Diana L. Medina
Arecibo
Summary
Professional with more than 15 years of successful experience in accounting. Creative and analytical problem solver who thinks big and long term, acts quickly and is comfortable in a hands-on role. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Accounting and Tax Professional
Emerald Consulting Group
10.2020 - 08.2023
- Prepared simple to moderate state tax-related financial statement calculations, entries and disclosures.
- Carried out tasks under minimal supervision related to income tax compliance, such as declarations, extensions, forecasts and tax provisions for business sectors and business units of corporate assets.
- Worked closely with clients to properly fill out tax forms and file tax returns electronically.
- Kept up to date on current income tax developments and advised clients to make proper adjustments.
- Prepared federal and state income tax returns for individuals and businesses.
- Remained educated in all current tax laws for US.
- Represented clients before federal, state and local taxing authorities.
- Managed filing of federal, state and local taxes within established time frames for business with staff headcount of [Number]
Customer Service Team Leader
HR Block Enterprises
04.2012 - 10.2020
- Trained and supervised team of customer service representatives in providing quality service to customers.
- Management and direction of three offices (Manatí, Toa Baja and Barceloneta) in charge of team of 30 employees
- Conducted regular staff meetings to discuss customer service issues, potential solutions and generation of strategies to achieve higher sales.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Provided excellent customer care by responding to requests, assisting with product selection and handling ordering functions with my team.
- Promoted available products and services to customers during service, account management, and order calls.
Federal and State Tax Preparer
HR Block Enterprises
02.2008 - 03.2012
- Completed and filed returns with tax departments at local, state, and federal levels.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Maintained compliance by adhering to current tax laws and regulations.
- Communicated with clients regarding tax situations, providing guidance on financial decisions.
- Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
- Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
- Collaborated with clients to answer questions and provide advice on tax matters.
- Facilitated communication between clients and tax authorities.
Client Service Professional
HR Block Company
01.2007 - 02.2008
- Responded to customer questions via phone, email and in-person.
- Participated in regular trainings and workshops to keep up-to-date on all company products and services.
- Kept meticulous records of all client conversations, implementing new data into computer system each day.
- Assisted colleagues with special projects in accounting areas to uphold strict service standards.
- Maintained and managed customer files and databases.
- Responded to customer calls and emails to answer questions about products and services.
Education
BBA - Business Administration
American University Of Puerto Rico
Manati2008
Skills
- Microsoft Office
- Federal and State Tax Returns
- Accounting Terminology
- Critical Thinking and Analysis
- Tax Accounting Specialization
- Client Representation
- Results Orientation
- Tax Consulting
- Leadership
- Team building
- Time Management
- Auditing and Attestation
Certification
- Quickbooks, 2021
- State and Federal Tax Certifications, 2023
Timeline
Accounting and Tax Professional
Emerald Consulting Group
10.2020 - 08.2023
Customer Service Team Leader
HR Block Enterprises
04.2012 - 10.2020
Federal and State Tax Preparer
HR Block Enterprises
02.2008 - 03.2012
Client Service Professional
HR Block Company
01.2007 - 02.2008
BBA - Business Administration
American University Of Puerto Rico
- Quickbooks, 2021
- State and Federal Tax Certifications, 2023
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