Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Sergio Ortega-Amar

Pensacola,FL

Summary

Driven and detail-oriented accounting graduate student with a solid foundation in financial principles, tax preparation, and data analysis. Actively pursuing to become a CPA and seeking opportunities to gain experience and grow within the profession. Committed to applying analytical, organizational, and communication skills developed through the academic training, internship experience, and leadership roles to contribute effectively in the field of accounting.

Overview

4
4
years of professional experience

Work History

Presentation Expert

Target
Pensacola, FL
05.2022 - Current
  • Assisted in training staff on effective presentation techniques and tools.
  • Coordinated visual merchandising to enhance product presentation and store appeal.
  • Managed multiple tasks in a fast-paced environment while meeting deadlines and store goals.

Photographer

Casey Dull Photographer
Pensacola, Florida
06.2021 - Current
  • Coordinated logistics, including location scouting and scheduling sessions effectively.
  • Captured images for various events, including weddings and corporate functions.
  • Edited photos using software to enhance quality and meet client expectations.

Tax Accountant Intern

Saltmarsh, Cleaveland & Gund
Pensacola, FL
01.2025 - 04.2025
  • Prepared and reviewed federal and state tax returns, including Forms 1040, 1098, 1099, K-1, and tangible personal property filings.
  • Applied working knowledge of IRS codes and accounting principles to support tax planning and client compliance.
  • Communicated directly with clients and cross-functional teams in a high-volume environment.
  • Conducted research on tax laws to ensure accuracy in filings.
  • Collaborated with team members to streamline tax preparation processes.
  • Utilized accounting software to maintain accurate financial records.

Education

BSBA - Professional Accountancy

The University of West Florida
Pensacola, FL
08.2024

AA - General Studies

Pensacola State College
Pensacola, FL
08.2020

Skills

  • Customer/client relations
  • Tax preparation
  • Team collaboration
  • Multi-tasking
  • Adaptability
  • Attention to detail
  • GAAP & IRS knowledge
  • Accounting software proficiency (Fixed assets, Adobe, QuickBooks, Microsoft, CCH, etc)

Accomplishments

  • Composed and organized a comprehensive 100-page annual report that was recognized with the True Merit Award by the national fraternity.

Timeline

Tax Accountant Intern

Saltmarsh, Cleaveland & Gund
01.2025 - 04.2025

Presentation Expert

Target
05.2022 - Current

Photographer

Casey Dull Photographer
06.2021 - Current

BSBA - Professional Accountancy

The University of West Florida

AA - General Studies

Pensacola State College
Sergio Ortega-Amar
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