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• Quantitative analysis

• FASB publications

• General ledger

• GAAP, GAAS, IRS code
• PCAOB standards

• Financial statements
• SOX

• Accounting research
• Financial market basics

• Economic theory

• Auditing procedures

• Ratio analysis

• Bank reconciliations

• Internal control standards

• XBRL

• Tax accounting

• Cost accounting

• Variance analysis

• Time value of money
• Fluent Spanish
• Training/Tutoring
• Budget process

• MS Excel and Visio
• Forecasting
• Project management
• Financial reporting

• GASB
• Networking
• Financial analysis
• Accounting cycle

Completion of uniform CPA examination

CA CPA Board

2011-2012

• Passed all certified public accountant exams (BEC, REG, AUD, FAR)  on first attempt

BA Economics and Accounting Certificate

UC San Diego

2007-2011

• Conducted economic research to compile data sets on various topics
• Applied quantitative methods to data sets to find trends and areas for further analysis
• Planned, prepared, and conducted quantitative presentations to explain and discuss findings

Project Accountant

Internships/unpaid

2012-present

• Interviewed accounting staff to develop a comprehensive flow chart of the organization’s accounting system, integrating all functions (AR, AP, Payroll  etc), demonstrating all steps in accounting processes, discrepancy  solving procedures, segregation of duties, and internal controls
• Researched foreign country accounting principles to convert IFRS statements to GAAP
• Obtained data and applied valuation models to support the development of early stage start up valuation, venture capital funding proposals, and five year projections plans

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Pre-calculus Tutor

SDUSD and SDCCD

2010-2011

• Created effective study plans for individual clients based on their own personal way of learning
• Prepared timely, accurate, bi-weekly reports documenting client progress in meeting study plan
• Analyzed client areas of low understanding to implement short and to-the-point tutor session

Staff Accountant

CPA Firm-Aliso Viejo

Open Positions

Aliso Viejo

Experienced CPA needed to join a growing tax and accounting practice. Well established tax preparation, tax consultancy and accounting firm seeks a tax professional with a CPA License who has an abundance of hands on income tax experience. An individual who and can meet with clients in person or communicate with clients. This individual will have confidence and be able to communicate well with clients. Must have a minimum of 5 years direct client contact and tax return preparation experience, be familiar with Lacerte software as well as preparing 1040's, 1120's and 1065's tax returns. You will be comfortable dealing with IRS, FTB and other tax authorities having had the experience of writing letters, responding to notices, audit representation and a overall knowledge of the IRS collection process.

We are looking to bring our new team members on board soon. This is not a temporary or seasonal hirer position.

5 years direct experience preparing tax returns 1120's, 1040's 1065's and 1120S's
Working knowledge of Lacerte Tax Software
Excellent verbal communication skills
A people person that is out going
Ability to review work performs by Junior staff

Understands accounting and QuickBooks
Client Interview skills
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