MARY ANN CALDA
ENCINO,United States
Summary
Results-driven accounting professional with years of diverse experience in finance, specializing in tax preparation and financial analysis. Demonstrating expertise in regulatory compliance and detail-oriented data management, enhancing organizational efficiency. A commitment to ongoing professional development is highlighted by recent certifications in accounting and tax preparation, reinforcing a solid academic foundation. Prepared to apply extensive skills and client advisory capabilities in an accounting clerk role to support financial integrity and drive success.
Knowledgeable in bookkeeping with solid foundation in tax preparation. Successfully assisted clients with financial reports, tax filings and compliance, ensuring accurate and timely submissions.
Overview
13
13
years of professional experience
Work History
Licensed Tax Preparer
RM Financial Services Inc.
02.2021 - Current
- Currently working as a Tax Preparer at RM Financial Services Inc., focusing on providing clients with expert tax preparation services. Duties involve analyzing financial documents and ensuring compliance with tax regulations. This position requires a keen eye for detail and strong analytical skills to identify potential deductions and credits for clients.
- Successfully prepared and filed federal and state tax returns—catering to Individual and Business Tax Returns for a diverse client base.
- Advised clients on tax strategies and optimal filing options to maximize returns.
- Maintained up-to-date knowledge of tax laws and changes to provide accurate information.
- Helping clients with bookkeeping, managing accounts and financial reporting
- Developed strong relationships with clients, resulting in repeat business and referrals.
Accounting Clerk
Cruz Financial Services Inc.
01.2013 - 10.2019
- In the role of Accounting Clerk at Cruz Financial Services Inc., responsibilities included processing transactions and maintaining accurate financial records. This position required strong organizational skills and attention to detail to ensure the integrity of financial data. Collaboration with other departments was essential for efficient operations.
- Managed accounts payable and receivable, ensuring timely payments and collections.
- Assisted in the preparation of monthly financial reports and reconciliations.
- Utilized accounting software to streamline data entry and reporting processes.
Hemodialysis Technician
National Renal Care
11.2019 - 04.2020
- Served as a Certified Hemodialysis Technician at National Renal Care, ensuring patient safety and comfort during dialysis treatments. This role involved monitoring vital signs and operating dialysis machines while providing support to patients and their families. Strong interpersonal skills were crucial for effective patient communication.
- Administered dialysis treatments in accordance with healthcare protocols and standards.
- Educated patients on treatment processes and provided emotional support.
- Collaborated with medical teams to develop and implement patient care plans.
- Maintained accurate records of patient treatments and outcomes.
Education
Certificate - Tax Preparation
West Valley Occupational Center
11.2023
Certificate - Accounting 1 & 2
West Valley Occupational Center
03.2023
Certified Hemodialysis Technician - undefined
Renal Care Training Institute
Van Nuys, California05.2019
Bachelor of Arts - Major in Literature
University of Santo Tomas
03.1992
Skills
- Tax Preparation Expert
- Local, state, and federal tax returns
- Regulatory Compliance Expert
- Data Management Expert
- Client Advisory Expert
- Detail Orientation Expert
- Bookkeeping
- Organization skills
Timeline
Licensed Tax Preparer
RM Financial Services Inc.
02.2021 - Current
Hemodialysis Technician
National Renal Care
11.2019 - 04.2020
Accounting Clerk
Cruz Financial Services Inc.
01.2013 - 10.2019
Certificate - Accounting 1 & 2
West Valley Occupational Center
Certified Hemodialysis Technician - undefined
Renal Care Training Institute
Bachelor of Arts - Major in Literature
University of Santo Tomas
Certificate - Tax Preparation
West Valley Occupational Center
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