José Bernier Piñeiro
Caguas,PR
Summary
Motivated Tax Professional ready to contribute financial support and further develop skills in tax accounting. Offering firm grasp of taxation and compliance standards for individuals and businesses. Along with strong organizational, problem-solving and analytical abilities backed by diligent, hardworking nature. Proficient in QuickBooks and Excel. Acquires new software skills quickly.
Overview
5
5
years of professional experience
Work History
Tax Intern
R.S.M. Puerto Rico
San Juan, Puerto Rico
01.2022 - 05.2022
- Tax services for trusts, corporations, individuals, & others,
- Personal Property Tax (PPT), annual reports, estimates & extensions
Accounting Assistant
Falcón Davila & Co.
Caguas, Puerto Rico
02.2021 - 01.2022
- Tax services for Pass-throughs, corporations, individuals, & others.
- Bookkeeping, payroll accounting & PPT
Accounting Clerk & Operations Manager
Invicta Business Partners L.L.C.
Levittown, Puerto Rico
10.2020 - 01.2021
- Billing, bookkeeping, Salesforce data management & employee payrolls
Administrative Assistant
Farmacia Caguas Inc.
Caguas, Puerto Rico
05.2017 - 08.2019
- Billing, bookkeeping & payroll management, Daily transactions management
Education
Bachelor in Business Administration - Accounting & Finance
University of Puerto Rico- Rio Piedras Campus
San Juan, Puerto Rico05.2022
Skills
- Team building certified
- Accounting Process Understanding
- Bookkeeping Skills
- Tax Software (Expert tax, Ultra Tax, Tax Slayer, etc)
- Microsoft Office (Power Point, Excell, Word)
- SAGE, Quickbooks & QBO
Technical Training
- VITA/TCE Certification Basic Preparer Exam 2021
- Bloomberg Market Concepts (BMC) 2020
- Mastering QuickBooks Online 2020 & Beginner to Project Management 2020 (UDEMY)
- Spanish/English (fluent)
Accomplishments
- Passed Uniform CPA Exams (FAR 02/24, BEC 05/09, AUD 09/06)
- BSA Eagle Scout 2017
- B.S.A. Level 3 C.O.P.E. Certified Director 2019
Affiliations
ACCOUNTING STUDENTS ASSOCIATION OF UPR RÍO PIEDRAS (AEC)
- Active Member: Attendance to conferences about accounting (2018-2022)
FINANCIAL MANAGEMENT ASSOCIATION (FMA)
- Treasurer: General financial oversight, fundraising & banking for the association. (2021-2022)
V.I.T.A. TAX PROGRAM BY I.R.S.
- Volunteer Preparer: Child Tax Credit and 1040PR preparation (2022)
Timeline
Tax Intern
R.S.M. Puerto Rico
01.2022 - 05.2022
Accounting Assistant
Falcón Davila & Co.
02.2021 - 01.2022
Accounting Clerk & Operations Manager
Invicta Business Partners L.L.C.
10.2020 - 01.2021
Administrative Assistant
Farmacia Caguas Inc.
05.2017 - 08.2019
Bachelor in Business Administration - Accounting & Finance
University of Puerto Rico- Rio Piedras Campus