Summary
Overview
Work History
Education
Skills
Languages
Certification
Timeline
Generic

Katheryn Herrera

Downey,CA

Summary

Deadline-oriented Tax Professional adept at quickly assessing customer needs, developing strategic plans and completing returns to maximize deductions and minimize liabilities. Pursuing role with tax preparation services organization.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Account Manager

National Tax Relief
06.2021 - Current


  • Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
  • Collaborated with sales team to identify potential upsell opportunities and expand client base.
  • Ensured compliance with federal and state tax regulations by staying up-to-date on the latest tax laws and meeting deadlines.
  • Conducted thorough research to identify potential deductions and credits for clients, maximizing their returns.
  • 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.

Bookkeeper & Office Manager

TaxPlus Inc
11.2014 - 04.2021
  • Managed payroll processing for 50+ business and employees, ensuring compliance with tax regulations and labor laws.
  • Completed tax forms in compliance with legal regulations.
  • Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
  • Reconciled bank statements on a monthly basis, identifying discrepancies and resolving issues promptly.
  • Trained junior bookkeeping staff members on proper accounting techniques, promoting consistency and adherence to established policies throughout the department.
  • Enhanced team productivity by delegating tasks effectively and overseeing daily workflow.
  • Facilitated smooth communication between departments, addressing concerns promptly to maintain harmonious work relationships.

Education

No Degree - Accounting

UCLA Extension
Brentwood, CA

Skills

  • Account Management
  • Tax Research Proficiency
  • IRS Representation
  • Continuing Education Commitment
  • Tax Debt Resolution
  • Payroll Management
  • Bookkeeping Knowledge

Languages

Spanish
Full Professional

Certification

Quickbooks ProAdvisor

Enrolled Agent in progress

Timeline

Account Manager

National Tax Relief
06.2021 - Current

Bookkeeper & Office Manager

TaxPlus Inc
11.2014 - 04.2021

No Degree - Accounting

UCLA Extension

Quickbooks ProAdvisor

Enrolled Agent in progress

Katheryn Herrera