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Tax Accountant

Dallas, TX
May 16, 2020

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Carlos Andres Moreno

*** ***** **** **** ********, TX 75149 214-***-****


University of Texas at Arlington, College of Business Arlington, TX Masters of Professional Accounting December 2019

Southern Methodist University, Dedman College Dallas, TX Bachelor of Science in Economics with Financial Application December 2016 Candidate for Uniform CPA Exam – Education requirements met; testing expected to be completed by end of 2020 EXPERIENCE

Tolleson Private Wealth Management Dallas, TX

Tax Associate January 2019 – December 2019

• Prepared and reviewed federal and state income tax forms and schedules for Individuals, Partnerships, Trusts, Foundations, Corporations and S-Corporations by comparing and analyzing to tax return of prior year

• Prepared Texas Franchise Tax reports for applicable Corporations, S-Corporations, Partnerships, Trusts and LLCs

• Calculated estimated tax payments for clients by applying prior year or current year safe harbor provision and scheduled payments through the EFTPS tax service database according to each tax jurisdiction legislation

• Compiled summary workpapers for clients ensuring that all required tax documents were properly gathered by comparing to prior year workpapers and preparing financial excel documents for Partnership 1065 tax returns

• Developed complex financials for Partnership income tax returns and completed entity bank reconciliations

• Completed an individual project assigning Power of Attorney to trustees based on requests by clients

• Researched complex tax issues utilizing IRC, presented findings in weekly memos summarizing existing tax statues and prepared recommended actions for departmental meetings

• Documented applicable changes to tax strategies for clients based on the Tax Cuts and Jobs Act

• Reconciled Partnership income financials on Form 1065 to individual partner’s K-1s based on findings of Schedule M-1 and adjusted basis of each Partner’s Capital Accounts based on the analysis of Schedule M-2

• Ensured all values in tax returns were correct by properly tick marking financial documents and traced figures to supporting documentation in workpapers and excel financials and documented applicable notes Sea Star Base Galveston, TX

Financial Advisor March 2018 – November 2018

• Performed a comparative analysis of yearly financial statements for the past five years and explained variances

• Examined cost structure of each department and proposed ways to reduce spending and to enhance performance

• Worked directly with departmental directors on creating a budget and how to properly appropriate funds

• Established controls to mitigate risk of lost inventory by implementing a barcode inventory tracking system

• Managed and facilitated training and development programs, reducing costs by 10%

• Promoted process improvement practices for reporting; increased efficiency by consolidating redundant operations

• Conducted competitive analysis and made organizational recommendations based on the competitive landscape World Languages and Literature Department at SMU Dallas, TX Student Worker January 2016 – January 2017

• Created excel models to appoint classrooms for the classes in the World Languages Department for Fall 2016

• Assisted the chair of the department on completing specialized projects for tenured promotions in Spring 2016

• Performed administrative duties, including installing software on computers and tracking inventory of supplies FC Background Dallas, TX

Customer Service Representative May 2015 – December 2015

• Customer service specialist in assisting with any issues arising at client site

• Specialized in performing background checks for employees working at construction sites

• Responsible for month-end evaluation reports of background screenings and client performance ADDITIONAL INFORMATION

• Fluent in English and Spanish

• Active member of ALPFA (Association of Latino Professionals for America) and The Honor Society

• Microsoft Office Expert Certification (Excel 2016), and skilled in Tableau and QuickBooks

• Proficient in financial reporting and issues research using the FASB ASC, Checkpoint

• Experienced in CCH ProSystem and CCH Axcess Tax software

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