Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Julio A Gonzalez

Miami,FL

Summary

Certified Public Accountant with 10 years of experience in domestic and international public accounting. Experienced in managing and leading teams to provide high quality compliance, consulting, and planning tax services to diverse clients. Strong technical skills in corporate, partnership, individual, and international/cross border taxation. Experienced at cultivating effective client relationships as well as working relationships at all levels while driving improvements to tax projects budgets.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Federal and International Tax Senior Staff

Sharff, Wittmer, Kurtz, Jackson & Diaz, P.A.
2020.06 - Current
  • Plan, manage, and execute full-circle tax services by providing top-quality tax planning, consultation, and compliance expertise for domestic and international businesses and high net worth individuals.
  • Conduct primary and secondary review of federal and state income tax returns and tax projections for multi-tier and multi-state C corporations, S-corporations, partnerships, tax-exempt organizations, and high net worth individuals.
  • Conduct primary and secondary review of all aspects of international tax compliance including GILTI and Foreign Tax Credit calculations as well as Forms 5471, 8865, 8858, 8621, 3520, 3520-A, and 8288-A
  • Guide staff associates through federal, state/local, and international tax issues.
  • Oversee staff associates weekly schedule and guide them through timing and priorities of tax planning and compliance projects.

Federal & International Tax Senior Staff

Crowe, LLP
2014.01 - 2020.04
  • Provided wide range of federal, state/local, and international tax consulting, and compliance services, including GILTI calculations, to multi-tier and multi-state C-corporations, flow through entities, and high net worth individuals.
  • Reviewed federal and state income tax returns, including international forms related to foreign subsidiaries, foreign partnerships, and foreign disregarded entities.
  • Assisted U.S. and foreign clients with their U.S. and international tax planning needs, including withholding taxes, FATCA, and cross-border transactions.
  • Trained and guided staff team members through federal, state/local, and international tax matters,.

Staff Accountant

Mitrani, Rynor, Adamsky & Toland, P.A. Attorneys
2012.10 - 2013.12
  • Monitored accounts receivable, accounts payable and other account balances to track transactions, avoid discrepancies and maintain accuracy.
  • Executed financial reporting, managing prepaid accounts, schedules, reconciliations, event settlements, and bank reconciliations.
  • Prepared and analyzed monthly financial statements and other financial reports for Controller and Partners and responded to inquiries from Controller and Managing Partner regarding financial results.

Education

Master of Science - Accounting (Specialization in Taxation)

Florida International University
Miami, FL
08.2014

Bachelor of Science - Accounting

Florida International University
Miami, FL
08.2013

Skills

  • Effective and Professional Communication
  • Critical Thinking and Analysis
  • Detail Oriented
  • Proficient with Tax Software, such as GoSystem Tax RS, Ultratax CS, and CCH.
  • Experienced with Accounting Software, such as Accounting CS and QuickBooks.
  • Advanced Microsoft Excel.

Certification

  • Florida Certified Public Accountant, 2023.

Languages

English
Native or Bilingual
Spanish
Native or Bilingual

Timeline

Federal and International Tax Senior Staff

Sharff, Wittmer, Kurtz, Jackson & Diaz, P.A.
2020.06 - Current

Federal & International Tax Senior Staff

Crowe, LLP
2014.01 - 2020.04

Staff Accountant

Mitrani, Rynor, Adamsky & Toland, P.A. Attorneys
2012.10 - 2013.12

Master of Science - Accounting (Specialization in Taxation)

Florida International University

Bachelor of Science - Accounting

Florida International University
  • Florida Certified Public Accountant, 2023.
Julio A Gonzalez