.
- Educated clients about the impact of life events on their taxes, helping them make informed decisions.
Tax Intern
Davis & Associates CPA Firm
01.2022 - 01.2023
- Assisted a CPA with preparing personal tax returns by performing accurate data entry and organizing financial documentation for review
- Acted as a liaison between the CPA and clients, ensuring timely collection of missing information and maintaining clear communication throughout the process
Education
Master of Science - Accounting
Univversity of Houston Clear Lake
Houston, TX05-2025
Bachelor of Science - Finance
University of Houston Clear Lake
Houston, TX12.2022
Skills
- Microsoft Office
- Cashflow planning and management
- State & federal tax codes
- Bookkeeping
- Exceptional communication
- Fluent in Spanish
- Corporate taxation proficiency
- Tax software proficiency
- Intermediate Python
- US GAAP
- Time Management
AWARDS
Recipient of the 2023-2024 Texas Society of Certified Public Accountants (TXCPA) Accounting Excellence Award for the University of Houston – Clear Lake.
Timeline
Tax Consultant
Davis & Associates CPA Firm
01.2023 - Current
Tax Intern
Davis & Associates CPA Firm
01.2022 - 01.2023
Master of Science - Accounting
Univversity of Houston Clear Lake
Bachelor of Science - Finance
University of Houston Clear Lake
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