Intuit Lacerte
Leonor Jose Amiel Da Costa
US Tax Accountant
Pretoria
Summary
Adaptable and enthusiastic professional with 15+ years of experience in the hospitality industry and tax preparation. Proven expertise in managing operations, optimizing costs, training staff, and overseeing events in a 5-star hotel and restaurant setting. Recently transitioned into tax accounting, specializing in preparing business tax returns for individuals, startups, and established corporations. Strong communication, leadership, and team-building skills, with a genuine passion for delivering exceptional customer service and fostering long-lasting client relationships.
Overview
11
11
years of professional experience
2
2
years of post-secondary education
4
4
Languages
Work History
US Tax Accountant
Optic Tax and Bookkeeping
10.2024 - Current
- Prepare business tax returns for clients, ranging from individuals and startups to established corporations
- Work with various tax forms (including 1040, 1040NR, 1120, 1120S, 1065, 5471, 5472) and associated schedules and financial statements
- Work with Senior Tax Team on R&D Credit consult and preparation
- Collect and research data, synthesizing complex information for accurate filings
- Consult calls with clients
- Communicate regularly with clients (primarily small business owners) to ensure timely compliance and filing
Tax Accountant
Cleer Tax and Bookkeeping
01.2023 - 09.2024
- Managed tax preparation for business clients, from startups to established companies
- Handled forms (1120, 1120S, 1065, 5472) and their corresponding schedules and financial statements
- Ensured timely compliance by continuously collaborating with clients to gather necessary documentation
Customer Service Accountant
Cleer Tax and Bookkeeping
02.2022 - 12.2022
- Delivered exceptional client service, scheduling and confirming appointments for the tax advisory team
- Managed calendars for tax advisors, ensuring preparedness for client meetings
- Organized and prepared client tax documents for tax advisors' use
- Supported various special projects and worked closely with multiple tax advisors
General Manager
The Rasmus Hotel
01.2020 - 08.2022
- Oversaw daily hotel operations, including budgeting, procurement, and staff management
- Analyzed performance data to improve operations and ensure adherence to SOPs
- Trained, motivated, and led staff to deliver high-quality service while maintaining client-centric operations
- Managed HR procedures and ensured compliance with industry regulations
General Manager
Portugalo Restaurant Brooklyn Mall
03.2017 - 12.2020
- Led a diverse team to uphold the restaurant’s excellence and foster a collaborative work environment
- Managed day-to-day operations, inventory, financial performance, and vendor relations
- Delivered exceptional customer service and maintained strict compliance with regulations
- Developed and executed promotional strategies to enhance brand image and attract customers
Manager
Kream Restaurant Mall of Africa
11.2016 - 02.2017
- Managed restaurant operations, focusing on staff management, stock control, and customer relations
- Led training programs to improve staff performance and ensure excellent service delivery
Manager
Tribeca Restaurant Lynwood
02.2014 - 09.2016
- Supervised shifts and motivated staff in a busy, fast-paced restaurant environment
- Managed closing procedures, cash handling, and ensuring customer satisfaction
Education
Business Management -
Varsity College
01.2015 - 12.2016
US Federal Tax Specialization - undefined
Gies College of Business
09.2024 - 12.2024
Skills
- Adaptability
- Client relations
- Effective Communication
- Ability to Work Under Pressure
- Leadership and Teamwork
- Tax Preparation (Individual, Corporate, Small Business, International Taxation)
- Financial Analysis and Reporting
- Tax Software (DrakeTax and Intuit Lacerte)
- Tax Compliance
Professional Training Pursuits
- Business Management, Varsity College, Pretoria, 01/01/15, 12/31/16
- US Federal Tax Specialization, Gies College of Business, University of Illinois, 09/01/24, 12/31/24
Software
DrakeTax
Salesforce
Taxdome
Hubspot
Gardening, Cooking and Live sport
I enjoy spending my spare time in the garden, kitchen or watching live sport (over weekends).
Timeline
US Tax Accountant
Optic Tax and Bookkeeping
10.2024 - Current
US Federal Tax Specialization - undefined
Gies College of Business
09.2024 - 12.2024
Tax Accountant
Cleer Tax and Bookkeeping
01.2023 - 09.2024
Customer Service Accountant
Cleer Tax and Bookkeeping
02.2022 - 12.2022
General Manager
The Rasmus Hotel
01.2020 - 08.2022
General Manager
Portugalo Restaurant Brooklyn Mall
03.2017 - 12.2020
Manager
Kream Restaurant Mall of Africa
11.2016 - 02.2017
Business Management -
Varsity College
01.2015 - 12.2016
Manager
Tribeca Restaurant Lynwood
02.2014 - 09.2016
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