Detail-oriented individual with exceptional communication and project management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for taking proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting team objectives.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Professional Tax Preparer
Monarca Tax Services
01.2025 - Current
Ensured error-free calculations by conducting rigorous reviews before submitting completed forms.
Enhanced client satisfaction by providing personalized tax preparation services and addressing their specific financial needs.
Expanded business clientele through positive word-of-mouth referrals from satisfied customers.
Reduced client audit risk by thorough verification of income, deductions, and credits on tax returns.
Maintained complete records of client tax returns and supporting documentation in secured areas.
Maintained compliance by adhering to current tax laws and regulations.
Ad
Ultimate Staffing Agency- Eagle Commerce
04.2024 - 12.2024
Managed partnerships and strategic business relationships by negotiating contract terms and handling conflicts.
Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
Managed timely and effective replacement of damaged or missing products.
Followed-through on all critical inter-departmental escalations to increase customer retention rates.
Calculated correct order totals, updated accounts, and maintained detailed records for inventory management.
Assisted customers in navigating company website and placing phone or email orders, improving overall user experience.
Assisted customers with Spanish-language inquiries in a timely and professional manner.
Profesional Tax Specialist
Freedom Tax Services
12.2023 - 04.2024
Maintained thorough and current understanding of applicable tax laws.
Collaborated with cross-functional teams to ensure seamless communication and coordination on tax-related matters.
Collected and submitted required tax payments.
Provided clear explanations of complex tax concepts to clients, ensuring they fully understood their responsibilities and obligations.
Prepared accurate and timely federal, state, and local income tax returns for individuals, businesses, and non-profit organizations.
Responded to customer requests for products, services, and company information.
Maintained detailed records of customer interactions, ensuring proper follow-up and resolution of issues.
Managed high-volume inbound calls, effectively prioritizing issues to ensure swift resolution and minimize hold times for customers.
Assisted customers with Spanish-language inquiries in a timely and professional manner.
Payroll Clerk
Performance Team
10.2021 - 12.2022
Maintained payroll information by calculating, collecting, and entering data.
Updated employee files with new details such as changes in address or salary levels.
Responded to employee inquiries to clarify payroll issues regarding wages, deductions and taxes.
Maintained employee confidence and protected payroll operations by keeping information confidential.
Verified timekeeping records and handled any discrepancies with employees.
Reduced payroll discrepancies by conducting thorough audits and reconciliations of employee records.
Improved billing accuracy by diligently reviewing invoices and reconciling discrepancies.
Managed high volume of invoices while maintaining attention to detail, resulting in improved financial accuracy.
Assisted with month-end closing procedures, contributing to an organized and punctual financial reporting process.
Generated daily, weekly and monthly reports for payroll & billing department.
Promoted a positive work environment through effective communication skills and fostering professional relationships among colleagues.
Coordinated office supply inventory management, proactively ordering necessary items before depletion to avoid workflow disruptions.
Supported executive staff through scheduling meetings, coordinating travel arrangements, and preparing crucial documents.
Assisted with human resources tasks such as updating employee files or submitting time-off requests per company policy guidelines.
Organized office events such as holiday parties or team-building activities, promoting a positive company culture and boosting employee morale.
Collaborated on special projects as assigned by leadership, contributing research findings or coordinating event logistics as needed for success.
Administrative Assistant
Performance Team
03.2016 - 07.2021
Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
Promoted a positive work environment through effective communication skills and fostering professional relationships among colleagues.
Improved document organization with thorough file maintenance, archiving outdated records as necessary for efficient retrieval when needed.
Reduced payroll errors by conducting thorough audits and resolving discrepancies in a timely manner.
Maintained confidentiality of sensitive employee information while addressing payroll concerns or disputes.
Identified, researched, and resolved billing variances to maintain system accuracy and currency.
Worked with multiple departments to check proper billing information.
Maintained detailed records of each account''s payment history, providing easy access to information for audit and analysis purposes.
Identified opportunities for process improvement, leading to more streamlined billing operation.
Design Administrative Assistant
Crown Crafts Infant Products
04.2014 - 02.2016
Promoted a positive work environment through effective communication skills and fostering professional relationships among colleagues.
Collaborated on special projects as assigned by leadership.
Leveraged industry knowledge and emerging trends to build innovative messaging and bring design concepts to fruition.
Created sketches and technical drawings to present design concepts to clients.
Identified design requirements for each project.
Applied skill in color theory and composition to bring client visions to fruition.
Collaborated with senior management to develop, review and finalize design concepts.
Developed prototypes for testing and presentation purposes.
General Manager
Work Out World
06.2009 - 03.2013
Managed a diverse team of professionals, fostering a positive work environment and high employee satisfaction.
Developed and implemented strategies to increase sales and profitability.
Maximized efficiency by coaching and mentoring personnel on management principles, industry practices, company procedures, and technology systems.
Formulated policies and procedures to streamline operations.
Directed comprehensive sales efforts to exceed revenue targets consistently while maintaining customer satisfaction levels.
Implemented robust inventory management systems to optimize stock levels and minimize waste/costs associated with excess product storage.
Enhanced customer satisfaction with introduction of customer feedback system, leading to service improvements and repeat business.
Server
Rocky Cola Cafe
06.2004 - 06.2008
Demonstrated strong multitasking skills by managing multiple tables simultaneously without compromising service quality.
Served food and beverages promptly with focused attention to customer needs.
Worked with POS system to place orders, manage bills, and handle complimentary items.
Collaborated with team members during busy shifts for efficient workflow and excellent guest experiences.
Performed opening and closing duties, ensuring the dining area was prepared for seamless service transitions.
Provided attentive service during high-volume periods without sacrificing attention to detail or guest rapport.
Addressed customer complaints or concerns professionally, ensuring swift resolution and maintaining positive relationships.
Assisted in training new hires, providing guidance on restaurant standards and best practices.
Handled cash transactions accurately, contributing to balanced daily financial reports.
Education
Associate of Arts - Accounting
Cerritos College
Norwalk, CA
06-2026
No Degree - Professional Tax Preparation
Latino Tax Professionals
Anaheim,CA
01-2024
High School Diploma -
California High School
Whittier
06-2005
Skills
Client confidentiality
State tax regulations
Tax software proficiency- Crosslink
Continuing education
Individual tax preparation
Nonprofit tax compliance- Registered with VITA/TCE Certification
E-File Certified
Tax return preparation
CTEC Liscense
Relationship building
Bilingual fluency in Spanish
Bilingual writing
Certification
Annual Filing Season Program Participant (AFSP) - Internal Revenue Service.
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Timeline
Professional Tax Preparer
Monarca Tax Services
01.2025 - Current
Ad
Ultimate Staffing Agency- Eagle Commerce
04.2024 - 12.2024
Profesional Tax Specialist
Freedom Tax Services
12.2023 - 04.2024
Payroll Clerk
Performance Team
10.2021 - 12.2022
Administrative Assistant
Performance Team
03.2016 - 07.2021
Design Administrative Assistant
Crown Crafts Infant Products
04.2014 - 02.2016
General Manager
Work Out World
06.2009 - 03.2013
Server
Rocky Cola Cafe
06.2004 - 06.2008
Associate of Arts - Accounting
Cerritos College
No Degree - Professional Tax Preparation
Latino Tax Professionals
High School Diploma -
California High School
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