Summary
Overview
Work History
Education
Skills
Languages
Accomplishments
References
Timeline
Generic

Omar Santana

Lawrence,MA

Summary

Focused, detail-oriented and conscientious professional with advanced understanding of regulations and standards. Reviews large volumes of physical and digital data to assess accuracy and integrity of provided information while meeting tight deadlines. Always with a desire for knowledge.

Overview

18
18
years of professional experience

Work History

Senior Tax Analyst

H&r Block
North Andover, MA
10.2022 - Current
  • Prepared tax return documents for clients.
  • Met with clients to gather information and discuss line item tax return components.
  • Assessed various angles of tax situations to maximize tax benefit.
  • Responded to state and federal tax notices by preparing written responses or tax return amendments.
  • Informed clients of potentially beneficial products and services, resulting in additional business opportunities.
  • Analyzed information and assessed liabilities and deductions according to the relevant tax code.
  • Advised clients to comply with IRS regulations and meet state and federal tax obligations.
  • Implemented tax reduction strategies to analyze and minimize tax liabilities.
  • Checked data input or verified totals on forms prepared by others to detect mathematical or procedural errors.

Accountant

NOHH Specialized Services
Santo Domingo, Distrito Nacional, República Dominicana
01.2018 - 06.2021
  • Updated and managed accounts payable databases, employing access controls to protect data.
  • Maintained confidentiality of sensitive information entered into the system.
  • Reviewed existing information for accuracy and made necessary corrections.
  • Prepared strategies for minimizing tax liability.
  • Prepared month-end closing entries for detailed reporting and recordkeeping.
  • Prepared monthly and year-end closing statements, financial documents and invoices.
  • Monitored and tracked expenses to keep business on track with financial targets.
  • Maintained current understanding of state and federal accounting procedures to prevent legal or compliance issues.

Budget Coordinator

Banco Popular Dominicano, S.A.
Santo Domingo, DN, Distrito Nacional, República Dominicana
09.2006 - 05.2018
  • Trained new employees on how to use different computer applications related to entering data accurately.
  • Implemented policies and procedures regarding security measures when handling confidential information.
  • Maintained records of all transactions processed by the data entry team.
  • Provided guidance to the data entry staff on how to enter data accurately and efficiently.
  • Prepared annual budget plan for every department of Public Relations for maximum profitability and effectiveness.
  • Monitored project budgets and tracked progress against established goals.
  • Implemented new software systems for tracking budget information more accurately.
  • Maintained up-to-date records of all transactions related to the budget process.
  • Maintained current and accurate reports for all programs, departments and projects.
  • Managed contract administration, including maintaining files, validating codes and monitoring reporting.

Education

Senior Tax Analyst - Taxation

H&R Block
Kansas City, MO
04-2024

Bookkeeping Certification - Accounting Technology And Bookkeeping

National Association Certified Public Bookkeepers
Farmington, UT
03.2023

Intuit Academy Bookkeeping - Accounting Technology And Bookkeeping

Coursera
ONLINE LEARNING
11.2022

Intuit Academy Bookkeeping Exam - Accounting Technology And Bookkeeping

Intuit Academy
Online Learning
11.2022

Income Tax Course - Taxation

H&R Block
Kansas City, MO
10.2022

Certificate - Taxation

Dirección General De Impuestos Internos
IRS Dominican Republic
04.2019

Certificate - French

Alianza Francesa De Santo Domingo
Dominican Republic
09.2013

Bachelor of Science - Accounting

Universidad APEC
Dominican Republic
09.2006

Certificate - University Convalidation - English-as-a-Second-Language Education

Universidad APEC
Dominican Republic
06.2000

Certificate - Microsoft Office

Universidad Nacional Pedro Henriquez Ureña - UNPHU
Dominican Republic
06.1998

Certificate Quickbooks Online - Accounting

National Association Certified Public Bookkeppers
Farmington, UT

Skills

  • Database Administration
  • Database Maintenance
  • Accuracy and Precision
  • Staff Training
  • Excellent Communication
  • Problem-solving abilities
  • Full-cycle accounting
  • Accounting and bookkeeping
  • QuickBooks
  • Employee Supervision
  • Tax return filing

Languages

English
Native/ Bilingual
Spanish
Native/ Bilingual
French
Limited

Accomplishments

  • Prepared over 300 Tax Returns in 1 year.
  • Drove business growth through quality client service and tax preparation.
  • Achieved Senior Tax Analyst Certification in less than 2 years.
  • Consistently maintained high customer satisfaction ratings.

References

References available upon request.

Timeline

Senior Tax Analyst

H&r Block
10.2022 - Current

Accountant

NOHH Specialized Services
01.2018 - 06.2021

Budget Coordinator

Banco Popular Dominicano, S.A.
09.2006 - 05.2018

Senior Tax Analyst - Taxation

H&R Block

Bookkeeping Certification - Accounting Technology And Bookkeeping

National Association Certified Public Bookkeepers

Intuit Academy Bookkeeping - Accounting Technology And Bookkeeping

Coursera

Intuit Academy Bookkeeping Exam - Accounting Technology And Bookkeeping

Intuit Academy

Income Tax Course - Taxation

H&R Block

Certificate - Taxation

Dirección General De Impuestos Internos

Certificate - French

Alianza Francesa De Santo Domingo

Bachelor of Science - Accounting

Universidad APEC

Certificate - University Convalidation - English-as-a-Second-Language Education

Universidad APEC

Certificate - Microsoft Office

Universidad Nacional Pedro Henriquez Ureña - UNPHU

Certificate Quickbooks Online - Accounting

National Association Certified Public Bookkeppers

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