Summary
Overview
Work History
Education
Skills
Certification
Affiliations
Languages
Organizations
Timeline
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Luis E. ECHEVERRIA FLORES

Miami,FL

Summary

Experienced Tax Prepare Specialist and Notary Public with a legal background in Venezuela, offering exceptional expertise in tax planning, compliance, and document notarization. Dedicated to delivering comprehensive financial solutions to individuals and businesses. Proficient in analyzing complex tax situations, identifying opportunities for deductions, and ensuring full legal compliance. Trusted advisor known for providing personalized service and building long-term client relationships. Committed to staying up-to-date with tax laws and regulations to provide accurate and reliable guidance. A versatile professional with a passion for delivering excellence and helping clients achieve their financial goals.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Tax Preparer Specialist, Notary Public

Liberty Legals LLC
05.2022 - Current
  • Prepared accurate tax returns for individuals and businesses, achieving 98% accuracy rate.
  • Processed average of 150 tax returns per season, meeting strict deadlines.
  • Identified deductions and tax-saving opportunities, resulting in increased client retention by 15%.
  • Assisted clients with tax inquiries, issues, and audits, maintaining high level of customer satisfaction.
  • Conducted notarial acts, ensuring compliance with regulations and maintaining accurate records.
  • Conducted notarial acts fully online, with special platform and with all credentials.
  • Verified signer identities, reducing risk of fraudulent transactions.
  • Collaborated with team members to optimize tax preparation processes.
  • Maintained client confidentiality and privacy.
  • Stayed updated on tax laws and industry trends through ongoing professional development.

Tax Associate

JDA TSJ (Turbo Tax)
01.2023 - 05.2023

• Provided exceptional customer service to individuals seeking tax-related assistance during the busy tax season.
• Managed a high volume of customer calls, averaging 40 calls per day, with a 95% customer satisfaction rate.
• Assisted clients in navigating TurboTax software, addressing technical issues, and resolving user errors promptly and accurately.
• Offered comprehensive explanations of tax concepts, deductions, and credits, ensuring clients had a thorough understanding of their tax situations.
• Demonstrated strong knowledge of tax laws and regulations, staying updated with the latest changes to provide accurate guidance.
• Collaborated with cross-functional teams to resolve complex tax scenarios, escalating issues when necessary for accurate tax filing.
• Received positive feedback for patient and empathetic communication skills, fostering improved customer loyalty and retention.
• Maintained detailed records of customer interactions, contributing to the development of an extensive knowledge base.

General Manager

Tulum Corporation
10.2017 - 04.2022
  • Supervised drivers, ensuring timely and efficient product delivery to customers.
  • Acquired and managed client relationships, resulting in 20% increase in customer retention.
  • Handled financial management, including payments and salaries, with focus on cost optimization and budget adherence.
  • Improved operational efficiency by implementing streamlined logistics processes, resulting in 15% reduction in delivery time.
  • Established performance evaluation systems for employees and provided constructive feedback for professional growth.
  • Increased operational effectiveness by identifying and resolving issues, resulting in 10% improvement in overall efficiency.
  • Ensured compliance with regulations and safety standards, maintaining 100% safety record.
  • Managed relationships with suppliers and vendors, negotiating favorable terms and reducing procurement costs by 15%.

Associate Lawyer

Puppio & Asociados
01.2015 - 01.2019
  • Advised clients on variety of legal matters, including corporate governance, intellectual property, labor law and taxation.
  • Prepared and reviewed contracts and other legal documents following applicable regulations.
  • Used knowledge of legal precedents to analyze probable outcome of cases.
  • Analyzed and applied legal principles and performed legal research to support litigation strategy.
  • Gathered evidence to formulate defense or initiate legal actions.
  • Negotiated settlements and mediated disputes between parties finding mutually beneficial solutions.
  • Studied Constitution, statutes and ordinances of quasi-judicial bodies to determine ramifications for cases.
  • Drafted motions, petitions and waivers.
  • Represented clients in court hearings and in negotiations with other parties.
  • Represented clients in court proceedings, hearings and arbitrations.

Education

Forensic Document Regonotion (FDR) For ITIN CAAs - Taxation

E-training.com
Frederickburg, Texas
07.2022

Notary Public, RON Notary Certified - Notary

National Notary Association
10.2021

Tax Prepare - Taxation

INTUIT Academy
Miami, FL
11.2020

Bachelor of Law - LAWYER

Catholic University Andres Bello
Caracas, Venezuela
01.2016

High School Diploma -

U.E. Señora De La Candelaria
Caracas, Venezuela
07.2010

Skills

  • Leadership: Inspiring and guiding
  • Adaptability: Flexible and agile
  • Problem-solving: Innovative and
    efficient
  • Client Satisfaction: Exceptional
    service delivery
  • Team Development: Empowering
    collaboration
  • Resilience: Persistent and
    determined
  • Attention to Detail: Meticulous
    and precise
  • Strategic Thinking: Visionary
  • Communication: Effective multitasking
  • Time Management: Efficient

Certification

  • Notary Public - Until October 10th, 2025.
  • Notary RON - Until October 10th, 2025.


Affiliations

-Member of Federal Tax Return Preparers.

-National Association of Tax Professionals.

-National Notary Association.

Languages

Spanish
Native or Bilingual
English
Full Professional
French
Elementary

Organizations

AIESEC - Alumni International, 2011 - Current.

As AIESEC´s official global alumni association, and working in close cooperation with AIESEC, we bring together AIESEC Alumni in a lifelong connection with the fundamental priority to enhance leadership under AIESEC values for life we look to have programs that support the continuous personal and professional growth of a network that takes an active role for a better world in order to achieve peace and fulfillment of Human´s kinds potential.

Timeline

Tax Associate

JDA TSJ (Turbo Tax)
01.2023 - 05.2023

Tax Preparer Specialist, Notary Public

Liberty Legals LLC
05.2022 - Current

General Manager

Tulum Corporation
10.2017 - 04.2022

Associate Lawyer

Puppio & Asociados
01.2015 - 01.2019

Forensic Document Regonotion (FDR) For ITIN CAAs - Taxation

E-training.com

Notary Public, RON Notary Certified - Notary

National Notary Association

Tax Prepare - Taxation

INTUIT Academy

Bachelor of Law - LAWYER

Catholic University Andres Bello

High School Diploma -

U.E. Señora De La Candelaria
Luis E. ECHEVERRIA FLORES