Tax Manager

• Jul 2022 - Present

Senior Associate

• Aug 2020 - Jul 2022

• Preparing various tax forms including 1040, 1041, 706, 1120, & 1120S• Preparing fiduciary accounting reports• Providing fiduciary services including IRS supports, assisting with asset valuations, and transferring of assets.

Staff Accountant

• Aug 2017 - Aug 2020

• Responsible for the monthly bookkeeping of 10 big business clients including paying bills, bank reconciliations, and adjusting balances• Filed and amended monthly and quarterly sales tax, quarterly and annual payroll taxes including forms DR15, 941, 941, RT6, W2/W3• Compiled and issued monthly, quarterly, and annual financial statements according to appropriate standards• Prepared trial balances for business returns at year end and individual returns• Consulted and supported clients on tax and accounting knowledge to help businesses grow

Accounting Clerk/Insurance Database Assistant

• Oct 2015 - Apr 2016

• Performed bookkeeping and prepared financial reports using QuickBooks • Analyzed ledgers, identified and investigated account variances, and corrected misinformation • Used QQCatalyst and Cap-Dat ACORD to manage 200+ insurance customers by organizing documents, activating policies, and issuing reports • Gathered property information and created analytic formulae to help determine insurance quotes • Performed bookkeeping and prepared financial reports using QuickBooks • Analyzed ledgers, identified and investigated account variances, and corrected misinformation • Used QQCatalyst and Cap-Dat ACORD to manage 200+ insurance customers by organizing documents, activating policies, and issuing reports • Gathered property information and created analytic formulae to help determine insurance quotes

Community Development Intern

• Jun 2015 - Sep 2015

• Introduced new St. Louis entrepreneurs to the startup ecosystem and connected them to essential resources • Enhanced closer relationships among ITEN’s ventures, mentors, and business partners via Venture Café events • Promoted 1 Million Cups, a weekly program for startups to solve problems and come up with innovations, using social media • Introduced new St. Louis entrepreneurs to the startup ecosystem and connected them to essential resources • Enhanced closer relationships among ITEN’s ventures, mentors, and business partners via Venture Café events • Promoted 1 Million Cups, a weekly program for startups to solve problems and come up with innovations, using social media

Store Cashier

• Aug 2014 - May 2015

• Recorded items sold to the database system at the time customers checked out • Helped customers in payments by swiping their cards or exchanging cash • Talked to customers and consulted them in determining their best methods of payments by meal plans, then classified it to the system • Counted in the drawer at the end of each shift, made sure the numbers on the receipt and the amount of cash counted match, then determined the amount deposited • Recorded items sold to the database system at the time customers checked out • Helped customers in payments by swiping their cards or exchanging cash • Talked to customers and consulted them in determining their best methods of payments by meal plans, then classified it to the system • Counted in the drawer at the end of each shift, made sure the numbers on the receipt and the amount of cash counted match, then determined the amount deposited

Training Committee Member for Volunteer Income Tax Assistant Program

• Feb 2015 - Apr 2015

• Supervised US income tax training sessions for volunteers who helped low income Kirksville residents prepare their tax returns • Assisted volunteers in their practice and insured their proper certification • Processed tax filings, reviewed, documented and explained taxation particulars to clients • Supervised US income tax training sessions for volunteers who helped low income Kirksville residents prepare their tax returns • Assisted volunteers in their practice and insured their proper certification • Processed tax filings, reviewed, documented and explained taxation particulars to clients

Treasurer

• Aug 2014 - Apr 2015

• Kept up-to-date records and audit trail for all transactions • Did the banking, depositing cash and checks, paying the bills and recording revenues from events • Created planned budget for the organization at the beginning of the semester so that it helps other chairs in planning appropriate activities • Prepared financial statements at the end of each semester and reported to the executive board • Kept up-to-date records and audit trail for all transactions • Did the banking, depositing cash and checks, paying the bills and recording revenues from events • Created planned budget for the organization at the beginning of the semester so that it helps other chairs in planning appropriate activities • Prepared financial statements at the end of each semester and reported to the executive board

Volunteer Accountant

• Apr 2014 - Apr 2015

• Prepared and assisted this startup organization in applying for tax-exempt status and acquiring knowledge about legality • Book-kept the cash flows and other kinds of transactions for the organization • Presented the organization’s spirit and purpose to the community • Prepared and assisted this startup organization in applying for tax-exempt status and acquiring knowledge about legality • Book-kept the cash flows and other kinds of transactions for the organization • Presented the organization’s spirit and purpose to the community

Lab Staff

• Aug 2012 - Feb 2014

• Monitored Music major students who used Computer Lab, Smartmusic Lab, and Piano Lab four hours a week • Assisted users when they had troubles using the labs • Monitored Music major students who used Computer Lab, Smartmusic Lab, and Piano Lab four hours a week • Assisted users when they had troubles using the labs

Assistant for Project Management Intern

• Jun 2013 - Jun 2013

• Researched different materials and services needed for resort and apartment construction projects • Built flexible plans to diagnose the economic efficiency of every project • Investigated other factors affecting the efficiency of construction: geographic features, demographic characteristics, and environmental impact • Researched different materials and services needed for resort and apartment construction projects • Built flexible plans to diagnose the economic efficiency of every project • Investigated other factors affecting the efficiency of construction: geographic features, demographic characteristics, and environmental impact