Robert Gomez
Tax Expert/Enrolled Agent
Austin,TX
Summary
PROFESSIONAL SUMMARRY Efficient manager, with 15+ years in management experience with a strong focus on team development, over 20 years in sales and 9 years of tax preparation.
Overview
26
26
years of professional experience
1
1
Certification
1
1
Language
Work History
Supervisor
Broad-Path
09.2019 - Current
- Facilitate training and development for new agents.
- Lead planning and achievement of goals and objectives consistent with agency mission and philosophy.
- Maintain team efficiency and strong workflows using strong leadership talents and problem-solving skills.
- Track and prepare reports to present to leadership.
- Maintain compliance with company policies, objectives and communication goals.
- Ensure compliance with Client and HIPAA regulations
Business Owner, Financial Coach
IRS
Austin, Texas
11.2013 - Current
- Provide services as an independent life agent of Primerica to provide financial solutions for clients
- Provide tax preparation services to individuals and small business owners in compliance with, e-file services
- Use all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum
- Consult tax law handbooks or bulletins to determine procedures for preparation
Credentialed Tax Expert
Intuit
12.2020 - 07.2022
- Prepare complex individual and small business, federal and state tax returns
- Provided thorough analysis of client tax situation to improve current and future tax outcome
- Prepared/Assisted with filing individual, partnership and small business tax returns.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Reviewed available data and compared against tax code to determine exemptions, deductions and potential liabilities.
- Prepared tax returns for clients in various industries according to government regulations and requirements.
- Prepared US, multistate and international tax returns for business clients.
Shop Manager
First Cash
Austin, Texas
08.2004 - 03.2017
- Improved customer service by building rapport that resulted in new customer business through account management in person/phone communication
- Meeting and exceeding goals with as much as 200% increase in sales
- Reduced inventory shortages by 100% through effective implementation of daily collateral loan audits, weekly inventory audits and monthly complete audits to sustain gains
- Reduced cost by effectively following procedures aligned with company policy to meet state regulations and avoid internal or external fines, down to $0 after 6 months
- Implemented short-term and long-term business plans through effective interpretation of reports to forecast deficiencies/increase opportunities for growth
- Volunteer
Education
B.A - Business
Concordia University of Austin
Skills
Microsoft Officeundefined
Certification
EA - Enrolled Agent
Timeline
Credentialed Tax Expert
Intuit
12.2020 - 07.2022
Supervisor
Broad-Path
09.2019 - Current
Business Owner, Financial Coach
IRS
11.2013 - Current
Shop Manager
First Cash
08.2004 - 03.2017
B.A - Business
Concordia University of Austin
EA - Enrolled Agent
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