Jose Lopez

Ontario,CA

Summary

Achieved effective communication and collaboration among teams in fast-paced customer-focused environments through strategic initiatives. Drove cross-departmental priorities while maintaining high standards for service and operational efficiency. Streamlined customer service operations, directly influencing customer service tax coordination and delivery logistics. Enhanced customer interactions and fostered a reliable work environment through proficient use of bilingual skills in English and Spanish.

Overview

years of professional experience

Work History

Tax Expert

TurboTax

Ontario, CA

01.2026 - 04.2026

Reviewed and analyzed tax documents to ensure compliance with federal and state regulations.
Assisted clients in resolving tax-related inquiries, providing accurate information and support.
Developed training materials for junior staff to enhance understanding of tax preparation processes.
Streamlined filing procedures to improve efficiency and reduce processing times for client returns.
Coordinated with cross-functional teams to address client needs, ensuring comprehensive service delivery throughout the tax season.
Maintained thorough and current understanding of applicable tax laws.
Reviewed financial statements for accuracy and integrity.
Worked with individuals, trusts and companies to manage tax compliance and reporting needs.
Resolved tax disputes by effectively communicating with IRS representatives on behalf of clients.
Prepared accurate and timely federal, state, and local income tax returns for individuals, businesses, and non-profit organizations.
Advised clients on best practices for managing their finances to minimize future tax liabilities while maximizing deductions and credits available to them.
Enhanced client satisfaction by providing thorough tax analysis and recommendations.
Streamlined tax preparation processes for increased efficiency and accuracy.

Back of House Team Member

Chick Fil A

Walnut, CA

05.2025 - 01.2026

Supported high-volume kitchen operations by maintaining food safety standards, quality control, and efficient workflow.
Collaborated with front-of-house teams to ensure accurate order fulfillment and timely service during peak business hours.
Trained new team members on operational procedures, safety protocols, and performance expectations.
Maintained organized, sanitary work areas in compliance with health and workplace safety regulations.
Contributed to process improvements that increased team efficiency, consistency, and overall service performance.

Tax Coordinator

Tax Relief Advocates

Irvine, CA

11.2023 - 03.2025

Provided professional client support by clearly explaining complex tax information and promptly addressing inquiries.
Coordinated and prioritized multiple cases to ensure timely project completion and regulatory compliance.
Assisted clients with audit preparation, documentation review, and strategic planning to reduce tax liabilities.
Improved operational efficiency by standardizing tax processes and supporting team training initiatives.
Collaborated with cross-functional teams while staying current on tax regulations and industry best practices.

Education

Bachelor's Degree - Music & Arts

Full Sail University

Winter Park, FL

10 2027

High School - undefined

Gorman Learning Centers

Redlands, CA

5 2019

Skills

Languages: English, Spanish
Other: Customer Service, Professional Communication, Bilingual Communication (English & Spanish), Conflict Resolution, Time Management, Task Prioritization, Multitasking, Team Collaboration, Cross-Department Coordination, Leadership & Training, Problem Solving, Decision Making, Attention to Detail, Organizational Skills, Process Improvement, Adaptability & Flexibility, Fast-Paced Environment Operations, Client Relationship Management, Compliance & Regulatory Awareness, Documentation Review, Data Tracking & Record Keeping, Financial Tracking & Expense Management, Logistics & Route Optimization, Reliability & Professionalism

Documentation skills
Tax advisory services

Languages

Spanish

Native or Bilingual

Timeline