Raymond Tan, CPA

Tax Manager at Wheelwright Manahan Family Office
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Contact Information
us****@****om
(386) 825-5501
Location
Tempe, Arizona, United States, US
Languages
  • Taishanese Chinese Native or bilingual proficiency
  • Mandarin Chinese Limited working proficiency
Skills

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Credentials

  • Certified Public Accountant
    Arizona State Board of Accountancy

Experience

  • Wheelwright Manahan Family Office
    • United States
    • Accounting
    • 1 - 100 Employee
    • Tax Manager
      • Jul 2021 - Present

    • Tax Senior
      • Jan 2019 - Jun 2021

  • Hunter Hagan & Company, Ltd.
    • Accounting
    • 1 - 100 Employee
    • Associate
      • Sep 2015 - Dec 2018

      -Prepare Federal and State tax returns for Individuals, Partnerships, S-Corps, C-Corps, Estates, and Trusts.-Conduct tax planning and year-end projections for high net-worth individuals.-Prepare Reviewed and Compiled Financial Statements.-General bookkeeping/accounting work. -Prepare Federal and State tax returns for Individuals, Partnerships, S-Corps, C-Corps, Estates, and Trusts.-Conduct tax planning and year-end projections for high net-worth individuals.-Prepare Reviewed and Compiled Financial Statements.-General bookkeeping/accounting work.

  • R&A CPAs
    • United States
    • Accounting
    • 1 - 100 Employee
    • Tax Associate
      • Jul 2014 - Sep 2015

      -Preparation of Federal and State tax returns for Individuals, Partnerships, S-Corps, & C-Corps.-Maintain client books using accounting software including QuickBooks Online, Intacct, & Accounting CS.-Prepare year-end Form 1099s.-Prepare monthly Sales Tax returns for clients located in Nogales, AZ.-Daily interaction with clients via phone, email, and periodically in person.-Additional software usage include: ProSystem fx Tax, ProSystem fx Fixed Assets, QuickBooks, CFS Accounting, & TValue.

  • R&A CPAs
    • United States
    • Accounting
    • 1 - 100 Employee
    • Tax Intern
      • Jan 2014 - Apr 2014

      -Prepare Federal & State tax returns for Individuals.-Prepare year-end Form 1099s.-Assist administrative department with 1040 scanning & similar tasks. -Prepare Federal & State tax returns for Individuals.-Prepare year-end Form 1099s.-Assist administrative department with 1040 scanning & similar tasks.

  • University of Arizona
    • United States
    • Higher Education
    • 700 & Above Employee
    • Retail Sales Associate
      • Oct 2013 - Jan 2014

Education

  • University of Arizona, Eller College of Management
    Bachelor of Science in Business Administration (BSBA), Accounting
    2010 - 2014

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