Adamari Esquivel
Joliet,IL
Summary
Detail-oriented Tax Preparer with five years of experience in tax preparation for numerous entities. Expert in managing paperwork for tax returns, extensions, tax planning calculations and write-ups. Quick to build rapport with clients leading to long-term business relationships.
Overview
5
5
years of professional experience
Work History
Tax Preparer Assistant
Services Pantoja
01.2019 - Current
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Communicated with clients regarding tax situations, providing guidance on financial decisions.
- Maintained compliance by adhering to current tax laws and regulations.
- Analyzed financial records to verify accuracy of tax returns.
- Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
- Helps clients register for LLC's as well as file tax returns for LLC's.
Education
Bachelor of Science - Accounting
Lewis University
Romeoville, IL05.2023
Skills
- Document Preparation
- Tax Reporting
- Bilingual
- Verbal/Written Communication
- Organization Skills
- Attention to Detail
- Translating Documents
- Mathematical Calculations
- Creative Solutions
- Decision Making
- Time Management
- Good Telephone Etiquette
Languages
Spanish
Bilingual or Proficient (C2)
English
Bilingual or Proficient (C2)
Additional Information
137 Credit Hours
Will be taking extra classes to get 150 credit hours to take CPA exam
Timeline
Tax Preparer Assistant
Services Pantoja
01.2019 - Current
Bachelor of Science - Accounting
Lewis University
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