MELORA
San Francisco
Summary
Organized and dependable candidate successful at managing multiple priorities, particularly fiscal related responsibilities, in varying office environments; independently focused with a positive can-do attitude. Equally adept in supervisory and team-player roles, utilizing excellent English written and verbal skills and Spanish language dexterity.
Overview
18
18
years of professional experience
Work History
Accountant, Tax Preparer
A Good Return
01.2006 - Current
- Improve data collection/storage, initiate/install QuickBooks tracking, provide financial analysis to optimize accounting practices and retain customers.
- Consult with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement. (20% Spanish speaking)
- Maximize client savings by identifying deductions and tax credits, plus reduce audit risk through thorough a highly detail-oriented review of financial documents.
- Create & maintain all office procedures and equipment maintenance/repair.
- Managed and trained staff and independent contractors for accounting special projects.
Alzheimer's Caretaker
Private Client
09.2016 - 08.2022
- Managed and coordinated all financial, medical and household duties.
- Served as a liaison between patient and assisted living staff and building management to address all patient care effectively. (20% Spanish speaking)
- Trained new staff members on caretaking procedures, policies, and best practices to maintain high quality standards.
- Diffused challenging communication interactions using validation techniques, listening to essential patient needs.
Tax Preparer
Liberty Tax
01.2006 - 04.2010
- Conducted in-person tax data assessment interviews with clients (90% Spanish speaking).
- Reduced tax and audit liability employing effective listening, data management and accounting skills.
- Managed multiple deadlines efficiently, ensuring all clients'' taxes were filed on time without compromising quality or accuracy.
- Managed and trained staff.
- Maintained/followed extensive office procedures and protocol.
Education
Associate of Arts - Chef Training
California Culinary Academy
San Francisco, CA08.1984
No Degree - General Credits
Southern Oregon College
Ashland, OR1982
Skills
- Fiscal Assessment and Analytics
- Client Confidentiality
- Deadline-oriented
- Individual Tax Returns
- CTEC certifications
- Quickbooks entries and reconciliation
- Quickbooks ProAdvisor training
- Office Organization and Management
- Extensive Software Utilization
- Verbal and Writing Proficiency
- Staff Scheduling and Oversight, including meeting budget constraints
Languages
Spanish
Full Professional
Timeline
Alzheimer's Caretaker
Private Client
09.2016 - 08.2022
Accountant, Tax Preparer
A Good Return
01.2006 - Current
Tax Preparer
Liberty Tax
01.2006 - 04.2010
Associate of Arts - Chef Training
California Culinary Academy
No Degree - General Credits
Southern Oregon College