Work Preference
Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic
Open To Work

MARTHA CARMENATE

Miami,USA

Work Preference

Job Search Status

Open to work

Location Preference

RemoteOn-SiteHybrid

Summary

Client-focused accounting and case management professional with comprehensive experience in full-cycle accounting and income tax preparation. Adept at guiding clients through intricate financial requirements with approachable communication and maintaining organized documentation. Bilingual in English and Spanish, experienced in remote collaboration.

Overview

1
1
Certification
9
9
years of professional experience

Work History

Accountant

Sierra's AutoCenter
12.2025 - Current
  • Prepare monthly financial statements and reports, supporting accurate month-end close and giving management clear visibility into cash flow and expenses.
  • Managed full-cycle accounting functions, including bank and credit card reconciliations, accounts payable/receivable, and general ledger maintenance using QuickBooks and advanced Excel to ensure accurate financial reporting.
  • Processed vendor payments and maintained accurate, audit-ready documentation while collaborating remotely with ownership to facilitate informed financial decision-making.

Owner & Tax Preparer

IMMTAX LLC
05.2024 - Current
  • Founded and operate tax preparation and accounting services business, delivering individual and business income tax preparation, bookkeeping, and advisory services to a growing client base.
  • Guided clients through complex tax requirements, providing clear explanations of findings and obligations as primary point of contact.
  • Managed full client lifecycle from intake through filing completion, using QuickBooks and advanced Excel to ensure organized, accurate records.

Accounting Assistant

GLCD Corporation
01.2025 - 12.2025
  • Coordinated accounts payable/receivable processing and invoice management, supporting efficient month-end close tasks.
  • Streamlined accounting operations using QuickBooks, Sage, and Microsoft Dynamics, ensuring accurate data entry, reconciliations, and reporting across multiple accounts.
  • Maintained accurate financial records and resolved discrepancies by collaborating with team members for timely issue resolution.

Case Manager

Youth Co-Op Refugee Program
Miami, FL
01.2024 - 12.2025
  • Coordinated referrals and managed timelines for multiple concurrent cases, acting as primary contact and translating complex requirements into clear, actionable steps for clients.
  • Coordinated client assessments to identify individual needs and goals.
  • Developed personalized service plans for refugee clients and their families.
  • Led onboarding process for new clients, conducting needs assessments and developing individualized service plans with milestones to guide progress.
  • Facilitated access to community resources and support services for clients.

Sales Associate & Administrative Support

Paradise Jewelry and Watches LLC
Miami, FL
04.2022 - 01.2024
  • Directed daily store operations, managed inventory, processed financial transactions, and delivered customer service while training employees to ensure compliance with company standards.
  • Assisted customers in selecting jewelry and watches to meet their preferences.
  • Processed transactions accurately using point-of-sale systems and payment processing tools.
  • Maintained visual merchandising standards to enhance the store's presentation.

Bookkeeper & Administrative Assistant

Camguros S.A.
Havana, Cuba
07.2017 - 01.2022
  • Managed accounts payable, petty cash, and staff expense reconciliation per company policy, ensuring accuracy of financial data and compliance with internal controls.
  • Managed accounts payable and receivable efficiently and accurately.
  • Reconciled bank statements to ensure financial accuracy and integrity.
  • Processed payroll for employees in compliance with company policies.
  • Maintained accurate inventory and vendor records, generating financial and administrative reports to uphold data integrity and confidentiality.

Education

Bachelor of Economics -

University of Havana
CUBA
12-2021

Skills

  • Full-cycle accounting
  • Income tax preparation
  • Tax compliance
  • QuickBooks and Sage
  • Microsoft Dynamics
  • Advanced Excel
  • Financial reporting
  • Process optimization
  • Client onboarding
  • Project coordination
  • Confidential data handling
  • Verbal and written communication
  • Bilingual: English/Spanish

Certification

  • Intensive Personal and Business Income Tax Preparation, Miami Dade College, 02/01/24
  • Cambridge First Certificate in English (B2 Level), 06/01/19
  • ISSEM: Development Economics, 01/01/18
  • ISSEM: Entrepreneurship & Design Thinking, 01/01/19

Timeline

Accountant

Sierra's AutoCenter
12.2025 - Current

Accounting Assistant

GLCD Corporation
01.2025 - 12.2025

Owner & Tax Preparer

IMMTAX LLC
05.2024 - Current

Case Manager

Youth Co-Op Refugee Program
01.2024 - 12.2025

Sales Associate & Administrative Support

Paradise Jewelry and Watches LLC
04.2022 - 01.2024

Bookkeeper & Administrative Assistant

Camguros S.A.
07.2017 - 01.2022

Bachelor of Economics -

University of Havana
MARTHA CARMENATE