Martha Dieguez
Tustin
Summary
Hard-working professional with proven knowledge of customer service, data entry, and detailed oriented to expand my skills successfully fill a role.
Experienced with planning and executing comprehensive project plans. Utilizes strong leadership and organizational skills to guide teams and ensure project milestones are met. Track record of implementing efficient processes and achieving project goals.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Annual Tax Preparation Project Manager
Republic Tax Relief
12.2024 - Current
- Manage sales for the annual tax preparation to meet goals.
- Revised all tax returns from other tax preparers
- Delegated and distributed tax prep cases.
- Preparer 1065 tax returns, 1120-S tax returns
- Successfully led cross-functional teams to ensure project milestones were met on time.
- Coordinated with tax preparers to align project goals with business objectives.
- Review tax returns with clients.
Tax Associate
Tran & Co
01.2023 - 12.2024
- Analyze financial statements and other documents to identify tax planning opportunities
- Research and interpret tax laws, regulations, and rulings
- Analyze financial statements and other documents to identify tax planning opportunities
- Communicate with FTB and other secretary states
- Bookkeeping using QuickBooks
- Reviewed and analyzed client data and accurately prepared income tax returns and tax research.
Tax Preparer
Tax Relief Advocates
08.2021 - 01.2023
- Prepare 1040s, 1065s, 1120, 1120s, amended returns, and state returns
- Able to prepare personal returns and amend returns off of WI/AT/TRT/ROA Transcripts
- Inform clients of important paperwork and documentation needed to complete tax returns properly
- Follow company protocols to ensure the highest level of security to protect the client
Dispatcher/ Office Assistant
Simpex Repipe & Plumbing
10.2020 - 08.2021
- Take all incoming calls for service requests and complaints
- Stay in communication with all field plumbers to ensure they are going to be assigned appointments on time
- Make receipts and warranties for customers
- Input job summary/ scope of work throughout the day as plumbers email their invoices
Education
High School Diploma -
La Habra High School
La Habra, CA01.2006
Skills
- Microsoft Office Proficient
- CRM software
- Customer service
- Tax experience
- Organized
- Motivated
- Independent
- Quick learner
- Team player
- QuickBooks Software
- QuickBooks
- Excellent Communication Skills
- Project planning
- Team leadership
Certification
CTEC, 12/01/18, Present
Personal Information
Willing To Relocate: Anywhere
Languages
Spanish
Native or Bilingual
Timeline
Annual Tax Preparation Project Manager
Republic Tax Relief
12.2024 - Current
Tax Associate
Tran & Co
01.2023 - 12.2024
Tax Preparer
Tax Relief Advocates
08.2021 - 01.2023
Dispatcher/ Office Assistant
Simpex Repipe & Plumbing
10.2020 - 08.2021
High School Diploma -
La Habra High School
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