Chief Operating Officer | Tax Preparer & Bookkeeper - C&T Tax Solutions, LLC - Corpus Christi, TX / Remote
(2026-01)
- Direct daily operations end to end, from client intake and engagement scoping through return preparation, bookkeeping delivery, and follow-up.
- Prepare individual and small-business returns, including multi-year engagements that combine prior-year filings, catch-up bookkeeping, and account consolidation.
- Built the firm's operating foundation: standard operating procedures, engagement letters, client onboarding workflows, and a Written Information Security Plan (WISP) to safeguard taxpayer data.
- Administer the firm's technology and communications, including Tax Pro Link, Google Workspace, and online scheduling.
Business Office Manager / Tax Professional - Liberty Tax Service - Corpus Christi, TX
(2023-08 - 2026-09)
- Ran year-round office operations, overseeing client intake, scheduling, staff coverage, document control, reporting, and return workflow.
- Prepared federal and state individual and small-business returns, including Form 1040, Schedule C, prior-year returns, extensions, and amendments.
- Resolved tax notices by researching account history, reconciling figures to source records, drafting written responses, and working with the IRS and clients to close open matters.
- Trained seasonal preparers on tax software, workflow, client service standards, and documentation, and tracked open client matters so deadlines never slipped.
Administrative Assistant / Bookkeeping & Payroll Support - Lagarto Contracting Service, LLC - Sandia, TX • Remote, part-time
(2018-02)
- Maintain the company's books in QuickBooks: categorize transactions, reconcile accounts, and keep accounting records accurate and current.
- Process payroll and support payroll tax documentation and recordkeeping.
- Match invoices to purchase orders, investigate discrepancies, and coordinate scheduling, correspondence, and document signatures.
Property & Casualty Insurance Producer - Farmers Insurance – Daniel Zamora Agency - Robstown, TX
(2023-01 - 2023-08)
- Served as first point of contact for policy inquiries: explained coverage, supported quotes and applications, maintained policy records, and resolved billing and service issues.
Health & Life Insurance Agent - USHEALTH Advisors / UnitedHealthcare - Remote
(2022-02 - 2022-12)
- Guided clients through coverage options, applications, and enrollment while maintaining CRM records, follow-up, and compliance-sensitive documentation.
Product Consultant / Makeup Artist - SEPHORA inside JCPenney - Corpus Christi, TX
(2015-09 - 2018-02)
- Delivered one-on-one consultations, product education, and loyalty enrollment; built repeat client relationships and supported store events.
Lancôme Counter Lead (promoted from bareMinerals Beauty Advisor) - Macy's - Corpus Christi, TX
(2013-07 - 2015-09)
- Earned promotion to counter lead; managed daily client service, inventory, merchandising, promotions, and event coordination.
Inbound Customer Service Representative - APAC – Verizon Wireless Account
(2006-01 - 2007-01)
- Handled high-volume inbound calls, researched accounts, resolved billing issues, and documented escalations to quality standards.
New Patient Intake & Registration Clerk / Insurance Verification & Billing Clerk - Thomas-Spann Clinic, P.A. and Corpus Christi Allergy & Asthma Center
- Patient registration, benefits verification, copay collection, patient billing, and accurate data entry.
