Tracy (Nguyet) Than

Tax Associate at Safe Harbor LLP
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Contact Information
us****@****om
(386) 825-5501
Location
San Francisco Bay Area, US
Languages
  • English -
  • Japanese Elementary proficiency
  • Vietnamese Native or bilingual proficiency

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Credentials

  • VITA/ TCE Certification Course 2016 Intake/ Interview and Quality Review Exam
    IRS
    Sep, 2016
    - Nov, 2024
  • VITA/ TCE Certification Course 2016 Volunteer Standards of Conduct Exam
    IRS
    Sep, 2016
    - Nov, 2024

Experience

    • United States
    • Accounting
    • 1 - 100 Employee
    • Tax Associate
      • Jun 2022 - Present

    • Tax Intern
      • Dec 2021 - May 2022

    • Accounting Assistant
      • Feb 2020 - Dec 2020

      - Processed accounts receivable and payable, and payroll documents- Generated sales and expenses report, and perform data processing in MS Excel- Managed relationship with vendors clients regarding invoices and payment - Processed accounts receivable and payable, and payroll documents- Generated sales and expenses report, and perform data processing in MS Excel- Managed relationship with vendors clients regarding invoices and payment

    • United States
    • Higher Education
    • 300 - 400 Employee
    • Accounting Tutor
      • Feb 2019 - May 2019

      - Guided students through accounting problems and key concepts for managerial accounting

    • Food Service Student Assistant
      • Sep 2017 - May 2019

      - Prepared food, refilled food stations- Swiped students' ID card and answered problems

    • Bookkeeper Trainee
      • Feb 2019 - Mar 2019

      - Recorded revenue and expenses for three firms using Excel- Reconciled monthly statements and related transactions to verify vendor accounts - Recorded revenue and expenses for three firms using Excel- Reconciled monthly statements and related transactions to verify vendor accounts

    • United States
    • International Trade and Development
    • 1 - 100 Employee
    • Intern Assistant
      • Nov 2018 - Feb 2019

      - Helped prepare company debit and credit documents- Created charts in Excel to compare transactions made in 2017 and 2018- Checked formulas, looked for errors, and highlighted corrections on five-year financial spreadsheet- Research trade shows and conferences for BACC to promote their relationship with U.S. companies- Wrote articles to raise money for designers for Fashion Week- Drafted advertisements for upcoming events - Helped prepare company debit and credit documents- Created charts in Excel to compare transactions made in 2017 and 2018- Checked formulas, looked for errors, and highlighted corrections on five-year financial spreadsheet- Research trade shows and conferences for BACC to promote their relationship with U.S. companies- Wrote articles to raise money for designers for Fashion Week- Drafted advertisements for upcoming events

Education

  • San Jose State University
    Master of Science - MS, Taxation
    2021 -
  • Keuka College
    Bachelor of Science - BS, Accounting
    2014 - 2019

Community

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