Experience

EagleStone Tax & Wealth Advisors

• United States
• Financial Services
• 1 - 100 Employee

• Tax Associate

  • Aug 2019 - Apr 2020

  Rockville, Maryland, United States *Keep contact with clients and collect source documents, prepared or reviewed federal and state income tax returns for 90+ individual clients, identifying suitable tax credits and deductions. Explored tax-saving strategies with wealth management colleagues, decreasing clients’ tax liability at an average of 10%, all returns were approved by the supervisor with more than 95% accuracy. *Compiled tax-basis financial statements for different entities, making adjusting journal entries to convert… Show more *Keep contact with clients and collect source documents, prepared or reviewed federal and state income tax returns for 90+ individual clients, identifying suitable tax credits and deductions. Explored tax-saving strategies with wealth management colleagues, decreasing clients’ tax liability at an average of 10%, all returns were approved by the supervisor with more than 95% accuracy. *Compiled tax-basis financial statements for different entities, making adjusting journal entries to convert financials between cash basis and accrual basis for tax and financial reporting purposes; filed federal and state income tax returns and related K-1s (for S corporations and partnerships) for 10+ entities. *Compared 200+ tax returns between virtual office and CCH Axcess, and corrected the mistakenly transferred data due to corporate combination. Show less



China Securities Co., Ltd

• China
• Investment Banking
• 200 - 300 Employee

• Investment Department Research Assistant

  • May 2018 - Jul 2018

  Beijing City, China *Projected a series of analysis using Excel on new IPO companies in China by creating financial analysis models and using data extracted from Wind; Formed final reports on investment advice which was approved by Department Head. *Participated in fitness industry project, summarized and analyzed 40+ research reports, interviewed 5 top executives, did on-site researches on company gyms and 10+ competitors, presented analysis based on SWOT analysis and Porter's Five Forces Model, and received… Show more *Projected a series of analysis using Excel on new IPO companies in China by creating financial analysis models and using data extracted from Wind; Formed final reports on investment advice which was approved by Department Head. *Participated in fitness industry project, summarized and analyzed 40+ research reports, interviewed 5 top executives, did on-site researches on company gyms and 10+ competitors, presented analysis based on SWOT analysis and Porter's Five Forces Model, and received satisfaction from department. *Researched on specific industries, contacted with industry experts and professionals, such as long-distance transportation, medical equipment, etc. on industry trends and facts and financials for major market participants and integrated information for other investment projects to facilitate managers’ work. Show less



KPMG China

• Hong Kong
• Financial Services
• 700 & Above Employee

• Audit Associate

  • Jul 2017 - Aug 2017

  Beijing City, China *Plan, execute, and assist the supervisor in managing audit, review, and compilation engagements; prepare work paper for 6 subsidiaries by conducting testing and analytical procedures; assist in development and design of audit plan approach; communicate with clients on 15+ audit issues discovered during the engagement, all were corrected. *Effectively and accurately recorded and managed financial data and client company policy, and avoided potential losses for clients by providing detailed… Show more *Plan, execute, and assist the supervisor in managing audit, review, and compilation engagements; prepare work paper for 6 subsidiaries by conducting testing and analytical procedures; assist in development and design of audit plan approach; communicate with clients on 15+ audit issues discovered during the engagement, all were corrected. *Effectively and accurately recorded and managed financial data and client company policy, and avoided potential losses for clients by providing detailed business performance analysis and conducting timely reconciliation, adjustments, financial closing, and reports generation. *Leveraged expertise in audit and internal control to ensure the compliance of regulatory reporting requirements; collaborated with the team to consolidate, review, and analyze financial accuracy and completeness by investigating discrepancies, researching regulatory announcements, and studying accounting disclosures; presented outstanding customer service, time management skills, and professional subject matter expertise. *Improved business operation efficiency and standardized the financial/accounting procedure by providing consultation on financial controls, risk management, regulation compliance; demonstrated consistent superior leadership, proactive work attitude, collaboration, and relationship management talents. Show less



Hua Xia Bank Co., Ltd.

• China
• Banking
• 1 - 100 Employee

• Investment Department Consultant

  • May 2017 - Jun 2017

  Beijing City, China *Participated in credit card applications and personal loans screening process *Coordinated with staffs in high-level branches to determine the suitable interest rate and loan amount *Prepared and filed customers’ documents, collected new materials and updated existing files to keep the data base current *Design survey, conducted research and analysis on POS (Point of Sales) machine and ETC (Electronic Toll Collection) markets and based on data of sales, proposed most suitable… Show more *Participated in credit card applications and personal loans screening process *Coordinated with staffs in high-level branches to determine the suitable interest rate and loan amount *Prepared and filed customers’ documents, collected new materials and updated existing files to keep the data base current *Design survey, conducted research and analysis on POS (Point of Sales) machine and ETC (Electronic Toll Collection) markets and based on data of sales, proposed most suitable marketing strategies for target customers, and adopted combined promotional methods to popularize the usage of POS machine and dominate ETC cards market; promoted bank’s products on deposits and investments to increase bank’s revenue at the same time. Show less



Deloitte

• Business Consulting and Services
• 700 & Above Employee

• Risk Advisory Department Consultant

  • May 2016 - Aug 2016

  Beijing City,Anhui,Shanxi, China; *Acted as team coordinator and monitored the progress of 3 team engagements; kept track of the projects and presented the timeline to the group weekly; communicated with team member who was behind the timeline and coordinated among teams to meet the deadline. *Researched and conducted analysis for project market trends, counted and analyzed related data, summarized results, gathered data templates, and performed gap analysis report, and utilized WeChat public account daily to promote… Show more *Acted as team coordinator and monitored the progress of 3 team engagements; kept track of the projects and presented the timeline to the group weekly; communicated with team member who was behind the timeline and coordinated among teams to meet the deadline. *Researched and conducted analysis for project market trends, counted and analyzed related data, summarized results, gathered data templates, and performed gap analysis report, and utilized WeChat public account daily to promote materials to release updated knowledge to clients’ crewmembers. *Translated a 60-page PowerPoint and 30-page document, integrating information into diagram for presentation to make logic clear to clients. *Conducted on-site weeks-long interviews with clients’ executives and employees in subsidiaries in Hefei and Xi’an city, summarized client’s pain points from work in previous work and one-month trials; integrated and provided with improvements to the project, and 80% were approved by project manager. Show less



China Children & Teenagers' Fund

• Non-profit Organizations

• Project Assistant

  • Jul 2014 - Aug 2014

  Beijing City, China *Led a team in Orphan Protection Project, assisted with managers with project going; made sure the accuracy orphans’ information; practiced and presented within team about new orphans’ information and donation attraction related events weekly, 80% of my suggestions are approved by manager, and adopted by the official road shows; provided new ideas to poster designs. *Researched and kept contact with mainstream social media, such as ifeng, sohu, Xinhua etc. to publish our latest news for 20+… Show more *Led a team in Orphan Protection Project, assisted with managers with project going; made sure the accuracy orphans’ information; practiced and presented within team about new orphans’ information and donation attraction related events weekly, 80% of my suggestions are approved by manager, and adopted by the official road shows; provided new ideas to poster designs. *Researched and kept contact with mainstream social media, such as ifeng, sohu, Xinhua etc. to publish our latest news for 20+ times and attracted donations from society. *Collected, drafted, updated messages about child-care, daily tips, news about children needing help, updates of projects and related information to official Weibo blog once or twice a day. Show less