Emelie Rodriguez, CPA

Strategic accounting professional delivering precise financial operations, tax compliance, and process improvements for growing businesses.

MAcc Business tax Multi-state expert
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Emelie Rodriguez, CPA
"
Emelie transformed our tax compliance workflow and saved us countless hours during busy season. Her expertise in multi-state filings and attention to detail gave our clients confidence and our firm peace of mind. She's the kind of professional you want on your team.
Michael Chen, CPA
Managing Partner, Westfield Accounting Group
Reduced filing errors by 95% and streamlined state compliance for 30+ clients

About

I'm an accomplished CPA with over eight years of experience managing complex tax engagements, financial operations, and compliance workflows. My background spans public accounting, private industry, and operational leadership, where I've consistently delivered accurate reporting, improved processes, and provided strategic guidance to stakeholders.

  • Corporate & pass-through tax returns — Managed preparation and review for S-corps, partnerships, and multi-state C-corps with full compliance documentation
  • Multi-state compliance — Coordinated nexus analysis, state registrations, and quarterly filings across 15+ jurisdictions
  • Month-end close & reporting — Led full-cycle close processes, reducing close time from 10 to 6 days while improving accuracy
  • Process improvement & systems — Implemented automated workflows and documentation standards that reduced manual errors by 40%

Experience

Senior Tax Accountant

Westfield Accounting Group

Spokane, WA

  • Prepare and review 120+ business tax returns annually (Forms 1120, 1120-S, 1065) with zero material adjustments during partner review
  • Lead multi-state compliance for 30+ clients, coordinating nexus studies and quarterly estimated payments across 18 states
  • Respond to IRS and state notices within 48-hour SLA, resolving 95% of correspondence without client penalties
  • Mentor two staff accountants on tax research methodology and workpaper documentation standards
  • Developed internal knowledge base reducing research time on common Section 199A questions by 60%

Operations Manager

Rodriguez Family Enterprises (Family Business)

Coeur d'Alene, ID

  • Owned full P&L responsibility for $2.3M regional distribution business, reporting directly to ownership
  • Managed biweekly payroll for 18 employees using QuickBooks Payroll, maintaining 100% on-time compliance with federal and state withholding
  • Led AR/AP operations, reducing DSO from 52 to 38 days through systematic follow-up and early payment incentives
  • Negotiated vendor contracts saving $85K annually and implemented purchase order controls to improve budget visibility
  • Improved cashflow forecasting accuracy from 70% to 92% by implementing 13-week rolling forecast model

Tax Associate

Harper & Klein CPAs

Spokane, WA

  • Prepared 80+ individual and business tax returns during busy season with 98% first-time accuracy rate
  • Conducted tax research using RIA Checkpoint on depreciation, credits, and state nexus issues, producing client-ready memos
  • Coordinated extension filings and estimated payments for 120+ clients, reducing late filing penalties by 90%
  • Built Excel-based depreciation tracker consolidating data from 40+ rental properties, reducing prep time by 12 hours annually

Staff Accountant

Northbrook Manufacturing, Inc.

Coeur d'Alene, ID

  • Supported month-end close for $15M manufacturing operation, reconciling 25+ balance sheet accounts within 3-day deadline
  • Prepared journal entries for accruals, prepayments, and reclassifications with full supporting documentation
  • Assisted with annual audit by preparing PBCs and responding to auditor requests within 24-hour turnaround
  • Maintained fixed asset register tracking $3.2M in equipment and coordinated physical counts with operations team

Accounting Intern

Baxter & Associates CPAs

Spokane, WA

  • Assisted with individual tax return preparation under supervision during busy season
  • Organized and scanned client source documents, maintaining confidentiality and document retention policies
  • Prepared bank reconciliations and data entry for small business bookkeeping clients

Skills

Tax

  • Federal & multi-state tax compliance
  • Business returns (1120, 1120-S, 1065)
  • Partnership & S-corp allocations
  • Section 199A calculations
  • IRS & state notice response
  • Tax research & planning
  • Nexus analysis

Accounting Operations

  • Month-end close & reconciliations
  • Financial reporting (GAAP)
  • AR/AP management
  • Payroll processing & compliance
  • Cash flow forecasting
  • Audit preparation & support
  • Process documentation & SOPs

Tools & Software

  • QuickBooks Online & Desktop
  • CCH Axcess Tax / ProSystem fx
  • Microsoft Excel (advanced)
  • RIA Checkpoint
  • Bill.com & Expensify
  • NetSuite (basic)
  • Adobe Acrobat & DocuSign

Education & Certifications

Master of Accountancy (MAcc)

DePaul University, Kellstadt Graduate School of Business

Graduated May 2016

Concentration in Taxation • 3.8 GPA

Bachelor of Science in Accounting

University of Illinois at Chicago

Graduated May 2014

Summa Cum Laude • Beta Alpha Psi

Certified Public Accountant (CPA)

Illinois Board of Examiners

Licensed since November 2016

License #123.456789 (active & in good standing)

Continuing Professional Education

40+ CPE hours annually in federal tax updates, ethics, and accounting standards

Professional Affiliations

American Institute of CPAs (AICPA) • Illinois CPA Society

Contact

I'm currently open to new opportunities in tax, accounting operations, or financial leadership roles. Email is the best way to reach me.