Experience

Whittier Trust Company

• United States
• Investment Management
• 100 - 200 Employee

• Assistant Vice President

  • Jun 2009 - Present

  • Prepared and reviewed journal entries, general ledgers and financial statements for portfolio investment partnerships and real estate investment partnerships. • Acted as a project leader on data editing for preparing brokerage Forms 1099 for all portfolio investment accounts. • Prepared and reviewed fiduciary income tax returns with multi-state reporting requirement. • Prepared and reviewed portfolio investment and real estate investment partnerships’ tax returns. • Prepared and reviewed gift and estate tax returns. • Prepared and reviewed S-corporation and tax-exempt organization tax returns. • Conducted tax researches related to IRA administration and fiduciary accounting and tax matters. • Handled IRS and FTB notices related to tax filing, tax payment and tax credit. • Provided solutions to client administrators and human resource department on various accounting and tax issues. • Trained department members and temporary staff on various tax projects. Show less



Daniel T. Li Engineering International Inc

• Treasurer, Senior Accountant

  • Sep 2007 - May 2009

  • Established company's accounting system and accounting procedures. • Prepared S-Corporation financial statements and sales tax returns. • Reviewed S-Corporation's income tax returns and payroll tax returns. • Established company's accounting system and accounting procedures. • Prepared S-Corporation financial statements and sales tax returns. • Reviewed S-Corporation's income tax returns and payroll tax returns.



Gursey | Schneider LLP

• United States
• Accounting
• 100 - 200 Employee

• Senior Tax Accountant

  • Feb 2005 - Aug 2007

  • Prepared various individual, corporation and foundation tax returns. • In charge of communication, tax research and tax filing related to the delinquent tax returns for Japanese Corporation and its affiliates. • Prepared documents for IRS audits and achieved no additional tax assessment result. • Trained junior accountant on various bookkeeping and payroll tax reporting projects. • Prepared various individual, corporation and foundation tax returns. • In charge of communication, tax research and tax filing related to the delinquent tax returns for Japanese Corporation and its affiliates. • Prepared documents for IRS audits and achieved no additional tax assessment result. • Trained junior accountant on various bookkeeping and payroll tax reporting projects.



Loucks, Adamek & Company, LLP (Now Loucks, Adamek, Asheghian & Company)

• Tax Accountant

  • Dec 2003 - Jan 2005

  • Prepared income tax returns for high net-worth individuals, real estate partnerships and manufacturing corporations. • Filed applications for change in accounting method and calculated adjustments pertaining to new tax legislations. • Prepared income tax returns for high net-worth individuals, real estate partnerships and manufacturing corporations. • Filed applications for change in accounting method and calculated adjustments pertaining to new tax legislations.



Engel, Kalvin, McMillan & Company, LLP (Now Sanders Kalvin McMillan & Carter LLP),

• Staff Accountant

  • Jul 2000 - Nov 2003

  • Conducted HUD compliance and financial statement audits for real estate management companies. Oversaw all stages of the audits from planning to the issuance of financial statements. • Performed financial statement audits for a drug store chain, a motion picture producer, and several non-profit organizations. • Conducted pension plan audits for an international airline company. • Prepared tax returns for low-income housing partnerships and real estate developers. • Prepared consolidated multi-state C-Corporation tax returns for clients in entertainment and restaurant industry. Show less