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Tax Advisor Resume Example

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TAX ADVISOR
Summary
Highly determined, professional Tax Avisor. Known for providing exceptional client service and communication to international clientele. Excel in firm wide goals, delivering accurate and efficient work while meeting strict deadlines in a fast-paced, results-oriented environment.
Highlights
  • Microsoft Office - Word, Excel, Outlook, Power Point
  • Ultra Tax / Accounting CS
  • Property Boss Solutions / Rent Manager
  • Sure Prep - Tax Automation Software
Experience
Tax AdvisorJan 2017 to Current
HERNANDEZ & COMPANY, CPA'S － Coral Gables, FL
  • Review and prepare federal and state income tax returns for individuals, corporations, and partnerships -Research tax implications of domestic and international tax issues and advise clients accordingly -Review accounting and financial statements for estimated federal and state tax planning leading up to the deadline to reduce penalties and interest -Review and verify tax files prepared by team of 2 staff associates to ensure proper taxation -Federal and State correspondence and resolution -Interfaced with client relations team, ensured high quality product delivery and after-sales service, leading to client retention rates of 95% and 10% increase in client accounts -Manage multiple engagements worth $950k annually; exceeded monthly goals for the first six months by $19k.
  • Supervise, coach, and develop a team of three accountant managers and two tax associates to achieve maximum team profitability.
Account ManagerJan 2012 to Dec 2016
  • Managed a book of 200+ corporate and individual clients -Implemented, prepared, and analyzed accounting records for multiple business industries -Filed monthly sales tax for 15 stores over multiple counties in Florida -Created and conducted 3 training programs on various accounting topics for interns and new hires -Developed and mentored associates to promote growth and firm's core values -Recognized and rewarded for excellency in client care -Top performer for two consecutive years for exceeding firm goal of $500k -Set firm record for highest number of accounts serviced within a year while surpassing annual billing goal by 5%.
Administrative / BookkeeperSep 2006 to Dec 2011
REAL ESTATE DEVELOPER / PROPERTY MANAGEMENT － Coral Gables, FL
  • Managed accounting records for partner's various businesses and personal financial information while maintaining strict confidentiality -Integrally involved in implementing property management software focusing on A/R -Obtained various vendor bids to reduce cost in property expenditures -Created presentations for commercial loan request for acquisition of commercial real estate -Prepared and maintained budgeted financials while keeping track of actual income and expense to ensure budgeted numbers were being met.
Education and Training
Bachelor of AccountingDecember 2018Florida International University － Miami, FL
Associates, Art - AccountingJuly 2016Miami Dade College － Miami, FLArt - Accounting
Languages
Fluent in English and Spanish
Skills
accounting, accountant, Automation, billing, book, coach, client, clients, client relations, delivery, Fluent in English, financials, financial, financial statements, Excel, Outlook, Power Point, Microsoft Office - Word, presentations, property management, quality, QuickBooks, real estate, Research, sales, SAP, Spanish, Tax / Accounting, tax planning, Tax, tax returns, training programs
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Resume Overview

Companies Worked For:

  • HERNANDEZ & COMPANY, CPA'S
  • REAL ESTATE DEVELOPER / PROPERTY MANAGEMENT

School Attended

  • Florida International University
  • Miami Dade College

Job Titles Held:

  • Tax Advisor
  • Account Manager
  • Administrative / Bookkeeper

Degrees

  • Bachelor of Accounting December 2018
    Associates , Art - Accounting July 2016

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