Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Maria G Fuentes Morales

Indian Trail,NC

Summary

Proactive and meticulous Accounting and Tax Manager with over 15 years of experience in numerous industries. Proficiencies in inventory control, sales, staff training and development. Customer-oriented team player with expertise generating optimal satisfaction levels while building profits and client generation. Dedicated accounting and tax professional with a history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand. Resourceful Manager offering history of success coordinating and monitoring operations across various departments. Highly committed with hardworking mentality to maintain quality of services and products.

Overview

17
17
years of professional experience
1
1
Certification

Work History

Accounting and Tax Manager

Duke Vinyl Windows
01.2023 - Current
  • Accounting, reconcile accounts, prepare financial statements, accounts receivables and accounts payable.
  • Experienced in all Microsoft Office programs, especially Excel and Word.
  • Work easily in fast paced environment, detail oriented and multi-tasking is priority.
    Launched new products and services with thorough market research, leading to increased revenue growth.
  • Control costs to keep business operating within budget and increase profits.
  • Improved safety procedures to create safe working conditions for workers.
  • Conducted competitive analysis to identify market trends and capitalize on emerging opportunities for growth.

Accounting and Tax Manager

Latorre & Company
07.2015 - 01.2023
  • Accounting, reconcile accounts, prepare financial statements, accounts receivables and accounts payable, overseeing all HR and administrative systems/operations of the office and managing over 20 employees.
  • Championed diversity and inclusion efforts within the workplace, resulting in an inclusive environment that fostered creativity and innovation among employees from various backgrounds.
  • Proficient in QuickBooks Accountant and payroll processing for multiple states.
  • Developed and implemented business strategies to achieve business goals and stay competitive.
  • Preparation and representation with IRS, multi state and workers compensation audits.
  • Built high-performing teams through effective recruitment, onboarding, and talent development initiatives.
  • Work easily in a fast paced environment, detail oriented and multi-tasking is priority.
  • Excellent Tax preparation experience for Individual, Corporations, and Partnerships.
  • Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
  • Experienced in all Microsoft Office programs, especially Excel and Word.

Office Administrator and Tax Associate

Cortés & Baker, LLC
03.2013 - 05.2015

- Accounting, prepare financial statements, reconcile accounts, billing, overseeing all HR and administrative systems/operations of the office and control and manage secure login portal for client access.
- Proficient in QuickBooks Accountant 2015 and payroll processing for multiple states.
- Experienced in all Microsoft Office programs.
- Work easily in a fast paced environment, detail oriented and multi-tasking is priority.
- Excellent Tax preparation experience for Individual, Corporations, Estates, Non-Profits, Partnerships and Trusts.

- Cultivated positive rapport with fellow employees to boost company morale and promote employee retention.

Professional Teller

Bank Of America
04.2007 - 01.2013
  • Facilitated efficient workflow by adhering to bank policies and procedures when handling transactions.
  • Enhanced customer satisfaction by promptly and accurately processing transactions.
  • Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
  • Maintained friendly and professional customer interactions.
  • Managed high-volume cash transactions with precision, minimizing errors and discrepancies.
  • Identified sales opportunities and referred customers to branch partners in financial services.
  • Exceeded personal sales referral goals while simultaneously supporting broader team objectives.

Education

Accounting - Accounting And Finance

The University of Tennessee - Knoxville
Knoxville, TN

Associate's Degree in Business Administration - Accounting

Tidewater Community College
Norfolk, VA
05.2010

Skills

  • Performance Evaluations
  • Employee Development
  • Technical Proficiency
  • Staff Management
  • Hiring and Training
  • Onboarding and Orientation
  • Lead Generation
  • Time Management
  • Professional and Courteous
  • Problem Resolution
  • Business Analysis and Reporting

Certification

Credentialed with IRS for Annual Filing Season Program

Languages

Spanish
Native or Bilingual
English
Native or Bilingual
American Sign Language
Professional Working

Timeline

Accounting and Tax Manager

Duke Vinyl Windows
01.2023 - Current

Accounting and Tax Manager

Latorre & Company
07.2015 - 01.2023

Office Administrator and Tax Associate

Cortés & Baker, LLC
03.2013 - 05.2015

Professional Teller

Bank Of America
04.2007 - 01.2013

Accounting - Accounting And Finance

The University of Tennessee - Knoxville

Associate's Degree in Business Administration - Accounting

Tidewater Community College

Credentialed with IRS for Annual Filing Season Program

Maria G Fuentes Morales