Kory Aguilar

Email: ad22i3@r.postjobfree.com Phone: 409-***-****

CAREER PROFILE:

Accounting competencies I acquired as a Student and a Professional, such as courses in financial accounting, taxation, accounting information systems, and cost accounting helped me with bookkeeping, end-of-period closing process, preparing financial statements, completing bank reconciliations, etc.

HIGHLIGHTS/SKILLS:

Tax Prep: 1040, 1041, 1065, 1120, 1120S

HNW Indivdidual and K1 prep

Account Reconciliation

Invoice and Payment Transactions

Detail-oriented, Efficient Time Management and

Organized professional with extensive knowledge in accounting.

Possess strong analytical and problem solving skills, with the ability to make well thought out decisions.

Able to work with a team or independently if needed.

Excellent written and verbal communication skills.

Highly trustworthy, discreet and ethical.

Resourceful in the completion of projects, effective at multitasking.

COMPUTER SKILLS:

Proficient in Microsoft Word, Excel, Access, PowerPoint, and Microsoft Windows

Experienced in use of QuickBooks Desktop & QuickBooks Online,

Tax software: CCH Desktop & Access, UltraTax, Engagement, Axcess

WORK EXPERIENCE:

Sims & Associates CPA

Senior Tax Accountant (Contract position) 4/15/2023 - Current

•Preparations of various Tax Returns such as: 1040, 1040X, 1041, 1065, 1120, and 1120S

•Preformed/Review year end bookkeeping for preparation of Tax return.

•Prepared Extensions, and Tax projections based off of income changes from prior year for clients to make necessary ES-Payments if needed

Sol Schwartz & Associates

Senior Tax Accountant 8/15/2022 – 3/15/2023

•Preparations of various Tax Returns such as: 1040, 1040X, 1041, 1065, 1120, and 1120S

•Preformed year end bookkeeping for preparation of Tax return.

•Prepared Extensions, and Tax projections based off of income changes from prior year for clients to make necessary ES-Payments if needed

Grimbleby Coleman CPA -

Tax Accountant Level II 1/10/2022 – 7/1/2022

•Preparations of various Tax Returns such as: 1040, 1040X, 1041, 1065, 1120, and 1120S

•Preformed year end bookkeeping for preparation of Tax return.

•Prepared Extensions, and Tax projections based off of income changes from prior year for clients to make necessary ES-Payments if needed

Whitley Penn/Ray Tax Group

Accounting Services/Tax Associate 8/25/2018 – 10/15/2021

•Full Charge Bookkeeping for weekly client, as well as bookkeeping for monthly, quarterly, or annual clients.

•Reconciliation of Bank and Credit Card accounts, accounts receivables and account payables.

•Assisted in monthly write-up work and preparations of Financial Statement.

•Assisted in preparations of scheduled reports needed for client Audits.

•Processed Payroll for weekly, bi-weekly, monthly, and annual clients.

•Maintained accounts payables and prepared vendor checks/ACH’s for bill pay.

•Prepared 1099’s and W-2/W-3’s Annual bookkeeping for tax return preparation.

•Prepared Tax projections based off of income changes from prior year for clients to make necessary ES-Payments if needed.

•Preparations of various Tax Returns such as: 1040, 1040X, 1041, 1065, 1120, and 1120S

MBI Investments

Staff Accountant 9/15/2014 – 3/16/2018

•Assisted the Comptroller in intercompany transfers and transactions among their multiple companies.

•Analyzed accounting data to maintain accurate and up to date with accounting records.

•Maintained subsidiary accounts and general ledger by inputting journal entries reconciling accounts receivable and payable, and communication for obtaining supporting documentation.

•Reconciled Bank Accounts and Company credit card.

•Assisted in maintaining escrow accounts for clients. Processed payments and collections for Rental/ Loan Properties and invoices for customers and vendors.

•Processed Daily A/P and A/R invoices to meet processing deadlines.

•Audit payment processing to ensure that all aspects of the payment process produced an accurate and supported payment while coordinated with vendors in resolving discrepancies related to pricing and status errors of properties.

•Assisted in Payroll processing and Preparation of checks.

•Maintained Tax records and Insurance files for Properties.

•Produced special reports such as, but not limited to Balance Sheet, Income Statement, producing Statement of Accounts for our clients and Escrow Analysis for our Loan Portfolio to insure accurate accounting information.

Texas Mortgage Capital

Loan Servicing Manager 2/1/2015-7/1/2015

•Processed payment Transactions and invoices for customers and vendors.

•Maintained Loans and escrow accounts for clients.

•Prepared special reports that provided financial status information for multiple clients to insure accurate balances that correspond with accounting records.

•Assisted in Customer billing, customer invoice creation, and distribution. Maintained detailed up to date client and vendor files.

EDUCATION:

High School Diploma with Ball High School 2008

Bachelors of Accountancy (BBA) in Department of Accountancy 2014

From Stephen F. Austin State University

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