Overview
Work History
Education
Skills
Languages
Certification
Timeline
Generic

Patricia Portillo

Saint Cloud

Overview

1
1
year of professional experience
1
1
Certification

Work History

INTUIT FS TA (Seasonal)

Intuit
Saint Cloud
01.2025 - Current
  • Utilized advanced technical skills and expertise to troubleshoot complex problems and implement solutions.
  • Sold or recommended products or services to suit client needs.
  • Offered suggestions for improvement to increase the efficiency of operations.
  • Conducted comprehensive research and data analysis to support strategic planning and informed decision-making.
  • Researched current legislation related to taxation changes or new laws that could affect clients' taxes.
  • Computed taxes owed or overpaid for clients.
  • Analyzed information and assessed liabilities and deductions according to relevant tax code.
  • Implemented electronic filing procedures to streamline tax return processing and reduce errors.
  • Provided guidance to clients regarding changes in federal, state, and local laws that may affect them financially.
  • Managed multiple tax preparation projects simultaneously, ensuring timely completion and filing.
  • Provided guidance on financial decisions related to taxes.

INTEGRAL ELITE SERVICES

Bookkeeping Administrative Assistant
Saint Cloud
01.2024 - Current
  • Prepared and processed payroll.
  • Coded invoices to maintain organized and accurate records.
  • Reconciled bank statements and resolved discrepancies to ensure accurate financial reporting.
  • Analyzed legal statutes, codes and previous court decisions to determine optimal course of action.
  • Assisted in preparing affidavits of support and visa applications.
  • Organized and executed court calendar with daily cases and supervisor meetings.
  • Provided excellent service and attention to customers when face-to-face or through phone conversations.

Education

Associate of Applied Science - TAX LEVEL 1 AND TAX PREPARATION

INTUIT ACADEMY
REMOTE
03-2024

Skills

  • Tax Preparation
  • Data analysis
  • Financial reporting
  • Legal research
  • Payroll processing
  • Customer service
  • Effective communication Skills

Languages

Spanish
Native/ Bilingual
English
Full Professional

Certification

Intuit Academy

Tax Preparation Level 1

Timeline

INTUIT FS TA (Seasonal)

Intuit
01.2025 - Current

INTEGRAL ELITE SERVICES

Bookkeeping Administrative Assistant
01.2024 - Current

Associate of Applied Science - TAX LEVEL 1 AND TAX PREPARATION

INTUIT ACADEMY

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Patricia Portillo