Yui Wong, CPA

Senior Fund Accountant at Taiyo Pacific Partners
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Contact Information
Location
Seattle, Washington, United States, US
Languages
  • English Full professional proficiency
  • Cantoness Native or bilingual proficiency
  • Mandarin Native or bilingual proficiency

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Matthew Hutchens

Katherine was a student in my business taxation class at the University of Illinois. She was an exceptional student and a very hard worker who was able to grasp technical tax topics in a short amount of time. I highly recommend her.

Mandi Alt

Katherine is one of the most dedicated students I have taught. I had the pleasure of getting to know Katherine over the past academic year as her instructor in her graduate program taxation course at the University of Illinois at Urbana-Champaign. Katherine was dedicated to her studies at worked throughout the semester to consistently increase her knowledge and improve her performance. When she was initially not accepted into a very competitive Volunteer Income Tax Assistance program for the spring semester, she took the initiative to contact me to inquire as to any later openings. When an opening became available, Katherine's hard work, pleasant demeanor, and willingness to take that extra measure to ensure her success gave her the edge against many other well qualified candidates and she was selected for the program. In the VITA program, Katherine was a key part of the team and worked well with her teammates and also independently with little need for guidance from faculty to complete tax returns for taxpayers in the community. Katherine will be an asset to any team!

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Credentials

  • Certified Public Accountant (AICPA)
    AICPA
    Apr, 2023
    - Sep, 2024
  • Master Key Financial Analyst Skills
    LinkedIn
    Nov, 2022
    - Sep, 2024
  • SQL for Business Analysts Track
    DataCamp
    Aug, 2022
    - Sep, 2024
  • Financial Modeling and Forecasting Financial Statements
    LinkedIn
    Jun, 2022
    - Sep, 2024
  • Intermediate Python
    DataCamp
    May, 2022
    - Sep, 2024
  • Financial Modeling Foundations
    LinkedIn
    Feb, 2022
    - Sep, 2024
  • Using Power BI with Excel
    LinkedIn
    Sep, 2020
    - Sep, 2024
  • CICPA Certificate - Passed Professional Stage Exams
    The Chinese Institute of Certified Public Accountants
    Dec, 2019
    - Sep, 2024

Experience

    • United States
    • Investment Management
    • 1 - 100 Employee
    • Senior Fund Accountant
      • Jun 2023 - Present
    • CPA
      • Jan 2022 - Jun 2023

      𝐒𝐤𝐢𝐥𝐥𝐬: Tax Returns Preparation (S-Corp, C-Crop, Partnerships, Nonprofit, Individuals, Trust and Estate) • Tax Research & Planning • IRS Appeals • Financial Statements Compilation • Indirect Tax Management • Accounting Procedures Implementation

    • Tax Accountant
      • Jan 2021 - Dec 2021

    • United States
    • Automotive
    • 1 - 100 Employee
    • Staff Accountant
      • Jul 2020 - Jan 2021

      𝐒𝐤𝐢𝐥𝐥𝐬: Month-End Book Closing • SOP compilation • Internal Control Risk Management • Financial Data Analysis • Automation • Financial Planning and Budgeting 𝐒𝐤𝐢𝐥𝐥𝐬: Month-End Book Closing • SOP compilation • Internal Control Risk Management • Financial Data Analysis • Automation • Financial Planning and Budgeting

    • United States
    • Higher Education
    • 300 - 400 Employee
    • Certificated Volunteer Tax Preparer - Volunteer Income Tax Assistance (VITA) Program
      • Jan 2020 - Apr 2020
    • Business Consulting and Services
    • 700 & Above Employee
    • Associate Auditor II
      • Oct 2017 - Mar 2018

      𝐒𝐤𝐢𝐥𝐥𝐬: Microsoft Office • Financial Statements Audit, Internal Control • IFRS • Chinese GAAP, Financial Analysis • Accounting Standards Research

    • Associate Auditor
      • Oct 2016 - Sep 2017

Education

  • University of Illinois Urbana-Champaign
    Master of Science - MS, Accountancy (Data Analytics Concentration) (STEM)
    2020 - 2020
  • Jinan University
    Bachelor's degree, Accountancy (Canada CPA Concentration)
    2012 - 2016

Community

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