Detail-oriented tax-assistant with over 25 years of experience in tax return preparation, bookkeeping, and customer service. Strong organization skills, excellent communication, and bilingual in English and Spanish.
Overview
29
29
years of professional experience
1
1
Certification
Work History
Assistant Manager
Aguilar Services
Covina, CA
02.1997 - Current
Perform filing, faxing, and organizing of physical and digital records well monitoring cash transactions and deposit records with a high level of accuracy.
Tax returns (Drake and Crosslink software)
QuickBooks (payroll, quarterly and annual 940,941 forms, W-2 1099 forms, accounts payable and receivable)
Prepare and handle confidential reports, correspondence, and internal documents.
Maintain accurate records through consistent data entry and document management.
Provide exceptional service to a diverse client base through personalised tax planning strategy.