Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Francisco Romero Ortiz

Mexico City

Summary

Self-motivated Tax Consultant dedicated to strategizing and evaluating techniques to minimize tax liability for clients. Experienced in preparing various types of returns, researching discrepancies and thoroughly reviewing financial records.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Junior Consultant

Muñoz Manzo & Ocampo
06.2023 - Actual
  • Determination of different tax calculations
  • Drafting of documents, opinions, and emails to clients according to their needs
  • Review and analysis of tax and/or legal provisions
  • Collaboration in tax due diligence
  • Company restructuring
  • Preparation of the fiscal shares cost
  • Tax strategies

Accounting Intern

Grupo Calidra
08.2022 - 06.2023
  • Elaboration of the Declaración Informativa de Operaciones con Terceros(DIOT).
  • Day-to day accounting.
  • Monthly depreciation calculation.
  • Preparation of bank reconciliation.
  • Group closing entries.
  • Collaboration with colleagues to facilitate goal achievement.
  • Validation of intercompany reports.

Payroll Intern

Universidad Panamericana
04.2021 - 12.2023
  • Accumulated payroll.
  • Correspondence regarding savings fund.
  • Calculation of severance pay and retirements.
  • Comparison of expenses between years.
  • Assisted management in developing and tracking payroll budgets.
  • Maintained strict confidentiality of all payroll information and records.

Education

Bachelor - Accounting

Universidad Panamericana
Ciudad de México
06.2024

Skills

  • Client Requirements Assessment
  • Project Analysis
  • Project Implementation
  • Problem-Solving
  • MS Office
  • Error Detection
  • Tax Law Compliance
  • Data Analysis
  • Tax-Related Research
  • Tax Law Review

Certification

  • Microsoft Excel certification
  • TOEFL certification ITP 617 points

Languages

English
Bilingual or Proficient (C2)

Timeline

Junior Consultant

Muñoz Manzo & Ocampo
06.2023 - Actual

Accounting Intern

Grupo Calidra
08.2022 - 06.2023

Payroll Intern

Universidad Panamericana
04.2021 - 12.2023

Bachelor - Accounting

Universidad Panamericana
Francisco Romero Ortiz