Rony E Morales Suarez
Miami,FL
Summary
Detail-oriented tax preparer with expertise in client relations, compliance knowledge, and financial analysis. Proven track record of preparing accurate tax returns and assisting clients with their tax obligations.
Overview
2
2
years of professional experience
Work History
Personal and Corporate Tax Preparer
Solasi
Miami, FL
01.2024 - Current
- Prepared and filed federal and state tax returns for diverse clientele.
- Reviewed financial documents to ensure accuracy and compliance with regulations.
- Assisted clients in understanding tax obligations and filing requirements.
- Utilized tax software to streamline preparation processes and enhance efficiency.
- Filed electronically through approved software programs.
- Prepared and reviewed tax returns for individuals, partnerships, corporations and trusts.
- Analyzed financial information such as income statements and balance sheets to calculate tax liability.
- Communicated with federal and state tax agencies to obtain best resolution for clients.
- Reconciled bank statements and financial documents to ensure accurate tax reporting.
Life & Health Insurance Agent
Univista Solasi
Doral, Florida
06.2023 - Current
- Provided personalized health insurance solutions to clients based on individual needs.
- Educated clients on various health insurance plans and policy details.
- Assisted clients with claims processes and resolved issues effectively.
- Maintained accurate client records in the customer relationship management system.
- Collaborated with team members to enhance customer service strategies.
- Participated in training sessions to improve product knowledge and sales techniques.
- Explained complex healthcare concepts to customers in an easy-to-understand way.
- Responded timely to inquiries from customers via phone, email, or chat support systems.
- Verified eligibility criteria prior to enrolling a customer into a plan.
- Maintained detailed records of all client interactions and updated customer information as necessary.
- Processed changes in insurance policies and periodically reassessed client needs.
- Evaluated existing policies to determine changes or modifications needed.
Corporate Agent
Solasi
Miami, Florida
05.2023 - 07.2024
- Provided customer service to clients through phone and email communication.
- Processed transactions accurately using point-of-sale systems.
- Processed payments from customers by cash, check or credit cards accurately according to company guidelines.
- Maintained accurate records of client interactions and transactions.
Education
Health And Accident Insurance Agent
Florida Health And Accident Insurance License Cour
Miami, FL09-2025
Customer Representation Agent
Florida Customer Representation License 440
Miami, FL09-2025
Life Insurance Agent
Florida Life Insurance License 214 Course
Miami, FL10-2024
Tax Preparer
Tax Training Course
Solasi11-2023
Bachelor of Science - Food Science
Instituto Politecnico Tecnologico De Los Alimentos
Havana07-1997
Psychology
University of Havana
HavanaSkills
- Customer service
- Tax preparation
- Insurance sales
- Financial analysis
- Compliance knowledge
- Client relations
- Data entry
- Communication skills
- Tax accounting
- IRS communication
- Research/due diligence
- Tax deductions optimization
- Bookkeeping
- Sales tax filing
- QuickBooks proficiency
- Organization skills
- Corporate tax preparation
- Direct IRS filing
- Tax compliance
- Accounting software mastery
- Individual returns preparation
- Estate tax returns
- Local, state, and federal tax returns
- Income tax preparation
Timeline
Personal and Corporate Tax Preparer
Solasi
01.2024 - Current
Life & Health Insurance Agent
Univista Solasi
06.2023 - Current
Corporate Agent
Solasi
05.2023 - 07.2024
Health And Accident Insurance Agent
Florida Health And Accident Insurance License Cour
Customer Representation Agent
Florida Customer Representation License 440
Life Insurance Agent
Florida Life Insurance License 214 Course
Tax Preparer
Tax Training Course
Bachelor of Science - Food Science
Instituto Politecnico Tecnologico De Los Alimentos
Psychology
University of Havana
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