Vedmarliz Morales
Reading
Summary
Experienced with managing accounts payable and receivable processes efficiently. Utilizes accounting software and Excel to maintain precise financial records and support operational needs. Track record of collaborating with teams to meet deadlines and ensure accurate financial reporting.
Overview
12
12
years of professional experience
Work History
Tax Associate
HR Block
Reading, PA
11.2025 - Current
- Prepared and reviewed individual and business tax returns to ensure compliance with federal and state regulations.
- Analyzed complex financial data to identify tax-saving opportunities for clients.
- Mentored junior associates on tax preparation best practices and software usage.
- Developed client relationships through effective communication and personalized service strategies.
- Reviewed and analyzed client data and accurately prepared income tax returns and tax research.
- Maintained detailed records of client interactions and transactions, ensuring the highest level of accuracy and confidentiality.
- Participated in continuing education courses to maintain professional knowledge and certifications as a Tax Associate.
- Developed strong relationships with clients through consistent communication regarding their unique needs and goals related to taxation matters.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Collaborated with senior Tax Associates to develop solutions for complex tax issues, ensuring compliance and minimizing liabilities.
- Researched and analyzed specialized tax laws, rules and regulations and analyze pertinent client, industry, and technical matters to remain current on tax legislation.
- Provided exceptional client service by addressing inquiries promptly and effectively resolving concerns.
- Assessed client tax situations to determine best filing options.
- Offered clients recommendations to reduce tax liabilities.
- Identified potential audit red flags to minimize risk of IRS audits.
- Communicated with clients regarding tax situations, providing guidance on financial decisions.
- Calculated estimated tax payments for clients.
- Utilized tax software to prepare returns and meet deadlines.
Cover Assembly
East Penn Manufacturing Co
Lyons, Pa
07.2022 - Current
- Self-motivated, with a strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
- Skilled at working independently and collaboratively in a team environment.
- Proven ability to learn quickly and adapt to new situations.
- Excellent communication skills, both verbal and written.
- Worked well in a team setting, providing support and guidance.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
- Organized and detail-oriented with a strong work ethic.
Inventory Control Technician
East Penn Manufacturing Co
Lyons, Pa
02.2020 - 07.2022
- Monitored inventory levels to ensure accurate stock availability and minimize discrepancies.
- Conducted regular cycle counts to maintain inventory accuracy and support operational efficiency.
- Utilized inventory management systems to track product movements and optimize storage solutions.
- Collaborated with warehouse staff to implement best practices for inventory handling and organization.
- Identified trends in inventory discrepancies and proposed corrective actions to improve accuracy.
- Assisted in training new team members on inventory control procedures and safety protocols.
- Enhanced inventory accuracy by conducting regular audits and implementing efficient tracking systems.
- Reduced inventory discrepancies by diligently maintaining accurate records of all transactions and adjustments.
- Provided training to warehouse staff on proper handling and storage of materials, enhancing overall performance levels.
- Completed physical inventory counts each month.
- Performed data entry and completed proper paperwork.
- Verified orders by comparing names and quantity of items packaged with shipping documents.
- Utilized forklift or pallet truck to load, unload, transport and store goods.
- Inspected incoming and outgoing shipments to identify discrepancies with records.
- Monitored inventory to maintain sufficient supply levels to meet business and customer needs.
- Rejected damaged items, recorded shortages and corresponded with shippers to rectify issues.
- Compared shipping orders and invoices against contents received to verify accuracy.
Caseline Operator
East Penn Manufacturing Co
Lyons, Pa
07.2018 - 02.2020
- Operated machinery to ensure efficient production of batteries.
- Monitored equipment performance, identifying and resolving operational issues promptly.
- Assisted in maintaining safety protocols to create a secure work environment.
- Collaborated with team members to optimize workflow and minimize downtime.
Quality Control Technician
Giorgio Fresh
Blandon, PA
12.2016 - 03.2018
- Conducted thorough inspections of incoming materials and finished products to ensure adherence to quality standards.
