Veronica Leo
Accountant
Hayward,CA
Summary
To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Proficient in all aspects of accounting, including accounts payable and receivable, budget administration and payroll. Gifted in building and leading solid teams to handle high-volume operations with consistency, accuracy and full compliance with regulatory requirements.
Overview
19
19
years of professional experience
1
1
Language
Work History
Tax Analyst
H&R Block
01.2005 - Current
- Mitigated risks associated with audits by maintaining thorough records and supporting documentation for all reported figures.
- Assisted clients in understanding the tax implications of various business decisions, from expanding operations to making strategic investments.
- Stayed current on ever-changing tax laws, attending professional development courses and subscribing to industry publications.
- Reduced tax liabilities by identifying and implementing effective tax strategies.
- Provided valuable guidance to clients regarding potential tax savings opportunities through regular consultations and updates.
- Collaborated with colleagues to research complex tax issues, ensuring accurate interpretation of regulations and laws.
- Managed relationships with external auditors, providing timely responses to requests for information and resolving any discrepancies.
- Communicated complex tax concepts to non-tax professionals within the organization, helping them understand how their actions could impact overall liabilities or credits.
- Monitored legislative and regulatory arenas for relevant tax issues and updated management to facilitate informed decisions.
- Prepared and reviewed federal and state tax returns to comply with corporate submission requirements.
- Prepared all federal and state income tax paperwork for extensions and returns.
- Researched tax issues and stayed current on all federal and state tax laws.
- Attended continuing education and tax courses to increase professional expertise and obtain knowledge of updated tax laws and compliance criteria.
- Kept case data and contact information up to date to expedite proceedings.
- Responded to taxpayer questions and helped individuals complete and file tax documentation.
- Prepared tax returns for individuals and businesses.
- Professionally negotiated and dealt with taxpayers in confrontational situations.
- Recommended financial solutions in relation to tax implications.
- Interpreted and applied federal and state tax codes for personal, business and corporate taxes.
- Processed tax payments, set up payment plans and worked with delinquent taxpayers to resolve issues.
Office Coordinator
Arana Craftsman Painters
08.2018 - 08.2023
- Collaborated with various departments to streamline processes and improve interdepartmental communication.
- Served as a point of contact for clients visiting the office, providing exceptional customer service that led to increased client retention rates.
- Oversaw maintenance requests for office equipment, ensuring prompt repairs or replacements as needed to prevent downtime.
- Ensured timely completion of projects by monitoring progress and facilitating collaboration among team members.
- Supported executive staff members with calendar management, travel arrangements, and meeting coordination.
- Provided administrative support to staff members, assisting with daily tasks as needed to promote productivity across the organization.
- Improved client satisfaction by promptly responding to inquiries and resolving issues in a professional manner.
- Coordinated company events, fostering team building and boosting overall morale.
- Facilitated a positive work environment by addressing employee concerns and providing support when needed.
- Enhanced communication within the team through regular meetings and detailed reporting.
- Maintained strict confidentiality of sensitive information, upholding the highest level of professionalism at all times.
- Managed office activities by maintaining communication between clients, tracking records, and filing all documents.
- Answered and managed incoming and outgoing calls while recording accurate messages for distribution to office staff.
- Interacted with customers by phone, email, or in-person to provide information.
- Maintained office supplies inventory by checking stock and ordering new supplies.
- Efficiently supervised filing, sorting and handling incoming and outgoing mail.
- Oversaw accurate and efficient database management and digital file storage to support operational and recordkeeping requirements.
- Organized team workload and prioritized tasks to streamline office functions in deadline-driven environment.
- Cultivated client and vendor loyalty by proactively reaching out with follow-ups and status updates.
- Tracked records, filed documents, and maintained communication between clients to manage office activities.
- Monitored vendor accounts and product updates to verify competitive pricing.
- Provided clerical support, addressing routine, and special requirements.
- Routed correspondence to facilitate timely communication between team members, customers and vendors.
- Reconciled account files and produced monthly reports.
- Oversaw appointment scheduling and itinerary coordination for both clients and personnel.
Resident Manager
Nido Properties
01.2007 - 02.2020
- Maintained safety standards within the property, conducting regular checks and initiating corrective measures when needed.
- Maximized property revenue with effective budget management, tracking expenditures carefully to remain within allotted funds.
- Assisted in marketing efforts to promote available units through various channels such as online listings, open house events, and local advertising.
- Managed daily operations, ensuring smooth functioning of the residential complex.
- Increased tenant satisfaction by promptly addressing maintenance requests and resolving issues in a timely manner.
- Reduced turnover rates by proactively addressing tenant concerns and fostering positive relationships.
- Conducted thorough background checks on prospective tenants to minimize risks associated with delinquency or lease violations.
- Streamlined rent collection process for increased efficiency and reduced late payments.
- Oversaw move-in/move-out processes to ensure seamless transitions while minimizing vacancy periods.
- Ensured compliance with local regulations by staying current on legislation updates and implementing necessary changes within the residential complex operations.
- Supervised maintenance staff, providing guidance on work priorities and ensuring completion of tasks on schedule.
- Collaborated with vendors for cost-effective services, negotiating contracts to secure optimal pricing on maintenance tasks.
- Evaluated and recommended improvements to property management software, optimizing its effectiveness for daily operations and reporting.
- Reviewed rental applications efficiently yet thoroughly to fill vacancies quickly without sacrificing quality control measures.
- Enhanced community atmosphere with regular communication and engagement activities for tenants.
- Conducted property move-ins, move-outs and walk-through inspections.
- Provided for peaceful and safe tenant relations through complaint management and conflict resolution.
- Reported and documented maintenance requests and scheduled appropriate services.
- Collected, recorded and deposited monthly rents from over 40 tenants.
- Communicated effectively with owners, residents, and on-site associates.
- Collected and maintained careful records of rental payments and payment dates.
- Responded to Common Area Maintenance (CAM) inquiries.
- Completed annual rent calculations using housing database software.
- Delivered emergency 24-hour on-call service for tenants on building issues.
- Kept properties in compliance with local, state, and federal regulations.
- Conducted regular inspections of both interior and exterior of properties for damage.
- Coordinated appointments to show marketed properties.
- Implemented and enforced policies and procedures to maintain properties to highest standards.
Education
Bachelor of Science - Business Administration
University Guadalajara
Mexico 05.2001 -
Skills
Continuous Learning Attitude
Teamwork orientation
Multitasking Abilities
Decision-Making
Recordkeeping and documentation
Effective Communication
Active Listening
Attention to Detail
Account Reconciliation
Adaptability
Time management abilities
Goal Setting
Tax Law Interpretation
Task Prioritization
Process improvements
Education Experience
More than 18 years of experience in accounting, finance and interpreting investment statements.
volunteer
Volunteer for the animal rescue organization Marin Humane since 2019. My family and I foster dogs and cats, sometimes in sad health conditions, until they are adopted.
Timeline
Office Coordinator
Arana Craftsman Painters
08.2018 - 08.2023
Resident Manager
Nido Properties
01.2007 - 02.2020
Tax Analyst
H&R Block
01.2005 - Current
Bachelor of Science - Business Administration
University Guadalajara
05.2001 -