PROFILE:
Expecting Master In Taxation in December, 2010
Accounting professional with diversified experience in accounting and tax
Experienced tax accountant who is current with recent changes to the tax
code and all regulations
Well-organized and detail-oriented with experience in preparing all federal
and state tax returns for individuals, partnerships and corporations, as
well as payroll quarterly reports, use and sale tax reporting and financial
statements
Experienced in the preparation and analysis of all financial statements
with specific focus on accounts payable, accounts receivable, and fixed
assets sub-ledgers. Knowledgeable with multiple general ledger
applications
Examined the financial accounting and reporting of income taxes under FAS
109 and FIN 48
Self-motivated and diligent in accomplishing business goals with ability to
quickly and efficiently learn new skills, and then apply and deliver those
skills through value added work product.
Adept in customer relations with ability to handle and resolve multiple
complex issues
Team-oriented approach to work, with the ability to thrive in fast-paced
environments
EXPERIENCE:
Damasco & Associates LLP - Half Moon Bay, CA
2007- 2009
Tax Accountant
Prepared and filed tax returns for individuals and corporations in multiple
industries. Major areas of practice include high net worth / highly
compensated individuals, consulting, real estate, property management,
restaurants, retail, and investments technology etc.
Performed a full range of tax preparation functions for partnership, C
Corporation, S Corporation, and estate and trust. Specialist in state
allocation within California and multiple states.
Tax planning and reviews, compilation, and bookkeeping.
Researched and recommended resolution of complex tax issues for customers,
with specific analysis concentrating on accounting for GAAP, application of
tax laws and regulation, etc.
Prepared and analyzed quarterly tax estimates for individual and settlement
fund customers.
Teng Accountancy Corporation - San Jose, CA 2005 -
2007
Staff Accountant
Prepared and analyzed customer financial statements from work product
review of client's QuickBooks or Quicken files. Prepared write ups for
journal ledger, reconciled bank statements and balance sheet accounts.
Consulted with clients and performed a full range of tax preparation
functions including individual, partnership, C Corporation, S Corporation,
estate and trust.
Calculated payroll deductions and processed payroll and quarterly tax
liability reports.
Established and developed monthly prepayment and quarterly sales tax
reports.
Internal Revenue Service - San Jose, CA
2003-2005 (Seasonal Volunteer)
Income Tax Assistance and Tax Counseling
Assisted elderly and low income individuals in completing and filing
Individual Income Tax Returns.
Tax preparation focus on standard 1040 form and all schedules with emphasis
on Education Credits, Earned Income Credits, Child Tax Credits; Credit for
the Elderly or the Disabled
Jenny (Ni) Zhao, CPA
Page Two
Email: abkmq8@r.postjobfree.com Tel: (408)218-
0382
Dalian Global Garment Manufacture Ltd. - China
1995 - 1999
Accountant
Performed accounting functions including journal entries, accounts payables
and bank reconciliation.
Posted and reconciled receivable accounts to spreadsheet and month-end
journal entries.
Administered budget and payroll for staff of 132 employees.
SOFTWARES & TOOLS:
Microsoft Office - Excel 2007, Word, Power Point, Access DB and Outlook
QuickBooks general ledger/Quicken
AME/CFS
Perfect Balance & Ace write up
ATX Tax
Lacerte Tax
ProSystem Tax & FX Balance
BNA Tax Planning
CCH & RIA Tax Research
EDUCATION:
Golden Gate University, San Francisco, CA
Present
Masters in Taxation ---Expected December 2010, GPA 3.5/4.0
De Anza College, Cupertino, CA
2005
Certificate in Accounting
Award the Grove Foundation, School-to-Career Scholarship in De Anza College
Sunnyvale-Cupertino Adult Education, Sunnyvale, CA
2003
Accounting Technician Certificate
Program in Accounting Intuit-QuickBooks
Hainan University, China
2001
Master of Business Administration
CERTIFICATION:
Certified Public Accountant - State of California
2008
OTHER:
Member of American Institute of Certified Public Accountants
Member of California Society of Certified Public Accountants
Fluent in Chinese Mandarin