Senior Accountant

• Jul 2014 - Present

Senior Accountant

• Oct 2011 - Jun 2014

- Prepare individual, corporate, partnership, trust, gift and nonprofit tax returns. - Interact with clients, IRS and franchise tax board. - Provide tax planning and budgeting services. - Analyze and review financial reports while recording analysis in supporting documents. - Analyze financial position of company and budgeting. - Review clients’ books and make necessary journal entries. - Prepare quarterly and year-end final statements. - Prepare financial statements and… Show more - Prepare individual, corporate, partnership, trust, gift and nonprofit tax returns. - Interact with clients, IRS and franchise tax board. - Provide tax planning and budgeting services. - Analyze and review financial reports while recording analysis in supporting documents. - Analyze financial position of company and budgeting. - Review clients’ books and make necessary journal entries. - Prepare quarterly and year-end final statements. - Prepare financial statements and documents for court accounting. - Set up QuickBooks for clients and give bookkeeping advices. - Prepare dissolution documents for clients. Show less - Prepare individual, corporate, partnership, trust, gift and nonprofit tax returns. - Interact with clients, IRS and franchise tax board. - Provide tax planning and budgeting services. - Analyze and review financial reports while recording analysis in supporting documents. - Analyze financial position of company and budgeting. - Review clients’ books and make necessary journal entries. - Prepare quarterly and year-end final statements. - Prepare financial statements and… Show more - Prepare individual, corporate, partnership, trust, gift and nonprofit tax returns. - Interact with clients, IRS and franchise tax board. - Provide tax planning and budgeting services. - Analyze and review financial reports while recording analysis in supporting documents. - Analyze financial position of company and budgeting. - Review clients’ books and make necessary journal entries. - Prepare quarterly and year-end final statements. - Prepare financial statements and documents for court accounting. - Set up QuickBooks for clients and give bookkeeping advices. - Prepare dissolution documents for clients. Show less

Staff Accountant

• Jan 2011 - Feb 2012

- Using TaxWorks 1040 to prepare personal, partnership, and corporate tax returns - Using AME Payroll system to run checks and W-2 forms - Using QuickBooks to do bookkeeping tasks such as making journal entries; preparing monthly, quarterly or yearly financial reports - Doing account reconciliation and bank reconciliation - Making payroll tax deposits and sales taxes - Filing quarterly reports to EDD - Renewing business licenses - Communicating with clients - Doing… Show more - Using TaxWorks 1040 to prepare personal, partnership, and corporate tax returns - Using AME Payroll system to run checks and W-2 forms - Using QuickBooks to do bookkeeping tasks such as making journal entries; preparing monthly, quarterly or yearly financial reports - Doing account reconciliation and bank reconciliation - Making payroll tax deposits and sales taxes - Filing quarterly reports to EDD - Renewing business licenses - Communicating with clients - Doing varieties of office tasks Show less - Using TaxWorks 1040 to prepare personal, partnership, and corporate tax returns - Using AME Payroll system to run checks and W-2 forms - Using QuickBooks to do bookkeeping tasks such as making journal entries; preparing monthly, quarterly or yearly financial reports - Doing account reconciliation and bank reconciliation - Making payroll tax deposits and sales taxes - Filing quarterly reports to EDD - Renewing business licenses - Communicating with clients - Doing… Show more - Using TaxWorks 1040 to prepare personal, partnership, and corporate tax returns - Using AME Payroll system to run checks and W-2 forms - Using QuickBooks to do bookkeeping tasks such as making journal entries; preparing monthly, quarterly or yearly financial reports - Doing account reconciliation and bank reconciliation - Making payroll tax deposits and sales taxes - Filing quarterly reports to EDD - Renewing business licenses - Communicating with clients - Doing varieties of office tasks Show less

Bookkeeper

• Mar 2008 - Jul 2009

- In charge of daily profit report. - In charge of inventory counting. - Prepared monthly profit and loss statement. - In charge of daily profit report. - In charge of inventory counting. - Prepared monthly profit and loss statement.

Lockbox Services

• Feb 2006 - Apr 2008

- Sorted documents into batches according to data processing requirements. - Reviewed checks and processed them as instructed. - Sorted documents into batches according to data processing requirements. - Reviewed checks and processed them as instructed.

Accounting Internship

• Apr 2007 - Jul 2007

- Handled accounts payable and accounts receivable. - Prepared sales invoice. - Reconciled bank and credit card statements. - Established and maintained manual and computer files of information for reference and documentation purposes. - Handled accounts payable and accounts receivable. - Prepared sales invoice. - Reconciled bank and credit card statements. - Established and maintained manual and computer files of information for reference and documentation purposes.

Student Assistant

• Jan 2006 - Dec 2006

Student Assistant

• Aug 2004 - May 2005