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Sales Accounting Staff

Location:
Kings County, New York, 11220, United States
Posted:
November 29, 2017

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Dongyao Chen, CPA

Brooklyn, NY ***** ac3i3j@r.postjobfree.com 917-***-****

EDUCATION / LICENSE

Brooklyn College, CUNY Graduation Date: May 2013

B.S. in Public Accounting / Business, Management and Finance (Major GPA 3.4)

CPA License - February 2017

EXPERIENCES

KVB Partners Inc. NYC, NY June 2015 – Present

Senior Tax and Accounting Staff (since May 2017)

Prepare tax returns for individuals (1040& 1040NR), corporations (1120), and partnerships (1065).

Assist in tax planning for clients with various foreign sourced incomes and tax credits.

Prepare foreign reporting documents such as Form 5471, 5472, foreign tax credit 1116 and FBAR

Pay estimated taxes & sales tax, and process payroll in a timely and accurate manner.

Register with various state and local authorities for sales tax, income tax, and payroll purposes.

Perform monthly and yearly closings to prepare and analyze balance sheet and income statement; duties include but not limited to adjusting journal entries, bank & credit card reconciliations, and A/P & A/R.

Deal with various tax related letters as assigned.

Herman Yiu, CPA PLLC, NYC, NY March 2015 – April 2015

Tax Accountant

Prepared over 100 tax returns (1040) for individuals who had $400,000 of income on average.

Filed various state tax returns and/or multiple states’ tax returns.

Dealt with various passive and active incomes and their respective expenses, and also numerous tax credits.

Communicated with clients on a daily basis while working to complete their tax returns.

Advised clients in regards to their personal tax return preparations.

Partners Group (USA) Inc. NYC, NY June 2014 –August 2014

Assistant to US Tax Coordinator

Organizing and reviewing over 1,000 Flow Through K-1s received by over 250 Funds.

Liaising with Tax Directors and CFO’s of underlying managers to get proper documentation and support

Analyzing Flow Through K-1s from underlying managers to identify ECI, FDAP, UBTI, PFIC Reporting, and other informational disclosures.

Gathering K-1s from underlying managers to facilitate our K-1 generation process with external service providers.

Assisting with the analysis of state sourced income to determine proper jurisdictions to file tax returns in.

Accountax Advisors, Ltd., Woodside, NY June 2012 –April 2013

Staff Accountant

Calculated over 100 monthly, quarterly, and annual sales tax returns in Excel spreadsheets.

Improved on existing sales tax schedule, which shortened 80% double-checking time during busy tax season.

Compiled over 80 companies’ financial statements with Peachtree and QuickBooks.

Collaborated with the managers to edit and reconcile accounting book at the end of the year.

Originated a standardized information sheet to track each of our corporation clients’ write-ups, which improved workflow, reduced errors and simplified follow-up work.

SKILLS / STRENGTHS

Strengths: Communication Skill, Proactive, Analytical, Organizing, Simplification, and Planning skill,

Computer Software: GoSystem Tax, Drakes, QuickBooks, Excel (advanced level), Outlook



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