María Gabriela Pérez

• Assisted with 20+ preparation of federal and state returns for CLP Family Office, including individuals and trusts
• Updated and maintained records of 20+ trust accounts
• Maintained records of 50+estimated payments, expected refunds, and credits received for all entities.

• Administered more than 30 clients returns with tax departments at local, state, and federal levels
• Form 1040 for High-Net-Worth individuals and Form K1 production and compliance
• Identified and addressed client needs. Participated in client discussions and meetings.
• Used CCH software to input and track tax information.
• Utilized tax-related software such as Sure Prep to prepare and process returns and research tax matters.

• Gained knowledge of accounting principles and standards and general business practices to evaluate financial data and transactions.
• Developed technical knowledge through combination of workplace learning and formal study.

• Completed and filed returns with tax departments at local, state, and federal levels.
• Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
• Identified errors in previously filed tax returns, saving average of $2,500 for clients

• Determined client needs and financial situations by listening and scheduling fact-finding appointments.
• Built relationships with clients using active listening and issue resolution to provide excellent service.

• Accomplished tasks according to direction and instructions.
• Sorted and organized files, spreadsheets, and reports.

• Assisted in audit planning, documented all audit procedures and stayed up to date with current law and regulations.
• Developed understanding of company audit methodology, approach and tools while working under supervision of licensed auditors

• Participated in a 3-day conference developing problem solving skills and establishing strong relationships.

GPA: 3.94

• Summa Cum Laude

GPA: 3.54

• Magna Cum Laude