Experience

Aprio

• United States
• Accounting
• 1 - 100 Employee

• Tax Senior Manager serving corporate clients at Aprio

  • Sep 2021 - Present

• Tax Manager

  • Sep 2017 - Sep 2021

• Tax Senior Associate serving Corporate Tax clients at Aprio

  • Sep 2016 - Aug 2017

• Tax Associate serving Corporate Tax clients at Aprio

  • Jun 2015 - Sep 2016



Steven Miller & Co.

• United States
• Accounting
• 1 - 100 Employee

• Tax Accountant

  • Jan 2013 - May 2015

  Steven E. Miller CPA Jan 2013 - May 2015Corporations:Prepared Corporation & S- Corporations Tax Returns• Trial Balance, and necessary journal entries for tax return• Tax Accounting- Match books with tax returns • Keep books up to date after the tax return is filed• Communication with Clients and IRSPartnerships:Prepared Partnerships Tax Returns• Trial Balance, and necessary journal entries for tax return• Reconcile Trial Balance with K-1s • Tax Accounting- Match books with tax returns • Keep books up to date after the tax return is filed• Communication with Clients and IRSIndividuals:• Prepared individual tax returns with complicated attributes for high net worth Individuals • K-1s for Public Traded Partnerships (PTPs)• Communications with Clients, Financial advisors and IRSTrusts:• Trust Accounting and Prepared trust returnsInternational Tax Issues:• Filing FBARS for clients with international accounts• Filing Form 926 and Form 5471 for clients with Business outside US• OVDP Compliance with foreign accounts



Funasia Network & Perfect Group

• United States
• Broadcast Media Production and Distribution
• 1 - 100 Employee

• Tax Accountant

  • Oct 2012 - Nov 2012

  Foreign ReportingOff shore Voluntary disclosures Initiatives and ProgramsTax Preparation, tax advice and consultingFinancial reporting and compilation financial statementssales tax, payroll and payroll taxFiling 941/940Supervising off shore in delivering quality products Foreign ReportingOff shore Voluntary disclosures Initiatives and ProgramsTax Preparation, tax advice and consultingFinancial reporting and compilation financial statementssales tax, payroll and payroll taxFiling 941/940Supervising off shore in delivering quality products



Jeff Pickering, CPA

• Tax Accountant

  • Mar 2010 - May 2011

  Corporations:Annual tax preparation and filing• Filed corporation tax returns, S-corporation tax return and Partnership tax returns• consolidated tax return Tax Planning and consultingSales Tax Report Preparation and filingBookkeeping and Financial reporting• Journal entries• Compilation of financial statements• Compilation reportPayroll and W-2 preparation• Federal and State payroll tax• EFT • Workers’ compensation and disability insurance Interface with clients and their accountants, Texas ComptrollerIndividuals:Tax Research, Planning and consultingTax preparation and filing• Independently filed about 250 tax returns with complex attributes (Sch C, Sch E, Sch F, form 3115, form 4562)• International income from countries India, United kingdom, Canada and Australia• International students tax returns for students from China, Nepal and IndiaSuccessfully handled IRS Audits inquiries• Handled IRS audits inquiriesInterface with IRS Estate and gift tax preparation



The University of Dallas

• Higher Education
• 300 - 400 Employee

• Tax research Project - College Project

  • May 2010 - Jul 2010

  Lead the project for University of Dallas for payroll taxes and reimbursement policies for the employees. Successfully represented the case for UD accounting departmentWorked on the project with teammates and Accounts payable department for the University of Dallas. Lead the project for University of Dallas for payroll taxes and reimbursement policies for the employees. Successfully represented the case for UD accounting departmentWorked on the project with teammates and Accounts payable department for the University of Dallas.



Siemens Energy and Automation

• Data Analyst- Student Internship during MBA

  • Nov 2007 - Apr 2008

  Data analysis* Comparing budgeted hours with the actual hours worked.* Variance analysis* Worked extensively on excel and Access* Creating primary relationship among different database* Link between Human Resource and Accounting department Data analysis* Comparing budgeted hours with the actual hours worked.* Variance analysis* Worked extensively on excel and Access* Creating primary relationship among different database* Link between Human Resource and Accounting department



SD College Gurdaspur

• Lecturer Sociology

  • Jul 1998 - Nov 1999