CPAs & Advisors - U.S. Tax Technician

• Jan 2023 - Present

U.S. Tax Accountant work with the U.S. and cross border tax team in providing personal and corporate compliance and tax advice to U.S. tax clients Plan, organize and deliver tax compliance engagements for: - U.S. citizens and residents living both in the U.S. and abroad - U.S. corporations and Canadian corporations doing business in the U.S. Tax planning for expatriates and for cross-border executives and entertainers E-file various forms of tax returns upon receival of authorization forms Keep partners apprised of the status of work in progress and issues encountered IRS Representation: contact federal and state authorities as needed Show less

Certified Public Accountant

• Sep 2022 - Dec 2022

Client Service Accountant-Cross Border Tax

• Jan 2022 - Aug 2022

• Prepare U.S. Individual, Corporate, and Partnership tax returns federal and state including (Form 5471,8621,5472,1120-F) • Research a wide variety of multi-State tax filing issues • Communicate with Internal Revenue Service and state tax authorities resolving penalties • Support the team with U.S. estate, gift and trust tax compliance projects including passive foreign investment corporation and controlled foreign corporation regimes • Prepare U.S. Individual, Corporate, and Partnership tax returns federal and state including (Form 5471,8621,5472,1120-F) • Research a wide variety of multi-State tax filing issues • Communicate with Internal Revenue Service and state tax authorities resolving penalties • Support the team with U.S. estate, gift and trust tax compliance projects including passive foreign investment corporation and controlled foreign corporation regimes

Certified Public Accountant -California

• Jan 2021 - Dec 2021

• Prepare Individual tax returns including 1040, 1040NR • Prepare Corporate and Partnership tax returns including Form 1120,1120S, and 1065 • Process Payroll and file Sales tax returns • Provide U.S. tax compliance and advisory services • Perform Balance Sheet account analysis and reconciliations • Compile financial statements conforming to standards • Prepare Individual tax returns including 1040, 1040NR • Prepare Corporate and Partnership tax returns including Form 1120,1120S, and 1065 • Process Payroll and file Sales tax returns • Provide U.S. tax compliance and advisory services • Perform Balance Sheet account analysis and reconciliations • Compile financial statements conforming to standards

Senior Accountant

• May 2018 - Dec 2020

• Perform general ledger account analysis and reconciliation • Prepare adjusting journal entries, fixed assets schedules, and post period end accruals • Prepare Individual, Corporate and Partnership tax returns including Form 1120,1120S, and 1065 • Communicate with tax authorities on behalf of clients to resolve fines and penalties • Conduct research on critical changes and updates to federal and state tax laws • Perform general ledger account analysis and reconciliation • Prepare adjusting journal entries, fixed assets schedules, and post period end accruals • Prepare Individual, Corporate and Partnership tax returns including Form 1120,1120S, and 1065 • Communicate with tax authorities on behalf of clients to resolve fines and penalties • Conduct research on critical changes and updates to federal and state tax laws

Accountant

• Jun 2013 - Apr 2018

• Perform accounting daily tasks that involve gathering client information, posting and classifying transactions, reconciling bank statements, and creating fixed asset schedules • Validate bookkeeping records reliability in producing statements and reports • Process and prepare Payroll and Sales tax returns • Prepare Individual and Self-employed (Sch C) tax returns • Perform accounting daily tasks that involve gathering client information, posting and classifying transactions, reconciling bank statements, and creating fixed asset schedules • Validate bookkeeping records reliability in producing statements and reports • Process and prepare Payroll and Sales tax returns • Prepare Individual and Self-employed (Sch C) tax returns

Accounts Payable/Accounts Receivable

• Feb 2010 - May 2013

• Process accounts payable and accounts receivable • Maintain accounting ledgers by posting account transactions • Reconcile bank and credit card statements • Produce financial and management reports upon request • Process accounts payable and accounts receivable • Maintain accounting ledgers by posting account transactions • Reconcile bank and credit card statements • Produce financial and management reports upon request

Compliance Intern

• Aug 2008 - Jan 2010

• Assist in the implementation process of a newly adapted compliance monitoring software • Report non-compliance and violations of regulatory standards to compliance manager • Collaborate with the IT department to ensure the effectiveness of the software • Assist in the implementation process of a newly adapted compliance monitoring software • Report non-compliance and violations of regulatory standards to compliance manager • Collaborate with the IT department to ensure the effectiveness of the software