Michal Diaz
PLANO,TX
Summary
Dependable administrator skilled at managing diverse needs in challenging, fast-paced environments. Friendly and energetic professional with remarkable communication and prioritization skills. Seeking a long term position in any industry organization. Adept at managing budgets, payroll, invoicing and general accounting functions. Instrumental in keeping business operations fully compliant and working within budgetary guidelines. Knowledgeable Accountant proficient in laws and procedures governing business operations, tax filings and regulatory compliance. Handles detail-oriented work in methodical and organized fashion. Leverages field expertise, resourcefulness and diligence to make positive impact on business operations. Detail-oriented Accountant with over 10 years effectively maintaining accurate accounting information for large-scale financial organizations. History working as part of financial team to manage diverse financial functions, tax management and reporting. Works closely with executive management on complex mergers and acquisitions and divestitures.
Overview
13
13
years of professional experience
Work History
Tax Processing Specialist
JDA Professional Services
12.2023 - Current
- Completed and filed returns with tax departments at local, state, and federal levels.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Assessed client tax situations to determine best filing options.
- Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
- Prepared tax returns for clients in various industries according to government regulations and requirements.
- Offered clients recommendations to reduce tax liabilities.
- Analyzed financial records to verify accuracy of tax returns.
- Identified potential audit red flags to minimize risk of IRS audits.
- Researched complex tax issues utilizing online resources and professional tax software.
Accountant
MC Tax Group
11.2019 - 11.2023
- Gathered financial information, prepared documents, and closed books.
- Documented cash, credit, fixed assets, accrued expenses and line of credit transactions.
- Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating and cash and banking reconciliations.
- Reconciled accounts and reviewed expense data, net worth and assets.
- Supported monthly reporting analysis to achieve validation of internal reports and to reconcile production operations and general ledger.
- Reviewed accounting structures and procedures on regular basis to identify areas in need of improvement.
- Gathered data on taxable income, deductibles and allowances for tax preparation.
- Prepared documents, reports and presentations for executives and board members using advanced software proficiencies.
- Set up and improved accounting systems and processes to meet business needs and maximize operational success.
- Partnered with auditors on annual audits and realized compliance with governmental tax guidelines.
- Maintained up-to-date knowledge on permits, certificates and documents mandatory for government departments.
- Followed up with customers to collect specific financial information and verify details for preparation of annual 1095 forms.
Office Manager
Doyensys Inc.
01.2019 - 10.2019
- Established efficient workflow processes, monitored daily productivity and implemented modifications to improve overall effectiveness of personnel and activities.
- Improved office operations by automating client correspondence, record tracking and data communications.
- Oversaw office inventory activities, including ordering and requisitions, stocking and shipment receiving.
- Compared vendor prices to ensure optimal savings.
- Optimized organizational systems for payment collections, AP/AR, deposits and recordkeeping.
- Maintained computer and physical filing systems.
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
- Established workflow processes, monitored daily productivity and implemented modifications to improve overall performance of personnel.
- Managed office operations while scheduling appointments for department managers.
- Coordinated special projects and managed schedules.
- Managed budgets, appointment scheduling, employee and event itineraries and accounts to improve productivity initiatives.
- Sourced vendors for special project needs and negotiated contracts.
- Arranged corporate and office conferences for company employees and guests.
- Initiated timely project management within budget constraints for multi-faceted problems concerning executive leaders.
Bookkeeper
Hope Health
01.2019 - 07.2019
- Maintained and processed invoices, deposits and money logs.
- Completed payroll for employees and maintained detailed records of procedures.
- Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
- Reviewed and filed financial documents, coded accounting entries for data processing and posted daily receipts and payments in accordance with all corporate protocols.
- Entered financial information and payments to guarantee accurate and on-time payments for employees and vendors.
- Established QuickBooks accounting system to reflect accurate financial records.
Bookkeeper
Oz Towing & Transportation
10.2010 - 07.2018
- Applied proper codes to invoices, files and receipts to keep records organized and easily searchable.
- Analyzed financial data derived from mulitpl reporting systems to develop recommendations for operational and performance improvements.
- Monitored, verified and approved invoices and reviewed balances using financial software to assess balance sheet for variances.
- Organized budget documentation and tracked expenses to maintain tight business controls.
- Entered financial data into company accounting database for verification and reconciliation, maintaining accurate and current accounts at all times.
- Completed bi-weekly payroll for company employees, including calculating taxes, vacation and sick time.
- Maintained proper inventory controls and eliminated workflow gaps to balance projected demands with on-hand supplies.
- Improved business direction by prioritizing customers and implementing changes based on collected feedback.
- Recorded deposits into quick-books , reconciled monthly bank accounts and tracked all expenses.
- Tracked financial progress by creating quarterly and yearly balance sheets.
- Implemented new accounting processes to decrease spending and work flow downtime.
- Maintained account accuracy by reviewing and reconciling checks monthly.
- Maintained and processed invoices, deposits and money logs.
- Completed payroll for employees and maintained detailed records of procedures.
- Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
- Reviewed and filed financial documents, coded accounting entries for data processing and posted daily receipts and payments in accordance with all corporate protocols.
- Entered financial information and payments to guarantee accurate and on-time payments for employees and vendors.
- Established QuickBooks accounting system to reflect accurate financial records.
- Calculated deductions and processed payroll for employees.
- Verified accurate recordkeeping processes, reducing financial inconsistencies.
- Planned emergency procedures to save time for introducing special projects.
Education
Bachelor of Arts - Communication & Psychology
Open University of Israel
Israel 06.2009
High School Diploma - undefined
Sligsberg Brindes
Israel 2003
Skills
- Documentation and control
- Strategic planning
- Scheduling
- Office management
- Office administration
- Accounts payable and receivable
- Excellent multi-tasking ability
- Bookkeeping
- Team leadership
- Tax Software
- Tax Law Understanding
- Accounting Techniques
- Microsoft Windows
- Customer Relations
- Accounts Payable and Receivable
- Tax Preparation
- Partnership Accounting
- Microsoft Outlook
- Payroll Management
- Accounting
Additional Information
2004-2006 - ARMY OF ISRAEL .
I served the army for two years as an education officer
Languages
Hebrew
Native or Bilingual
English
Full Professional
Timeline
Tax Processing Specialist
JDA Professional Services
12.2023 - Current
Accountant
MC Tax Group
11.2019 - 11.2023
Office Manager
Doyensys Inc.
01.2019 - 10.2019
Bookkeeper
Hope Health
01.2019 - 07.2019
Bookkeeper
Oz Towing & Transportation
10.2010 - 07.2018
Bachelor of Arts - Communication & Psychology
Open University of Israel
High School Diploma - undefined
Sligsberg Brindes
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