Kevin Sevilla
Summary
Proactive and positive, goal-oriented individual with a strong knack for building meaningful connections. Passionate about helping others achieve their financial goals, considering their unique risk tolerance. Focused on fostering comfort and trust, providing valuable assistance in navigating the path towards financial success.
Overview
6
6
years of professional experience
Work History
Accounting Associate II
Andersen
06.2023 - 12.2024
Server
Rosewood Sand Hill
10.2018 - Current
Education
Accounting -
University of San Francisco
San Francisco05.2020
Skills
- Proficiency in Microsoft Outlook, Adobe PDF, and Excel
- Preparing tax returns for High Net Worth Individuals, LLCs, GTRs, Partnerships, FBARs, and Trusts
- Balancing LLC and Partnership balance sheets, income, and distributions
- Processing and Analyzing K-1s: including dividing income derived from different states and countries
- Communication and time management with the team on large projects (partnerships)
- Attention to detail and organization skills
- Experience in CCH, SurePrep, Bloomberg Tax, and GoSystems
- Preparing and analyzing documents for quarterly tax payments/financial planning
- Processing documents and communicating with clients for information needed
- Managing and organizing client deadlines and needs (30-40)
- Teaching, assigning, and reviewing assignments to interns
Languages
Spanish
Professional Working
Timeline
Accounting Associate II
Andersen
06.2023 - 12.2024
Server
Rosewood Sand Hill
10.2018 - Current
Accounting -
University of San Francisco
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