Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
AdministrativeAssistant
YARA ESTRELLA

YARA ESTRELLA

Bookkeeper
FORT MYERS,FL

Summary

Tax Specialist with extensive H&R Block experience in tax preparation and client advisement. Demonstrated success in maximizing client savings through strategic planning and financial education. Proficient in QuickBooks and payroll management, ensuring precise financial reporting and strong client relationships. Bilingual in English and Spanish, facilitating effective communication with diverse clients.

Overview

13
13
years of professional experience
1
1
Certification

Work History

Tax Specialist

H&r Block
Fort Myer, FL
07.2023 - Current
  • Prepare and file accurate individual tax returns during tax season.
  • Advise clients on eligible deductions, credits, and tax-saving opportunities.
  • Maintain confidentiality of client financial information and documentation.
  • Advised clients on strategies to minimize their future tax liabilities.
  • Educated taxpayers about various tax issues such as filing status, eligibility for credits or deductions.

Bookkeeper

ROSA DE SARON ASSEMBLY OF GOD
FORT MYER, FL
02.2020 - 05.2023
  • Managed all bookkeeping duties, including donation tracking, payroll, and expense entries.
  • Generated monthly and yearly financial statements for review.
  • Prepared financial statements, including balance sheets, income statements, and statement of cash flows.
  • Collaborated with an external CPA and used QuickBooks to maintain clean records.
  • Maintained and reconciled general ledger accounts.
  • Managed payroll processing for staff members.
  • Analyzed financial information to recommend or develop efficient use of resources and techniques to improve profitability.

Sale and Customer Service Representative

ESTRELLAS MOTORS INC
Fort Myers, FL
08.2012 - 03.2019
  • Supported customers with vehicle purchases and financing options.
  • Handled sales documentation and DMV paperwork efficiently.
  • Provided personalized customer service, and built client loyalty.

Education

MBA - Business Administration

Universidad Central Del Este
Dominican Republic
02-2009

Skills

  • QuickBooks (Online and Desktop)
  • Microsoft management
  • Tax preparation (1040, W-2, W-4, 1099 forms)
  • Payroll management
  • Bank reconciliation
  • Financial reporting
  • Data entry accuracy
  • Client communication
  • Notary service
  • Bilingual: English and Spanish

Certification

Certified Bookkeeper - June 2025

Tax Specialist - Oct 2024

Florida Notary Public June 27,2024 / Expires: June 26, 2028

Languages

English
Professional
Spanish
Native/ Bilingual

Timeline

Tax Specialist

H&r Block
07.2023 - Current

Bookkeeper

ROSA DE SARON ASSEMBLY OF GOD
02.2020 - 05.2023

Sale and Customer Service Representative

ESTRELLAS MOTORS INC
08.2012 - 03.2019

MBA - Business Administration

Universidad Central Del Este

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