Edgar Castillo Email & Phone Number

Monterrey, Nuevo León, MX

Houston, TX, US

• Conduct tax interviews for individuals, corporations, partnerships, exempt organizations, fiduciaries, and states.
• Finalize tax returns and resolve any electronic filing issues prior to, during and after electronic transmission.
• Assist clients in responding to Internal Revenue Service correspondence.
• Ensure all Accounting & Subscription clients are being serviced on time and with quality.
• Supervising part of the team of bookkeepers for the full cycle accounting operations for 50 accounts, partnerships and S-Corps.
• Ensure accuracy and approve quarterly P&L and Balance Sheet.

Houston, Texas, US

• Identify and register all of the expenses for the company.
• Prepare all applicable statements and reports for auditors.
• Creation of P&L and Balance Sheet.
• Supervise 7 employees responsible for registering daily sales, purchasing and inventory.
• Prepare cash reports, bank reconciliations and deposits.
• Accounts receivable – collect payments, based on aging report.

• Complied with tax obligations and legal regulations in the field of procurement and preparation of payroll.
• Creation of P&L and Balance Sheet.
• Instructed, encouraged, motivated and supervised 4 employees responsible for accounting, human resources, purchasing, facilities and contracts, international purchase.
• Supervised and verified imports at the port of entry.
• Created annual budgets and ensured its accuracy.
• Authorized all travel claims for official business throughout national territory and Internationality.

• Improved the time for submitting 9 monthly financial reports for the state to the central head office, from consistently late to consistently on time.
• Creation of P&L and Balance Sheet.
• Tightened financial controls by identifying and denying unnecessary expenses, for the best use of finances.
• Complied with tax obligations and legal regulations in the field of procurement and preparation of payroll.
• Instructed, encouraged, motivated and supervised 14 employees responsible for accounting, human resources, purchasing, facilities and contracts.
• Created annual budgets and ensured its accuracy.

• Senior Auditor​January 2014 – June 30, 2015
• Consolidated and edited reports from 5 to 7 auditors, preparing them for submission.
• Reviewed responses for the initial audit investigation and determined the validity of the response. Auditor​April 1, 2011 – December 2013
• Recorded observations of unusual financial activities for 5 municipalities every 6 months, flagging potential issues in reports.
• Auditing expenses from P&L and Balance sheet registers.
• Investigated the historical legitimacy of expenditures.

C1-Advanced, General English

Maestría, Contabilidad Y Finanzas

Licenciatura, Contabilidad Y Finanzas