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Management Accounting

Location:
7079, United States
Posted:
May 24, 2010

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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)



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