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Tax Associate

Location:
Malden, MA
Posted:
June 22, 2017

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Resume:

BOYAO WEI

Address: * *** **** **., ******, MA *2148

Tel: 781-***-**** ac0yup@r.postjobfree.com/ ac0yup@r.postjobfree.com.

EDUCATION Suffolk University, Boston, MA, Dec 2014

Master of Science in Accounting Candidate, Cumulative GPA: 3.23/4.00

Zhongnan Universiy of Economics and Law, Whuan, China, June 2013

Bachelor of Management in Accounting

Main Courses:

Graduate Financial Accounting I & II, Issues in Federal Taxation, Auditing and Assurance Services, Operations & Data Analysis, Corporate Financial Reporting and Analysis, Corporate Financial Planning and Control, Multinational Financial Analysis and Control, Leadership in the Financial Professions

WORK EXPERIENCE

Start from Oct.1 2016 Tonneson & Company, P.C. (Regional Public CPA firm)

to now Tax Junior (Associate)

Prepare 1065 partnership, 1120/1120s corporate, 1040 individual and 990 tax returns.

File Extensions, Prepare tax planning and projections, Prepare accurate tax work papers

Generating Trial balance & Financial Statement

Making Journal Entries for year-end closing include bank reconciliations.

Develop excellent client relationships and satisfaction through open communication and timeliness

Use all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum.

April 2015 to Kevin P. Martin & Associate P.C. (Regional Public CPA firm)

Dec.31 2015 Tax Junior (Associate)

Prepare 1065 partnership, 1120/1120s corporate, 1040 individual and 990 tax returns.

Prepare 704(b) test work paper, debt work paper, K-1 tax reconciliation work paper, depreciation work paper and performing special allocation for partnership returns.

Prepare several individual tax returns and able to work overtime during busy season.

Compare and prepare engagement letters for the company from 2010 to 2015.

Prepare UFR work paper for 990s

Research on Low Income Housing Real Estate tax related problems, Partnership and AMT projects.

Feb 2015 to Boston Capital

Mar. 2015 Tax Associate

Review of LIHTC calculation included in Form 1065, US Partnership Return of Income

Review of partner information on Schedule K-1 included in Form 1065, US Partnership Return of Income

Data entry of apportionment schedule and minimum gain calculation information into excel and online forms

Communication with outside CPA firms to request revisions and related information

May 2011 Deloitte Wuhan Volunteer Program in Deloitte Touche Tohmatsu CPA Ltd., Hubei, China

Volunteer

Participated and contributed to volunteer teaching program.

TEAM PROJECTS

Sawyer Business School/TD Ameritrade Intercollegiate Capital Markets Trading Competition

Served as team leader of the Trading Competition; successfully earned $17,000 trading stock and stock options in the competition

Prepared trading strategy outline and ensured all four members fulfilled our team duties and roles

PUBLICATION

Discussion on the influence of fair Value on Risk Management of Commercial Banks and the Coping Strategies published on International Conference on Computer Science and Education [C] VOL.5 No5, 2012 Engineering Index (EI) Page 106-108

SKILLS Profx Tax, Epace Engagement, QuickBooks, XCM, Microsoft Office Word, Excel, Fusion, Racer, PPT



Contact this candidate