Senior Tax Associate at PwC
Miami/Fort Lauderdale Area
PwC
Tax Associate
October 2013 to Present
Florida International University
Graduate Assistant
August 2012 to August 2013
PwC
Tax Intern
January 2012 to April 2012
Miami Gastroenterology Associates
Assistant Office Coordinator
July 2007 to December 2011
Volunteer Income Tax Assistance (VITA)
Income Tax Preparer
January 2011 to April 2011
ALPFA at Florida International University
Secretary
May 2009 to December 2009
What company does Lourdes CPA work for?
Lourdes CPA works for PwC
What is Lourdes CPA's role at PwC?
Lourdes CPA is Tax Associate
What industry does Lourdes CPA work in?
Lourdes CPA works in the Accounting industry.
Who are Lourdes CPA's colleagues?
Lourdes CPA's colleagues are Eric Niggas, Joy Condon, Scott Nail, Alan Jones, Shawn Reed, David Collins, Cindy Baker, Daniel S. Alvarez, Lori Martin, and Pablo Delgado
📖 Summary
Tax Associate @ From October 2013 to Present (2 years 3 months) Graduate Assistant @ From August 2012 to August 2013 (1 year 1 month) Tax Intern @ • Prepared partnership and corporation tax returns • Prepared extensions and other forms on firm-wide tax software program • Calculated federal and state extension payments and prepared supporting work papers for various entities • Researched clients' tax issues to provide them with accurate information • Communicated closely with several seniors to reduce revision time and increase efficiency From January 2012 to April 2012 (4 months) Assistant Office Coordinator @ • Assisted the office manager with billing claims • Scheduled appointments for procedures and office visits • Obtained authorizations and referrals from insurance companies for procedures • Substituted and assisted front desk receptionist when needed • Confirmed preparations of medical surgery clearances • Filed medical records for over 10,000 patients From July 2007 to December 2011 (4 years 6 months) Income Tax Preparer @ • Prepared basic and intermediate income tax returns using TaxWise Software • Analyzed information to verify that essential documents were not missing • Completed the required IRS basic and intermediate income tax preparation certification courses From January 2011 to April 2011 (4 months) Secretary @ • Oversaw the Community Service Committee and arranged all community service events • Ordered and ensured the timely delivery and set-up of food and beverages for all events • Prepared Executive Board meeting agendas and recorded meeting minutes • Responsible for essential clerical duties such as file for funds forms and invoice distributions From May 2009 to December 2009 (8 months) Master of Accounting, Taxation @ Florida International University From 2012 to 2013 Bachelor's degree, Accounting @ Florida International University From 2007 to 2011 Lourdes CPA is skilled in: Tax, Corporate Tax, Accounting, Tax Preparation, Time Management, Access, Finance, Financial Statements, Budgets, Invoicing, GAAP, US GAAP, Outlook, Accounts Payable, General Ledger
Extraversion (E), Sensing (S), Feeling (F), Judging (J)
1 year(s), 6 month(s)
Unlikely
Likely
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