Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Julissa Arevalo

Houston,TX

Summary

Motivated HR Manager with background overseeing HR policies and procedures while supervising department staff. Expert at directing wide-ranging human resources responsibilities by tackling, prioritizing and delegating tasks to staff. Focus on remaining competitive among industry companies by creating desirable culture and programs.

Overview

19
19
years of professional experience

Work History

HR Manager

Benny Juanas
06.2023 - 04.2024
  • Managed employee relations, investigating and resolving conflicts to maintain a positive work environment.
  • Implemented performance management systems, providing constructive feedback and coaching opportunities for employees.
  • Oversaw payroll functions, ensuring accuracy while maintaining strict confidentiality standards for sensitive employee information.
  • Collaborated closely with department heads in executing strategic workforce planning initiatives that aligned human capital resources with company goals.
  • Monitored and handled employee claims involving performance-based and harassment incidents.
  • Maintained company compliance with local, state, and federal laws, in addition to established organizational standards.
  • Motivated employees through special events, incentive programs, and constructive feedback.
  • Facilitated onboarding sessions and on-the-job training for new hires, bolstering employee job position knowledge and skillset.
  • Managed employee disputes by employing conflict resolution techniques.

Accountant

Wall Street Income Tax
07.2022 - 05.2023
  • Handled day-to-day accounting processes to drive financial accuracy.
  • Reconciled accounts and reviewed expense data, net worth, and assets.
  • Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
  • Gathered financial information, prepared documents, and closed books.
  • Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating, and cash, and banking reconciliations.
  • Maintained up-to-date knowledge on professional accounting standards to manage financial recordkeeping.
  • Assisted in reducing outstanding accounts receivable balances by diligently following up on overdue invoices.
  • Prepared and filed tax forms to meet needs of customers.
  • Itemized taxpayer expenses to identify maximum adjustments, deductions and credits.
  • Used accounting software to issue tax returns and prepare consolidated reports.
  • Found tax solutions to complicated tax issues or errors from incorrect tax filings.

Office Manager

RWB Installations
01.2010 - 03.2023
  • Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
  • Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
  • Maintained computer and physical filing systems.
  • Updated reports, managed accounts, and generated reports for company database.
  • Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
  • Created, maintained and updated filing systems for paper and electronic documents.
  • Developed and maintained successful relationships with vendors, suppliers and contractors.
  • Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
  • Conducted regular inventory assessments of office supplies, ordering necessary items proactively to prevent stock shortages.
  • Coordinated office events and meetings, ensuring timely execution and optimal scheduling for all participants.
  • Managed vendor relationships, negotiating contracts for cost savings while maintaining high-quality services.
  • Managed compliance to keep organization operating within legal and regulatory guidelines.
  • Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
  • Maintained professional demeanor by staying calm when addressing unhappy or angry customers.

Tax Preparer

Liberty Tax Service
12.2004 - 06.2009
  • Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
  • Analyzed financial records to verify accuracy of tax returns.
  • Provided exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.
  • Increased client satisfaction by providing accurate and timely tax preparation services.
  • Assessed client tax situations to determine best filing options.
  • Completed and filed returns with tax departments at local, state, and federal levels.
  • Maintained complete records of client tax returns and supporting documentation in secured areas.
  • Communicated with clients regarding tax situations, providing guidance on financial decisions.
  • Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
  • Prepared tax returns for clients in various industries according to government regulations and requirements.
  • Handled complex cases involving small business owners, self-employed individuals, and those with investments or rental properties, showcasing versatility in expertise within the field of taxation.
  • Facilitated communication between clients and IRS or state tax agencies, resolving discrepancies and ensuring accurate filings.
  • Reduced errors through meticulous review of financial documents and double-checking calculations.
  • Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
  • Offered clients recommendations to reduce tax liabilities.
  • Identified potential audit red flags to minimize risk of IRS audits.
  • Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
  • Implemented time-saving software tools to automate portions of the tax preparation process, increasing productivity.
  • Utilized tax software to prepare returns and meet deadlines.
  • Analyzed financial documents to accurately reflect client information on tax returns.
  • Responded to inquiries from IRS and other tax authorities.

Education

High School Diploma -

AAMA Learning Center
Houston, TX
2000

Skills

  • HR policies and procedures
  • New Employee Orientation
  • HR processes
  • Retention Strategies
  • Payroll Administration
  • Payroll
  • Recruitment Strategies
  • Salary administration
  • Recruitment and hiring
  • Training and mentoring
  • Records Management
  • Microsoft Office and Docusign

Languages

Spanish
Full Professional

Timeline

HR Manager

Benny Juanas
06.2023 - 04.2024

Accountant

Wall Street Income Tax
07.2022 - 05.2023

Office Manager

RWB Installations
01.2010 - 03.2023

Tax Preparer

Liberty Tax Service
12.2004 - 06.2009

High School Diploma -

AAMA Learning Center
Julissa Arevalo