Professional professional with polished negotiation, organization, and research skills. Extremely trustworthy, meeting deadlines in fast-paced dynamic work environment.
Overview
1
1
Language
1
1
Certification
2
2
years of post-secondary education
27
27
years of professional experience
Work History
Senior Tax Associate
Ideal Tax Solution
07.2018 - 08.2026
Prepared and reviewed complex tax returns for individual and business clients.
Analyzed client financial documents to ensure compliance with tax regulations.
Assisted clients in understanding tax obligations and available deductions.
Senior Tax Associate
Tax Resolution Advocates
Costa Mesa, California
07.2014 - 07.2018
Prepared and reviewed complex tax returns for individual and business clients.
Analyzed client financial documents to ensure compliance with tax regulations.
Assisted clients in understanding tax obligations and available deductions.
Senior Tax Associate
Optima Tax Relief LLC
Costa Mesa, California
01.2013 - 06.2013
Prepared and reviewed complex tax returns for individual and business clients.
Analyzed client financial documents to ensure compliance with tax regulations.
Led tax compliance projects ensuring adherence to federal and state regulations.
Analyzed financial documents to identify potential tax savings opportunities for clients.
Collaborated with cross-functional teams to streamline tax processes and improve efficiency.
Business Development Manager
Yourcoach.com
Irvine, California
01.2008 - 01.2011
Developed strategic partnerships to enhance business growth opportunities.
Conducted market research to identify potential client segments and trends.
Identified market trends to inform business growth strategies and initiatives.
Conducted competitive analysis to position offerings effectively within the market.
Facilitated training sessions for staff on new business development practices.
Loan Officer
Home Loan Funding
La Mirada, California
01.2005 - 12.2005
Assisted clients in understanding loan options and eligibility requirements.
Evaluated loan applications for compliance with lending policies and regulations.
Processed mortgage applications using proprietary software systems efficiently.
Loan Officer
Countrywide Mortgage
Brea, California
01.2004 - 01.2005
Assisted clients in understanding loan options and eligibility requirements.
Evaluated loan applications for compliance with lending policies and regulations.
Processed mortgage applications using proprietary software systems efficiently.
Communications Specialist
ATT&T
Cerritos, California
09.2002 - 04.2004
Crafted clear and concise messaging for various company-wide initiatives and announcements.
Developed internal communications strategies to enhance employee engagement across departments.
Managed social media platforms, creating content that aligned with brand voice and values.
Vendor Services Representative
Ingram Micro
Santa Ana, California
11.1999 - 11.2002
Coordinated order processing and fulfillment between vendors and internal teams.
Managed vendor inquiries and resolved issues to ensure smooth operations.
Maintained accurate records of vendor agreements and transactions in systems.