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.
Accountant / Accounts Payable Assistant (Remote) at Abacus Avenue Property Management LLC (2020-01 – 2021-08)
- 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.
Freelance Accountant / Part-time Administrator at Self-Employed (2016-01 – 2019-11)
- 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.
Assistant Supervisor at Crebit Office Services Inc (2016-01 – 2018-12)
- Supervised the team and assisted the manager during audit, accounting, tax and consultancy engagements for clients across several industries.
Junior Partner at Soledad Mauricio Sartin & Co. (2012-01 – 2015-12)
- Assisted the senior partner during audit, accounting, tax and consultancy engagements for multiple clients across several industries.
Legal Assistant (Part-time) at Maurico Law Office (2011-08 – 2012-12)
- Assisted the lawyer-owner in preparing affidavits and client filings.
Senior Associate at Entrepreneurial Consulting & Outsourcing (EntrepCO) Services Inc. (2011-02 – 2012-12)
- Performed audit, accounting, tax filing, disbursement reviews, and other entry-level tasks.
