Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Jose M Arreola

Rancho Cucamonga,CA

Summary

Analytical professional with experience preparing tax returns and supporting tax compliance. Talented at consulting clients, researching tax issues and accurately preparing tax return documents. Mastery of tax preparation software packages and highly knowledgeable in tax laws and regulations.

Overview

1
1
Certification

Work History

Senior Tax Associate

Next Generation Enterprises
West Covina, CA
09.2024 - Current
  • Prepared and reviewed federal and state income tax returns for individuals, corporations, partnerships, trusts, and other entities.
  • Analyzed complex financial information to identify potential tax issues and develop appropriate solutions.
  • Conducted research on various tax matters to ensure compliance with relevant laws and regulations.
  • Provided technical support in the preparation of quarterly estimated taxes and extensions.
  • Reviewed client documents to ensure accuracy of data used in preparing tax returns.
  • Advised clients on strategies to minimize their overall tax liabilities while maximizing deductions.
  • Researched a variety of topics related to taxation, including foreign source income rules, transfer pricing regulations, accounting methods.
  • Communicated regularly with clients regarding questions or concerns about their individual or business taxes.

Education

Bachelor of Science - Business Administration

Cal State Chico
Chico

Skills

  • Pivot tables
  • Operating systems
  • Machine Learning

Certification

  • ENROLLED AGENT

Timeline

Senior Tax Associate

Next Generation Enterprises
09.2024 - Current

Bachelor of Science - Business Administration

Cal State Chico

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Jose M Arreola