Tax Manager

• Jul 2023 - Present

Tax Manager

• Jul 2023 - Jul 2023

Asset & Wealth Management Senior Tax Associate

• Jan 2021 - Jun 2023

Asset & Wealth Management Tax Associate

• Oct 2018 - Jan 2021

Tax Prep Center Assistant Site Coordinator

• Aug 2017 - Aug 2018

- Reviewed resident and nonresident tax returns to ensure taxpayers were complied with the Internal Revenue Code - Researched tax treaties for nonresident taxpayers to maximize tax benefits - Assisted site coordinator with developing training materials and tax volunteer certification exams - Reviewed resident and nonresident tax returns to ensure taxpayers were complied with the Internal Revenue Code - Researched tax treaties for nonresident taxpayers to maximize tax benefits - Assisted site coordinator with developing training materials and tax volunteer certification exams

Tax Intern

• Jun 2017 - Aug 2017

- Interned in the Regulated Investment Companies (RICs) group - Participated in various training sections to be prepared for the 8-week internship program - Reviewed RICs and Partnership tax returns to ensure clients are complied with the Internal Revenue Code - Assisted the audit team by gathering client informational checklists - Shadowed internal and client conference calls to gain better understanding of the engagement processes - Interned in the Regulated Investment Companies (RICs) group - Participated in various training sections to be prepared for the 8-week internship program - Reviewed RICs and Partnership tax returns to ensure clients are complied with the Internal Revenue Code - Assisted the audit team by gathering client informational checklists - Shadowed internal and client conference calls to gain better understanding of the engagement processes

Accounting Intern

• Jan 2016 - May 2017

•Processed vendors, donors and clients’ payments using QuickBooks•Processed expense reports to ensure reimbursements were distributed to appropriate staff•Collaborated with other interns to verify cash box was balanced•Assisted accounting manager with month-end and quarter-end financial reports

Community Service Desk

• Sep 2013 - May 2017

-Assisted clients to apply for government benefits and social services-Provided general translation to help clients with social services such as food stamps, health insurance etc.-Processed payment with adult education classes (ESOL, Chinese Painting and Mandarin Classes)-Data entry, entered data for the number of clients and type of services provided into Salesforce