Strategic Planning Tax Manager

YVETTE RAMOS-TRUJILLO, C.P.A. [Cell 720-***-****, ******@*******.***]

SUMMARY OF QUALIFICATIONS

Experienced Certified Public Accountant with 25+ years of progressive and diverse experience in tax, audit, accounting, and financial management. Proven track record of delivering value- added insights and fostering client trust across industries. Adept at managing teams, streamlining financial processes, and driving compliance and strategic planning initiatives. Recognized for being calm under pressure, detail-oriented, self-motivated, and an effective communicator across all organizational levels. Actively seeking a leadership role where I can continue to contribute to organizational success while mentoring the next generation of professionals. PROFESSIONAL EXPERIENCE

Tax Manager (Remote)

J.A. Solari and Partners – Nevada

July 2024 – October 2025

• Led tax preparation and review for individual and business clients, ensuring accuracy and regulatory compliance.

• Collaborated remotely with internal teams to manage deadlines and provide proactive tax planning.

• Supported firm leadership with special projects and complex tax matters. Tax Supervisor / Manager

GC2 Professional Services, PC – Aurora, CO

January 2018 – May 2024

• Prepared and reviewed tax returns for individuals, partnerships, corporations, and non- profits.

• Oversaw quarterly financial statement preparation, ensuring accuracy and completeness.

• Supervised senior and staff accountants during peak seasons and mentored interns.

• Performed tax research and prepared projections for strategic planning and consulting purposes.

• Assisted audit partners with client engagements and managed financial statement compilations.

Manager

Stone Pine Accounting Services, LLC – Denver, CO

February 2014 – September 2017

• Directed accounting and administrative functions for private equity funds with $50B+ in assets.

• Oversaw fund accounting processes, including capital calls, distributions, and investor communications.

• Led audits and reviewed quarterly and annual financial statements. YVETTE RAMOS-TRUJILLO, C.P.A. [Cell 720-***-****, ******@*******.***]

• Supervised and trained accounting staff, developed department policies, and supported system implementations.

Apartment Investment and Management Company (AIMCO) – Denver, CO Manager, Technical Accounting & Tax Planning

March 2007 – November 2013

• Reviewed and developed models for complex real estate transactions involving cash flow, accounting, and tax impacts.

• Interpreted partnership agreements and provided guidance on tax credit property investments.

• Managed tax planning, projections, and return reviews for multi-entity structures.

• Led performance reviews, internal training, and policy development.

• Participated in leadership development and cross-functional strategic projects. Senior Accountant, Technical Accounting Department June 2005 – March 2007

• Built detailed financial and tax models for real estate transactions and investor reporting.

• Researched state/local tax issues and provided staff training.

• Supported leadership with special projects and team supervision. EDUCATION & AFFILIATIONS

Metropolitan State College Professional Memberships Bachelor of Science in Accounting American Institute of Certified Public Accountants (AICPA)

Colorado Society of CPAs

TECHNICAL SKILLS

• Tax Software:Lacerte, CCH Prosystems Fx,

• Accounting Systems: Thomson Reuters/Engagement, QuickBooks, Alta

• Microsoft Office Suite :Excel, Word, PowerPoint

• GAAP, Tax Research, Financial Reporting, Compliance INTERESTS: Golf Photography Reading Travel Family Hikes

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