Ethan Sanchez

• Hours per week: 25
• Worked closely with team members to complete tasks efficiently under tight time constraints during peak periods of high workload demands.
• Streamlined tax processes by maintaining organized client files and documentation.
• Utilized tax-related software such as Lacerte to prepare and process returns and research tax matters.
• Organized client tax documents to facilitate quick preparation of tax returns.
• Daily responsibilities include preparing and reviewing tax returns for a diverse portfolio of clients, such as S Corporations, C Corporations, Partnerships, Exempt Organizations, and Individual Filers. I am primarily tasked with analyzing and interpreting financial statements, including profit and loss statements, balance sheets, dispositions, all forms of 1099 statements, 1098 and more to accurately determine net income and ensure precise tax reporting. This requires strong attention to detail, allowing me to deliver efficient and compliant tax solutions to clients.

Supervisor: Albert Federico (owner) 1(951)415-8407

Okay to contact this Supervisor: Yes

Hours per week: 20

Duties, Accomplishments and Related Skills:

Opening/closing
Daily, Monthly, Annual Reports
Money management
Writing loans/ purchasing inventory
Making deals
Loss Prevention
Customer satisfaction/ retention

Supervisor: Shelby Stone (1(909)770-3000)

Okay to contact this Supervisor: Yes