Experience

DigitalBridge

• United States
• Financial Services
• 100 - 200 Employee

• Senior Tax Manager

  • Mar 2023 - Present

• Tax Manager

  • Mar 2020 - Mar 2023

  Greater Los Angeles Area

• Senior Tax Accountant

  • Oct 2018 - Mar 2020



PwC

• Professional Services
• 700 & Above Employee

• Senior Tax Associate

  • Feb 2016 - Oct 2018

  Greater Los Angeles Area Financial Services - Asset Management - Real Estate



BDO USA

• United States
• Accounting
• 700 & Above Employee

• Tax Associate

  • Jan 2015 - Feb 2016

  Greater Los Angeles Area Prepare federal and multi-state workpapers and tax returns for Corporation, Individuals, LLCs, Partnerships, and Joint Ventures using GoSystem Tax RS and OneSource Assist with state apportionments and fixed asset roll-forward Prepare quarterly estimated tax calculations and extensions for clients Prepare consolidated returns, amended returns, final tax returns with book closing, and some foreign forms Assist seniors with IRS and various state tax notices, written responses… Show more Prepare federal and multi-state workpapers and tax returns for Corporation, Individuals, LLCs, Partnerships, and Joint Ventures using GoSystem Tax RS and OneSource Assist with state apportionments and fixed asset roll-forward Prepare quarterly estimated tax calculations and extensions for clients Prepare consolidated returns, amended returns, final tax returns with book closing, and some foreign forms Assist seniors with IRS and various state tax notices, written responses, engagement letters, and provision workpapers Show less



UC Irvine

• United States
• Higher Education
• 700 & Above Employee

• Journal Editorial Board Assistant

  • Oct 2010 - Sep 2015

  Irvine Organized and assigned hundreds of submissions for review and publication in computer science journals Delegated duties to university professors and reviewers and maintain professional correspondence via email Respond to inquiries and sent friendly reminders in a timely manner



Yi & Company, CPA

• Part-Time Staff Accountant

  • Jul 2013 - Dec 2014

  Irvine Developed tax technical and consulting skills in preparing individual and corporate tax returns in accordance with IRS codes and to minimize clients’ tax exposure Maintained general ledger accounts, prepared financial statements, and researched on different tax topics Managed and organized multiple client accounts in QuickBooks and completed monthly reconciliations Responsible for processing biweekly payroll and tracking accrual vacation pay for clients in Excel



Volunteer Income Tax Assistance

• IRS Certified Tax Preparer

  • Jan 2013 - Apr 2014

  Orange County, California Area Prepared and filed 1040 forms for low-income families in the Orange County local area Interviewed clients from different backgrounds and responded to their concerns and inquiries Coordinated with supervisors to review and finalize tax returns for accuracy before electronic filing to IRS Provided assistance and support as a Qualified Reviewer to new volunteers



Evolve Media, LLC

• United States
• Online Audio and Video Media
• 1 - 100 Employee

• Accounts Payable Intern

  • Jul 2013 - Sep 2013

  Greater Los Angeles Area Generated journal entries for accounts payable transactions, such as eligible reimbursement expenses, invoices reconciliation, and payment processing Prepared financial analysis reports using excel to summarize monthly reimbursement activities Manually recorded vendor payments in the accounts payable trackers and obtain necessary CFO approvals



UCLA

• United States
• Higher Education
• 700 & Above Employee

• Office Intern

  • Jun 2009 - May 2010

  Greater Los Angeles Area Explored the field of finance by reporting different sources of income and analyzed data into excel Conducted and filed documents up to a couple hundreds of patients in a clinic Developed communication skill by socializing with clients and colleagues Attracted wide publicity in creating flyers and posters