Work Experience
KPMG LLP, Aug. 2021 - Present
Experienced Tax Associate
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Collaborated and reviewed tax returns with teams for high-net-worth individuals in real estate industries.
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Supervised projects with international teams to accurately produce Partnerships’ work papers and tax returns.
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Found resourceful tax solutions through research with the CCH Research tool to help clients reduce expenses by up to 30%.
Transglobal Tax Services, Jun. 2020 - Aug. 2021
Tax Supervisor
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Supervised and trained staff to input tax returns and adhere to tax compliance to maintain high-quality work.
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Researched and resolved specific tax issues to help clients save money and/or avoid audits.
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Conducted Enrolled Agent (EA) courses for prospective students seeking EA certification, with special guidance on tax issues, educating more people to follow tax guidelines and earning over $500k+ in annual revenue.
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Filed Foreign Bank and Financial Accounts and conducted Foreign Account Tax Compliance Act to prevent money laundering.
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Produced advertisements of tax compliance to business owners to educate them on correct tax compliance.
MGO (Macias Gini & O'Connell LLP), Sep. 2018 - Nov.
2019
Tax Associate
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Prepared complex tax returns for high net-worth individuals, Corporations, and Partnerships across diverse industries and reviewed simple tax return.
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Participated in tax analysis and projection on behalf of businesses and individuals, including general income tax analysis and research tax matters.
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Prepared FBAR (Form 114), Foreign Tax Credit (Form 1116) and Foreign Earn Income
(Form 2555).
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Performed substantive testing over Revenue, A/R, A/P, Cash and evaluate appropriate audit evidence in government agencies.
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Prepared compilation and review financial statements, disclosures checklist, reporting documents, and applicable required communication letters.
Eadie + Payne, LLP, Jan. 2018 - Sep. 2018
Tax Associate
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Prepared financial statements, disclosures checklist, reporting documents and
applicable required communication letters.
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Performed substantive testing over Revenue, A/R, A/P, Cash and evaluate
appropriate audit evidence.
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Industries served include: Government Agencies, Single Audits (CDBG & Section
8), Not-For-Profit Organizations.
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Conducted audit programs by performing audit testing to general ledger, account
balances, and related financial statements.
Wu, Liang & Huang CPAs LLP, Sep. 2016 - Oct.
2017
Audit & Tax Associate
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Generated 60+ income tax returns for Corporations, Partnerships, and Individuals from small to mid-sized clients using Lacerte.
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Prepared monthly, quarterly, and annual payroll, payroll tax, and payroll tax returns (941, 940, and DE9).
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Provided the e-filed service on seller's permit, 571-L and sales tax returns.
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Handled tax issues with the Franchise Tax Board and Board of Equalization.
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Led bookkeeping and the financial compilation from small to high net-worth clients in jewelry, restaurant, medical and real state.
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Prepared tax projection and tax planning to high net worth clients using Lacerte.
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Performed field audits and reviews for non-public organizations in manufacturing and electronic, and completed Audit Reports and Work-papers.
Hornettek LLC, Jan. 2013 - Jan. 2015
Staff Accountant
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Reported weekly financial statement, cash flow and sales report.
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Oversaw the maintenance of AR, AP and monthly inventory control.
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Processed daily sales order, sales invoices, shipping document, purchase order
and daily bank reconciliations.
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Analyzed revenue and expense accounts for variances beyond a 1% threshold ratio
and presented corrective actions to CFO resulting in increased efficiency of operations and a
reduction in expenses.
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Collected money from 10+ customers approximate by 500k+.
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Issued debit, credit memos and processed return merchandise authorization items
and refunds.
