Luis C. Wagner
Tax Accountant | CPA & EA Candidate | 8+ Tax Seasons | MBA & MAcc | Financial Services + Public Accounting
- Role
- Sr Tax Accountant at Bella Hermida Valiente, Pa
- Location
- St. Petersburg, FL, US
- LinkedIn followers
- 500 followers
About Luis C. Wagner
I am a detail‑oriented, analytical professional with a strong drive for continuous improvement. I excel in environments where accuracy, efficiency, and problem‑solving are essential, and I’m known for being reliable, goal‑focused, and highly proficient with numbers.My experience spans Financial Services, Banking Operations, and Public Accounting. During my 6+ years at Citi, I streamlined operational processes and trained team members to enhance consistency and productivity. I later transitioned into tax, gaining hands‑on experience at PwC’s Tampa SDC, PDR CPA, CBIZ, Action Accounting, and now BHV CPA PA—where I have completed more than eight tax seasons across a wide range of individual and business clients.I am fluent in Portuguese and hold both an MBA in Finance and a Master of Accountancy from the University of South Florida, St. Petersburg.I am currently pursuing my Enrolled Agent (EA) certification and continually look for opportunities to support clients, contribute to organizational goals, and grow as a tax and accounting professional.
Experience
Sr Tax Accountant
Dec 2023 — Present · Tampa, FL, US
Education
LaSalle Computer Learning Center
Microsoft Database SQL Server 2012 and PMP Classes, SQL server 2012- Project Management -
2014 — 2015
University of South Florida
Master of Accountancy Program (MAcc) Master - Business Administration (MBA), Accounting - International Business, Management & Finance
2016 — 2017
San Francisco State University
Business Administration and Management, General
2002 — 2003
Skills
- Banking
- Risk Management
- Financial Services
- Financial Risk
- Trading
- Capital Markets
- Investments
- Fixed Income
- Process Improvement
- Financial Analysis
- Options
- Portuguese
- Global Custody
- Microsoft Excel
- Life Insurance
- Personal Finance
- Compliance
- Ofac
- USA Patriot Act
- Bank Secrecy Act
- Anti Money Laundering
- Securities
- Corporate Finance
- Financial Modeling
- Financial Accounting
- Finance
- Management
- Equities
- Business Process Improvement
- Customer Service
- Leadership
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.