(555) 432-1000,
Montgomery Street, San Francisco, CA 94105
Professional Summary

Successful tax professional focused on performance, customer service and compliance. Goal-oriented Accounting Manager known for person-ability, accuracy and professionalism.

Focused Accounting professional with more than 10 years of experience maintaining financial records and reviewing account activity. Proven track record of developing accurate spreadsheets and delivering organized reports. Accomplished in taking on tasks within strict deadlines while prioritizing urgent needs.

Experienced in assisting with financial planning and analysis. Conducting face-to-face tax interviews. History of going above and beyond to exceed expectations. High-performing Tax Preparer proficient at preparing complete and accurate tax returns. Knowledgeable in overseeing all paperwork for tax preparation. Excellent planning, problem-solving and decision-making strengths and experienced in latest tax codes and changes.

Multi-talent Tax preparer with success in tax services within fast-paced, high-volume settings. Successful in preparing business and individual tax returns and uncovering opportunities to maximize refunds. Maintains updated knowledge of changing tax regulations and accounting technology.

  • Tax return preparation
  • Payroll familiarity
  • Financial statements expertise
  • Corporate tax preparation
  • Local, state and federal tax returns
  • IRS correspondence
  • Budgeting
  • Document preparation
  • Financial Reporting
  • Bookkeeping
  • Account Reconciliation
  • Relationship building and management
  • Sales Strategies
  • Marketing strategy implementation
  • General ledger accounting expertise
  • Audit coordination
  • Team Building
  • Team Management
  • Tax reporting
FIU 12000 SW 8th Street Miami, Florida, Expected in MBA : Not Graduated - GPA :
Ft Lauderdale Collegue FT Lauderdale, Florida, Expected in Associate of Science : Computer Science - GPA :
UPIGV LIMA, PERU, Expected in 12/1982 Bachelor of Science : Economics - GPA :
Work History
Oakmont Management Group - Accounting Bookkeeper
Mountain View, CA, 07/2010 - 03/2020
  • Contributed to development of office operations manual and improved accounting procedures by implementing accounting databases and software.
  • Oversaw accounts and financial reporting for over 200 clients.
  • Reviewed account discrepancies and proposed courses of action to minimize losses.
  • Worked with senior accounting staff to prepare financial documents and reports such as bills and invoices, year-end analysis, budgets, financial records and financial statements.
  • Streamlined bookkeeping procedures to increase efficiency and productivity.
  • Prepared tax returns, extensions, tax planning calculations and write-ups for all types of organizations and entities, including individuals.
  • Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits.
  • Maintained complete records of client tax returns and supporting documentation in secured areas.
  • Completed and filed returns with tax departments at local, state and federal levels.
  • Facilitated communication between clients and tax authorities.
  • Maintained high-quality control standards by reviewing internal tax preparation documents for missed tax benefits.
Summit Credit Union - Executive Director
Portage, WI, 08/2009 - 07/2012
  • Worked closely with organizational leadership, including board of directors, to strategically affect direction of operations.
  • Enhanced performance management systems and implemented networking and proactive programs to improve organizational objectives.
  • Promoted mission of organization via successful community outreach and marketing strategies.
  • Updated and maintained membership database on consistent basis.
  • Provided exceptional services including counseling, case management, education and job training to diverse client base.
  • Recruited new members by networking at community events and distributing promotional materials to attendees.
  • Planned marketing initiatives and leveraged referral network to promote business development.
  • Generated client retention by accurately organizing and executing International trade shows and events.
  • Managed administrative logistics of events planning, including contract signing, fee collection, event booking and event promotions.
  • Monitored social media and online sources for industry trends.
JPMorgan Chase - Mortgage Loan Officer
City, STATE, 04/2004 - 06/2009
  • Originated, reviewed, processed, closed and administered customer loan proposals.
  • Resolved discrepancies between borrowers, lenders and financial institutions with detail orientation and efficiency.
  • Prepared documents for customers, submitting and overseeing through each step of closing process and Collected information from banks, institutions and employers to assess applicant eligibility.
  • Worked with customers to understand needs and provide the service they need.
  • Developed and maintained relationships with local real estate agents.
  • Developed prospects for new loans by conducting 100 cold calls weekly.
  • Created strategies to develop and expand existing customer sales, which resulted in 20% increase in annual sales.
  • Complied with regulatory requirements, including Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
  • Successfully closed average of 15 loans per month.
Singer Products Inc - Import Export Manager
City, STATE, 07/1990 - 06/2004
  • Developed international business relationships to drive business units abroad.
  • Created effective strategies to target new markets after researching and analyzing competitor behavior.
  • Developed strategic relationships with key suppliers and clients to foster profitable business initiatives.
  • Managed vendor purchase order process including dispatch, delivery and invoicing to set contractual guidelines and maintain budgetary regulations.
  • Maintained consistent email communication with stores and suppliers to confirm and track orders and verify price revisions on purchase orders.
  • Maintained strong vendor connections at all stages, including arranging pricing and delivery structures and managing specific shipment or paperwork concerns.
  • Handled day-to-day shipping and receiving overseeing more than 50 packages per day.
  • Negotiated with different freight companies and received annual contracts resulting in cost savings of 25%.
  • Responded to customs, customer and internal requests and notices about classification, duty rates and documentation requirements to support import regulations.
  • Coordinated company product shipments and international transactions to eliminate freight delays.

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School Attended

  • FIU
  • Ft Lauderdale Collegue

Job Titles Held:

  • Accounting Bookkeeper
  • Executive Director
  • Mortgage Loan Officer
  • Import Export Manager


  • MBA
  • Associate of Science
  • Bachelor of Science

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