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Mia Moreno
Visalia,CA
Summary
Results-driven tax professional with extensive experience in tax compliance and strategic planning for high-net-worth individuals. Skilled in analyzing tax legislation and advising clients, fostering organizational growth through accurate financial reporting and client-focused solutions.
Overview
1
1
Certification
9
9
years of professional experience
Work History
Senior Tax Associate
The Garabedian Group
06.2024 - Current
- Developed strategic tax planning strategies, maximizing benefits for diverse clients.
- Implemented process improvements to enhance the efficiency of tax return preparation systems.
- Implemented process improvements to enhance efficiency of tax return preparation systems.
- Mentored junior associates on tax regulations and best practices for client service.
- Collaborated with cross-functional teams to address client inquiries and resolve issues promptly.
- Analyzed changes in tax legislation, advising clients on potential impacts and adjustments needed.
- Streamlined internal workflows, reducing turnaround time for client deliverables significantly.
- Computed tax depreciation rates on business assets like technology and vehicles.
- Reviewed and analyzed client data and accurately prepared income tax returns and tax research.
- Helped individuals build legacies through estate and gift tax planning, charitable giving, and philanthropy services.
- Led financial reporting processes to ensure compliance with accounting standards and regulations.
- Managed cash flow effectively through diligent monitoring of receivables, payables, and bank reconciliations.
- Supported management decision-making with relevant financial data analysis, preparing detailed reports for review.
- Maintained compliance with federal, state, and local tax regulations by accurately filing all required returns on time.
- Generated compiled and reviewed financial statements, as well as both interim and annual reports for privately owned organizations.
- Managed fixed asset accounting by maintaining a detailed asset register and ensuring timely depreciation calculation.
- Ensured accurate revenue recognition by closely adhering to GAAP guidelines when recording transactions in the general ledger system.
- Reduced errors in financial statements by thoroughly reviewing and reconciling general ledger accounts on a monthly basis.
- Used double-entry accounting methods and check backs to manage daily entry to general ledgers.
- Tracked business revenue and expenditures and reconciled accounts to maintain high accuracy.
- Led daily general ledger entries, using double-entry accounting method and checkbacks.
- Prepared working papers, reports and supporting documentation for audit findings.
- Provided journal entries and performed accounting on accrual basis.
- Maintained integrity of general ledger and chart of accounts.
Tax Associate
The Garabedian Group
01.2022 - 06.2024
- Prepared and reviewed individual and corporate tax returns, ensuring compliance with federal and state regulations.
- Assisted in developing tax strategies that minimized liabilities while maximizing client benefits.
- Conducted thorough research on tax laws to provide accurate guidance to clients regarding deductions and credits.
- Reviewed financial statements for accuracy, identifying discrepancies and recommending corrective actions.
- Mentored junior associates on tax preparation processes and best practices for client interactions.
- Ensured timely submission of all tax filings, reducing risk of penalties and improving client satisfaction rates.
- Prepared accurate tax returns for individuals, partnerships, corporations, and non-profit organizations, maximizing deductions and credits.
- Participated in continuing education courses to maintain professional knowledge and certifications as a Tax Associate.
- Developed strong relationships with clients through consistent communication regarding their unique needs and goals related to taxation matters.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Contributed to overall team success by consistently meeting or exceeding performance metrics for quality, productivity, and client satisfaction.
- Managed portfolio of assigned clients' accounts, monitoring deadlines, payments, refunds, and other critical aspects of their financial health.
- Analyzed financial statements to identify potential discrepancies or opportunities for improved tax planning strategies.
- Enhanced client tax savings by identifying and implementing effective tax strategies.
- Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
- Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Prepared tax returns for clients in various industries according to government regulations and requirements.
- Calculated estimated tax payments for clients.
- Collaborated with clients to answer questions and provide advice on tax matters.
- Facilitated communication between clients and tax authorities.
- Prepared written responses or tax return amendments to resolve state and federal notices.
- Reviewed and analyzed client data and accurately prepared income tax returns and tax research.
Accounting Intern
The Garabedian Group
01.2020 - 12.2021
Accounting Intern
Pine, Pedroncelli, and Aguilar
03.2018 - 08.2019
Education
Bachelor of Science - Accounting
California State University, Fresno
Fresno, CA12-2021
Skills
- Interpersonal and communication skills tailored to enhance understanding of tax and accounting concepts to high net-worth clients and colleagues
- Organizational skills and records management that streamlines extraction of historical information for financial reporting and audit readiness
- Strong support of client retention with engaged and proactive interaction to facilitate and support their financial goals
- Extensive experience in regulatory compliance of federal and state agencies, including Internal Revenue Service, California Franchise Tax Board, California Department of Tax and Fee Administration, California Employment Development Department
- Project management of high net worth client portfolios with multigenerational tiers across many different industries
- Reviewed and compiled financial statement preparation with notes and disclosures, including ASC 606 Revenue Recognition and ASC 842 Lease Accounting
- Expertise in general ledger analysis and review of prepared financial statements prepared by junior staff
- Extensive experience of income tax preparation and planning for individual, corporate entities, trusts and estates
- Leadership aspiration and passion for mentorship
Accomplishments
- Maintained sufficient documentation and audit defense that resulted in a zero change audit for high net-worth individual tax clients.
- Directed strategic update to tax workpapers classifications, bringing about much-need process, productivity and efficiency changes.
- Supervised team of 3-4 junior staff members
Certification
- Certified Public Accountant - Active License No. 152746
Interests
Timeline
Senior Tax Associate
The Garabedian Group
06.2024 - Current
Tax Associate
The Garabedian Group
01.2022 - 06.2024
Accounting Intern
The Garabedian Group
01.2020 - 12.2021
Accounting Intern
Pine, Pedroncelli, and Aguilar
03.2018 - 08.2019
Bachelor of Science - Accounting
California State University, Fresno