Tax Senior

• Oct 2017 - Present

Tax & Accounting Staff

• Sep 2015 - Sep 2017

•Trained client on QuickBooks setup and bookkeeping techniques as well as troubleshooting software issues •Communicated with clients and proactively for timely feedback for improvement to maximize client satisfaction •Engaged with clients from initial consultation to final review of tax returns •Completed complex tax returns efficiently and accurately •Analyzed discrepancy between Accounts Receivable in Quickbooks and Prime report •Assisting in mediation process and drafting of MSAs (marital separation agreement) •Constructed 5-year financial models that accurately reflect client’s business operations using Excel spreadsheet Show less

Auditor

• Mar 2015 - Jun 2015

•Collaborated in teams of five to complete 5 audit engagements and 1 review engagement •Met goals to completed 8 tax reports in addition to tax returns within one month •Assisted in training new colleagues on using tax software •Translated financial statements from Chinese to English for international clients •Collaborated in teams of five to complete 5 audit engagements and 1 review engagement •Met goals to completed 8 tax reports in addition to tax returns within one month •Assisted in training new colleagues on using tax software •Translated financial statements from Chinese to English for international clients

Consultant

• Sep 2014 - Dec 2014

•Completed monthly reconciliation for deferred revenue accounts •Analyzed month to month decrease in sales revenue using Salesforce platform •Evaluated cancellation cases and respective customer contracts to ensure fairness •Prepared cancellation forms and buyout calculations for account managers on a timely manner •Completed monthly reconciliation for deferred revenue accounts •Analyzed month to month decrease in sales revenue using Salesforce platform •Evaluated cancellation cases and respective customer contracts to ensure fairness •Prepared cancellation forms and buyout calculations for account managers on a timely manner