JUANITA GOMEZ
Self Employed
Bakersfield
1
Language
22
years of professional experience
Detail-oriented bookkeeper with expertise in QuickBooks, compliance management, and tax return preparation. Proven track record in optimizing financial processes and enhancing team efficiency through training and effective communication.
Work History
Bookkeeper
7 Years 3 Months- Managed full-cycle accounts payable and receivable processes ensuring timely payments and accurate financial records.
- Prepared monthly financial reports, analyzing trends to support decision-making and strategic planning.
- Implemented automated invoicing systems, streamlining billing processes and reducing manual errors.
- Trained junior staff on accounting software, fostering knowledge transfer and improving team efficiency.
- Collaborated with auditors during annual reviews, providing necessary documentation for compliance assurance.
- Developed budgeting forecasts, aligning departmental spending with organizational goals to optimize resource allocation.
Tax Preparer
10 Years 11 Months- Conducted thorough tax research to identify deductions and credits, maximizing client benefits and minimizing liabilities.
- Advised clients on tax planning strategies, enhancing financial decision-making and long-term savings.
- Reviewed financial documents for accuracy, ensuring precise reporting and adherence to tax laws.
- Prepared individual and business tax returns using industry-standard software to ensure compliance with regulations.
- Established strong client relationships through effective communication and personalized service, fostering trust and loyalty within the community.
- Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
- Analyzed financial records to verify accuracy of tax returns.
- Provided exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.
Supervisor, Payroll Tax Accounting Reporting
14 Years 11 Months- Prepared and filed accurate and timely payroll tax returns and other related reports to comply with tax laws and regulations.
- Generated paper checks for employees and printed stubs for associates who received direct deposits to complete payroll distribution.
- Reviewed state and federal legislation impacting payroll taxes, adjusting procedures proactively for compliance updates.
- Streamlined quarterly and year-end reporting processes for improved timeliness and accuracy in submissions.
- Maintained accurate records of all payroll tax transactions, ensuring easy access for future reference or audits.
Education
Accounting
High School Diploma
Skills
Experienced in QuickBooks software
Compliance management
Tax compliance audits
Accounting and bookkeeping
Knowledge of tax regulations
Financial record management
Tax return preparation
Languages
Spanish
Native or Bilingual
Timeline
Bookkeeper
Centric Healthcare Services
06.2019 - CurrentRead More
Tax Preparer
Self Employed
10.2015 - CurrentRead More
Supervisor, Payroll Tax Accounting Reporting
Integrity Builders Enterprise
01.2005 - 12.2019Read More
Mexican American Opportunity Foundation
Accounting
Read More
Bakersfield School Disctrict
High School Diploma
Read More