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