Tax Staff

• Jul 2022 - Present

Associate Accountant

• Apr 2021 - Jul 2022

Audit Intern

• Jan 2021 - Mar 2021

• Identified performance materiality and applied the assertions with audit procedures to ensure the proper recognition of the accounts. • Referred to predecessor auditor's guideline to perform the audit in cash, prepaid expenses, account payable, and property, plant, and equipment for 2 clients with the net worth of millions. • Collaborated with the engagement team and senior manager on the engagement. • Performed online training in CaseWare: Accounting and Audit Software. • Earned 7 certificates of completion CPE credits in audit with Becker Professional Education. Show less

Accounting Assistant

• May 2019 - Mar 2020

• Performed online training and earned certification in Xero Accounting Software.• Reconcile cash transactions for 16 clients to match up with bank statements on a weekly, monthly, and quarterly basis.• Tracks spending and creates report of balance sheet or income statement with detailing trends by using Xero Accounting Software.• Operated with Xero Accounting Software to record, reconcile, manual journals entry and analyze information.• Check figures, payroll reports, and journal entries for correct entry, accuracy and proper codes.• Resolved account reconciliation issues quickly Show less

Tax Preparation

• Jan 2020 - Feb 2020

• Performed training in data entry for business taxes.• Prepared 9 individual tax returns.• Performed data entry for 4 business tax returns.

Tax Preparation

• Jan 2019 - May 2019

• Performed online training and earned certification in Drake Tax Software. • Analyzed tax documents and prepared approximately 100 individual tax returns.• Calculated business profit and loss, supplemental profit and loss, and capital gain with supported documents.• Performed account reconciliations in Excel to create year-to-date profit and loss for business tax returns. • Generated questions for clients and assisted manager with appropriateness of data entry.• Recognized as an outstanding performer during tax season and awarded a bonus stipend; as well as assigned to review the tax work of other interns.• Continuously researched applicable tax information to improve knowledge. Show less