Jocelyne Ramos Longoria
Napa,CA
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
5
5
years of professional experience
Work History
Tax Associate II
BPM LLP
07.2022 - Current
- Completed and filed returns with tax departments at local, state, and federal levels.
- Reviewed and analyzed client data and accurately prepared income tax returns and tax research.
- Reviewed 4-6 different client's Quickbooks for accuracy.
Staff Accountant
Elliott CPA Group, Inc.
02.2020 - 07.2023
- Performed analysis on inventory, accounts receivable and accounts payable balance sheet accounts.
- Audited client financial records to determine tax liability.
- Prepared federal and state income tax returns for individuals, businesses, trusts, estates and non-profits.
- Recorded, classified and summarized financial transactions and events in accordance with accounting principles.
- Worked as outsource accountant for 4-10 companies.
- Prepared and processed journal entries to record in general ledger and maintain consistent documentation.
Teller
Wells Fargo
05.2018 - 12.2019
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Processed customer transactions promptly, minimizing wait times.
Tax Intern
Elliott CPA Group, Inc.
02.2019 - 04.2019
- Prepared individual and trust tax returns.
- Utilized tax-related software such as Lacerte to prepare and process returns and research tax matters.
- Organized client tax documents to facilitate quick preparation of tax returns.
Education
Bachelor of Science - Accounting
California State University - Chico
Chico, CA12.2019
Associate of Science - Business Administration
Napa Valley College
Napa, CA05.2017
Associate of Arts - Math And Science
Napa Valley College
Napa, CA05.2017
Skills
- Tax Return Preparation
- Tax Accounting
- Critical Thinking
- Organizational Abilities
- Detail Oriented
- Attentive
Languages
Spanish
Native or Bilingual
Timeline
Tax Associate II
BPM LLP
07.2022 - Current
Staff Accountant
Elliott CPA Group, Inc.
02.2020 - 07.2023
Tax Intern
Elliott CPA Group, Inc.
02.2019 - 04.2019
Teller
Wells Fargo
05.2018 - 12.2019
Bachelor of Science - Accounting
California State University - Chico
Associate of Science - Business Administration
Napa Valley College
Associate of Arts - Math And Science
Napa Valley College
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