Jason Leung
Tax Intern at Tolleson Wealth Management- Claim this Profile
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Bio
Credentials
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Certified Microsoft Office Specialist in Excel 2010
MicrosoftJun, 2014- Nov, 2024
Experience
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Tax Intern
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Jan 2020 - Present
● Prepare income tax returns for Individuals, Trusts, and Partnerships, and various state income tax returns.
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Assistant Bookkeeper
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Nov 2017 - Jan 2020
● Interviewed, hired, and trained new employees about the company's accounting processes. ● Regularly reviewed COGS and revenue accounts at Y/E to ensure correct accuracy of amounts.● Prepared monthly inter-company invoices to account for revenues & expenditures between 3 entities (Explosm, LLC; Cyanide & Happiness Show, LLC; Joking Hazard, LLC)● Prepared budgets using project and employee time/salary allocation.● Created monthly payroll and overhead journal… ● Interviewed, hired, and trained new employees about the company's accounting processes. ● Regularly reviewed COGS and revenue accounts at Y/E to ensure correct accuracy of amounts.● Prepared monthly inter-company invoices to account for revenues & expenditures between 3 entities (Explosm, LLC; Cyanide & Happiness Show, LLC; Joking Hazard, LLC)● Prepared budgets using project and employee time/salary allocation.● Created monthly payroll and overhead journal entries● Reconciled checking accounts and credit cards accounts of the 3 entities on monthly basis ● Categorized and classified transactions of 3 entities into appropriate accounts.● Designed and wrote in-depth training guides for company accounting process for new hires Show more Show less
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Alumni Relations Representative
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Jun 2017 - Aug 2017
● Performed data entries in records system to update alumni information● Handled confidential information (e.g. credit card info, addresses) of alumni withextreme care● Communicated effectively with alumni and accommodated a large range ofpersonalities ● Represented UT Dallas with positive and professional manner
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Accounting Assistant
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Dec 2014 - Jan 2016
● Maintained payroll records for client business for quarterly payroll tax reporting.● Assisted in preparing quarterly payroll tax returns and year-end payroll summaries.● Performed data entries in Cash Disbursements system and bank reconciliations.● Analyzed multiple Excel spreadsheets to perform error checks and proofs for records maintenance.
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Education
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The University of Texas at Dallas
Community
