Dependable professional with a strong focus on delivering quality work and working well with others. Known for clear communication, teamwork, and supporting company goals. Always learning and looking for ways to grow professionally.
Overview
1
1
year of professional experience
Work History
Tax Associate
HLB Puerto Rico LLC
San Juan
01.2025 - Current
Prepared federal, state, and local tax returns for individuals, businesses, trusts, estates, non-profit organizations, and partnerships.
Evaluated various forms including W-2s, 1099s, K-1s, Schedules C and E. to verify information is correct.
Manage Act 60 applications, annual compliance reports, and ongoing filings for export services and individual investors.
Assist clients with municipal tax licenses, Unique Use Permits (Permiso de Uso Único), and business registrations.
Prepare corporate tax projections, year-end closeouts, and estimated tax payments.
Maintain direct client communication, providing advisory support and ongoing tax planning assistance.
Tax Intern
HLB Puerto Rico
San Juan
08.2024 - 12.2024
Performed data entry into accounting software programs such as QuickBooks or Excel.
Worked with accounting software programs, such as QuickBooks for accurate record-keeping purposes.
Prepared individual and business tax returns using tax software tools.
Communicated with clients to gather necessary information for tax preparation.
Assisted clients in preparing and filing federal, state, and local tax returns.
Organized paperwork into appropriate folders for easy retrieval when needed.