Marco Andrade-Ortiz
Philadelphia,PA
Summary
Dynamic professional with experience at the Campaign for Working Families, skilled in tax preparation and client education. Proven ability in data management and customer service, ensuring accuracy and confidentiality. Bilingual in English and Spanish, I excel in team collaboration and possess strong initiative, consistently maximizing client refunds and enhancing service efficiency.
Overview
1
1
Certification
Work History
Intern
School District of Philadelphia
Philadelphia, PA
06.2025 - Current
- Managed operations of Fox Chase Farmstand, ensuring seamless daily openings and closures.
- Conducted systematic product inventory counts and organized storage effectively.
- Maintained comprehensive inventory records through meticulous spreadsheet management.
- Processed customer transactions accurately at point of sale.
- Handled cash, credit, and debit transactions with precision.
- Addressed customer inquiries to provide detailed product information.
- Collaborated with team members to resolve service issues promptly.
- Kept workspace clean and organized to support team efficiency.
Tax Preparer
Campaign for Working Families
Philadelphia, PA
02.2025 - 05.2025
- Prepared tax returns for low-income families using tax software, ensuring accuracy and compliance.
- Educated clients on applicable tax credits and deductions to maximize refunds.
- Conducted interviews with clients to gather essential financial information.
- Assisted clients in comprehending tax documents and filing procedures.
- Reviewed client information to guarantee completeness of submissions.
- Maintained confidentiality of sensitive information throughout tax preparation process.
Education
High School Diploma -
Abraham Lincoln High School
Philadelphia, PA06-2026
Skills
- Data entry and management
- Customer service and support
- Effective communication
- Team collaboration
- Bilingual proficiency (English and Spanish)
- Time management
- Inventory control
- Spreadsheet proficiency
- Quality assurance
- Public speaking skills
- Project assistance
- Quick learner
- Adaptability and flexibility
- Initiative and resourcefulness
- Computer literacy
- Supply chain management
Certification
- Advanced Tax Preparation
Languages
Spanish
Native/ Bilingual
English
Native/ Bilingual
References
References available upon request.
Timeline
Intern
School District of Philadelphia
06.2025 - Current
Tax Preparer
Campaign for Working Families
02.2025 - 05.2025
High School Diploma -
Abraham Lincoln High School
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