Roberto Gonzalez
Sunrise,FL
Summary
Focused professional with several years' success in preparing tax returns and minimizing liabilities and conducting tax planning and research. Well-versed in tax regulations and accounting pronouncements. Excited to launch career as professional.
Overview
22
22
years of professional experience
Work History
Tax Preparer
Gonzalez & Associates Accounting Firm
Sunrise, FL
06.2006 - Current
- Assisted customers with any questions they had about their taxes or filing status.
- Identified potential deductions to minimize clients' tax liabilities.
- Analyzed financial information such as income statements and balance sheets to calculate tax liability.
- Explained complex tax regulations in an easy-to-understand manner for clients' understanding.
Mortgage Loan Originator
Banco Mortgage Lender
Weston, FL
01.2004 - Current
- Reviewed borrower documents such as tax returns, bank statements, employment history. to verify accuracy and completeness.
- Advised customers on their financial options, including credit repair services and refinancing opportunities.
- Analyzed financial information provided by customers in order to determine eligibility for loans.
- Developed relationships with real estate agents, builders, title companies, attorneys and other referral sources.
Real Estate Broker
Brickss Real Estate Company
Weston, FL
02.2002 - Current
- Advised clients on how best to price their property in order to maximize profits while still appealing to potential buyers.
- Analyzed market trends and conducted research to identify potential buyers for properties.
- Managed all aspects of client transactions from initial contact through closing including coordinating inspections, appraisals, surveys, repairs and renovations when needed.
- Provided guidance regarding local zoning laws, homeowner association rules, mortgage requirements, escrow procedures, title insurance policies.
Education
MBA - Accounting And Finance
Alliant International University
San Diego, CA11-1989
Bachelor of Science - Business Administration
Externado University
Columbia, CA11-1986
Skills
- Verbal/written communication
- Payroll Processing
- IRS Representation
- Sales Tax Filing
- Tax advising
- Financial statement review
- Multi-state tax filing
- Bookkeeping
Timeline
Tax Preparer
Gonzalez & Associates Accounting Firm
06.2006 - Current
Mortgage Loan Originator
Banco Mortgage Lender
01.2004 - Current
Real Estate Broker
Brickss Real Estate Company
02.2002 - Current
MBA - Accounting And Finance
Alliant International University
Bachelor of Science - Business Administration
Externado University
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