Accountant

Maria M. Aguilar

Houston, TX ***** 832-***-**** *****.*******.*******@*****.***

Education

● University of St. Thomas: Class of 2023

Bachelor of Business Administration in Accounting

Master of Business Administration in Accounting

● KIPP Generations Collegiate High School: Class of 2018

High school diploma

Work Experiences

● Lozano CPA, P.C.

-Tax Associate: Responsibilities included preparing tax returns, (Individual, S-Corporation, Gift Tax, Trust, State returns, Texas Franchise Tax returns, as well as amended returns) electronically and/or paper-filing all types of returns, preparing and filing tax return extensions (Forms 4868 [Individuals] and Forms 7004 [business]), reviewing and analyzing IRS Notices and preparing emails to clients with instructions regarding them, preparing Letters to IRS (regarding issues such as, but not limited to, late penalty waivers and closing of EINs), preparings special types of Forms (including, but not limited to, TX Forms 401 & 651, Forms 1099, Forms W-2 & W-2c), analyzing financial statements from clients, adjusting journal entries and trial balance, and processing tax returns. Also did a bit of bookkeeping for some clients in order to input information for their tax return.

(June 2023 - February 2024)

-Intern Associate: administrative responsibilities that included answering phone calls and calling clients to schedule conference calls or in-person meetings, greeting and receiving clients, shredding paper, ordering supplies for the office, ordering food during busy tax season, organizing various sections of the office space such as break room/kitchen and office supply cabinet, recycling ink cartridges, reporting printer meter reads, updating and editing procedures as necessary, preparing disengagement of clients, going through applications and resumes for internship positions in order to meet with supervisor for potential interviews/hiring, scanning and saving tax documents, training new interns, and preparing emails to clients, among other things.

(February 2022 - May 2023)

● The Health Museum

-Visitor Services Associate: Worked in both the ticket booth and gift shop of the museum. Responsibilities included turning exhibits on and off at the beginning of the day and at the end of the day, handling transactions when customers made purchases, and preparing workstation every morning and organizing gift shop merchandise. Also helped and was involved with aiding my supervisor with end-of-the-year inventory of the gift shop merchandise.

(February 2019 - September 2021)

● Harris County Medical Society

- Contractor for Temporary Labor for PPE: responsibilities included organizing pallets of made up of hand sanitizers, masks, and face shield, loading pallets onto the vehicles of clients, checking off each client that came and picked up pallets, making notes of clients that were not able to come and giving them to supervisor (and would commonly reach out to said client in order to reschedule), opened up warehouse at the beginning of each day and also closed up at the end.

(November 2020 - June 2021)

Extracurricular Activities/Volunteer Experiences

Houston Food Bank (May 2016 - September 2018)

Skills

● Bilingual (Speak, write, and read both Spanish and English fluently)

● Cooperative

● Flexible/Adaptive

● Teamwork

● Patient

● Dependable

● Empathetic

● Moderate-to-proficient in Microsoft Word, PowerPoint, and Excel

Contact this candidate