PROFESSIONAL QUALIFICATION
Certified Public Accountant, State of Texas, June 2015
EXPERIENCE
Senior Tax Accountant
Lamar and Associates, San Antonio, TX, January 2017 – Present
- Prepare federal and state tax returns for corporations, partnerships and individuals
- Prepare financial statements and adjusting journal entries for tax return preparation
- Calculate federal and state income tax extension and estimated payments
- Conduct tax research to apply to specific client needs
- Help recruit and interview candidates for Tax and Bookkeeping positions
- Organize department by creating/maintaining a master list of clients and server data
- Supervise and train tax and bookkeeping associates in preparation of tax returns
- Serve as Power of Attorney and defend individual clients in IRS disputes and audits
- Assist with accounts receivable, payroll and administrative duties
- Coordinate client meetings
Tax Accountant
Ridout & Barrett & Co. P.C., San Antonio, TX, September 2015 – January 2017
- Prepare federal and state tax returns for corporations, partnerships, individuals, trusts, estates and exempt organizations
- Prepare financial statements and adjusting journal entries for tax return preparation
- Conduct tax research of federal and state tax policy to apply to specific client needs
- Provide tax planning to clients by preparing year-end tax plans
- Client Account Manager for approximately 200 clients
- First Level Review of tax returns prepared by other tax associates on my Client Account Manager list
- Supervise and train associates in the Tax and Small Business departments in preparation of tax returns
- Calculate federal and state income tax extension and estimated payments
- Serve as Power of Attorney for the firm on IRS matters and defend clients in IRS disputes and audits
- Manage daily communication with clients on multiple engagements
Staff Accountant
Garza/Gonzalez & Associates, San Antonio, TX, November 2010 – September 2015
- Prepare federal and state tax returns for corporations, partnerships, individuals, trusts, estates and exempt organizations
- Prepare financial statements: Balance Sheet and Income Statements
- Conduct tax research of federal and state tax policy to apply to specific client needs
- Audit fieldwork for Non-Profits and Governmental Entities
Tax Associate/Book Keeper
Vincent Berlanga, CPA, San Antonio, TX, February 2010 – November 2010
- Prepare bank reconciliations and balance sheets and income statements
- Prepare federal and state tax returns for corporations, partnerships, individuals
Book Keeper
Portico Residential LLC, San Antonio, TX, August 2009 – February 2010
- General bookkeeping duties
EDUCATION
Texas A&M University at San Antonio, May 2013
Masters of Professional Accountancy
University of Texas at San Antonio, Dec 2009
Bachelor of Business Administration Degree in Accounting
Minor in General Business
SKILLS
- Proficient in Microsoft Office Suite
- Extensive user of research databases/repositories: Thomson Reuters Checkpoint (RIA), Lexis Nexis, Internal Revenue Code, Treasury Regulations, IRS Audit Guides
- Technical Expertise in Accounting Software: Ultra Tax, Engagement CS, Engagement Manager, Fixed Assets CS, Lacerte Tax Software; Peachtree Accounting Software, Intuit Quickbooks Accounting Software, ProSeries Intuit Professional Tax Software, TaxWise Professional Tax Software
- Numerous technical training and continuing professional education on various tax topics
HONORS AND OTHER ACTIVITIES
- Supplemental Instructor – UTSA
- National Scholars Honors Society
- National Society of Collegiate Scholars
- Honors Alliance UTSA
- AICPA Member
- San Antonio CPA Society Member and participation in Blue Santa, Funlympics
- San Antonio Washers for a Cause Tournament
- Coach of boys “Grizzlies” basketball team
