Joana Medrano
Cedar City,UT
Summary
Professional with comprehensive knowledge of tax regulations and compliance. Expertise in preparing and reviewing tax returns, conducting tax research, and advising on tax strategies. Strong focus on collaboration and delivering results, adaptable to evolving requirements. Known for analytical thinking, problem-solving skills, and maintaining high ethical standards.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Tax Associate
H&R Block
Cedar City
11.2024 - Current
- Assisted in preparing individual tax returns to ensure compliance with regulations.
- Supported tax research activities to identify relevant deductions and credits for clients.
- Organized documentation for audits, enhancing accuracy and efficiency of information retrieval.
- Collaborated with team members to streamline tax preparation processes and improve workflows.
- Maintained up-to-date knowledge of tax laws and changes affecting client filings.
- Engaged in continuous learning through training sessions on taxation software and industry best practices.
- Maintained detailed records of client interactions and transactions, ensuring the highest level of accuracy and confidentiality.
- Participated in continuing education courses to maintain professional knowledge and certifications as a Tax Associate.
- Developed strong relationships with clients through consistent communication regarding their unique needs and goals related to taxation matters.
- Streamlined bookkeeping processes for increased efficiency and time management.
- Maintained accurate financial records with thorough bookkeeping and regular account reconciliations.
- Educated clients on the importance of proper bookkeeping maintenance throughout the year as part of ongoing consultations .
- Ensured compliance with relevant regulations through diligent bookkeeping practices and attention to detail.
- Maintained general ledger by recording journal entries and reconciling accounts monthly.
- Supported payroll preparation by verifying employee hours and deductions accurately.
- Ensured timely processing of payroll, maintaining the highest level of accuracy and professionalism.
- Managed payroll processing tasks while maintaining strict confidentiality regarding sensitive employee information.
- Scheduled payments with EFTPS with payroll.
- Quarterly filed State and Unemployment 941’s, scheduled payments.
Receptionist
H&R Block
Cedar City, UT
01.2024 - Current
- Managed front desk operations, ensuring efficient client check-in and appointment scheduling.
- Assisted clients with tax preparation inquiries, providing accurate information and resource materials.
- Maintained organized filing systems for client documents and sensitive financial information.
- Coordinated communication between clients and tax professionals, facilitating seamless service delivery.
- Provided administrative support by answering phones, directing calls, and responding to emails promptly.
- Developed familiarity with tax software tools to assist in data entry and document processing.
- Enhanced customer service experience through proactive engagement and problem resolution strategies.
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Confirmed appointments, communicated with clients, and updated client records.
- Handled cash transactions and maintained sales and payments records accurately.
- Demonstrated strong multitasking abilities while managing numerous tasks simultaneously under tight deadlines.
- Handled sensitive information with discretion while maintaining strict confidentiality standards.
- Provided administrative support to staff members by handling correspondence, filing documents, and managing office supplies inventory.
- Maintained visitor log for entering and leaving facility for security purposes.
- Maintained clean and welcoming reception area, contributing to positive first impression for visitors.
- Welcomed customers with friendly greeting, answered general questions, gathered nature of visit and directed to specific offices.
Security Monitoring Operator
AvantGuard
Cedar City, UT
01.2023 - 10.2023
- Responded promptly to alarms, identifying and resolving issues in real-time.
- Analyzed data trends to enhance monitoring strategies and reduce downtime.
- Expedited the resolution of security matters by liaising with facility managers, supervisors, or other relevant stakeholders as needed.
- Increased efficiency in detecting unauthorized access attempts through diligent monitoring of alarm systems and access control points.
- Improved response times by efficiently communicating with law enforcement and emergency services during critical situations.
- Self-motivated, with a strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
- Excellent communication skills, both verbal and written.
- Took inbound calls for medical alarms, testing alarms and cancellations of false alarms.
- Made outbound calls on alarm signals fire, burglary, crash and medical alarms.
Self Employed Cleaner
Peachy Clean & More
Cedar City
10.2022 - 06.2023
- Maintained cleanliness and sanitation standards in assigned areas, ensuring a safe environment for all occupants.
- Developed efficient cleaning schedules to optimize time management and productivity.
- Implemented eco-friendly cleaning solutions to enhance sustainability initiatives.
- Maintained inventory of cleaning supplies, ensuring adequate stock levels at all times.
- Increased repeat business by establishing trust and rapport with clients through consistent high-quality work.
- Enhanced the cleanliness and organization of homes with meticulous attention to detail in all tasks performed.
- Supported clients during life transitions such as moving or downsizing by providing customized cleaning solutions based on their needs.
- Prevented potential damage to furniture and fixtures by using appropriate cleaning methods for various materials.
- Streamlined cleaning processes, implementing efficient techniques for faster completion without sacrificing quality.
Education
High School Diploma -
Beaver High School
Beaver, UT05.2018
Certification
Child Development Associate Credential(CDA
December 2020-December 2023
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Timeline
Tax Associate
H&R Block
11.2024 - Current
Receptionist
H&R Block
01.2024 - Current
Security Monitoring Operator
AvantGuard
01.2023 - 10.2023
Self Employed Cleaner
Peachy Clean & More
10.2022 - 06.2023
High School Diploma -
Beaver High School