Tax Associate

• Oct 2023 - Present

Tax Associate

• Nov 2022 - Aug 2023

♦ Prepared Tax returns for Partnerships, S corps, C corps, Individuals and Trusts. ♦ Identified potential tax planning opportunities and communicated them to leading engagement personals. ♦ Communicated with clients regarding any missing information for tax return preparation. ♦ Trained interns and assisted them with tax software inputs, working paper templates, depreciation questions (such as MACRS GDS/ADS, Bonus or special depreciation allowance, Section 179 deduction), and other operational/administrative items. ♦ Researched tax technical topics surrounding 199A deduction for individuals, 199A(g) for Co-ops,163(j) limitations, small business qualification, 743(b) adjustments, 704(c) built in gain or loss, and state apportionment and allocations. ♦ Reviewed intern work for accuracy and completeness. ♦ Helped with yearly project scheduling and weekly scheduling meetings. Show less

Accounting Trainee

• Jan 2022 - Nov 2022

Job Responsibilities Included ♦ Auditing travel claims of employees for completeness, accuracy and compliance with travel rules and regulations of California Department of Human Resources (CalHR), State Controller’s Office (SCO) and the Department of General Services (DGS) Statewide Travel Program for reimbursement. ♦ Auditing and Approving employee travel advances and corresponding with employees. ♦ Auditing invoices for AP processing such as invoices for Purchase Orders, Service Orders while assuring completeness and accuracy for submission to SCO to issue payment and making appropriate accounting postings to the FI$Cal system for said invoices. ♦ Scanning, logging, and distributing all Travel expense claims and assisting with distribution of incoming invoices to accounting support staff for processing for payment daily. ♦ Preparing vouchers to reimburse the Department’s ORF in a timely manner in FI$Cal. Voluntary effort for Process Improvement I went above and beyond my job responsibilities to write VBA Macros in Excel to make different processes more efficient. The Macros I wrote reduced Travel claim processing, Travel advance processing and logging times by significant margins. I also created Mail merge to automate the emailing process to remind employees to submit claims. I was appreciated by my supervisor for introducing these efficiencies in the processes. Show less

Customer Service Associate

• Apr 2020 - Jan 2022

Job Responsibilities Included ♦ Understanding customer needs and providing them with products that fits their needs. ♦ Serving as the first level of contact for customers regarding any post-sale inquiries or issues. ♦ Handling customer’s inquiries about products. ♦ Communicating with customers and updating them about product availability and deliveries. ♦ Providing excellent customer service by using SMART behavior. ♦ Identifying inventory shortage and working with management to reorder. ♦ Undertaking cycle counts and identifying discrepancies. ♦ Voluntarily, I headed down stocking team for a period of three months. Show less

Costing Officer

• Oct 2018 - Jan 2020

Job Responsibilities Included ♦ Assisting accounts manager in preparation of monthly and yearly accounts. ♦ Allocation of costs to proper business segments and to relevant products. ♦ Cost controlling through process improvement. ♦ Calculation of raw material, labor & overhead costs in order to determine changes in product costs and preparing reports for management. ♦ Primarily responsible for inventory costing, cost analysis, CVP analysis & variance reporting. ♦ Contribution margin (cm) analysis of different products and reporting thereof to management in order to maximize company profits. ♦ Analysis of changes in product designs, using alternative raw materials and manufacturing methods to determine effects on cost. ♦ Cost estimation of proposed products with co-ordination of production department. ♦ Validation of cost of goods sold (CGS) and value of closing inventory as part of month-end closing. ♦ Heading monthly stock takings. ♦ Running month end closing procedures for calculation of weighted average cost and allocation of expenses in system. ♦ Providing key inputs in oracle software development and implementation. ♦ Papering interactive formats of reports for managerial information and decision making. Show less