Teresa L. Zhou
Tel: 973-***-****
South Orange, NJ 07079 E-
Mail: abmrrg@r.postjobfree.com
PROFESSIONAL EXPERIENCE
Barclays Capital Inc. NYC, NY
December 2007- Present
Sr. Assoc, Tax
Domestic and state & local Tax
. Prepare US and Canadian Commodity tax provision
. Organize state tax provision and calculation of FIN48 and FAS109.
. Developing calculations for quarterly federal and state estimated
payments and tax provisions
. File extensions and estimated payments
. Maintain and support year end state payable turn up
. Assist in the preparation of state and local reserves
. Tax planning relating to state and local issues
. Supervise, train, and mentor associates and interns on tax projects and
assess performance of staff for engagement reviews; perform in-charge role
as needed.
Lehman Brothers Inc. NYC, NY
International Tax
. Prepare the monthly, quarterly, annual US GAAP income tax provision
processes for Lehman's FAS 109 non-US operations
. Manage and review quarterly effective tax rates analyses and review
current income tax provisions of Lehman's 800 non-US operations for support
FAS 109 provisions
. Reivew form 5471, 5472/8858 and Form 1118 foreign tax credit
. Maintain and enhance quarterly deferred tax balance rollforward of
Lehman's non-US operations
. Manage, enhance, and maintain the accumulated E&P and creditable tax pool
summary of Lehman's non-US operations to support financial statement
positions and assist with foreign tax credit capacity planning and
international restructuring
. Support IRS income tax audit analyses
. Support annual US income tax compliance requirements of Lehman's non-US
operations
UBS, Weehawken, NJ
April 2006 - December 2007
Assoc, Tax
. Prepare year-end and quarterly deferred calculations
. Assist in the preparation of quarterly/annual IFRS2/FAS 109 calculations
. Participate in the preparation of annual and quarterly income tax
provisions and accounting for income taxes
. Provide support on tax footnote disclosures for financial statements
. Reconcile and prepare two major non-provisional companies (UBS Wealth
Management and international business)
. Prepare all necessary reporting for annual financial statement audit
documentation
Everest Reinsurance Company/Prudential Reinsurance Company Liberty Corn, NJ
August 2005 - April
2006
Tax Analyst
. Prepare quarterly Excise Tax and file year-end Excise Tax Form 720
. Computation of quarterly and yearly SSAP-10 statutory deferred federal
income tax
. Perform 1099-Misc for 6 major business units all related to US compliance
function for global operations
. Perform quality review of Forms 1042S and client tax statements
. Assist with quarterly and yearly tax provision related to foreign
operations, including effective tax rate analysis, coordination with
foreign subsidiaries, and US tax effect of foreign operations on overall
tax provision
. Communicate with various departments to obtain timely monthly reports.
. Research tax law changes to ensure proper reporting on an as needed basis
. Provide assistance with tax audits, including preparing responses to
questions from IRS, processing IRS payable/refund adjustments on Peoplesoft
enterprise system
. Response questions from national finance personnel with W-9 requirements.
Tax Internship/Pro-Bono Program
Schonbraun Safris McCann Bekritsky & Co., L.L.C, Roseland, NJ
January 2005 - April 2005
Tax Internship
. Review client 1040 and create work paper files, date entry of accounting
and tax information into CCH Prosystem
. Prepare Federal and state quarterly estimated and extension tax payments.
. Preparation of Schedule K-1, form 1065 and Partnership returns
. Work on Some foreign/International tax schedules (e.g. Form 1118 & 5471)
IRS/CFRC Pro Bono program, New York, NY
January 2004 -
December 2004
Individual Tax Counselor (Pro-Bono Program)
. Helped low-income taxpayers prepare their federal and state tax returns
(Form 1040, 1040EZ, 1040X, NY-IT-201-V, NY-IT-X, NJ-1040, NJ-1040NR)
. Researched IRS information document requests in order to fulfill IRS
requests
. Answered questions related to latest tax law changes
. Reviewed and responded to New York, New Jersey State and Federal tax
inquiries
. Prepared 5,303 cases in IRS e-file system, accepted 4,494 files, totally
refunds from IRS $7,997,680.
United Nations -Peace Keeping Operations, New York, NY
March 2005 - July 2005
Internship/Volunteer
. Create a database for Project Rations Management system for US army in
Middle of East Asian
. Assisted in the maintenance of electronic tracking of new contingents
reports received from the field offices using Microsoft Excel
. Improved original financial databases for US Army in East Asian
EDUCATION
Seton Hall University, South Orange, NJ
December 2003 -
December 2005
. Master of Science in Taxation
. Seton Hall University President Scholarship and Graduate Assistantship
(2003-2005)
. Member of Seton Hall W.Paul Stillman Business School Beta Alpha Psi
Accounting Club (2003)
. Vice-President of Association of Chinese Student and Scholar at Greater
New York (2003)
. GMAT (700/800)
. Candidate for CPA exam
Seton Hall University, South Orange, NJ
September 1999 - September 2003
. Bachelor of Science in Business Management Information Systems
. Seton Hall President's Award (1999-2001)
. Seton Hall Student Government - Excellence International Student Leader
(1999)
. International Student Management Honor Society (1999-2000)
COMPUTER SKILLS
Tax: PeopleSoft, Peopletools, Insource, Taxwise (IRS tax preparation
software), RIA Checkpoint, CCH Prosystem, 1099 Tax Pro services System
SAP, Rumba Mainframe Display (PFMD, GJOW, GCR, PRE-GCR), FTR
(Financial Transaction Repository), Essbase Vista, Vertax, TaxStream
Accounting: Peachtree Accounting, QuickBooks, M.Y.O.B. Accounting for
Macintosh, AP Voucher payroll system
Database Management: Access, UNIX, and VBA.
Programming and Network: Visual Basic, C++, Windows NT4.0 Network System.
Office: Excel, Word, PowerPoint, Micro Publisher
Language skills: Chinese (Native language)