Jacob Valdivia
O'Reilly's Auto Parts
Lake Elsinore
2
Languages
1
year of professional experience
Detail-oriented Accounting and Finance student with proven hands-on experience in IRS-certified tax preparation and retail financial operations. Leverages an IRS Advanced Tax Certification to prepare complex returns and conduct secondary quality reviews through the VITA program. Combines strong quantitative academic training with valuable, fast-paced competencies in cash management, inventory auditing, and B2B client relations developed in commercial retail environments.
Work History
Delivery Specialist
5 Months- Cash Controls & POS Management: Managed front-counter retail sales and POS systems; executed cash, credit, and commercial account transactions, reconciling registers for zero variance at shift close.
- Logistics & Asset Control: Optimized delivery routing for commercial accounts, ensuring adherence to schedules and verifying accuracy on multi-item invoice delivery manifests.
- Client Relations & Problem Solving: Addressed walk-in and commercial customer inquiries, resolved billing or return discrepancies on the spot, and provided professional service to maintain account retention.
- Client Relations & Problem Solving: Addressed walk-in and commercial customer inquiries, resolved billing or return discrepancies on the spot, providing professional service to enhance account retention.
Volunteer Income Tax Assistance
4 Months- Interviewed low-income families and elderly clients to ensure accurate data intake and tax law compliance.
- Interviewed low-income families and elderly clients, ensuring accurate data intake for compliance with tax laws.
- Prepared and electronically filed 45+ federal and state individual tax returns using professional tax software to meet client needs.
- Conducted secondary quality reviews on peer returns, minimizing errors and identifying missing deductions to enhance overall accuracy.
Education
Bachelor of Science - Accounting And Finance
- Relevant Coursework: VITA, Intermediate Accounting I & II, Intro To Taxation, Finance I & II, Managerial Accounting
Skills
Logistics Management
Route Optimization
QuickBooks
Microsoft Excel
Supply chain
Organizational management
Professional conduct
Customer service
Teamwork
Client Communication
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Delivery Specialist
O'Reilly's Auto Parts
03.2026 - CurrentRead More
Volunteer Income Tax Assistance
IRS VITA Program – CSU, San Bernardino
12.2025 - 04.2026Read More
California State University, San Bernardino
Bachelor of Science from Accounting And Finance
Read More