JiaMin (Kaylee) Chen, EA
Staff Accountant at Gonzalez & Associates, P.C.- Claim this Profile
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Chinese Native or bilingual proficiency
Topline Score
Bio
Credentials
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Enrolled Agent (EA)
Internal Revenue ServiceOct, 2020- Oct, 2024 -
Bloomberg Market Concepts
University of Massachusetts BostonApr, 2019- Oct, 2024
Experience
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Gonzalez & Associates, P.C.
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United States
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Accounting
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1 - 100 Employee
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Staff Accountant
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Mar 2021 - Present
Prepared annual tax filings for small businesses and individual clients. Reviewed previous-year client tax returns (self-completed or completed by other companies) at client request to identify possible missed deductions. Reviewed various financial records like income statements, receipts of expenditures and previous tax returns to determine a strategy for preparing current returns. Performed tax research and analysis of technical tax issues and implemented income tax compliance including preparation of detailed compliance work-paper, a book to tax adjustments, credit calculation, quarterly estimated tax computations, etc. Show less
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The Ritz-Carlton Hotel Company, L.L.C.
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United States
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Hospitality
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700 & Above Employee
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Property Accountant
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Sep 2019 - Mar 2020
Check figures, postings, and documents for accuracy. Organize, secure, and maintain all files, records, cash and cash equivalents in accordance with policies and procedures. Record, store, access, and/or analyze computerized financial information. Classify, code, and summarize numerical and financial data to compile and keep financial records, using journals, ledgers, and/or computers. Prepare, maintain, audit, and distribute statistical, financial, accounting, auditing, or payroll reports and tables. Complete period-end closing procedures and reports as specified. Prepare, review, reconcile, and issue bills, invoices, and account statements according to company procedures. Follow-up and resolve past due accounts and vendor invoices until payment in full is received or resolved. Prepare daily consolidated deposits of cash received by all cash handling employees. Document, maintain, communicate, and act upon all Cash Variances. Prepare, maintain, and administer all cashier banks and contracts. Show less
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Joseph Cahill / WorthTax
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Norwell
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Client Services Specialist/ Tax Preparer
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Feb 2018 - Sep 2019
Paperwork filling, maintaining files, answered phone call, build a strong personal relationship with clients, provide service information, solutions and relevant details to customers, preparation of federal, state tax filings including data entry 1099 form and preparation of Schedule C and E. Bi-weekly payroll, Account payable & receivable. Paperwork filling, maintaining files, answered phone call, build a strong personal relationship with clients, provide service information, solutions and relevant details to customers, preparation of federal, state tax filings including data entry 1099 form and preparation of Schedule C and E. Bi-weekly payroll, Account payable & receivable.
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Skywalk Observatory
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Greater Boston Area
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Supervisor
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Sep 2013 - Feb 2018
Provide customer service, prove the ability to count the cash in drawer at the start and end of shift allocate daily jobs and workloads, train new team members, work well with all levels of the organization, month-end inventory, answered phone call Provide customer service, prove the ability to count the cash in drawer at the start and end of shift allocate daily jobs and workloads, train new team members, work well with all levels of the organization, month-end inventory, answered phone call
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Education
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2018 - 2019
University of Massachusetts Boston
Master of Business Administration - MBA, Specialization: Accounting and Finance -
2013 - 2017
University of Massachusetts Boston
Bachelors Degree, Accounting and Business/Management
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