Mark Delafuente
Frisco,TX
Summary
Results-driven Director of Workflow with expertise in tax preparation, financial analysis, and compliance assurance. Committed to enhancing operational efficiency and developing training materials to drive team performance.
Overview
8
8
years of professional experience
Work History
Director of Workflow
J Washington Company
McKinney, Texas
06.2018 - 08.2026
- Managed daily workflow processes to enhance operational efficiency across departments.
- Coordinated project timelines and resources to meet team objectives and deadlines.
- Developed training materials for staff to improve workflow understanding and performance.
- Collaborated with team members to streamline bookkeeping processes and procedures.
- Collaborated with departments to develop annual financial plans.
- Prepared and filed federal and state tax returns for diverse client portfolios.
- Reviewed financial documents to ensure accuracy and compliance with tax regulations.
- Communicated tax strategies to clients, addressing questions and providing guidance.
- Utilized tax preparation software to streamline filing processes and maintain records.
- Managed official correspondence and communications for state government operations.
- Managed accounts payable and receivable for timely financial reporting.
- Assisted in monthly bank reconciliations to ensure accurate financial records.
Education
Enrolled Agent Licensing
Internal Revenue Service
05.2026 - 08.2026
Levelland High School
Levelland, TXSkills
- Workflow optimization
- Project management
- Tax preparation
- Compliance assurance
- Financial analysis
- Regulatory compliance
- Training development
- Client communication
- Cross-functional collaboration
- Complex Problem-solving
- Negotiation
- Excellent communication
- Multitasking capacity
- Idea development and brainstorming
Timeline
Enrolled Agent Licensing
Internal Revenue Service
05.2026 - 08.2026
Director of Workflow
J Washington Company
06.2018 - 08.2026
Levelland High School