Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Affiliations
Timeline
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JWEDA RIVERA

JWEDA RIVERA

Fairfax Station,VA

Summary

Detail-oriented and meticulous tax accountant with a passion for ensuring accurate and compliant tax filings. Proficient in preparing and reviewing tax returns for individuals and businesses, with a strong understanding of tax regulations and accounting principles. Committed to providing clients with timely and accurate tax advice.

Overview

12
12
years of professional experience
1
1
Certification

Work History

Senior Tax Accountant

About Profit
06.2025 - Current
  • Taught junior staff how to prepare statements, resolve discrepancies and maximize efficiency.
  • Classified assets correctly to properly account for depreciation on routine filings.
  • Recorded, classified and summarized financial transactions and events in accordance with accounting principles.
  • Examined accounts and records and computed tax returns according to prescribed rates, laws and regulations.
  • Prepared federal and state income tax returns for individuals, businesses, trusts, estates and non-profits.
  • Created financial plan for clients to serve as framework for organizing components of financial situations.
  • Reconciled tax accounts to prevent discrepancies and maintain readiness for expected tax liabilities.

Accountant

1-800 Accountant
12.2024 - 04.2025
  • Review individual (1040) and small business tax returns (such as S-Corp, C-Corp, Partnerships, and LLCs) prepared by tax preparers to ensure completeness, accuracy, and compliance with tax regulations
  • Verify all tax forms and calculations, ensuring all tax positions are supported with adequate documentation and adhere to federal, state, and local tax regulations
  • Provide constructive feedback to tax preparers to address discrepancies or errors and ensure corrections are made in a timely manner
  • Collaborate with tax preparers to provide guidance on complex tax issues and help them improve their understanding of tax regulations and preparation processes
  • Communicate with clients to gather additional information, clarify discrepancies, and resolve tax issues as needed
  • Ensure timely review and filing of tax returns, adhering to deadlines and client expectations

Accountant

Whale, Mallozzi, & Padgett, P.C.
02.2024 - 01.2025
  • Made proper entries on tax forms and compute the amount of taxes owed for individuals, self-employed businesses, partnerships, s-corporations, corporations, and tax-exempt entities
  • Maintained bookkeeping records and accounting system files, reconciling transactions with the general ledger in compliance with GAAP and company policy
  • Played a key role in reviewing and analyzing the balance sheet, income statement, cash flow statements, and tax statements for tax planning
  • Facilitated meetings with clients to address their questions and concerns regarding tax forms and paperwork

Accountant

Koerner & Koerner, P.A.
11.2022 - 01.2024
  • Maintained general ledger and all books of accounts up to final accounts and balance sheet
  • Prepared month-end balance sheet reconciliations including, but not limited to recording transactions, creating reports, tracking income, and checking expense accounts for accuracy and legitimacy
  • Produced profit and loss statements and other financial reports
  • Reviewed and analyzed the balance sheet, income statement, cash flow statements, and tax statements for tax planning
  • Prepared tax returns for individuals, self-employed businesses, partnerships, s-corporations, corporations, and tax-exempt entities

Senior Tax Analyst

H&R Block
09.2013 - 04.2022
  • Enhanced submission efficiency by filing over 200 individual and business tax returns with local, state, and federal tax departments.
  • Improved tax filing compliance by ensuring accurate documentation for over 200 individual and corporate returns.

Education

Master of Accounting & Finance Management -

DeVry University
Lisle, IL
08.2020

Bachelor of Science - Advertising

Rider University
Lawrenceville, NJ
05.2003

Skills

  • Tax computing
  • General ledger reconciliations
  • Effective communication
  • Research and documentation
  • Federal and state tax returns
  • Strong organizational skills
  • Skilled in Drake, Lacerte, and UltraTax
  • Tax planning strategies
  • Corporate tax filings
  • QuickBooks proficiency
  • Bookkeeping
  • Financial statement preparation

Accomplishments

  • Tax Review Mastery, Increased tax return accuracy by 20% with detailed reviews.
  • Efficient Client Support, Resolved 95% of client tax issues within two weeks.
  • Filing Process Improvement, Reduced filing time by 30% through workflow optimization.

Certification

QuickBook

Affiliations

  • Delta Sigma Pi
  • National Association of Black Accountants, Inc
  • New Jersey Society of Certified Public Accountants

Timeline

Senior Tax Accountant

About Profit
06.2025 - Current

Accountant

1-800 Accountant
12.2024 - 04.2025

Accountant

Whale, Mallozzi, & Padgett, P.C.
02.2024 - 01.2025

Accountant

Koerner & Koerner, P.A.
11.2022 - 01.2024

Senior Tax Analyst

H&R Block
09.2013 - 04.2022

Bachelor of Science - Advertising

Rider University

Master of Accounting & Finance Management -

DeVry University

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