Yudarkis Gonzalez Aneiro
Charlotte,NC
Summary
With a proven track record at J's Taxes & Services LLC, I excel in insurance sales and client account management, showcasing significant achievements in policy analysis and new business development. Leveraging expertise in contract review and a dynamic approach to lead prospecting, I consistently drive growth and client satisfaction.W
Overview
2025
2025
years of professional experience
1
1
Certification
Work History
Casualty Insurance Agent
J's Taxes & Services LLC
Charlotte, NC
02.2017 - Current
- Resolved customer complaints regarding their casualty insurance policies or services provided by the company.
- Stayed abreast of new product offerings and industry trends to provide up-to-date advice to clients.
- Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
- Counseled prospects and policyholders on coverage, limits and regulations.
Accountant
J's Flooring LLC
Charlotte, NC
05.2013 - 01.2017
- Maintained up-to-date knowledge of Generally Accepted Accounting Principles guidelines.
- Reviewed invoices for accuracy and completeness prior to payment processing.
- Reduced audit fees by bringing audit processes in-house.
- Provided guidance to other departments regarding accounting policies and procedures.
- Assisted in the preparation of tax returns by gathering necessary information from clients and maintaining organized files with documents related to taxes.
- Mitigated annual audit risks and developed final certification reports for small businesses.
- Diminished financial discrepancies and accurately reconciled accounts using detailed data analysis results.
- Analyzed balance sheets for mistakes and inaccuracies.
- Reported on financial results including balance sheets, income statements, cash flow statements.
- Wrote reports, authored papers and organized supporting documentation.
- Coordinated with external auditors during the annual audit process by providing requested documents and responding to inquiries in a timely manner.
- Created journal entries accurately and timely for month end close processes.
- Oversaw full accounting cycle and prepared applicable financial statements.
- Gathered banking transactions via statements, recorded activity in Excel format and reconciled balances.
- Managed accounts receivable and payable, reconciled bank statements, and prepared financial reports.
Notary Public
J's Taxes & Services LLC
- Monitored expiration dates on customer IDs for accuracy and validity.
- Scheduled appointments with customers in need of Notary services.
- Verified identification of signee by looking through identification documents, licenses and passports.
- Checked customer ID documents for completeness and accuracy prior to notarizing them.
- Maintained records of all notarial acts performed.
- Followed state laws regarding proper completion of notarial acts.
- Provided a secure environment for document signings.
Tax Return Preparer
J's Taxes & Services LLC
- Checked data input or verified totals on forms prepared by others to detect mathematical or procedural errors.
- Reviewed prior years' returns for accuracy before submitting amended versions if necessary.
- Calculated quarterly estimated tax payments for self-employed clients and small businesses.
- Produced US and state income, gift tax, and estate tax returns for individuals.
- Assisted clients in preparing and filing federal, state, and local tax returns.
- Performed detailed record-keeping for all tax files and documentation for future reference.
- Updated knowledge about changes in tax laws by attending workshops and seminars regularly.
- Supplied detailed tax documentation needed to submit accurate corporate and individual returns.
- Maintained confidentiality when dealing with sensitive client information at all times.
- Prepared and filed federal and state income tax returns for both individuals and small businesses, ensuring accuracy and compliance with current tax laws.
Payroll Accountant
J's Taxes & Services LLC
- Prepared and maintained accurate records and reports of payroll transactions.
- Supported efficient accounting operations with high-quality administrative support.
- Identified and recommended updates to payroll accounting software, systems and procedures.
- Identified problems, researched root causes and implemented solutions.
- Conducted audits of vendor invoices for accuracy prior to payment processing.
- Facilitated paperwork and processing for new hires, terminations and changes to pay rates.
- Performed year-end activities such as W2s and 1099s processing.
Bookkeeper
J's Taxes & Services LLC
- Classified and summarized financial data to compile and enter in financial records
- Calculated income and social security tax deductions.
- Collaborated with external auditors during annual audits of company finances.
- Reconciled bank statements to internal accounts monthly, identifying and resolving discrepancies.
Education
Associate of Science - Income Tax Preparation, Audits,Bookkeeper,Payroll
CPCC
Charlotte, NC09-2017
Associate of Science - Accounting And Finance
La Habana Cuba
Cuba07-2004
High School Diploma -
Martires De Chile
Cuba07-2001
Skills
- Insurance sales strategy
- Contract review and analysis
- Client account management
- Lead prospecting
- Exposure determination
- Insurance sales
- Policy analysis
- Proposal preparation
- Case study presentations
- New business development
- Loss analysis
- Deductible expense identification
- Account management
- Large account management
Affiliations
- I love numbers! Everything abouth math, Bussiness,leadership,any moment I can develope positive management and organization to grow.
Certification
- NC Notary Public.
- Accountant
- Bookkeeper
- Tax Preparation
Languages
Spanish
Native/ Bilingual
English
Full Professional
Timeline
Casualty Insurance Agent
J's Taxes & Services LLC
02.2017 - Current
Accountant
J's Flooring LLC
05.2013 - 01.2017
- NC Notary Public.
- Accountant
- Bookkeeper
- Tax Preparation
Notary Public
J's Taxes & Services LLC
Tax Return Preparer
J's Taxes & Services LLC
Payroll Accountant
J's Taxes & Services LLC
Bookkeeper
J's Taxes & Services LLC
Associate of Science - Income Tax Preparation, Audits,Bookkeeper,Payroll
CPCC
Associate of Science - Accounting And Finance
La Habana Cuba
High School Diploma -
Martires De Chile
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