Summary
Overview
Work History
Education
Skills
Languages
Certification
Timeline
Generic

ROCAEL LOPEZ

CENTRAL FALLS

Summary

Dynamic tax professional with advanced expertise in IRS compliance, honed through volunteer work at Progreso Latino. Proven analytical skills and a commitment to ethical client advisement have led to successful tax preparation outcomes. Adept at financial auditing and regulatory compliance, I excel in guiding clients to maximize their benefits within legal frameworks.

Overview

8
8
years of professional experience
1
1
Certification

Work History

VITA/TCE CERTIFICATION ADVANCED TEST

Progreso Latino
Central Falls
10.2024 - 04.2025
  • At Progreso Latino, I volunteer to file tax returns. I have studied IRS law and have an advanced level of knowledge in this area. For the past four months, I have actively practiced tax preparation, achieving an advanced level in performing taxes. I possess outstanding analytical skills and skills to correctly advise people on their refunds, always strictly complying with legal regulations.

    My commitment is to guide people ethically, efficiently, and empathetically in their tax returns, ensuring that they receive the maximum benefit within the legal framework.

MINISTERIO DE FINANZAS PUBLICAS MINFIN
GUATEMALA
07.2023 - 11.2023
  • "In my work experience, I have dedicated myself to the review of national income registered in the State's bank accounts. I have also conducted expenditure audits and expense analyses, ensuring that income and expenditure are reasonable and in compliance with regulations. In addition, I have performed bank reconciliations to ensure accuracy in financial management."

AUDITOR TRIBUTARIO

SUPERINTEDENCIA DE ADMINISTRACION TRIBUTARIA SAT
GUATEMALA
01.2017 - 06.2023
  • My job consisted of:
    Perform tax audits related to local, export, and import taxes.
    Review financial statements and accounting accounts, ensuring accuracy and compliance with regulations.
    Supervise that taxpayers make the corresponding payments for their taxes.
    Identify and adjust expenses or costs that are not attributable to taxpayers.
    Analyze the cost of sales, the cost of production and the accounts of assets and liabilities, ensuring correct accounting.

Education

High School Diploma -

EXPERT ACCOUNTANT WITH COMPUTER ORIENTATION
JALAPA GUATEMALA
10-2019

Bachelor of Science - PUBLIC ACCOUNTANT AND AUDITOR

UNIVERSIDAD PANAMERICANA
GUATEMALA
08-2018

Skills

  • Tax preparation
  • IRS compliance
  • Financial auditing
  • Analytical skills
  • Data analysis
  • Regulatory compliance
  • Microsoft Word
  • Microsoft office
  • Organizational skills
  • Troubleshooting
  • Team collaboration
  • Technical writing
  • Client advisement
  • Customer service
  • Problem solving
  • Expense auditing
  • Tax compliance
  • Analytical and critical thinking
  • Flexible and adaptable
  • Computer skills

Languages

Spanish
Full Professional
ENGLISH
Limited

Certification

I AM CERTIFIED IN ADVANCED EXCEL

Timeline

VITA/TCE CERTIFICATION ADVANCED TEST

Progreso Latino
10.2024 - 04.2025

MINISTERIO DE FINANZAS PUBLICAS MINFIN
07.2023 - 11.2023

AUDITOR TRIBUTARIO

SUPERINTEDENCIA DE ADMINISTRACION TRIBUTARIA SAT
01.2017 - 06.2023

High School Diploma -

EXPERT ACCOUNTANT WITH COMPUTER ORIENTATION

Bachelor of Science - PUBLIC ACCOUNTANT AND AUDITOR

UNIVERSIDAD PANAMERICANA
ROCAEL LOPEZ