Accountant with Tax & Bookkeeping Expertise

ddie Velez

© Phoenix, *****

LO se: TEL

© *********@*****.***

Skills

SS Wal)

QuickBooks, Accounting

and Bookkeeping

GL, Auditing processes

and payroll management

SAP, CORE and GOLD

Stock system

Review and file local,

state, and federal tax

ri)

Verbal and written

Communicator to an

Array of Audiences

Detail-oriented

Exceptional customer

service and client

Cla) iecte elas}

Highly Driven

Month end closing

Summary

With over 8 years of experience in accounting and financial reporting, and 5

years in tax compliance, am seeking a company where can grow full-time

and join a team that can leverage my knowledge and benefit from a motivated

team player like me. am eager to start a new career path and gain new

knowledge and skills. My expertise includes income and sales tax laws,

complemented by skills in financial data analysis and Project management.

Work Experience

Tax Preparer, Intuit

01/2022 - PRESENT

* Protected sensitive client data to foster trust and loyalty.

Analyzed previous returns for errors, improving clients’ financial standing.

U Reduced audit risks by identifying potential IRS audit triggers.

0 Addressed client concerns swiftly during high-pressure tax seasons.

U Efficiently completed tax filings at local, state, and federal levels.

U Expertly managed diverse cases for small business owners and self-

employed clients.

U Demonstrated taxation expertise for clients with investments and rental

properties.

ACCOUNTS RECEIVABLE/ PAYABLE ACCOUNTANT,

AZ Furnishing

06/2018 — 01/2022

« Executed comprehensive financial management and compliance

processes as an accounting professional.

* Demonstrated proficiency in full-cycle accounting functions, including

meticulous reconciliation of balance sheets, assets, liabilities, and equity

accounts.

« Enhanced cash management through detailed analysis of aging

receivables and collection trends, successfully negotiating client payment

plans to mitigate outstanding balances.

* Oversaw the preparation and filing of monthly Arizona Transaction

Privilege Tax (TPT) reports.

DATA ENTRY CLERK, World Class Distributions

08/2012 — 01/2016

* Accurately conducted shipping and receiving operations.

« Applied knowledge of the G.O.L.D. stock system to improve data

management.

* Scrutinized shipment contents by comparing them with records such as

manifests, invoices, or orders to ensure accuracy.

* Documented shipment data, including weight, charges, space availability,

damages, or discrepancies for comprehensive reporting and record-

keeping.

* Coordinated with establishment representatives to resolve issues related

to damages, shortages, or non-conformance to specifications.

« Requisitioned and stored shipping materials and supplies, maintaining

inventory stock while determining optimal shipping methods, routes, and

rates.

Education

Phoenix College, Associates, Accounting,

1202 W Thomas Rad, Phoenix, AZ 85013

2017 — 05/2019

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