Noel Sartin

A detail-oriented and independent professional with over 14 years of combined experience in U.S. individual and business tax preparation, property management accounting, and Philippine accounting/tax. Proven track record preparing accurate federal and state tax returns, financial and management reports, managing full-cycle bookkeeping, and ensuring regulatory compliance. Highly adaptable working with teams, with strong attention to detail, confidentiality, and deadline management.

U.S. Tax Preparer / Bookkeeper (Remote) at FNG LLC → Align Accounting LLC (2021-05 – 2026-07) (Continued in the same role when the firm transitioned to Align Accounting LLC in 2024 following ownership succession)

• Prepared and reviewed federal, state and local individual and business tax returns and other forms for 40+ clients per tax season, ensuring accuracy and compliance with current IRS, state and local regulations.

• Gathered, organized, and analyzed client tax documents (W-2s, 1099s, K-1s, receipts, financial statements) to support the tax return figures and identify applicable deductions and credits.

• Prepared supporting schedules and calculations needed for return filing and other special reports.

• Reviewed client accounts for any quarterly federal, state and local estimated tax requirements and calculated projected tax due each quarter to help avoid underpayment penalties.

• Assisted the lead tax preparer/tax manager in researching applicable tax laws and applying updates to tax filings and client tax planning.

• Updated and maintained library of relevant tax laws and compliance requirements for client onboarding and tax planning use through TaxPlan IQ and Google Sheets.

• Assisted the lead tax preparer/tax manager in preparing responses to IRS and state notices annually, helping resolve client compliance issues.

• Handled full-cycle bookkeeping for client accounts outside of tax season, including general ledger maintenance, journal entries, and monthly financial statements preparation.

• Trained and mentored 7 newly hired teammates on tax preparation and accounting procedures, internal workflows, and compliance requirements.

• Maintained organized, confidential digital records in compliance with data security best practices.

• Managed day-to-day accounting for a portfolio of 10+ managed properties, including deposits, accounts payable, accounts receivable, bank reconciliations, repair proposals and owner draws' requests.

• Prepared monthly financial statements and variance reports for 10+ property owners, summarizing property income, expenses, and variances.

• Processed tenant rent collections, security deposits, vendor payments and owner draws. • Reconciled trust and operating accounts to ensure accuracy.

• Coordinated with property managers to resolve billing discrepancies and support month-end close.

• Prepared and filed financial statements for 10+ local clients.

• Prepared and filed BIR tax returns and other statutory compliance reports (VAT/percentage tax, withholding tax, income tax, payroll tax).

• Set up accounting systems and software for 5 small and medium-scale businesses, improving the efficiency and effectiveness of their accounting processes.

• Provided technical assistance to clients' staff members throughout the accounting procedures.

• Handled full-cycle bookkeeping, including general ledger maintenance, journal entries, and monthly financial statement preparation.

• Prepared and managed loan applications and amortization schedules for 40+ loan clients of a starting lending company.

• Processed payroll and government-mandated contributions (SSS, PhilHealth, Pag-IBIG) for 20+ company employees.

• Supervised the team and assisted the manager during audit, accounting, tax and consultancy engagements for clients across several industries.

• Assisted the senior partner during audit, accounting, tax and consultancy engagements for multiple clients across several industries.

• Assisted the lawyer-owner in preparing affidavits and client filings.

• Performed audit, accounting, tax filing, disbursement reviews, and other entry-level tasks.

Bachelor of Science in Accountancy – Polytechnic University of the Philippines - Lopez Campus (2006 – 2010)