WASHINGTON MAGALHAES
Miami,USA
Summary
Dynamic tax preparer and bookkeeper with proven expertise at A & T Accounting, skilled in tax document preparation and bank reconciliation. Adept at building client relationships and delivering exceptional service, ensuring accuracy in financial reporting. Recognized for attention to detail and a proactive approach to resolving discrepancies, enhancing operational efficiency.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Tax Preperar/Bookkeeper/Law Clerk
A & T Accounting tax service and Law Office
Miami, FL
01.2025 - Current
- Assist senior tax preparers in the preparation and filing of income tax returns for 1065, 1120, 1120S, 1040, 1040NR, and reconcile general ledger accounts.
- Prepare summaries of deposition testimony for use by attorneys during trial preparation.
- Reconcile bank statements to internal accounts monthly, identifying and resolving discrepancies.
- Perform account analysis as required by management.
- Calculate and produce checks for utilities, taxes, and other operational payments.
- Coordinate the service of process activities between the parties involved in a dispute or lawsuit.
Tax Preparer
UHY Macho & Asociados
Miami, FL
11.2021 - 01.2025
- Assisted senior tax preparers in the preparation and filing of income tax returns for 1065, 1120, 1120S, 1040NR
- Assisted with clients’ information/meetings so they are aware of their tax-related rights and responsibilities
- Completed invoicing, bank reconciliation to prepare financials for the tax year as needed
- Reviewed financial records and statements, computed taxes and completed different types of tax forms, ensuring the accuracy of all information
- Maintained and managed various confidential documents and records, built professional relationships with clients, and provided tax advice to clients and managers
- Stayed up-to-date with current laws and regulations, resolved any tax issues, and worked closely with other finance professionals
- Executed various daily office duties and supported other tax professionals with any tasks as required
Customer Service Representative
Element Miami International Airport
Miami, FL
06.2018 - 11.2021
- Displayed enthusiasm and promoted excellent service to customers, successfully increasing referrals and walk-in business
- Stayed up to date on menu changes to provide customers with food choices
- Maintained customer satisfaction with timely table check-ins to assess food and beverage needs
- Used cash registers and credit card machines to cash out customers
- Quickly reset and cleaned up tables after customers left to enable speedy turnaround and guest flow
- Uphold high standards of professionalism and friendliness when dealing with customer issues, supporting serving staff and waiting on tables
Premier Personal Banker
HSBC Premier Bank S/A
Sao Paulo, Brazil
04.2013 - 05.2018
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Promoted all financial products by maintaining excellent service, offering knowledge.
- Established new accounts for high-net-worth individuals and serviced existing accounts to maximize revenue.
- Conducted detailed financial reviews for business clients to sell appropriate products to fit clients' needs.
- Maintained friendly and professional customer interactions.
- Networked to increase the client base and encourage existing clients to expand their financial portfolios.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
Citigold Personal Banker
Citibank S/A
Sao Paulo, Brazil
05.2007 - 03.2013
- Managed portfolio of accounts and monitored for issues in need of attention
- Evaluated client financial positions and identified most appropriate banking products
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services
- Understood and applied selling techniques to open, develop and close sales and created product interest by actively cross-selling products and services to pursue customers
- Checked accounts for fraud and provided law enforcement with relevant details
- Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse
Education
Bachelor’s - Business Administration
Catholic University of Pernambuco
Recife, Brazil12.1999
Skills
- Tax preparation
- Bank reconciliation
- Accounts payable
- Accounts receivable
- Customer service
- Attention to detail
- Tax document preparation
- Processing payroll
- Payroll preparation and processing
- QuickBooks proficiency
- Payroll administration
- Client service
- Microsoft Excel, Outlook
- Preparing legal documents, such as pleadings, contracts, and motions
Languages
- English
- Portuguese
- Spanish
Languages
English
Full Professional
Portuguese
Native/ Bilingual
Spanish
Full Professional
Certification
- Complex 1040
- ECI Through Partnerships and reporting from Schedule K-3 on form 1040NR
- Quickbook
- Udemy Academy Certificates for courses in form 1065 and Form 1120
Timeline
Tax Preperar/Bookkeeper/Law Clerk
A & T Accounting tax service and Law Office
01.2025 - Current
Tax Preparer
UHY Macho & Asociados
11.2021 - 01.2025
Customer Service Representative
Element Miami International Airport
06.2018 - 11.2021
Premier Personal Banker
HSBC Premier Bank S/A
04.2013 - 05.2018
Citigold Personal Banker
Citibank S/A
05.2007 - 03.2013
Bachelor’s - Business Administration
Catholic University of Pernambuco
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