Experience

Pondmoon Capital
• United States
• Investment Management
• 1 - 100 Employee
• Financial Analyst

  • Oct 2020 - Present


Triangle Accounting Group, Inc. (USA)

• China
• Accounting
• 1 - 100 Employee

• Staff Accountant

  • Jan 2019 - Oct 2020

  • Prepared more than 300 individual and corporate income tax returns on ProSeries, mastered different tax returns, such as Form 1040, 1040-NR, 1120, 1120-S, 1065, and achieved 100% satisfaction from clients; the amount of completed tax return has increased by 8%, 80% of which were referred by existing clients. • Managed tax provision and compliance for 50 company clients (Retail Service) on QuickBooks and TurboTax, and reported to SSA, Federal, State, County, and City tax authorities; the number of clients has increased by 10%, 90% of which were referred by existing clients. • Prepared SALT (state and local tax), sales and use tax, and property tax return monthly, quarterly, and annually in multiple states and local authorities; 100% original returns and payment were submitted correctly in time. • Organized general ledgers to generate P&L (Profit & Loss), income statement, and balance sheet in QuickBooks and analyzed financial statements in Excel (Pivot Table, Hlookup, Vlookup), for the financial reporting and preparation of the tax return. • Amended tax returns for clients who had filed wrong original returns by themselves or other staff; 100% clients successfully reported new tax liability or got a refund from the overpayment, and the customer relationship was maintained well without losing any existing clients. • Communicated externally and internally with clients and governments about tax notices and any tax-related issues; penalty and interest had been waived for 30% tax delinquency notices or reduced under 20% circumstances. • Assisted with the external auditing; tax liability had been waived in 10% cases or reduced in 20% cases. • Applied EIDL (Economic Injury Disaster Loan Emergency Advance) and PPP (Paycheck Protection Program) for 40 business clients; 95% of applications had been approved.