Alex Hernandez
Lake Forest
Summary
Returning college student studying accounting, with a background in business administration. Seeking to develop and perfect skills in accounting. Skilled in customer service, problem solving, and complying with policies and procedures. Thrives in team collaboration and committed to improving quality of life in business operations and the community at large.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Document Specialist
Tax Relief Advocates
01.2025 - Current
- Assisted case managers with uploading financial documents for fresh start programs OIC, CNC, and IA
- Mastered phone etiquette and customer service skills with an expectation of 40-50 calls per day.
- Participated in trainings related to garnishments, levies, and liens
- Consistently followed up with emails and answering client questions related to tax preparation and resolution
- Maintained good time management while pushing cases forward and metting daily quotas
Case Manager
Clear Start Tax Relief
06.2024 - 12.2024
- Collaborated with Enrolled Agents and Offer Examiners to coordinate resolution plans for clients.
- Assessed clients' pay stubs and bank statements to construct Income & Deduction Worksheets
- Created Offer in Compromise Packages to send off for approval from Enrolled Agents.
- Called clients to ensure they are up-to-date with Estimated Tax Payments.
- Prepared for clients Forms 433A, 433B, 656, 2848, & 8821.
- Uploaded documents and left detailed notes in Logics.
Client Coordinator
A Mission For Michael
02.2023 - 04.2024
- Implemented de-escalation strategies with clients.
- Referred clients to appropriate team members, community agencies, and organizations to meet treatment needs
- Data entry for clients' medication, referrals, and day-to-day activities
- Built strong emotional bonds with clients and mastered interpersonal skills necessary for residential treatment centers
- Transported clients to appointments and recreational outings
Education
Associate of Arts - Accounting
Golden West College
Huntington Beach, CA12-2026
Bachelor of Arts - Psychology
California State University - Fullerton
12.2022
Associate of Arts - Business Administration
Golden West College
05.2020
Skills
- Intervention and de-escalation Strategies
- Advanced interpersonal skills and effective communicator
- Proficient technical skills ( Word, Excel, Logics, etc)
- Advanced reading comprehension and math skills
- Quick learner
- Personable and professional demeanor with clients
- Proficient e-mail etiquette and diligent writing skills
- Document reviews and uploads
Education and Training
true,other
Certification
CPI Certified
CPR Certified
Timeline
Document Specialist
Tax Relief Advocates
01.2025 - Current
Case Manager
Clear Start Tax Relief
06.2024 - 12.2024
Client Coordinator
A Mission For Michael
02.2023 - 04.2024
Bachelor of Arts - Psychology
California State University - Fullerton
Associate of Arts - Business Administration
Golden West College
Associate of Arts - Accounting
Golden West College
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