Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Additional Information
Continuing Education
Timeline
Generic
VICTOR PADILLA

VICTOR PADILLA

Fort Lauderdale,FL

Summary

Tax Preparer with (3) years of experience in tax preparation for numerous entities. Expert in managing paperwork for tax returns, extensions, tax planning calculations and write-ups. Quick to build rapport with clients leading to long-term business relationships.

Overview

24
24
years of professional experience
1
1
Certification

Work History

CEO / Tax Advisor - Enrolled Agent

Tax Planning Plus LLC
01.2023 - Current
  • Hours per week: 40 I have assisted clients with filing multiple tax returns to bring into IRS tax compliance. I have been assisting Individual as well as business taxpayers by bringing into compliance.
  • Developed key operational initiatives to drive and maintain substantial business growth.
  • Managed partnerships and strategic business relationships by negotiating contract terms and handling conflicts.
  • Maintained complete records of client tax returns and supporting documentation in secured areas.
  • Maintained P&L and shouldered corporate fiscal responsibility.
  • Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
  • Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
  • Communicated with clients regarding tax situations, providing guidance on financial decisions.
  • Developed tax plans and projections to help clients meet objectives.
  • Prepared tax returns for clients in various industries according to government regulations and requirements.
  • Researched tax implications for various deductions and credits.
  • Analyzed financial documents to accurately reflect client information on tax returns.
  • Utilized tax software to prepare returns and meet deadlines.
  • Identified potential audit red flags to minimize risk of IRS audits.
  • Assessed client tax situations to determine best filing options.
  • Maintained compliance by adhering to current tax laws and regulations.
  • Analyzed financial records to verify accuracy of tax returns.
  • Calculated estimated tax payments for clients.
  • Collaborated with clients to answer questions and provide advice on tax matters.

Tax Advisor (Founder Partners)

PADILLA & ASOCIADOS, LLC
01.2006 - 12.2022
  • Researched and analyzed tax developments and applications to specific business situations.
  • Developed strategic plans for day-to-day financial operations.
  • Analyzed business processes to identify cost savings and operational efficiencies.
  • Implemented and regularly reviewed financial controls to generate accurate and reliable financial data.
  • Helped organization maintain full compliance with local, state and federal tax requirements with diligent application of best practices.
  • Reconciled tax accounts to prevent discrepancies and maintain readiness for expected tax liabilities.
  • Prepared and reviewed federal and state income tax returns in accordance with applicable tax laws.
  • Assisted Tax Director with accounting for income taxes in US and for International subsidiaries.
  • Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.
  • Collaborated with C-level executives and stakeholders to develop long-term financial plans.
  • Used appropriate adjustments, deductions and credits to keep client's taxes to minimum.
  • Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
  • Developed spreadsheet models to accurately track tax information.
  • Prepared US, multistate, and international tax returns for business clients.

Technical Support Manager

DBA Services CA
01.2000 - 12.2005

Senior ORACLE/UNIX Database Administrator
Senior LINUX/UNIX Administrator


  • Provide database administration and system support for existing database environments to include performance of the following related tasks: software installation, patch installation, upgrades, query writing, configuration, database creation, security, system monitoring and tuning, disaster recovery planning, implementation and backup and recovery.
  • Infrastructure Updates, Diagnosing Issues, Technical Support, New Program Installations, Problem Solving, System Testing, Problem-Solving, Data Backup, Startup and Shutdown Management, User Support, Hardware Installation, Permissions and Access Control, Performance Monitoring and Optimization.
  • Maintain Oracle databases, including all production, backup and development files, Design, Install, upgrade, administer, monitor, patch, and clone Oracle 7.3/Oracle 8i/Oracle 9i/10g/11g/12c databases.
  • Create and support databases across internal and end-user applications, improve database integrity through quality assurance and manages change control processes related to the Oracle environment.
  • Analyzing existing database applications for improvements, database tuning & monitoring, working with application developers to integrate efforts with relational databases, participate in team or company projects as required, maintain state-of-the-art knowledge of existing best practices in database administration, mentor/train lower-level database administrators, is primary for disaster recovery exercises, capacity planning and provides 24 x 7 on-call support.
  • Develop batch jobs using shell scripting and SQL, as well as stored procedures using PL/SQL, to load data files, create reports, or create other custom jobs as requested by clients or the Product team.
  • Scheduling and monitoring of batch jobs and correcting issues with failed batch jobs.
  • Support to 7x24 clients in critical systems on platforms with Oracle in unix and windows environments.
  • Design and implementation of backup and recovery systems for critical data customers.
  • Installation, configuration and tunig of diferents Unix-Linux operating systems to work with Oracle database.
  • Solid knowledge in Unix-Linux Platform Environments.

