Summary
Overview
Work History
Education
Skills
Timeline
Generic

Nycholas Aguilera

Smyrna

Summary

Seasoned Senior Tax Specialist with broad experience in tax planning and compliance across various industries. Strong knowledge of federal, state, and local tax codes combined with effective problem-solving abilities to optimize efficiency and minimize risk. Proven record in improving tax processes, reducing errors, and enhancing overall financial performance. Skilled in using advanced tax software to streamline operations.

Overview

6
6
years of professional experience

Work History

Senior Tax Specialist

H&R Block
Nashville
03.2022 - 04.2026
  • Researched tax issues to understand related laws and obtain favorable outcomes for clients.
  • Collaborated with financial advisors to integrate tax planning into comprehensive financial and retirement plans based on sound tax advice.
  • Prepared more than 400 tax returns per season for both business and individual customers.
  • Conducted in-depth tax research to ensure compliance with regulations.

Office Manager

Jackson Hewitt
Nashville
11.2019 - 02.2022
  • Addressed customer inquiries and promptly resolved complaints.
  • Facilitated accounting and payroll functions, managed new hire orientations and oversaw employee relations.
  • Managed master office calendar and coordinated appointments and meetings.
  • Managed office inventory and placed new supply orders.

Education

High School Diploma -

Valor Collegiate Academy
Nashville

Skills

  • Trust returns processing
  • Financial statement review
  • Legal research
  • Tax return preparation
  • Control tax liabilities
  • Trained in tax software

Timeline

Senior Tax Specialist

H&R Block
03.2022 - 04.2026

Office Manager

Jackson Hewitt
11.2019 - 02.2022

High School Diploma -

Valor Collegiate Academy
Nycholas Aguilera