Experience

Moskowitz LLP

• United States
• Law Practice
• 1 - 100 Employee

• Staff Tax Accountant

  • Jul 2018 - Present

   Prepared individual tax returns for various filing status and income level using Lacerte and Intuit Proconnect tax software  Worked as a tax preparer of the tax preparation department and performed team work as needed  Assigned to certain amount of tax preparation tasks  Submitted individual tax reruns to tax manager for review  Provided support for the tax preparation team as needed  Worked overtime and weekend during busy tax seasons (e.g. March 1 through April 15)  Completed tax returns correctly prior to deadlines set by the management and the government  Directly under the supervision of the managing attorney  Collaborated with the attorneys, CPAs and enrolled agents to complete tax returns conformity with the clients’ tax savings plan Show less



TaxSquad

• Burlingame, California

• Income Tax Preparer

  • Feb 2018 - Apr 2018

   Prepared individual, partnership, limited liability company and corporate income tax return using Ultra tax software  Prepared individual, partnership, limited liability company and corporate income tax return using Ultra tax software



Tricida, Inc.

• United States
• Pharmaceutical Manufacturing
• 1 - 100 Employee

• Accounts Payable Specialist

  • Aug 2016 - Feb 2017

   Under the supervision of the senior accounting manager and the finance director  Mainly responsible for supporting the accounts payable function  Entered all expenses (invoice bills from vendors) into the QuickBooks systems based on correct time period  Processed business expense reports incurred by all employees using the Excel spreadsheet  Entered expense reimbursement claimed by all employees into the QuickBooks systems  Processed invoices, which included obtaining proper approvals and verifying account coding  Ascertain no duplicate invoice bill or wrong bill issue from the vendors and solve the discrepancy issue  Scanned vendors’ invoices and all other documents and maintained these documents in the server  Tracked, reconciled and processed corporate credit card expenses on a monthly basis  Maintained and managed all accounts payable files and all other accounting documents  Provided support in the tax filing of Form W-9 and Form 1099-Misc  Performed other bookkeeping and related administrative tasks as assigned Show less



Lotus Holdings LLC

• San Francisco

• Part-Time Bookkeeper

  • May 2015 - Jul 2016

   Managed three residential properties in San Francisco and one residential properties in New York  Recorded accounting data (rent payment by tenants and expenses incurred for the properties) based on the bank statements in the QuickBooks systems  Pay all vendors’ invoices, property tax bills, insurance bills and homeowner association fees for each property on a timely basis  Prepared monthly bank reconciliation for four bank accounts  Issued Form 1099 to qualified service providers for tax filings  Gather information for the external bookkeeper who creates the Lotus Holding’s financial statements Show less



Gonzalez and Associates, Inc.

• San Francisco

• Accountant

  • Dec 2012 - Jun 2015

   Provided bookkeeping services on a monthly basis for the company’s clients in the state of California, Washington, and Massachusetts  Prepared bank reconciliation and accounting data entry on a monthly basis for the company’s clients assigned by the Management  Responsible for maintenance of daily account using the QuickBooks system  Recorded income, depreciation, payroll expenses, sales taxes and all other expenses in the QuickBooks system  Reviewed financial statements for the clients assigned by the management at year-end  Facilitated the preparation of income tax returns and all other financial statements  Prepared income tax returns for individuals, sole proprietorship, partnership, S-corporation and C-corporation using Drake Tax software system  Communicated with the clients via e-mail, telephone, and facsimile  Used Microsoft Word and Excel and other Office software to support the general bookkeeping work  Maintained and filed bookkeeping records, income tax returns records and all payroll records in chronological order  Assisted the owner and other staff in performing accounting and office tasks as needed  Performed all other office work (answered phone call, fax, coping and scan documents) Show less



BioArts International Limited

• Mill Valley, California

• Accountant

  • Jan 2008 - Sep 2009

   Performed accounting tasks on daily basis using QuickBooks software  Prepared monthly financial statements for home office in U.S., and its subsidiary in Great Britain, and consolidated all financial Statements for lines of business in China  Translated financial statements in foreign currency units into U.S. dollars  Answered telephone calls for the office and performed other miscellaneous office duties  Organized and filed documents, contracts and accounting reports Show less



Louie & Pak, LLP (CPA Firm)

• San Francisco, California

• Staff Accountant

  • Sep 2006 - Apr 2007

   Managed twenty five residential rental properties in Bay Area and other cities within the U.S. and Canada  Maintained proper balances for twelve different bank accounts  Maintained and filed tenants’ documents, company’s documents, and tax clients’ documents  Performed all accounts receivable and accounts payable functions  Prepared tax returns for individuals, sole proprietorships, partnerships, and non-profit associations using Lacerte tax system  Assisted in auditing non-profit organizations  Performed special projects and other miscellaneous office duties Show less



Robert Chang & Associates, Inc

• South San Francisco, California

• Staff Accountant

  • Jun 2003 - Jun 2004

   Performed bookkeeping functions using QuickBooks accounting software system  Prepared daily cash balance summary reports  Managed six commercial properties in the San Francisco Bay Area  Processed semi-monthly payroll and general expense checks  Remitted payroll-related tax deposits to appropriate governmental agencies  Performed bookkeeping functions using QuickBooks accounting software system  Prepared daily cash balance summary reports  Managed six commercial properties in the San Francisco Bay Area  Processed semi-monthly payroll and general expense checks  Remitted payroll-related tax deposits to appropriate governmental agencies



ASIAN, Inc.

• United States
• Non-profit Organization Management
• 1 - 100 Employee

• Junior Accountant

  • May 2001 - Aug 2002

   Prepared documented vouchers for payment authorization, determined project allocations, records proper transfer of funds  Prepared bank deposits, and reconciled bank statements  Posted journal entries and ledger entries to prepare monthly trial balance in the general ledger module in Solomon System  Prepares requests for payment from government agencies and maintained updated summary list for control  Assisted in preparing monthly billing reports and monthly financial reports  Prepared expenditure reports based on budget approved by the government Show less