Jose S

@jose_stuart

Chartered Public Accountant and Bachelor in Business Administration

Peru
Spanish, English, Portuguese
About me
I am a Chartered Public Accountant and Business Administration graduate with a results-oriented profile and strong critical thinking skills. I have extensive experience in taxation and audit processes within multinational companies, focusing on US GAAP, tax compliance, and financial analysis. I am passionate about continuous improvement and leveraging new information technologies to ensure timely regulatory compliance.... Read more

Skills

j
jose_stuart
Jose S
Offline • 
Average response time: 1 hour

See my services

Bookkeeping
I will do full monthly bookkeeping, bank reconciliation and app integration
From$40 / projectMore details

Portfolio

Work experience

Accounting Analyst — Bookkeeper

Tax • Full-time

May 2026 - Present • 5 mos

• Advise and support clients in optimizing accounting processes, ensuring strict compliance with US GAAP principles across U.S.-based operations. • Integrate, gather, analyze, and validate financial data seamlessly across modern fintech platforms, including Mercury, Brex, Stripe, Ramp, and GoCardless. • Execute daily bookkeeping entries, bank reconciliations, and ledger maintenance utilizing Xero to maintain financial data integrity. • Manage and monitor schedule adjustments for prepaid expenses, deferred revenue, and accrued items to ensure precise period-end accounting. • Track and resolve open items using aging schedules, driving timely client follow-ups to ensure complete account reconciliation. • Control transaction integrity by resolving uncategorized/unsupported transactions with clients and ensuring accurate cost center allocation.

Building_and Management

Corporate Tax and Accounting Analyst

Building and Management • Full-time

Nov 2024 - Apr 2026 • 1 yr 5 mos

- Coordinated and supervised the implementation of the Electronic Books system. - Prepared monthly closing schedules. - Monitored tax filing schedules. - Identified improvement opportunities in tax matters across the corporate group. - Handled tax-related inquiries from group companies. - Reviewed and filed monthly and annual tax returns. - Reviewed Transfer Pricing reports (Local Report, Benefit Test, and Defense File) and coordinated with external advisors. -Reviewed and advised on tax administration processes (responses to inductive letters, requirements, and audits) for group companies.

Ernest

Tax Audit Assistant

Ernest • Full-time

Oct 2018 - Oct 2020 • 2 yrs

- Prepared and ensured compliance with monthly and annual tax obligations for companies in the retail, pharmaceutical, and mining sectors. - Coordinated, prepared, and presented results of Peru-based clients to EY corporate offices abroad (United Kingdom and Argentina). - Resolved tax-related inquiries for client companies. - Worked directly with clients to resolve tax issues, assessing potential problems and solving them using MS Office and SAP. - Prepared electronic books and submitted them to the tax authority. - Prepared initial responses to inductive letters, requirements, and notices from the Tax Administration. - Prepared necessary documentation and additional reports to support the client's position in response to Tax Administration requirements.