Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Selene Rodriguez

Torrance,CA

Summary

Licensed EA versed in related regulatory guidelines, taxes and accounting. Highly knowledgeable in areas of Individual tax returns and quickbooks online. Skillful coordinator and diligent in managing daily operations.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Senior Tax Preparer

Helping Hand Taxes.
01.2023 - Current
  • Achieved efficient tax preparation by thoroughly reviewing and analyzing financial records and statements.
  • Demonstrated a high level of attention-to-detail when preparing multi-state returns, ensuring compliance with varying regulations.
  • Advised clients on potential tax-saving strategies, helping them achieve greater financial success.
  • Optimized workflow processes within the office setting, leading to improved overall efficiency among team members.
  • Offered clients recommendations to reduce tax liabilities.

Accountant

Accudata Accounting Advisors
06.2022 - 01.2023
  • Gathered financial information, prepared documents, and closed books.
  • Reconciled accounts and reviewed expense data, net worth and assets.
  • Reviewed accounting structures and procedures on regular basis to identify areas in need of improvement.
  • Gathered data on taxable income, deductibles and allowances for tax preparation.
  • Prepared and filed state and federal tax forms for commercial and individual clients.
  • Drove client satisfaction by identifying maximum adjustments, deductions and credits.

Staff Accountant

Welch & Company, CPAs
01.2022 - 06.2022
  • Prepared tax returns for clients in Lacerte according to government regulations and requirements.
  • Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
  • Carried out day-day-day duties accurately and efficiently.
  • Demonstrated respect, friendliness and willingness to help wherever needed.
  • Assisted CPA's with year-end financial statements.

Office Manager/ EA

Ellis & Associates, Inc.
10.2018 - 12.2021
  • Established workflow processes, monitored daily productivity, and implemented modifications to improve overall performance
  • Assisted in preparing and managing over 600 individual tax returns throughout the year
  • Use Lacerte tax software, smartvault, jetpack,quickbooks online
  • Managed and prepared 14 monthly accounting clients using Quickbooks online
  • Assisted with drafting responses to IRS inquires

Client Liaison

WASH Laundry
03.2018 - 10.2018
  • Completed administrative tasks such as receiving and processing documents, submitting payments and distributing correspondence.
  • Answered telephone calls to provide information, resolve issues and schedule appointments.
  • Developed and updated tracking spreadsheets using Google Docs
  • Managed and established proper lines of communication between the client and service technicians

Customer Support Representative

Cellular Accessories For Less
10.2014 - 03.2018
  • Supported customer questions and issues by gathering data, analyzing needs, evaluating possible resolutions and implementing best solutions.
  • Recommended solutions to complex situations through research and critical thinking and escalated customer to supervisor for enhanced support.
  • Delivered exceptional customer service by prioritizing emergency issues and developing and employing workarounds to solve problems expeditiously.
  • Resolved customer complaints by distinguishing, prioritizing and reporting technical issues.

Education

No Degree - Accounting And Finance

Harvard Business School
Online

High School Diploma -

West High School
Torrance, CA
06.2013

Skills

  • Regulatory Compliance
  • Motivational Leadership
  • Certified through Quickbooks Online
  • Decision Making
  • Goal Setting
  • Friendly and Relatable
  • Verbal and Written Communication
  • Attention to Detail

Certification

  • Licensed Enrolled Agent
  • Certified Quickbooks Online
  • Certificate in Finance and Accounting, Harvard Business School Online - May 2022-July2022

Timeline

Senior Tax Preparer

Helping Hand Taxes.
01.2023 - Current

Accountant

Accudata Accounting Advisors
06.2022 - 01.2023

Staff Accountant

Welch & Company, CPAs
01.2022 - 06.2022

Office Manager/ EA

Ellis & Associates, Inc.
10.2018 - 12.2021

Client Liaison

WASH Laundry
03.2018 - 10.2018

Customer Support Representative

Cellular Accessories For Less
10.2014 - 03.2018

No Degree - Accounting And Finance

Harvard Business School

High School Diploma -

West High School

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