Marcela Bobis
Valencia,CA
Summary
Senior Accountant and Tax Preparer with extensive experience at ZS Profit Solutions Inc., specializing in tax compliance, financial reporting, and process optimization. Skilled at delivering accurate results, meeting deadlines, and providing strategic tax guidance to clients.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Senior Accountant and Tax Preparer
ZS PROFIT SOLUTIONS INC
02.2016 - Current
- Streamlined month-end close processes, reducing closing time through improved reconciliations and automation in QuickBooks Online.
- Maintained accurate financial records and general ledger updates, ensuring compliance with GAAP and audit readiness.
- Enhanced reporting accuracy by implementing standardized financial reporting templates and best practices for balance sheet reconciliations.
- Supported internal and external audits by preparing detailed documentation and resolving auditor inquiries efficiently.
- Managed quarterly and annual tax filings for individuals and businesses, achieving 100% on-time compliance with federal and state regulations.
- Identified tax savings by uncovering deductions and credits through detailed reviews and strategic planning.
- Handled complex tax cases for small business owners, self-employed individuals, and investors, ensuring accuracy and compliance.
- Researched complex tax issues and liaised with the IRS on behalf of clients to resolve filing discrepancies and compliance matters.
- Educated clients on tax planning strategies, strengthening trust and supporting long-term financial growth.
- Trained and mentored new accounting staff, fostering professional development and ensuring consistency in financial processes.
Education
Master of Accountancy - Master of Science in Economics And Accounting
UBB, Babeș-Bolyai University
Cluj-Napoca06-1995
Skills
- General ledger accounting
- Financial reporting and statement review
- Intercompany transactions
- Payroll oversight
- Fixed asset and lease accounting
- Month and Year-end closing
- Tax preparation and Income tax compliance
- Data Analysis & Reporting
- Attention to detail , critical thinking and analysis
- Accounting and Tax Software: QuickBooks Online (QBO), Pro-Series Tax Software
- Microsoft Office: Excel (Advanced), Word, Outlook, PowerPoint
- Payroll Software: Gusto, ADP, QBO Payroll, Assure, Paychex
- Collaboration Tools: Microsoft Teams, Slack, Zoom
Accomplishments
- Prepared 150+ federal and state tax returns with 100% on-time compliance and accuracy.
- Saved clients $50,000+ by identifying eligible deductions and credits.
- Developed and implemented a standardized Chart of Accounts, improving audit readiness and reporting consistency.
- Reduced month-end closing time by 30% through streamlined reconciliations and QuickBooks Online automation.
- Implemented standardized financial reporting templates, enhancing accuracy and timeliness for management.
- Managed payroll for 50+ employees, ensuring error-free processing, timely payments, and full tax compliance.
Certification
- PTIN (IRS Preparer Tax Identification Number) – Active
- QuickBooks Online Certified
- IRS Continuing Education (CE) - Federal Tax Updates, 2025
- Spidel ( CE )- 2024/2025 Federal and California Tax Update
- Thomson Reuters ( CE )- Advisory Symposium 2025
Languages
French
Elementary
Romanian
Native or Bilingual
English
Full Professional
Timeline
Senior Accountant and Tax Preparer
ZS PROFIT SOLUTIONS INC
02.2016 - Current
Master of Accountancy - Master of Science in Economics And Accounting
UBB, Babeș-Bolyai University
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