Assistant Microsoft Office

Siyuan (Alvin) Yu,

CPA Candidate

Skill Summary

• Federal Taxation, US GAAP, IFRS;

o Passed all parts of CPA Exams: AUD: Passed 02/06/2018; REG: Passed 03/08/2018; FAR: Passed 04/19/2018; BEC: Passed 06/07/2018; License Pending;

• Strong Team Work Sprit, Presentation/Public Speaking. Work Experience

• Ridout Barrett & Co, PC. San Antonio, TX

Tax Staff Sept 2014 - May 2016

o Prepared Individual and Corporate Tax Returns, including form 1040, 1065, 1120S, 1120, 1041, 1120-H and 990s; o Prepared State Income Tax for Individuals and Corporates when they have multistate activities, State Tax prepared: TX, CA, IL, CO, SC, AL, MS, NJ, TN, KY;

o Book keeping experience gained by assisting Small Business Service Dept. reconciling Year-end Books; o Assisted Audit Department to Perform Preliminary Audit functions; o Prepared non-disclosure Financial Statements during non-tax seasons; o Worked 60-66 hours during tax seasons;

o Utilizing RIA Checkpoint to research various U.S. federal income tax issues and analyze tax rules and regulations of foreign jurisdictions;

o Clients’ Industry: Construction, Independent Contractors, Farm, Oil & Gas Equipment Provider, Transportation, Professional Service, Property Management.

• Zurich Insurance Company Beijing Branch Beijing, China Underwriter Assistant Nov 2011 - Feb 2012

• China PTAC Communications Services Co. Ltd Beijing, China Accountant Assistant Aug 2011 - Sept 2011

Education

• Harrisburg University of Science and Technology Harrisburg, PA Master of Project Mgmt. (ongoing) Spring 2019 (projected)

• University of Delaware Newark, DE

Master of Science in Accounting (GPA: 3.5/4.0) May 2014

• Central University of Finance and Economy Beijing, China Bachelor of Economics (GPA: 3.0/4.0) July 2012

Software Skills

• UltraTax CS, Engagement CS, Fixed Asset CS, Lacert (2013 Version), QuickBooks & QuickBooks Online, Sage 100 Contractors, GoFileRoom, ProFx Time Management;

• Microsoft Office Suite including: Excel, Word, PowerPoint, Access, Outlooks. Volunteer Activities

• IRS-Volunteer Income Tax Assistance (VITA program) Wilmington, DE Tax Filing Clerk March 2014 - April 2014

o Filed Individual Income Tax as a Volunteer.

• Team Associate, PwC 2013 Case Competition Newark, DE o Tax Code Reform Issue. Provide professional advice on state tax reform. Oct 2013 Current Address:

3838 Lockhill Selma Rd, #1339,

San Antonio, TX 78230

Email: *********@*****.***

Tel: 1-302-***-****

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