Experience

RoseMcKenna, PLLC

• United States
• Accounting
• 1 - 100 Employee

• Tax Associate

  • May 2023 - Present

  • Prepare federal and state tax returns primarily for high-net-worth individuals. • Prepare federal and state tax returns for partnerships, trusts, estates, corporations, private foundations, and pension plans. • Assist with tax planning, federal and state examinations, tax research, and various other projects as needed. • Prepare federal and state tax returns primarily for high-net-worth individuals. • Prepare federal and state tax returns for partnerships, trusts, estates, corporations, private foundations, and pension plans. • Assist with tax planning, federal and state examinations, tax research, and various other projects as needed.



PwC

• Professional Services
• 700 & Above Employee

• Assistant

  • Oct 2021 - Nov 2021

  • Generated 4 major auditing works, including a risk assessment form, by analyzing domestic petroleum and petrochemical manufacturing enterprises leading to increased familiarization with the oil industry. • Assessed audited entity and its environment by collecting information from the Ministry of Finance and China Business Intelligence Network to evaluate supply, demand, and competition in the petroleum industry. • Performed control testing by working on the enterprise’s production &… Show more • Generated 4 major auditing works, including a risk assessment form, by analyzing domestic petroleum and petrochemical manufacturing enterprises leading to increased familiarization with the oil industry. • Assessed audited entity and its environment by collecting information from the Ministry of Finance and China Business Intelligence Network to evaluate supply, demand, and competition in the petroleum industry. • Performed control testing by working on the enterprise’s production & storage cycle and sales & cash receipts cycle to assess the effectiveness of an 8-page walk-through test. • Drafted management representation letter by conducting prepaid accounts verification, substantive bills payable, and accounts payable procedures leading to monetary fund verification forms to affirm adjustable items. • Reviewed salary system documents for an e-commerce firm by checking the operation process leading to a revision of 12 possible loopholes. Drafted an unqualified audit report by inspecting financial statements leading to a deeper understanding of 4 different kinds of audit reports and CPA's responsibilities in public accounting. Show less • Generated 4 major auditing works, including a risk assessment form, by analyzing domestic petroleum and petrochemical manufacturing enterprises leading to increased familiarization with the oil industry. • Assessed audited entity and its environment by collecting information from the Ministry of Finance and China Business Intelligence Network to evaluate supply, demand, and competition in the petroleum industry. • Performed control testing by working on the enterprise’s production &… Show more • Generated 4 major auditing works, including a risk assessment form, by analyzing domestic petroleum and petrochemical manufacturing enterprises leading to increased familiarization with the oil industry. • Assessed audited entity and its environment by collecting information from the Ministry of Finance and China Business Intelligence Network to evaluate supply, demand, and competition in the petroleum industry. • Performed control testing by working on the enterprise’s production & storage cycle and sales & cash receipts cycle to assess the effectiveness of an 8-page walk-through test. • Drafted management representation letter by conducting prepaid accounts verification, substantive bills payable, and accounts payable procedures leading to monetary fund verification forms to affirm adjustable items. • Reviewed salary system documents for an e-commerce firm by checking the operation process leading to a revision of 12 possible loopholes. Drafted an unqualified audit report by inspecting financial statements leading to a deeper understanding of 4 different kinds of audit reports and CPA's responsibilities in public accounting. Show less