Senior Accountant

• Jul 2020 - Present

Tax Accountant

• Aug 2019 - Jul 2020

▪ Prepared and reviewed complicated tax returns (including multiple states K-1s) for High-Net-Worth individual clients, and give clients tax planning advice. ▪ Performed extensive tax research and tax planning projection using Excel and CFS tax software as required for various client engagements. ▪ Amended federal and states tax returns for individual clients. ▪ Engaged on tax dispute solutions and assisted clients in dealing with notices from IRS and state tax department. ▪ Prepared and reviewed complicated tax returns (including multiple states K-1s) for High-Net-Worth individual clients, and give clients tax planning advice. ▪ Performed extensive tax research and tax planning projection using Excel and CFS tax software as required for various client engagements. ▪ Amended federal and states tax returns for individual clients. ▪ Engaged on tax dispute solutions and assisted clients in dealing with notices from IRS and state tax department.

Tax Preparer

• Feb 2017 - Aug 2019

▪ Prepared and reviewed tax returns for over 500 individual clients, handled various tax forms, including form 2555, 8938, Fin CEN 114,1116, K-1s, 3520,706 and 709. ▪ Assisted clients with online filing for business corporations, LLC’s & Occupational Licenses. ▪ Calculated business clients' wages and payroll tax based on clients' original payroll documents, filed payroll tax and sales tax returns. ▪ Interviewed clients and provided appropriate tax planning services based on various client situations. ▪ Set up new hire and training documents to ensure efficient on boarding process for interns and new employees. ▪ Generated numerous business opportunities through marketing campaigns of the company, and achieved 100% customer satisfaction.

Assistant Accountant

• 2017 - Mar 2017

▪ Recorded daily transactions and maintained updates to system. ▪ Assisted in preparation of month-end close, adjustment of journal entries, account analysis of monthly/quarterly profit & loss report. ▪ Maintained fixed asset records and booked monthly depreciation & amortization. ▪ Compiled and analyzed account information, document financial transactions, summarized current accounts and helped maintaining accounting controls. ▪ Recorded daily transactions and maintained updates to system. ▪ Assisted in preparation of month-end close, adjustment of journal entries, account analysis of monthly/quarterly profit & loss report. ▪ Maintained fixed asset records and booked monthly depreciation & amortization. ▪ Compiled and analyzed account information, document financial transactions, summarized current accounts and helped maintaining accounting controls.