- Implemented corrective actions for non-conformances, enhancing product compliance and reducing defects.
- Collaborated with production teams to optimize processes, improving overall efficiency and accuracy in quality control.
- Trained new technicians on quality assurance protocols and inspection techniques, fostering a culture of continuous improvement.
- Developed and maintained detailed documentation of inspection results, ensuring traceability and accountability in quality assessments.
- Analyzed data trends to identify potential areas for process enhancement, driving initiatives that improved product reliability.
- Maintained quality documentation and records for conformance with relevant standards.
- Collaborated with production teams to address and resolve quality concerns, improving overall product reliability.
- Inspected raw materials and finished products to verify quality and disposed items that did not meet safety requirements.
- Performed thorough inspections of incoming materials and outgoing products.
- Enhanced product quality by conducting comprehensive inspections and identifying defects in a timely manner.
- Maintained accurate records of all quality control activities, ensuring easy retrieval for audits or management inquiries.
- Proposed corrective actions to address recurring quality issues.
Accounting Clerk
Morales Warehouse
Vieques, Puerto Rico
01.2014 - 11.2016
- Processed accounts payable and receivable transactions efficiently
- Maintained accurate financial records using accounting software
- Reconciled bank statements, ensuring consistency with company records
- Assisted in preparing monthly financial reports for management review
- Implemented process improvements to enhance accuracy of data entry
- Input high volume of monthly invoices with consistent accuracy.
- Managed accounts payable and receivables and payroll.
- Assisted in payroll processing tasks such as timesheet validation, overtime calculation, benefits administration, and tax deductions.
- Provided exceptional customer service when addressing client inquiries related to invoices, payments, or account balances.
- Collaborated with other accounting clerks to maintain a cohesive and supportive work environment, fostering knowledge sharing and continuous improvement efforts.
- Identified and resolved internal accounting variances, promoting data accuracy.
- Matched purchase orders with invoices and recorded necessary information.
- Reconciled company bank, credit card and line of credit accounts, investigating, and resolving discrepancies to keep accounts audit-ready.
Education
BBA - Accounting
University of Puerto Rico
Cayey, Puerto Rico07-2013
Skills
- Tax compliance
- International taxation
- Transfer pricing
- Nonprofit taxation
- State and local taxation
- Accounting principles
- Payroll taxation
- Organization skills
- Local, state, and federal tax returns
- Client communication
- Verbal/written communication
- Quality improvement
- Payroll processing
- Tax return preparation
- Document preparation
- Account reconciliation
- Mathematical calculations
- Filing system management
- Payroll
- Bookkeeping
- Data gathering
- Invoice processing
- Payment processing
- Clerical support
- Administrative support
- File maintenance
- Invoicing
- Data organization
- Document scanning
- Data processing
- General ledger entries
- Purchasing
- Product assembly
- Assembly and production
- Hand and power tools
- Production lines
- Repetitive work
- Quality control
- Hand-eye coordination
- Product inspection
- Safety protocols
- Quality inspections
- Manufacturing experience
- Machinery operations
- Finishing work
- Quality control analysis
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Interests
- I enjoy helping others and giving back to the community
- Sharing travel tips, recommendations, and insights with fellow enthusiasts
- Passionate about balancing physical health with mental and emotional wellness
- Adventure Travel
- Reading
- Fashion and Style
- Fashion
- Dance
- Personal Development and Self-Improvement
Timeline
Tax Associate
HR Block
11.2025 - Current
Cover Assembly
East Penn Manufacturing Co
07.2022 - Current
Inventory Control Technician
East Penn Manufacturing Co
02.2020 - 07.2022
Caseline Operator
East Penn Manufacturing Co
07.2018 - 02.2020
Quality Control Technician
Giorgio Fresh
12.2016 - 03.2018
Accounting Clerk
Morales Warehouse
01.2014 - 11.2016
BBA - Accounting
University of Puerto Rico