Summary
Overview
Work History
Education
Skills
Timeline
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Maria Valdez

Yakima,USA

Summary

Accomplished professional with strong understanding of payroll procedures, tax regulations and benefits administration. Proficient in using multiple software programs with knack for quickly learning new systems. Highly organized, detail-oriented, and efficient at work.

Overview

8
8
years of professional experience

Work History

Tax Information Specialist

Washington State Department of Revenue
10.2024 - Current
  • Serve taxpayers by educating, interpreting, and providing instruction on Washington State tax laws, rules, and reporting.
  • Opening accounts and issuing Unified Business Identifier numbers for new businesses, collecting application fees.
  • Completing Use Tax Declarations and Use Tax Returns by determining eligibility for exemptions or assessment of Use Tax on motor vehicles, vessels, and aircraft.
  • Receiving, recording, and accounting for monies and checks received in payment of tax returns, tax warrants, invoices, and applications.
  • Filing legal documents with courts.

Financial Specialist

Yakima County Treasurer
08.2022 - 10.2024
  • Analyze, audit, and reconcile financial information such as funding sources and assigned accounts.
  • Manage financial transactions for property tax payments and excise tax.
  • Process property transfers over the counter, ensuring that required documents are complete and in order before processing.
  • Creating financial transactions related to excise and property tax payments for the cashier to process.
  • Assist customers with any questions regarding property transfers and tax payments.

Staff Accountant

Bailey CPA LLC
01.2022 - 06.2022
  • Prepared and filed tax returns for individuals and small businesses.
  • Used accounting software to issue tax returns and prepare consolidated reports.
  • Monitored accounts receivable, accounts payable and other account balances to track transactions, avoid discrepancies and maintain accuracy.
  • Create invoices, process payments, and apply them against invoices.
  • Prepared and processed journal entries to record in general ledger and maintain consistent documentation.

TurboTax/QuickBooks Associate

Intuit
01.2020 - 04.2025
  • Full-service tax preparation with TurboTax Live.
  • Gathering, entering, and maintaining all data for tax returns.
  • Research complex tax issues and questions to provide accurate information to the client.
  • Assisted with bookkeeping processes from clean-up to ongoing services with QuickBooks Live.
  • Analyzed customer data to identify trends and anticipate customer needs.
  • Developed and implemented strategies to increase customer satisfaction and engagement.

Office Administrative Assistant

Stewart Subaru
01.2020 - 09.2020
  • Verified and submitted timekeeping information for accurate and efficient payroll processing.
  • Performed calculations in overtime, vacation, and sick hours to provide accurate data to payroll processing database.
  • Generated paper checks for employees and printed stubs for associates who received direct deposits to complete payroll distribution.
  • Provided customer service to employees regarding payroll inquiries and issues.
  • Assist with some accounting duties as assigned, including daily deposits and entering journal entries.

Admitting Representative

Astria Regional Medical Center
09.2017 - 01.2020
  • Welcome patients and visitors in person or over the phone and answer questions or refer inquiries.
  • Handled admission processes and discharge procedures.
  • Maintain patient accounts by obtaining, recording, and updating personal and financial information.
  • Verified patient details and insurance coverage and collected co-pays.

Education

AAS - Business Technology & Accounting

Perry Technical Institute
06.2022

BS - Business Administration, Accounting

Western Governors University
09-2026

Skills

  • Microsoft Office Suite (Excel, PowerPoint, Word, & Access)
  • Accuracy and attention to detail
  • Technological proficiency
  • Strong analytical skills and problem-solving abilities
  • Preparing reports
  • Customer service orientation

Timeline

Tax Information Specialist

Washington State Department of Revenue
10.2024 - Current

Financial Specialist

Yakima County Treasurer
08.2022 - 10.2024

Staff Accountant

Bailey CPA LLC
01.2022 - 06.2022

TurboTax/QuickBooks Associate

Intuit
01.2020 - 04.2025

Office Administrative Assistant

Stewart Subaru
01.2020 - 09.2020

Admitting Representative

Astria Regional Medical Center
09.2017 - 01.2020

AAS - Business Technology & Accounting

Perry Technical Institute

BS - Business Administration, Accounting

Western Governors University