Education

Higher University Technician - Computer Science Engineering

University Institute of New Professions
Caracas, Venezuela
09.2000

Associate's Degree - Business administration

USNH
05.1995

Skills

  • Tax-Related Research
  • Tax Law Compliance
  • Regulatory Compliance
  • Tax Reporting
  • Corporate Tax Preparation
  • Tax Return Preparation
  • Tax Code Knowledge
  • Tax Law

Accomplishments

  • Certifications: Enrolled Agent #00154903-ES
  • Meet with clients face-to-face to provide advice and counsel.
  • Work alongside firm leadership providing overall guidance, direction, and staffing of the department.
  • Overseeing tax team and reviewing quality of work.
  • Preparing business and estate (1120, 11205, 1065) tax returns, including Corporate, S-Corp, Partnership, and Estate tax returns and all schedules of varying complexities.
  • Preparing individual (1040) federal, (1040-NR) federal, (1040-SR) and state tax returns.
  • Prepare personal returns with Schedule A, B, C, D, E, and F, along with other various schedules and required work papers or calculations.
  • Participate in internal and external training and informal learning activities to maintain up-to-date accounting knowledge.
    Proactively identify areas where the firm can further help the client.
  • Prepare and present tax projections for clients.
  • Prepare the returns for more complicated and high-touch clients.
  • Tax document review, including individual, business, and trust returns.
    Conduct reviews of work completed by tax team members, including property tax returns, 1099s, extensions, deferred tax calculations, fixed asset reconciliations, intangible amortization schedules, among other work.
  • Manage customer satisfaction issues.
  • Provide thought leadership to the tax team members, clients, and prospective clients.

Certification


  • Enrolled Agent 00154903-EA, Certified to practice before IRS in all collection matters.
  • Oracle Database Administrator Certified Professional.

Additional Information

  • Availability: Job Type: Permanent, Full Time, Shift Work Desired locations: Miami, Florida.


Continuing Education

Continuing Education: (TAX LAW)

 
• EA EXAM REVIEW COURSE, PART 1.
• EA EXAM REVIEW COURSE, PART 2.
• EA EXAM REVIEW COURSE, PART 3.
• PASSKEY PREP TEST SEE P1, P2, P3.
• ANNUAL FEDERAL TAX REFRESHER 2023.
• INTRODUCTION TO ACCOUNTING 27H.
• TAXATION CORE CLASSES, 13H CE.
          o ETHICS, 2H CE.
          o BASIS 2H CE.
          o COST OF GOODS SOLD.
          o DEPRECIATION.
          o QBI – QUALIFIED BUSINESS INCOME.
          o HOME OFFICE.
          o ACCOUNTING METHODS AND PERIODS.
          o APPROPRIATE ENTITY.
• CORPORATE TAX PREPARATION RETURNS FORM 1120, 3H CE.
• CORPORATE TAX PREPARATION RETURNS FORM 1120-S, 3H CE.
• CORPORATE TAX PREPARATION RETURNS FORM 1065, 3H CE.
• INDIVIDUAL TAXES – 1040.
• INDIVIDUAL TAXES – 1040NR.
• CRYPTO TAXATION.
• FINANCE IN THE TAX BUSINESS.
• PAYMENT OR NON-COLLECTIBLE SETTLEMENTS.
• ALTER-EGO. DESIGNATED REPRESENTATIVES.
• CORPORATE TRANSPARENCY ACT.
• SOLE PROPRIETORSHIP AND SMLLC FOR FOREIGNERS.
• SCHEDULE C AND AUDITS.
• FLIPPING TAXATION.
• TAX FRAUD AND CONSEQUENCES.
• UNDERSTANDING THE ROLE OF TAS.
• TAX ASSESSMENT AND STATUTE OF LIMITATIONS.
• S CORPORATION BASIS FORM 7203.
• INCOME TAX TREATIES.
• FBAR – FINCEN 114.


Continuing Education:  (CIBER SECURITY / ETHICAL HACKING:)


• ETHICAL HACKING FOR BEGINNERS.
• ETHICAL HACKING COURSE.
• INTRODUCTION PENTESTING.
• CIBER SECURITY FOR BUSINESS.
• COMPUTER FORENSICS.
• INTRODUCTION DEEP WEB.
• PENTESTING IN NETWORKS.
• INTRODUCTION TO COMPUTER SECURITY.
• PENTESTING FUNDAMENTALS COURSE.
• HACKING AND PENETRATION TESTING OF ANDROID DEVICES.
• CERTIFIED ETHICAL HACKER CEH V11 PRACTICAL.
• KALI LINUX: ETHICAL HACKING FROM 0 TO ADVANZED.
• HACKING WIFI (WEP/WPA/WPA2).
• PHYTON 3 FOR BEGINNERS.
• NESSUS FOR VULNERABILITIES FROM 0 TO 100.
• ETHICAL HACKING AND PENETRATION TESTING UNDER SOCIAL NETWORKS.

Timeline

CEO / Tax Advisor - Enrolled Agent

Tax Planning Plus LLC
01.2023 - Current

Tax Advisor (Founder Partners)

PADILLA & ASOCIADOS, LLC
01.2006 - 12.2022

Technical Support Manager

DBA Services CA
01.2000 - 12.2005

Higher University Technician - Computer Science Engineering

University Institute of New Professions

Associate's Degree - Business administration

USNH
VICTOR PADILLA