Javier Ortega
Santa Monica,CA
Summary
To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
10
10
years of professional experience
Work History
Tax Practitioner
Javier Ortega, CPA
01.2021 - Current
- Assisted clients in structuring business transactions to minimize tax implications and maximize financial benefits.
- Utilized advanced software tools for efficient data analysis, enhancing accuracy in tax calculations and projections.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Prepared US, multistate, and international tax returns for business clients.
- Developed strong relationships with clients through consistent communication and excellent customer service, resulting in repeat business.
- Negotiated favorable settlements with taxing authorities on behalf of clients facing penalties or interest charges due to noncompliance.
- Prepared wide array of returns such as corporate, fiduciary, gift, individual, and private foundation returns.
- Responded to inquiries from IRS and other tax authorities.
Tax Manager
Ernst & Young
10.2016 - 01.2021
- Managed up to 15 staff and senior associates throughout multiple competing projects.
- Assisted in managing audits of federal and state income tax and state and local filings.
- Promoted a culture of continuous improvement within the department through regular feedback sessions and process evaluations.
- Analyzed business processes to identify cost savings and operational efficiencies.
- Improved overall financial reporting by streamlining control processes and reporting structures.
- Collaborated with cross-functional teams to ensure seamless integration of tax considerations into business decisions.
- Managed a team of junior accountants, providing mentorship and professional development opportunities to foster growth.
- Developed strong client relationships by consistently delivering high-quality service and prompt communication.
- Prepared and reviewed federal and state income tax returns in accordance with applicable tax laws.
Senior Tax Associate
PricewaterhouseCoopers
03.2015 - 10.2016
- Leveraged advanced knowledge of federal, state, and local tax laws to provide expert guidance to clients across various industries.
- Developed in-depth knowledge of client business and industry through direct interaction while working on various aspects of engagement.
- Spearheaded internal training initiatives for junior associates, fostering professional development and enhancing overall quality of service provided to clients.
- Taught junior staff how to prepare statements, resolve discrepancies, and maximize efficiency.
- Reviewed clients' tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
- Prepared US, multistate, and international tax returns for business clients.
Staff Tax Accountant
Paul Carney, CPA
Arcadia, CA
12.2013 - 03.2015
- Facilitated clear communication between clients and taxing authorities to resolve disputes and inquiries effectively.
- Implemented new software tools into daily workflow, streamlining tasks and increasing overall productivity.
- Prepared federal and state income tax returns for individuals, businesses, trusts, estates and non-profits.
- Used accounting software to issue tax returns and prepare consolidated reports.
Education
Bachelor of Arts - Business Administration
California State University - Fullerton
Fullerton, CASkills
- Certified Public Accountant (CPA)
- State and Local Taxes
- Data Analysis
- Real Estate Taxation
- Tax Research
- Excel spreadsheets
- Verbal/written communication
Volunteering
- USC Trojan Marching Band Alumni Association - Treasurer
Timeline
Tax Practitioner
Javier Ortega, CPA
01.2021 - Current
Tax Manager
Ernst & Young
10.2016 - 01.2021
Senior Tax Associate
PricewaterhouseCoopers
03.2015 - 10.2016
Staff Tax Accountant
Paul Carney, CPA
12.2013 - 03.2015
Bachelor of Arts - Business Administration
California State University - Fullerton
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